Filed: 5/13/2025ACC: 0000950123-25-004798
📋 What this filing means
FJ INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $1.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$1.11B
Total AUM (reported)
2.61M
Total Shares
Allocation by class
S&P 500 ETF SHS$974.68M87.5%
CAP STK CL A$78.26M7.0%
CL B NEW$33.17M3.0%
COM$27.79M2.5%
Portfolio Concentration
Top 3$1.09B97.5%
4–10$27.79M2.5%
Top 3 weight
97.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.61M
Sole
Full voting authority
1.70M
shares
% of voting shares65.2%
Shared
Joint voting authority
908.42K
shares
% of voting shares34.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3
Shared0
Other1
Dominant voting typeSole · 65.2% of voting shares
Institutional Holdings4
Rows:
VANGUARD INDEX FDS
DFNDShares1.90M
TypeSH
Market value$974.68M
87.50%
Sole
988.18K
Shared
908.42K
None
0.00
ALPHABET INC
SOLEShares506.09K
TypeSH
Market value$78.26M
7.03%
Sole
506.09K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares62.29K
TypeSH
Market value$33.17M
2.98%
Sole
62.29K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares146.07K
TypeSH
Market value$27.79M
2.49%
Sole
146.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 1.90M | SH | $974.68M 87.50% | 988.18K | 908.42K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 506.09K | SH | $78.26M 7.03% | 506.09K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 62.29K | SH | $33.17M 2.98% | 62.29K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 146.07K | SH | $27.79M 2.49% | 146.07K | 0.00 | 0.00 |