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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MU MICRON TECHNOLOGY INC COM Technology 932.0 $266K 0.14% -430.0 -31.6% $285.41 +163.1%
102 GILD GILEAD SCIENCES INC COM Healthcare 2,158.0 $265K 0.14% -268.0 -11.1% $122.74 +9.5%
103 CB CHUBB LIMITED COM Financial Services 840.0 $262K 0.14% -5.0 -0.6% $312.12 +5.1%
104 MO ALTRIA GROUP INC COM Consumer Defensive 4,434.0 $256K 0.14% -155.0 -3.4% $57.66 +28.2%
105 EMR EMERSON ELEC CO COM Industrials 1,897.0 $252K 0.13% $132.72 +2.8%
106 GDX VANECK GOLD MINERS ETF 2,685.0 $230K 0.12% $85.78 -0.9%
107 IBB ISHARES BIOTECHNOLOGY ETF 1,353.0 $228K 0.12% NEW $168.78 +0.0%
108 TIP ISHARES TIPS BOND ETF 2,030.0 $223K 0.12% $109.91 +0.4%
109 SCHA SCHWAB U.S. SMALL-CAP ETF 7,640.0 $218K 0.12% -97.0 -1.2% $28.48 +17.0%
110 MKL MARKEL GROUP INC COM Financial Services 100.0 $215K 0.11% NEW $2149.65 -13.6%
111 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 1,877.0 $212K 0.11% -62.0 -3.2% $113.10 -34.9%
112 RAMACO RES INC COM CL A 11,531.0 $208K 0.11% -520.0 -4.3% $18.00
113 ITW ILLINOIS TOOL WKS INC COM Industrials 837.0 $206K 0.11% $246.30 +2.4%
114 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 2,030.0 $205K 0.11% +365.0 +21.9% $100.89 -1.7%
115 NEOG NEOGEN CORP COM Healthcare 16,316.0 $114K 0.06% -5K -23.4% $6.99 +27.3%
Page 6 of 6  ·  115 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%