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Portfolio (Quarterly) Guide ↗

FAGAN ASSOCIATES, INC.

· CIK 0001607866
13F Portfolio $750M AUM 134 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 134 New
Page 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GOOG ALPHABET INC Communication Services 1,426.0 $447K 0.06% NEW $313.80 +25.3%
102 BAB INVESCO EXCH TRADED FD TR II 16,321.0 $444K 0.06% NEW $27.20 -3.3%
103 IEX IDEX CORP Industrials 2,345.0 $417K 0.06% NEW $177.94 +17.2%
104 MCO MOODYS CORP Financial Services 795.0 $406K 0.05% NEW $510.85 -13.2%
105 VOO VANGUARD INDEX FDS 626.0 $393K 0.05% NEW $627.47 +7.5%
106 NSC NORFOLK SOUTHN CORP Industrials 1,350.0 $390K 0.05% NEW $288.72 +10.9%
107 DUK DUKE ENERGY CORP NEW Utilities 3,197.0 $375K 0.05% NEW $117.21 +4.8%
108 CSX CSX CORP Industrials 10,300.0 $373K 0.05% NEW $36.25 +27.4%
109 JPIE J P MORGAN EXCHANGE TRADED F 7,775.0 $360K 0.05% NEW $46.29 -1.1%
110 SCHA SCHWAB STRATEGIC TR 12,156.0 $346K 0.05% NEW $28.48 +12.6%
111 PG PROCTER AND GAMBLE CO Consumer Defensive 2,381.0 $341K 0.05% NEW $143.34 -0.7%
112 SO SOUTHERN CO Utilities 3,785.0 $330K 0.04% NEW $87.21 +7.5%
113 OUNZ VANECK MERK GOLD ETF Financial Services 7,910.0 $328K 0.04% NEW $41.48 +3.9%
114 PM PHILIP MORRIS INTL INC Consumer Defensive 2,042.0 $328K 0.04% NEW $160.40 +19.4%
115 MCD MCDONALDS CORP Consumer Cyclical 1,054.0 $322K 0.04% NEW $305.67 -7.6%
116 VUG VANGUARD INDEX FDS 622.0 $303K 0.04% NEW $487.86 -82.3%
117 IONQ IONQ INC Technology 6,672.0 $299K 0.04% NEW $44.87 +9.9%
118 SDY SPDR SERIES TRUST 2,072.0 $288K 0.04% NEW $139.13 +6.2%
119 WMT WALMART INC Consumer Defensive 2,584.0 $288K 0.04% NEW $111.42 +19.7%
120 GLD SPDR GOLD TR Financial Services 692.0 $274K 0.04% NEW $396.31 +5.6%
Page 6 of 7  ·  134 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 38.3%
Communication Services 18.9%
Financial Services 16.6%
Consumer Cyclical 10.0%
Healthcare 7.3%
Industrials 3.7%
Energy 3.3%
Utilities 1.5%
Consumer Defensive 0.4%