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Portfolio (Quarterly) Guide ↗

Fairfield Financial Advisors, LTD

· CIK 0002033232
13F Portfolio $297M AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 72 New
Page 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COLUMBIA SELIGMAN TECH & 2,406.0 $392K 0.13% NEW $162.76
62 VRT VERTIV HLDGS CO Industrials 2,506.0 $378K 0.13% NEW $150.85 +113.9%
63 SCHWAB GOVERNMENT MONEY 326,936.0 $327K 0.11% NEW $1.00
64 DVY ISHARES SELECT DIVIDEND 2,267.0 $322K 0.11% NEW $142.13 +7.8%
65 AVGO BROADCOM INC Technology 971.0 $320K 0.11% NEW $329.81 +26.7%
66 SCI SERVICE CORP INTL Consumer Cyclical 3,832.0 $319K 0.11% NEW $83.22 -6.4%
67 GEV GE VERNOVA INC Utilities 490.0 $301K 0.10% NEW $614.90 +64.5%
68 VRTX VERTEX PHARMACEUTICALS I Healthcare 743.0 $291K 0.10% NEW $391.64 +10.9%
69 VANGUARD HEALTH CARE INV 1,514.0 $279K 0.09% NEW $184.38
70 FORTINET INC 2,980.0 $251K 0.08% NEW $84.08
71 AXON AXON ENTERPRISE INC Industrials 300.0 $215K 0.07% NEW $717.64 -44.5%
72 DIS DISNEY WALT CO Communication Services 1,840.0 $211K 0.07% NEW $114.47 -10.6%
Page 4 of 4  ·  72 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
Financial Services 25.7%
Technology 19.3%
Industrials 12.9%
Healthcare 12.8%
Communication Services 9.6%
Consumer Defensive 6.9%
Consumer Cyclical 6.7%
Real Estate 3.6%
Utilities 1.9%
Basic Materials 0.6%