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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 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 3,112.0 $1.2M 0.16% +329.0 +11.8% $371.75 +10.3%
22 BNDX VANGUARD CHARLOTTE FDS 16,145.0 $776K 0.11% +137.0 +0.9% $48.05 -1.0%
23 OUNZ VANECK MERK GOLD ETF Financial Services 17,075.0 $769K 0.11% +9K +115.9% $45.05 -4.3%
24 JGRO J P MORGAN EXCHANGE TRADED F 6,734.0 $569K 0.08% +375.0 +5.9% $84.52 +13.4%
25 GOOG ALPHABET INC Communication Services 1,717.0 $493K 0.07% +291.0 +20.4% $286.86 +37.0%
26 AXP AMERICAN EXPRESS CO Financial Services 1,275.0 $386K 0.05% +10.0 +0.8% $302.50 +2.2%
Page 2 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%