FJ INVESTMENTS, LLC

PrivateCIK: 1903573
Location

SALT LAKE CITY, UT

5
Positions
$1.53B
Total AUM (reported)
3.82M
Total Shares

Allocation by class

TOTAL AUM$1.53B5 positions
S&P 500 ETF SHS$1.27B82.5%
CAP STK CL A$146.03M9.5%
COM NEW$62.08M4.0%
COM$30.42M2.0%
CL B NEW$29.85M1.9%

Portfolio Concentration

Top 396.1%4–103.9%TOP 10100.0%0%100%
Top 3$1.47B96.1%
4–10$60.27M3.9%

Top 3 weight

96.1%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 3.82M

Sole

Full voting authority

2.97M

shares

% of voting shares77.7%
Shared

Joint voting authority

852.55K

shares

% of voting shares22.3%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole4
Shared0
Other1
Dominant voting typeSole · 77.7% of voting shares
Institutional Holdings5
Rows:

VANGUARD INDEX FDS

DFND
S&P 500 ETF SHS
Shares2.12M
TypeSH
Market value$1.27B
82.50%
Sole
1.26M
Shared
852.55K
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares507.83K
TypeSH
Market value$146.03M
9.52%
Sole
507.83K
Shared
0.00
None
0.00

PAR PAC HOLDINGS INC

SOLE
COM NEW
Shares991.11K
TypeSH
Market value$62.08M
4.05%
Sole
991.11K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares146.07K
TypeSH
Market value$30.42M
1.98%
Sole
146.07K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares62.29K
TypeSH
Market value$29.85M
1.95%
Sole
62.29K
Shared
0.00
None
0.00