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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BIV VANGUARD BD INDEX FDS 14,679.0 $1.1M 0.16% -285.0 -1.9% $77.18 -1.9%
42 VYMI VANGUARD WHITEHALL FDS 11,608.0 $1.1M 0.15% -76.0 -0.7% $94.24 +4.7%
43 HON HONEYWELL INTL INC Industrials 3,930.0 $888K 0.12% -250.0 -6.0% $226.03 -3.9%
44 DIA STATE STR SPDR DOW JONES IND Financial Services 1,673.0 $775K 0.11% -10.0 -0.6% $463.19 +6.6%
45 QQQ INVESCO QQQ TR Financial Services 1,266.0 $731K 0.10% -105.0 -7.7% $577.18 +21.5%
46 PRN INVESCO EXCHANGE TRADED FD T 3,474.0 $676K 0.09% -56.0 -1.6% $194.53 +17.0%
47 SCHR SCHWAB STRATEGIC TR 21,157.0 $527K 0.07% -516.0 -2.4% $24.91 -1.8%
48 BAB INVESCO EXCH TRADED FD TR II 16,034.0 $432K 0.06% -287.0 -1.8% $26.96 -2.4%
49 IVV ISHARES TR 659.0 $431K 0.06% -4.0 -0.6% $653.37 +12.8%
50 XLY SELECT SECTOR SPDR TR 3,726.0 $406K 0.06% -40.0 -1.1% $108.98 +5.6%
51 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 13,120.0 $393K 0.06% -1K -8.1% $29.99 +13.2%
52 DUK DUKE ENERGY CORP NEW Utilities 2,917.0 $382K 0.05% -280.0 -8.8% $130.94 -6.2%
53 VOO VANGUARD INDEX FDS 604.0 $361K 0.05% -22.0 -3.5% $597.26 +12.9%
54 PM PHILIP MORRIS INTL INC Consumer Defensive 2,020.0 $334K 0.05% -22.0 -1.1% $165.34 +15.8%
55 MCD MCDONALDS CORP Consumer Cyclical 954.0 $297K 0.04% -100.0 -9.5% $310.83 -9.1%
56 WMT WALMART INC Consumer Defensive 2,169.0 $270K 0.04% -415.0 -16.1% $124.28 +7.3%
57 MRK MERCK & CO INC Healthcare 2,075.0 $250K 0.04% -43.0 -2.0% $120.29 -6.4%
58 SO SOUTHERN CO Utilities 2,524.0 $244K 0.03% -1K -33.3% $96.52 -2.9%
59 PBFS PIONEER BANCORP INC MD Financial Services 15,000.0 $209K 0.03% -2K -11.8% $13.92 +5.7%
Page 3 of 3  ·  59 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%