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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 EMTL SSGA ACTIVE TR 276,023 $12.0M 1.59% SOLD
2 DIS DISNEY WALT CO Communication Services 35,061 $4.0M 0.53% SOLD
3 MMM 3M CO Industrials 23,983 $3.8M 0.51% SOLD
4 SOFI SOFI TECHNOLOGIES INC Financial Services 93,084 $2.4M 0.33% SOLD
5 KBH KB HOME Consumer Cyclical 16,360 $923K 0.12% SOLD
6 IONQ IONQ INC Technology 6,672 $299K 0.04% SOLD
7 ISRG INTUITIVE SURGICAL INC Healthcare 386 $219K 0.03% SOLD
8 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 11,617 $46K 0.01% SOLD
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%