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Funds · 13F filer · Salt Lake City, UT

FJ Investments, LLC

$1.8B in 6 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+27.2%S&P 500 +20.9%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2023: $166 against $157 in the S&P 500.2

FJ Investments, LLCS&P 500 (SPY)
$100$16620232026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
VOOVanguard Index Fds$1.4B78.6%
GOOGLAlphabet Inc$181.6M9.9%
VGSHVanguard Scottsdale Fds$90.2M4.9%New
PARRPar Pac Holdings Inc$55.6M3.0%
AMZNAmazon Com Inc$34.8M1.9%
BRK/BBerkshire Hathaway Inc Del$31.2M1.7%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
GOOGLAlphabet IncDecember 31, 2023+155.8%$181.6M
PARRPar Pac Holdings IncJune 30, 2025+111.4%$55.6M
VOOVanguard Index FdsDecember 31, 2023+57.2%$1.4B
AMZNAmazon Com IncDecember 31, 2023+56.9%$34.8M
BRK/BBerkshire Hathaway Inc DelDecember 31, 2023+40.3%$31.2M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+14.6%+14.8%
March 31, 2026−3.3%−4.6%
December 31, 2025+4.4%+2.4%
September 30, 2025+9.9%+7.8%
June 30, 2025+10.3%+10.5%
March 31, 2025−5.5%−4.6%
December 31, 2024+3.4%+2.1%
September 30, 2024+4.1%+5.4%
June 30, 2024+4.9%+4.0%
March 31, 2024+10.6%+10.0%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1903573
  2. 2
    Filed August 6, 2026 · accession 0000912282-26-001041