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Portfolio (Quarterly) Guide ↗

Fairman Group, LLC

· CIK 0002016719
13F Portfolio $117M AUM 327 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 37 Added 21 Reduced 22 Exited
Page 17 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 10.0 $47.0 $4.70 -9.8%
322 REZI RESIDEO TECHNOLOGIES INC Industrials 1.0 $34.0 $34.00 -20.1%
323 ASIX ADVANSIX INC Basic Materials 1.0 $24.0 $24.00 -11.5%
324 GTX GARRETT MOTION INC Consumer Cyclical 1.0 $18.0 $18.00 +67.1%
325 VISTAGEN THERAPEUTICS INC 29.0 $17.0 $0.59
326 PHO INVESCO EXCHANGE TRADED FD T $16.0 NEW
Page 17 of 17  ·  326 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 50.0%
Financial Services 34.1%
Healthcare 3.4%
Consumer Cyclical 3.3%
Industrials 3.0%
Energy 2.6%
Communication Services 2.5%
Consumer Defensive 0.5%
Utilities 0.5%
Basic Materials 0.1%