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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 6 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 115.0 $55K 0.04% $478.51 -10.7%
102 TQQQ PROSHARES TR 679.0 $55K 0.04% +276.0 +68.5% $81.02 -9.5%
103 VGSH VANGUARD SCOTTSDALE FDS 938.0 $55K 0.04% -300.0 -24.2% $58.20 -0.1%
104 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,571.0 $52K 0.04% $33.29 +36.0%
105 NSC NORFOLK SOUTHN CORP Industrials 160.0 $50K 0.04% -65.0 -28.9% $314.59 +10.6%
106 VNQI VANGUARD INTL EQUITY INDEX F 1,089.0 $49K 0.04% $44.87 +1.5%
107 RSP INVESCO EXCHANGE TRADED FD T 229.0 $49K 0.04% $213.18 +3.9%
108 PRU PRUDENTIAL FINL INC Financial Services 413.0 $45K 0.04% +6.0 +1.5% $107.84 +11.6%
109 SWK STANLEY BLACK & DECKER INC Industrials 443.0 $42K 0.03% $94.12 +5.4%
110 BMY BRISTOL-MYERS SQUIBB CO Healthcare 718.0 $41K 0.03% $57.62 +16.2%
111 SCHD SCHWAB STRATEGIC TR 1,304.0 $41K 0.03% +682.0 +109.7% $31.70 +9.9%
112 MO ALTRIA GROUP INC Consumer Defensive 556.0 $41K 0.03% +8.0 +1.5% $73.06 -7.4%
113 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1,588.0 $40K 0.03% $25.26 -4.1%
114 IGF ISHARES TR 599.0 $40K 0.03% NEW $66.64 -1.6%
115 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,228.0 $39K 0.03% $17.35 -3.2%
116 IAUM ISHARES GOLD TRUST MICRO Financial Services 959.0 $38K 0.03% +363.0 +60.9% $40.01 +14.8%
117 IJS ISHARES TR 267.0 $36K 0.03% +15.0 +6.0% $136.68 +1.0%
118 F FORD MTR CO Consumer Cyclical 2,439.0 $34K 0.03% -156.0 -6.0% $13.90 +0.4%
119 ACGL ARCH CAP GROUP LTD Financial Services 319.0 $31K 0.02% -252.0 -44.1% $97.06 +1.8%
120 TFLO ISHARES TR 587.0 $30K 0.02% NEW $50.63 -0.0%
Page 6 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%