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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 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CAH CARDINAL HEALTH INC Healthcare 1,266.0 $268K 0.04% $211.31 -5.2%
122 MRK MERCK & CO INC Healthcare 2,075.0 $250K 0.04% -43.0 -2.0% $120.29 -6.4%
123 SO SOUTHERN CO Utilities 2,524.0 $244K 0.03% -1K -33.3% $96.52 -2.9%
124 GLW CORNING INC Technology 1,710.0 $233K 0.03% NEW $135.97 +31.3%
125 ORI OLD REP INTL CORP Financial Services 5,800.0 $231K 0.03% $39.90 +0.4%
126 EMR EMERSON ELEC CO Industrials 1,696.0 $222K 0.03% $131.02 +0.9%
127 IYY ISHARES TR 1,400.0 $222K 0.03% $158.45 +12.3%
128 AFL AFLAC INC Financial Services 2,000.0 $219K 0.03% $109.71 +7.9%
129 T AT&T INC Communication Services 7,550.0 $219K 0.03% NEW $28.99 -15.7%
130 GILD GILEAD SCIENCES INC Healthcare 1,532.0 $214K 0.03% NEW $139.37 -7.0%
131 SPYM SPDR SERIES TRUST 2,759.0 $211K 0.03% $76.54 +12.8%
132 PBFS PIONEER BANCORP INC MD Financial Services 15,000.0 $209K 0.03% -2K -11.8% $13.92 +5.7%
133 ITOT ISHARES TR 1,462.0 $208K 0.03% $142.44 +12.3%
134 ROK ROCKWELL AUTOMATION INC Industrials 561.0 $201K 0.03% $358.88 +21.6%
135 PLUG PLUG PWR INC Industrials 33,661.0 $76K 0.01% $2.26 +52.7%
Page 7 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%