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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 8 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWN ISHARES TR 72.0 $14K 0.01% $190.22 +7.7%
142 GSEW GOLDMAN SACHS ETF TR 160.0 $14K 0.01% $84.66 +6.3%
143 EEM ISHARES TR 237.0 $13K 0.01% $56.79 +13.5%
144 ABBV ABBVIE INC Healthcare 61.0 $13K 0.01% $217.36 -1.9%
145 BCS BARCLAYS PLC Financial Services 600.0 $13K 0.01% $21.16 +8.9%
146 IBM INTERNATIONAL BUSINESS MACHS Technology 49.0 $12K 0.01% $243.55 -10.9%
147 IP INTERNATIONAL PAPER CO Consumer Cyclical 328.0 $12K 0.01% +102.0 +45.1% $35.75 -17.1%
148 AMP AMERIPRISE FINL INC Financial Services 25.0 $11K 0.01% $444.40 +3.3%
149 VONG VANGUARD SCOTTSDALE FDS 97.0 $11K 0.01% +1.0 +1.0% $109.20 +16.1%
150 RY ROYAL BK CDA Financial Services 65.0 $11K 0.01% $161.78 +13.9%
151 BAC BANK AMERICA CORP Financial Services 215.0 $10K 0.01% $48.75 +3.7%
152 ORCL ORACLE CORP Technology 70.0 $10K 0.01% $147.11 +22.5%
153 TOTALENERGIES SE 110.0 $10K 0.01% $90.98
154 RB GLOBAL INC 103.0 $10K 0.01% $95.85
155 CI THE CIGNA GROUP Healthcare 35.0 $9K 0.01% $266.74 +8.9%
156 HLN HALEON PLC Healthcare 927.0 $9K 0.01% $10.01 -8.2%
157 BX BLACKSTONE INC Financial Services 80.0 $9K 0.01% NEW $114.99 -1.9%
158 PEP PEPSICO INC Consumer Defensive 58.0 $9K 0.01% $155.29 -3.6%
159 VB VANGUARD INDEX FDS 34.0 $9K 0.01% $260.03 +7.2%
160 HDB HDFC BANK LTD Financial Services 350.0 $9K 0.01% $24.88 -2.7%
Page 8 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%