The Fireground Fund
WHAT IS THE FIREGROUND FUND?
The Fireground Fund is our real money public investment portfolio, built using the same principles we teach across Fireground Financial.
This isn’t a simulation or hypothetical model. Every position in the fund is a real investment made with discipline, patience, and a long-term mindset. We created the Fireground Fund to lead by example, showing how everyday people can build wealth over time by investing in companies they actually understand and believe in.
It plays a central role in our mission:
To make financial education real, relatable, and actionable.
By sharing weekly updates, breakdowns, and insights into the fund’s performance and holdings, we aim to:
- Demystify investing for beginners
- Show how to evaluate companies using value-driven logic
- Reinforce that wealth-building is a process, not a guessing game
Whether you're just getting started or building your own portfolio alongside us, the Fireground Fund is here to help you learn by watching real decisions play out in real time.
WHAT DO THE NUMBERS MEAN?
Here’s a quick breakdown of what each number on the chart actually means:
CASH – USD $63.10
This is the uninvested cash currently sitting in the account. Think of it as our dry powder ready to deploy into new opportunities when we find them.
BOOK COST – USD $50,776.83
This is how much money we originally spent to buy the investments currently in the portfolio. It’s our cost basis. The starting point we compare our gains/losses against.
INVESTMENTS – USD $74,302.91
This is the current market value of our investments if we sold them today. It reflects live pricing based on the stock market.
GAIN/LOSS – USD $22,526.08 (+46.33%)
This is our unrealized gain. Meaning we haven’t sold yet, but on paper, we’re up this much. It’s the difference between the book cost and current value of the investments.
TOTAL VALUE – USD $74,366.01
This is the full value of the Fireground Fund today. It includes both the investments and the small amount of cash we’re holding.
FIREGROUND FUND HOLDINGS BREAKDOWN
Here’s what we currently own in the Fireground Fund, and why each position earned a spot. We're focused on real-world companies, long-term potential, and businesses we believe in, not hype.
Meta Platforms (META) — 25 Shares
What it is: The parent company of Facebook, Instagram, and WhatsApp.
Why we own it:
Meta is a cash machine with billions of users across the globe. Their ad business is dominant, and they're investing heavily in AI and future tech, all while buying back shares and growing profits. We use their platforms every day, and we believe in owning the infrastructure of digital communication.
Philip Morris International (PM) — 40 Shares
What it is: A global tobacco company known for Marlboro and its smoke-free product line (like ZYN).
Why we own it:
Philip Morris has steady cash flow and a plan for the future. They're transitioning into reduced-risk products, have high margins, and return serious dividends. This is a classic value play: boring, profitable, and underappreciated.
Alphabet Inc. (GOOGL) — 35 Shares
What it is: The parent company of Google, YouTube, and Android.
Why we own it:
Alphabet is the backbone of the internet. Whether you're watching videos, searching online, or using maps - you're probably touching Google tech. It’s got strong cash flow, massive market share, and a war chest of cash. A long-term growth engine.
British American Tobacco (BTI) — 100 Shares
What it is: A global tobacco company behind brands like Camel, Newport, and Vuse (VELO Nicotine Pouches).
Why we own it:
Another deep value play with global scale, big dividends, and transition plans toward reduced-risk nicotine. BTI trades cheap and generates consistent earnings. It’s not flashy, but it pays.
Amazon (AMZN) — 20 Shares
What it is: The largest e-commerce company in the world, and a major cloud services provider through AWS.
Why we own it:
Amazon runs the logistics backbone of online shopping, and their cloud business (AWS) is incredibly profitable. It reinvests heavily in innovation, and we believe its long-term dominance is just getting started. We’re here for the compound growth.
Uber Technologies (UBER) — 100 Shares
What it is: A global platform for ridesharing, food delivery (Uber Eats), and freight.
Why we own it:
Uber has turned the corner from burning cash to making money. They're scaling up in logistics and transport, two major areas of the modern economy. As the world gets more digital and on-demand, Uber stands to benefit.
Altria Group (MO) — 40 Shares
What it is: A U.S.-based tobacco giant, best known for Marlboro in the U.S. and a manufacturer of leading nicotine pouch brands.
Why we own it:
This is a cashflow beast. Altria throws off dividends like few other companies, and it has pricing power, brand loyalty, and a shareholder-friendly mindset. While it’s a controversial sector, it fits our value criteria.
Apple Inc. (AAPL) — 5 Shares
What it is: One of the world’s most iconic tech companies — iPhones, Macs, iPads, and services.
