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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 6 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RSP INVESCO EXCHANGE TRADED FD T 229.0 $44K 0.04% $192.29 +6.0%
102 BMY BRISTOL-MYERS SQUIBB CO Healthcare 718.0 $44K 0.04% $60.65 -3.5%
103 PRU PRUDENTIAL FINL INC Financial Services 407.0 $40K 0.03% +6.0 +1.5% $97.75 +3.5%
104 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 115.0 $39K 0.03% $338.89 +15.9%
105 MO ALTRIA GROUP INC Consumer Defensive 548.0 $37K 0.03% +10.0 +1.9% $67.10 +10.3%
106 BXSL BLACKSTONE SECD LENDING FD Financial Services 1,451.0 $35K 0.03% $24.46 -3.0%
107 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1,588.0 $34K 0.03% $21.62 +18.1%
108 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,228.0 $34K 0.03% $15.05 -14.3%
109 CEG CONSTELLATION ENERGY CORP Utilities 114.0 $32K 0.03% $279.25 -6.7%
110 SWK STANLEY BLACK & DECKER INC Industrials 443.0 $31K 0.03% $71.06 +4.0%
111 F FORD MTR CO Consumer Cyclical 2,595.0 $30K 0.03% $11.54 +13.2%
112 IJS ISHARES TR 252.0 $30K 0.03% $118.45 +7.8%
113 T AT&T INC Communication Services 996.0 $29K 0.03% $28.99 -13.8%
114 CVX CHEVRON CORPORATION Energy 139.0 $29K 0.03% $206.90 -4.7%
115 YJUN FIRST TR EXCHNG TRADED FD VI 1,091.0 $28K 0.02% $25.75 +3.6%
116 IAUM ISHARES GOLD TR Financial Services 596.0 $28K 0.02% +498.0 +508.2% $46.70 -3.0%
117 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 318.0 $26K 0.02% $80.95 -4.5%
118 UMBF UMB FINL CORP Financial Services 226.0 $26K 0.02% $113.22 +11.2%
119 JNJ JOHNSON & JOHNSON Healthcare 104.0 $25K 0.02% $244.44 -5.9%
120 DVY ISHARES TR 167.0 $25K 0.02% +1.0 +0.6% $151.52 +1.2%
Page 6 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%