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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 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAT CATERPILLAR INC Industrials 1,612.0 $1.1M 0.16% -48.0 -2.9% $708.46 +21.4%
82 BIV VANGUARD BD INDEX FDS 14,679.0 $1.1M 0.16% -285.0 -1.9% $77.18 -1.9%
83 VYMI VANGUARD WHITEHALL FDS 11,608.0 $1.1M 0.15% -76.0 -0.7% $94.24 +4.7%
84 GEV GE VERNOVA INC Utilities 1,159.0 $1.0M 0.14% $872.91 +16.0%
85 DVY ISHARES TR 6,102.0 $924K 0.13% $151.40 +0.9%
86 HON HONEYWELL INTL INC Industrials 3,930.0 $888K 0.12% -250.0 -6.0% $226.03 -3.9%
87 INTC INTEL CORP Technology 17,954.0 $792K 0.11% $44.13 +145.1%
88 BNDX VANGUARD CHARLOTTE FDS 16,145.0 $776K 0.11% +137.0 +0.9% $48.05 -1.0%
89 DIA STATE STR SPDR DOW JONES IND Financial Services 1,673.0 $775K 0.11% -10.0 -0.6% $463.19 +6.6%
90 OUNZ VANECK MERK GOLD ETF Financial Services 17,075.0 $769K 0.11% +9K +115.9% $45.05 -4.3%
91 QQQ INVESCO QQQ TR Financial Services 1,266.0 $731K 0.10% -105.0 -7.7% $577.18 +21.5%
92 PRN INVESCO EXCHANGE TRADED FD T 3,474.0 $676K 0.09% -56.0 -1.6% $194.53 +17.0%
93 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,078.0 $665K 0.09% $616.49 +5.8%
94 KO COCA COLA CO Consumer Defensive 8,707.0 $662K 0.09% $76.05 +6.8%
95 JGRO J P MORGAN EXCHANGE TRADED F 6,734.0 $569K 0.08% +375.0 +5.9% $84.52 +13.4%
96 SCHR SCHWAB STRATEGIC TR 21,157.0 $527K 0.07% -516.0 -2.4% $24.91 -1.8%
97 PEP PEPSICO INC Consumer Defensive 3,262.0 $506K 0.07% $155.27 -4.0%
98 VTI VANGUARD INDEX FDS 1,556.0 $499K 0.07% $320.85 +12.2%
99 GOOG ALPHABET INC Communication Services 1,717.0 $493K 0.07% +291.0 +20.4% $286.86 +37.0%
100 IEX IDEX CORP Industrials 2,345.0 $444K 0.06% $189.55 +10.1%
Page 5 of 7  ·  135 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%