FFG Partners, LLC

The investment style appears to be a hybrid of growth-at-a-reasonable-price (GARP) and thematic investing, heavily skewed toward technology and financial services. The manager is not passive; the quarter saw 15 new positions initiated and 12 reduced, alongside a complete exit from a major position, signaling a tactical shift in strategy. The inclusion of specific ETFs (Gold, International, Bitcoin, Aerospace) alongside high-beta single stocks suggests a barbell approach balancing aggressive growth with hedging and thematic diversification.

2. Key Holdings