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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 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHV SCHWAB STRATEGIC TR 84,785.0 $2.5M 0.34% NEW $29.61 +9.9%
62 SOFI SOFI TECHNOLOGIES INC Financial Services 93,084.0 $2.4M 0.33% NEW $26.18 -40.0%
63 IBTO ISHARES TR 87,867.0 $2.2M 0.29% NEW $24.55 -2.9%
64 BND VANGUARD BD INDEX FDS 26,976.0 $2.0M 0.27% NEW $74.07 -2.2%
65 VST VISTRA CORP Utilities 12,034.0 $1.9M 0.26% NEW $161.33 -15.2%
66 VGIT VANGUARD SCOTTSDALE FDS 32,014.0 $1.9M 0.26% NEW $59.93 -2.5%
67 GE GE AEROSPACE Industrials 6,040.0 $1.9M 0.25% NEW $308.03 -7.2%
68 IWM ISHARES TR 7,273.0 $1.8M 0.24% NEW $246.16 +10.9%
69 SBUX STARBUCKS CORP Consumer Cyclical 20,979.0 $1.8M 0.24% NEW $84.21 +26.6%
70 SCHM SCHWAB STRATEGIC TR 58,092.0 $1.7M 0.23% NEW $30.07 +11.6%
71 UNH UNITEDHEALTH GROUP INC Healthcare 4,889.0 $1.6M 0.21% NEW $330.11 +18.5%
72 CIBR FIRST TR EXCHANGE TRADED FD 21,370.0 $1.5M 0.20% NEW $71.45 +12.5%
73 J P MORGAN EXCHANGE TRADED F 30,745.0 $1.5M 0.20% NEW $47.56
74 DE DEERE & CO Industrials 2,811.0 $1.3M 0.17% NEW $465.57 +21.2%
75 TSLA TESLA INC Consumer Cyclical 2,783.0 $1.3M 0.17% NEW $449.72 -8.8%
76 LRCX LAM RESEARCH CORP Technology 6,853.0 $1.2M 0.16% NEW $171.18 +62.4%
77 XLI SELECT SECTOR SPDR TR 7,543.0 $1.2M 0.16% NEW $155.12 +8.8%
78 BIV VANGUARD BD INDEX FDS 14,964.0 $1.2M 0.15% NEW $77.88 -2.8%
79 SCHF SCHWAB STRATEGIC TR 47,955.0 $1.2M 0.15% NEW $24.04 +11.0%
80 VYMI VANGUARD WHITEHALL FDS 11,684.0 $1.1M 0.14% NEW $90.00 +9.6%
Page 4 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%