FJ Investments, LLC
CIK
1903573
Location
Salt Lake City, UT
Portfolio Value
Micro
$29,848,409
Diversification
Highly concentrated
Filing Date
Global Rank
#3,612
/ 8,586
▲ 182
Top Industry
Internet Content & Information
54.4%
3Y Alpha vs SPY
+14.3%
Period ended 3 months ago
Filed May 14, 2026 · 33d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+102.4%
SPY
+55.8%
Annualised alpha
+14.3%
Max drawdown
−23.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
54.4%
−7.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,748
Highly concentrated−520
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 54.4% | $146,031,594 |
| Energy | 23.1% | $62,082,942 |
| Consumer Cyclical | 11.3% | $30,422,207 |
| Financial Services | 11.1% | $29,848,409 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +350 | 507,830 | $146,031,594 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$29,848,409 total
· Financial Services only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 62,288 | $29,848,409 | 100.00% |