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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 6 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BAB INVESCO EXCH TRADED FD TR II 16,034.0 $432K 0.06% -287.0 -1.8% $26.96 -2.4%
102 IVV ISHARES TR 659.0 $431K 0.06% -4.0 -0.6% $653.37 +12.8%
103 CSX CSX CORP Industrials 10,300.0 $423K 0.06% $41.05 +12.5%
104 XLY SELECT SECTOR SPDR TR 3,726.0 $406K 0.06% -40.0 -1.1% $108.98 +5.6%
105 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 13,120.0 $393K 0.06% -1K -8.1% $29.99 +13.2%
106 NSC NORFOLK SOUTHN CORP Industrials 1,350.0 $387K 0.05% $287.00 +11.5%
107 AXP AMERICAN EXPRESS CO Financial Services 1,275.0 $386K 0.05% +10.0 +0.8% $302.50 +2.2%
108 DUK DUKE ENERGY CORP NEW Utilities 2,917.0 $382K 0.05% -280.0 -8.8% $130.94 -6.2%
109 VOO VANGUARD INDEX FDS 604.0 $361K 0.05% -22.0 -3.5% $597.26 +12.9%
110 SCHA SCHWAB STRATEGIC TR 12,156.0 $353K 0.05% $29.08 +10.2%
111 MCO MOODYS CORP Financial Services 795.0 $347K 0.05% $436.25 +1.6%
112 PG PROCTER & GAMBLE CO Consumer Defensive 2,381.0 $344K 0.05% $144.47 -1.4%
113 PM PHILIP MORRIS INTL INC Consumer Defensive 2,020.0 $334K 0.05% -22.0 -1.1% $165.34 +15.8%
114 SDY SPDR SERIES TRUST 2,074.0 $303K 0.04% $145.94 +1.2%
115 GLD SPDR GOLD TR Financial Services 692.0 $298K 0.04% $430.29 -2.8%
116 MCD MCDONALDS CORP Consumer Cyclical 954.0 $297K 0.04% -100.0 -9.5% $310.83 -9.1%
117 J P MORGAN EXCHANGE TRADED F 5,460.0 $276K 0.04% NEW $50.61
118 VUG VANGUARD INDEX FDS 622.0 $272K 0.04% $436.79 -80.2%
119 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,452.0 $270K 0.04% $60.65 -3.9%
120 WMT WALMART INC Consumer Defensive 2,169.0 $270K 0.04% -415.0 -16.1% $124.28 +7.3%
Page 6 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%