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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 16 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EBAY EBAY INC. Consumer Cyclical 11.0 $1K 0.00% $111.73 -8.5%
302 HONEYWELL INTL INC 5.0 $1K 0.00% NEW $224.00
303 HONEYWELL AEROSPACE INC 5.0 $1K 0.00% NEW $221.00
304 GSK GSK PLC Healthcare 20.0 $1K 0.00% $52.90 -5.0%
305 VRTS VIRTUS INVT PARTNERS INC Financial Services 6.0 $861.0 0.00% $143.50 +16.5%
306 MDT MEDTRONIC PLC Healthcare 10.0 $790.0 0.00% $79.00 +13.9%
307 PPG PPG INDS INC Basic Materials 6.0 $728.0 0.00% $121.33 -6.5%
308 UNILEVER PLC 11.0 $661.0 0.00% $60.09
309 BIIB BIOGEN INC Healthcare 3.0 $648.0 0.00% $216.00 +2.5%
310 DEO DIAGEO PLC Consumer Defensive 8.0 $643.0 0.00% $80.38 +14.6%
311 BAX BAXTER INTL INC Healthcare 30.0 $640.0 0.00% $21.33 +21.5%
312 CARR CARRIER GLOBAL CORPORATION Industrials 8.0 $587.0 $73.38 -19.8%
313 CBSH COMMERCE BANCSHARES INC Financial Services 9.0 $520.0 $57.78 +0.5%
314 CVS CVS HEALTH CORP Healthcare 5.0 $517.0 $103.40 -10.1%
315 SRLN SSGA ACTIVE ETF TR 12.0 $483.0 $40.25 +1.3%
316 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 10.0 $390.0 $39.00 +6.8%
317 ABEV AMBEV SA Consumer Defensive 117.0 $370.0 $3.16 -8.9%
318 OTIS OTIS WORLDWIDE CORP Industrials 4.0 $286.0 $71.50 -0.0%
319 HLN HALEON PLC Healthcare 25.0 $233.0 -902.0 -97.3% $9.32 +7.7%
320 FULT FULTON FINL CORP PA Financial Services 9.0 $218.0 $24.22 -1.9%
Page 16 of 17  ·  332 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%