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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 5 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KBE STATE STREET SPDR S&P BANK ETF 6,852.0 $416K 0.22% -191.0 -2.7% $60.69 +4.7%
82 BERKSHIRE HATHAWAY INC DEL CL B NEW 772.0 $388K 0.20% -15.0 -1.9% $502.65
83 BAC BANK AMERICA CORP COM Financial Services 6,920.0 $381K 0.20% $55.00 -5.8%
84 USB US BANCORP COM NEW Financial Services 7,066.0 $377K 0.20% -50.0 -0.7% $53.36 +2.8%
85 VFH VANGUARD FINANCIALS ETF 2,785.0 $372K 0.20% -31.0 -1.1% $133.49 -4.6%
86 SCHD SCHWAB US DIVIDEND EQUITY ETF 11,928.0 $327K 0.17% -504.0 -4.0% $27.43 +19.7%
87 MCD MCDONALDS CORP COM Consumer Cyclical 1,054.0 $322K 0.17% -38.0 -3.5% $305.77 -7.7%
88 GEHC GE HEALTHCARE TECHNOLOGIES INC COM Healthcare 3,911.0 $321K 0.17% +500.0 +14.7% $82.02 -21.7%
89 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 3,800.0 $315K 0.17% $82.82 -0.8%
90 IVV ISHARES CORE S&P 500 ETF 450.0 $308K 0.16% $684.94 +9.4%
91 BX BLACKSTONE INC COM Financial Services 1,964.0 $303K 0.16% +154.0 +8.5% $154.14 -23.1%
92 VOO VANGUARD S&P 500 ETF 480.0 $301K 0.16% -14.0 -2.8% $627.30 +9.3%
93 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 338.0 $292K 0.15% -46.0 -12.0% $862.73 +19.2%
94 QQQ INVESCO QQQ TRUST SERIES I Financial Services 474.0 $291K 0.15% -10.0 -2.1% $614.68 +16.7%
95 SCYB SCHWAB HIGH YIELD BOND ETF 10,987.0 $290K 0.15% -568.0 -4.9% $26.42 -0.9%
96 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 626.0 $284K 0.15% -45.0 -6.7% $453.36 -4.2%
97 GS GOLDMAN SACHS GROUP INC COM Financial Services 310.0 $272K 0.14% $879.00 +13.4%
98 KMI KINDER MORGAN INC DEL COM Energy 9,811.0 $270K 0.14% -450.0 -4.4% $27.49 +22.9%
99 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 7,231.0 $268K 0.14% -6K -47.0% $37.00 -11.1%
100 ALB ALBEMARLE CORP COM Basic Materials 1,884.0 $266K 0.14% NEW $141.41 +21.3%
Page 5 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%