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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 5 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK & CO INC Healthcare 669.0 $87K 0.07% -121.0 -15.3% $129.43 +15.5%
82 VOT VANGUARD INDEX FDS 269.0 $82K 0.07% $305.97 +0.3%
83 VBK VANGUARD INDEX FDS 218.0 $80K 0.06% $366.10 -1.9%
84 PFE PFIZER INC Healthcare 3,288.0 $79K 0.06% -5K -59.5% $24.08 +16.4%
85 GOOG ALPHABET INC 216.0 $76K 0.06% +136.0 +170.0% $353.33
86 PNC PNC FINL SVCS GROUP INC Financial Services 308.0 $76K 0.06% $246.22 -1.1%
87 AXP AMERICAN EXPRESS CO Financial Services 220.0 $74K 0.06% $338.25 -1.2%
88 ITOT ISHARES TR 449.0 $74K 0.06% $164.33 +2.8%
89 COIN COINBASE GLOBAL INC Financial Services 500.0 $73K 0.06% $146.19 +30.5%
90 UBER UBER TECHNOLOGIES INC Technology 1,000.0 $72K 0.06% $72.16 +6.6%
91 VERX VERTEX INC Technology 6,129.0 $70K 0.06% $11.48 +24.6%
92 IWF ISHARES TR 565.0 $70K 0.06% +423.0 +297.9% $124.15 -0.2%
93 ABT ABBOTT LABORATORIES Healthcare 712.0 $65K 0.05% NEW $90.74 +23.0%
94 DIS DISNEY WALT CO Communication Services 662.0 $64K 0.05% $97.01 +10.1%
95 UGI UGI CORP NEW Utilities 1,785.0 $62K 0.05% $34.91 +9.5%
96 SHEL SHELL PLC Energy 797.0 $62K 0.05% $77.54 +17.0%
97 GEV GE VERNOVA INC Utilities 50.0 $59K 0.05% +42.0 +525.0% $1175.36 -18.8%
98 IWS ISHARES TR 345.0 $57K 0.04% $164.50 +4.5%
99 FXF INVESCO CURRENCYSHARES SWISS Financial Services 520.0 $57K 0.04% $109.05 +0.5%
100 VOE VANGUARD INDEX FDS 284.0 $56K 0.04% $197.40 +5.5%
Page 5 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%