Sheri Widerburg

Fj Investments, Llc

Assets Managed

$1.534B

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 10d ago

Growth Rate

-3.07%(2Q avg: -0.43%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fj Investments, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5 positions.

Assets under management

The assets under management (AUM) of Fj Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.534B in assets, with a quarterly growth rate of -3.07% and a 2-quarter average growth rate of -0.43%. The portfolio is managed by Sheri Widerburg, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VOO Vanguard S&p 500 Etf Recent Activity Increased 0.33%	82.5%	$1.265B 2.117M shares@ $597.55 avg price	Increased 0.33%
GOOGL Alphabet Inc-cl A Recent Activity Increased 0.07%	9.53%	$146.032M 507,830 shares@ $287.57 avg price	Increased 0.07%
PARR Par Pacific Holdings Inc Recent Activity	4.05%	$62.083M 991,107 shares@ $62.64 avg price
AMZN Amazon.com Inc Recent Activity	1.99%	$30.422M 146,071 shares@ $208.27 avg price
BRK.B Berkshire Hathaway Inc-cl B Recent Activity	1.95%	$29.848M 62,288 shares@ $479.21 avg price

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