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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 Chg Shares Chg % Period Price ① Since Period ①
1 TEX TEREX CORP NEW Industrials 63,540.0 $3.8M 0.52% NEW $59.10 -1.9%
2 NOW SERVICENOW INC Technology 20,728.0 $2.2M 0.30% NEW $104.55 -1.1%
3 PFF ISHARES TR 59,552.0 $1.8M 0.25% NEW $30.32 +2.1%
4 COIN COINBASE GLOBAL INC Financial Services 10,300.0 $1.8M 0.25% NEW $174.61 +8.5%
5 FCX FREEPORT MCMORAN INC Basic Materials 22,230.0 $1.3M 0.18% NEW $58.78 +2.9%
6 J P MORGAN EXCHANGE TRADED F 5,460.0 $276K 0.04% NEW $50.61
7 GLW CORNING INC Technology 1,710.0 $233K 0.03% NEW $135.97 +31.3%
8 T AT&T INC Communication Services 7,550.0 $219K 0.03% NEW $28.99 -15.7%
9 GILD GILEAD SCIENCES INC Healthcare 1,532.0 $214K 0.03% NEW $139.37 -7.0%

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%