Fund Universe

← Fund Universe

☆FJ Investments, LLC

CIK 0001903573 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.964
AUM ($M)
1,842
Positions
6
Turnover
0.05
Top-10 wt
100%
Herfindahl
0.632
History (qtrs)
6
Excess Return
+76.1%

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Quarter
Activity this period
Security type

Holdings · 6 positions · portfolio value $1,842M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS TRIM — 78.6% -3.9% 1,448.3 2,108,696 -8,658 5 —
☆GOOGL funds › ALPHABET INC ADD Common Stock 9.9% +0.3% 181.6 508,140 +310 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS NEW — 4.9% +4.9% 90.2 1,550,014 +1,550,014 1 -20.7%
☆PARR funds › PAR PAC HOLDINGS INC HOLD — 3.0% -1.0% 55.6 991,107 +0 5 +173.0%
☆AMZN funds › AMAZON COM INC HOLD Common Stock 1.9% -0.1% 34.8 146,071 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD Common Stock 1.7% -0.3% 31.2 62,288 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,842 6 0.05 100% 0.632 0.963 — in
2026Q1 1,534 5 0.02 100% 0.692 0.969 — in
2025Q4 1,582 5 0.02 100% 0.711 0.963 — in
2025Q3 1,548 5 0.02 100% 0.742 0.964 — in
2025Q2 1,408 5 0.02 100% 0.769 0.968 — entered
2025Q1 1,114 4 0.00 100% 0.772 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status