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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 5 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPYG SPDR SERIES TRUST 755.0 $74K 0.06% $97.91 +18.9%
82 VERX VERTEX INC Technology 6,129.0 $73K 0.06% $11.89 +11.5%
83 VGSH VANGUARD SCOTTSDALE FDS 1,238.0 $72K 0.06% -19.0 -1.5% $58.54 -0.7%
84 UBER UBER TECHNOLOGIES INC Technology 1,000.0 $72K 0.06% $71.93 +4.4%
85 VOT VANGUARD INDEX FDS 269.0 $69K 0.06% $256.94 +9.6%
86 AXP AMERICAN EXPRESS CO Financial Services 220.0 $67K 0.06% $302.48 +2.3%
87 VBK VANGUARD INDEX FDS 218.0 $66K 0.06% $302.28 +9.9%
88 UGI UGI CORP NEW Utilities 1,785.0 $66K 0.06% $36.79 -6.1%
89 NSC NORFOLK SOUTHN CORP Industrials 225.0 $65K 0.06% -48.0 -17.6% $287.00 +11.5%
90 PNC PNC FINL SVCS GROUP INC Financial Services 308.0 $64K 0.06% $208.09 +2.7%
91 ITOT ISHARES TR 449.0 $64K 0.06% $142.49 +12.2%
92 DIS DISNEY WALT CO Communication Services 662.0 $64K 0.06% $96.39 +7.8%
93 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,571.0 $60K 0.05% $38.42 +13.2%
94 IWF ISHARES TR 142.0 $60K 0.05% +1.0 +0.7% $424.99 -71.0%
95 FXF INVESCO CURRENCYSHARES SWISS Financial Services 520.0 $57K 0.05% NEW $110.41 +1.3%
96 ACGL ARCH CAP GROUP LTD Financial Services 571.0 $55K 0.05% -547.0 -48.9% $95.99 +0.4%
97 DES WISDOMTREE TR 1,518.0 $55K 0.05% $35.94 +4.6%
98 VOE VANGUARD INDEX FDS 284.0 $52K 0.04% $184.10 +3.8%
99 IWS ISHARES TR 344.0 $50K 0.04% $145.84 +6.0%
100 VNQI VANGUARD INTL EQUITY INDEX F 1,089.0 $48K 0.04% $44.46 +2.5%
Page 5 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%