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Portfolio (Quarterly) Guide ↗

FAGAN ASSOCIATES, INC.

· CIK 0001607866
13F Portfolio $719M AUM 135 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 26 Added 59 Reduced 8 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 104,984.0 $21.9M 3.04% +2K +1.8% $208.27 +24.5%
2 JCPB J P MORGAN EXCHANGE TRADED F 445,325.0 $21.0M 2.92% +10K +2.4% $47.08 -1.7%
3 FLXR TCW ETF TRUST 361,180.0 $14.2M 1.97% +5K +1.4% $39.27 -0.8%
4 DGT SPDR SERIES TRUST 76,074.0 $12.9M 1.79% +808.0 +1.1% $169.55 +7.9%
5 JPIE J P MORGAN EXCHANGE TRADED F 246,240.0 $11.3M 1.58% +238K +3067.1% $46.07 -0.6%
6 SCHF SCHWAB STRATEGIC TR 398,560.0 $9.9M 1.37% +351K +731.1% $24.75 +7.8%
7 BERKSHIRE HATHAWAY INC DEL 20,361.0 $9.8M 1.36% +857.0 +4.4% $479.20
8 AIRR FIRST TR EXCHANGE TRADED FD 77,595.0 $8.6M 1.20% +10K +14.3% $110.78 +10.6%
9 SCHW SCHWAB CHARLES CORP Financial Services 83,546.0 $7.9M 1.09% +2K +2.1% $93.98 -1.7%
10 BA BOEING CO Industrials 36,794.0 $7.3M 1.02% +277.0 +0.8% $199.03 +8.0%
11 CSCO CISCO SYS INC Technology 81,852.0 $6.4M 0.88% +2K +2.2% $77.59 +53.2%
12 BIL SPDR SERIES TRUST 62,165.0 $5.7M 0.79% +3K +4.2% $91.64 -0.1%
13 SCHD SCHWAB STRATEGIC TR 179,477.0 $5.5M 0.77% +2K +1.1% $30.68 +4.6%
14 JTEK J P MORGAN EXCHANGE TRADED F 68,523.0 $5.5M 0.76% +585.0 +0.9% $79.54 +25.4%
15 CIBR FIRST TR EXCHANGE-TRADED FD 81,175.0 $5.1M 0.71% +60K +279.9% $62.68 +28.3%
16 NEE NEXTERA ENERGY INC Utilities 52,460.0 $4.9M 0.68% +500.0 +1.0% $92.88 +0.5%
17 NFLX NETFLIX INC. Communication Services 31,037.0 $3.0M 0.41% +4K +13.6% $96.15 -6.8%
18 IBTO ISHARES TR 97,677.0 $2.4M 0.33% +10K +11.2% $24.39 -2.3%
19 VST VISTRA CORP Utilities 13,409.0 $2.0M 0.28% +1K +11.4% $150.33 -9.0%
20 J P MORGAN EXCHANGE TRADED F 35,200.0 $1.7M 0.23% +4K +14.5% $47.30
Page 1 of 2  ·  26 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 36.2%
Communication Services 18.0%
Financial Services 16.0%
Consumer Cyclical 10.1%
Healthcare 8.3%
Energy 4.9%
Industrials 4.0%
Utilities 1.9%
Consumer Defensive 0.5%
Basic Materials 0.3%