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Portfolio (Quarterly) Guide ↗

FAIRFIELD, BUSH & CO.

· CIK 0001116247
13F Portfolio $190M AUM 115 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 21 Added 74 Reduced 9 Exited
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NTR NUTRIEN LTD COM Basic Materials 13,162.0 $812K 0.43% -297.0 -2.2% $61.72 +13.6%
42 V VISA INC COM CL A Financial Services 2,274.0 $798K 0.42% -12.0 -0.5% $350.71 -6.2%
43 UBER UBER TECHNOLOGIES INC COM Technology 9,730.0 $795K 0.42% -544.0 -5.3% $81.71 -12.1%
44 TLT ISHARES 20 YEAR TREASURY BOND ETF 7,769.0 $677K 0.36% -949.0 -10.9% $87.16 -2.8%
45 PFE PFIZER INC COM Healthcare 25,406.0 $633K 0.33% -5K -15.3% $24.90 +4.0%
46 CAT CATERPILLAR INC COM Industrials 1,100.0 $630K 0.33% -80.0 -6.8% $572.87 +53.6%
47 DIS WALT DISNEY CO COM Communication Services 5,383.0 $612K 0.32% -127.0 -2.3% $113.77 -9.5%
48 AXP AMERICAN EXPRESS CO COM Financial Services 1,555.0 $575K 0.30% -25.0 -1.6% $369.95 -15.7%
49 ILMN ILLUMINA INC COM Healthcare 4,029.0 $528K 0.28% -750.0 -15.7% $131.16 +10.1%
50 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2,680.0 $513K 0.27% -44.0 -1.6% $191.55 +7.8%
51 DUK DUKE ENERGY CORP NEW COM NEW Utilities 3,939.0 $462K 0.24% -175.0 -4.2% $117.21 +7.2%
52 VO VANGUARD MID-CAP ETF 1,582.0 $459K 0.24% -31.0 -1.9% $290.22 -73.1%
53 CSX CSX CORP COM Industrials 12,240.0 $444K 0.23% -800.0 -6.1% $36.25 +25.6%
54 KBE STATE STREET SPDR S&P BANK ETF 6,852.0 $416K 0.22% -191.0 -2.7% $60.69 +4.7%
55 BERKSHIRE HATHAWAY INC DEL CL B NEW 772.0 $388K 0.20% -15.0 -1.9% $502.65
56 USB US BANCORP COM NEW Financial Services 7,066.0 $377K 0.20% -50.0 -0.7% $53.36 +2.8%
57 VFH VANGUARD FINANCIALS ETF 2,785.0 $372K 0.20% -31.0 -1.1% $133.49 -4.6%
58 SCHD SCHWAB US DIVIDEND EQUITY ETF 11,928.0 $327K 0.17% -504.0 -4.0% $27.43 +19.7%
59 MCD MCDONALDS CORP COM Consumer Cyclical 1,054.0 $322K 0.17% -38.0 -3.5% $305.77 -7.7%
60 VOO VANGUARD S&P 500 ETF 480.0 $301K 0.16% -14.0 -2.8% $627.30 +9.3%
Page 3 of 4  ·  74 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 39.8%
Healthcare 11.9%
Consumer Defensive 10.4%
Financial Services 9.6%
Communication Services 8.1%
Consumer Cyclical 7.7%
Industrials 5.5%
Energy 4.7%
Utilities 1.2%
Basic Materials 1.1%