Why we own it:
Apple is a cash-rich, innovation-driven powerhouse. It has insane customer loyalty and keeps expanding its ecosystem. Whether it’s wearables, payments, or services, Apple continues to evolve while rewarding shareholders.
Microsoft (MSFT) — 3 Shares
What it is: The company behind Windows, Microsoft 365, LinkedIn, and the Azure cloud platform.
Why we own it:
Microsoft is like the operating system for business. It’s entrenched in both consumer and enterprise tech, has massive recurring revenue, and is a leader in AI. A cornerstone stock for long-term stability.
Nvidia (NVDA) — 10 Shares
What it is: The world leader in GPUs, powering AI, gaming, data centers, and more.
Why we own it:
Nvidia is at the center of the AI revolution. Its chips are the gold standard for machine learning and high-performance computing. Growth is explosive, and while it's volatile, we believe the long-term trend is undeniable.
Berkshire Hathaway Inc. (BRK.B) — 3 Shares
What it is: A multinational holding company established by Warren Buffett, owning major stakes in Apple, Coca-Cola, American Express, and full ownership of businesses like GEICO and BNSF Railway.
Why we own it:
It’s a fortress of value investing. Berkshire holds over $300B in cash and high-quality equities, with a proven track record of compounding wealth. It’s like owning a diversified mini-market of strong businesses all in one stock.
Exxon Mobil Corp (XOM) — 30 Shares
What it is:
One of the largest integrated oil & gas companies on the planet, operating across upstream production, refining, chemicals, and global energy infrastructure.
Why we own it:
Exxon is a cash-flow machine with world-class assets and decades of proven reserves. As global energy demand stays strong, companies like Exxon remain essential. They return massive capital to shareholders through dividends and buybacks while investing in long-term energy projects. This is a cornerstone player in the sector. Stable, durable, and built for the long game.
Cdn Natural Resources Ltd. (CNQ) — 70 Shares
What it is:
One of Canada’s largest and most efficient oil & gas producers, with operations spanning oil sands, conventional crude, natural gas, and liquids.
Why we own it:
CNQ is a Canadian powerhouse with exceptional operational discipline and some of the longest-life, lowest-decline assets in the country. They generate strong free cash flow, reward shareholders with rising dividends, and operate in a sector where Canada has a structural advantage. CNQ gives the Fund exposure to high-quality Canadian energy backed by real assets and long-term demand.
Suncor Energy Inc. (SU) — 50 Shares
What it is:
A major Canadian integrated energy company with operations in oil sands, refining, and retail through Petro-Canada.
Why we own it:
Suncor is a staple of Canadian energy with strong upstream assets and one of the best refining/retail networks in the country. After years of restructuring and operational improvements, the company is more efficient and shareholder-focused. SU provides reliable cash flow, a solid dividend, and long-term leverage to Canada’s energy strength.
Royal Bank Of Canada (RY) — 10 Shares
What it is:
Canada’s largest bank by market cap, providing personal banking, commercial banking, wealth management, insurance, and capital markets services worldwide.
Why we own it:
RBC is a fortress institution in one of the most stable banking systems on earth. It consistently delivers strong earnings, grows its dividend, and maintains industry-leading risk management. Owning RY gives the Fund exposure to reliable financial strength, steady long-term growth, and the backbone of the Canadian economy.
Toronto Dominion Bank (TD) — 15 Shares
What it is:
One of Canada’s largest banks with a major North American footprint, offering retail banking, wealth management, insurance, and capital markets services.
Why we own it:
TD dominates retail banking in Canada and has one of the strongest deposit bases in North America. Its U.S. operations give it growth that most Canadian banks don’t have. TD is steady, respected for its risk discipline, and generates the kind of predictable earnings we like. This position gives the Fund solid financial exposure on both sides of the border.
Brookfield Corp (BN) — 25 Shares
What it is:
A global alternative asset manager and investor with a massive portfolio across real estate, infrastructure, renewable energy, private equity, and credit.
Why we own it:
Brookfield is one of the most sophisticated asset allocators in the world. They invest in essential, cash-generating assets and manage capital for institutions worldwide. BN gives the Fund exposure to high-quality infrastructure, global real assets, and long-term compounding through a management team with a proven track record.
Imperial Oil Ltd. (IMO) — 5 Shares
What it is:
One of Canada’s oldest and most established energy companies, operating in oil sands, refining, and petroleum products. Imperial is majority-owned by Exxon Mobil.
Why we own it:
Imperial is a disciplined and efficient operator with strong integrated assets and a consistent history of profitability. Its close partnership with Exxon brings world-class technical expertise and long-term stability. IMO adds another layer of high-quality Canadian energy exposure to the Fund with steady cash flow and reliable shareholder returns.
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