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Portfolio (Quarterly) Guide ↗

Fairfield Financial Advisors, LTD

· CIK 0002033232
13F Portfolio $254M AUM 66 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 16 Added 29 Reduced 22 Exited
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 THC TENET HEALTHCARE CORP Healthcare 3,670.0 $687K 0.27% NEW $187.08 +41.7%
42 VRTX VERTEX PHARMACEUTICALS I Healthcare 1,098.0 $545K 0.21% $496.73 +9.9%
43 TSLA TESLA INC Consumer Cyclical 1,214.0 $511K 0.20% -32.0 -2.6% $420.60 -15.8%
44 NEE NEXTERA ENERGY INC Utilities 5,627.0 $494K 0.20% -1K -18.7% $87.78 -5.0%
45 FORTINET INC 2,980.0 $458K 0.18% $153.62
46 ABT ABBOTT LABS Healthcare 5,008.0 $454K 0.18% -3K -37.4% $90.73 +19.4%
47 PLTR PALANTIR TECHNOLOGIES INCLASS A Technology 3,482.0 $406K 0.16% -457.0 -11.6% $116.67 +49.4%
48 JNJ JOHNSON & JOHNSON Healthcare 1,562.0 $397K 0.16% NEW $253.91 +8.4%
49 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 9,492.0 $393K 0.15% NEW $41.43 +9.2%
50 AJG GALLAGHER ARTHUR J & CO Financial Services 1,700.0 $390K 0.15% -5K -74.4% $229.54 +14.4%
51 ORCL ORACLE CORP Technology 2,575.0 $377K 0.15% -4K -58.5% $146.53 +8.4%
52 APH AMPHENOL CORP NEW CLASS A Technology 2,067.0 $364K 0.14% NEW $176.32 -53.1%
53 SPOT SPOTIFY TECHNOLOGY S A F Communication Services 763.0 $350K 0.14% -172.0 -18.4% $459.13 +18.1%
54 DVY ISHARES SELECT DIVIDEND ETF 2,060.0 $322K 0.13% -333.0 -13.9% $156.31 +5.1%
55 SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 9,646.0 $306K 0.12% -7K -43.5% $31.71 +9.7%
56 CENCORA INC CLASS SERIES A 1,064.0 $301K 0.12% NEW $282.99
57 DWX STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF 6,369.0 $293K 0.12% NEW $45.96 +4.8%
58 SNDK SANDISK CORP Technology 128.0 $291K 0.12% NEW $2273.73 -23.5%
59 FDD FIRST TRUST STOXX EUROPEAN SELECT DIVIDENDINDEX FUND 15,397.0 $286K 0.11% NEW $18.55 +11.6%
60 EME EMCOR GROUP INC Industrials 327.0 $272K 0.11% NEW $830.35 -9.2%
Page 3 of 4  ·  66 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 22.3%
Technology 20.9%
Industrials 13.6%
Healthcare 12.6%
Communication Services 9.1%
Consumer Defensive 6.5%
Consumer Cyclical 5.4%
Real Estate 4.6%
Utilities 4.4%
Basic Materials 0.7%