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Portfolio (Quarterly) Guide ↗

FAIRFIELD, BUSH & CO.

· CIK 0001116247
13F Portfolio $190M AUM 115 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 21 Added 74 Reduced 9 Exited
Page 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION COM Technology 13,858.0 $2.6M 1.36% -421.0 -3.0% $186.50 +15.5%
22 CVX CHEVRON CORPORATION COM Energy 16,914.0 $2.6M 1.36% -1K -7.8% $152.41 +25.6%
23 ASML ASML HLDG NV N Y REGISTRY SHS Technology 2,325.0 $2.5M 1.31% +227.0 +10.8% $1069.86 +52.6%
24 MRK MERCK & CO INC COM Healthcare 22,494.0 $2.4M 1.25% -563.0 -2.4% $105.26 +16.3%
25 INTU INTUIT COM Technology 3,399.0 $2.3M 1.19% +61.0 +1.8% $662.41 -51.7%
26 GE GE AEROSPACE COM NEW Industrials 7,181.0 $2.2M 1.17% -483.0 -6.3% $308.01 -1.7%
27 XOM EXXON MOBIL CORP COM Energy 17,423.0 $2.1M 1.11% -745.0 -4.1% $120.34 +28.7%
28 PM PHILIP MORRIS INTL INC COM Consumer Defensive 12,992.0 $2.1M 1.10% -450.0 -3.4% $160.39 +17.8%
29 LH LABCORP HOLDINGS INC COM SHS Healthcare 8,068.0 $2.0M 1.07% -2K -17.8% $250.89 +3.6%
30 JNJ JOHNSON & JOHNSON COM Healthcare 9,477.0 $2.0M 1.03% -590.0 -5.9% $206.96 +13.2%
31 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 22,946.0 $1.9M 1.01% -2K -7.5% $83.85 +14.8%
32 AMD ADVANCED MICRO DEVICES INC COM Technology 8,361.0 $1.8M 0.94% -870.0 -9.4% $214.16 +118.3%
33 IBM INTERNATIONAL BUSINESS MACHINES COM Technology 5,770.0 $1.7M 0.90% +875.0 +17.9% $296.20 -14.3%
34 GEV GE VERNOVA INC COM Utilities 2,583.0 $1.7M 0.89% -70.0 -2.6% $653.58 +58.9%
35 ABBV ABBVIE INC COM Healthcare 6,896.0 $1.6M 0.83% +729.0 +11.8% $228.47 -5.6%
36 PEP PEPSICO INC COM Consumer Defensive 10,756.0 $1.5M 0.81% -1K -11.2% $143.52 +4.9%
37 HON HONEYWELL INTL INC COM Industrials 7,685.0 $1.5M 0.79% -112.0 -1.4% $195.09 +16.8%
38 GLD SPDR GOLD SHARES Financial Services 3,721.0 $1.5M 0.78% +85.0 +2.3% $396.31 +4.4%
39 UNP UNION PAC CORP COM Industrials 6,219.0 $1.4M 0.76% -111.0 -1.8% $231.32 +14.9%
40 REGN REGENERON PHARMACEUTICALS INC Healthcare 1,678.0 $1.3M 0.68% -193.0 -10.3% $771.96 -17.2%
Page 2 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.8%
Healthcare 11.9%
Consumer Defensive 10.4%
Financial Services 9.6%
Communication Services 8.1%
Consumer Cyclical 7.7%
Industrials 5.5%
Energy 4.7%
Utilities 1.2%
Basic Materials 1.1%