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Portfolio (Quarterly) Guide ↗

Fairman Group, LLC

· CIK 0002016719
13F Portfolio $127M AUM 333 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 53 Added 25 Reduced 13 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DES WISDOMTREE TR 648.0 $26K 0.02% -870.0 -57.3% $40.68 -0.3%
22 ASML ASML HLDG NV Technology 3.0 $6K 0.01% -1.0 -25.0% $1989.33 -12.8%
23 DOC HEALTHPEAK PROPERTIES INC Real Estate 250.0 $5K 0.00% -51.0 -16.9% $21.40 -0.8%
24 HLN HALEON PLC Healthcare 25.0 $233.0 -902.0 -97.3% $9.32 +7.7%
25 VSNT VERSANT MEDIA GROUP INC Industrials 6.0 $216.0 -1.0 -14.3% $36.00 +9.7%
Page 2 of 2  ·  25 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
Financial Services 42.8%
Technology 39.0%
Healthcare 4.4%
Consumer Cyclical 4.3%
Industrials 3.8%
Communication Services 3.1%
Energy 1.2%
Utilities 0.7%
Consumer Defensive 0.6%
Basic Materials 0.1%