FAGAN ASSOCIATES, INC.

CIK: 0001607866SEC EDGAR →

Portfolio Value

$750K

Holdings

134

As of

Q4 2025

New Positions

9

Closed Positions

6

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

240,445$75K
10.03%
2

APPLE INC

175,122$48K
6.35%
3

MICROSOFT CORP

81,762$40K
5.27%
4

NVIDIA CORPORATION

154,266$29K
3.84%
5

PALANTIR TECHNOLOGIES INC

157,613$28K
3.74%
6

AMAZON COM INC

103,143$24K
3.17%
7

ADVANCED MICRO DEVICES INC

100,917$22K
2.88%
8

J P MORGAN EXCHANGE TRADED F

434,858$21K
2.75%
9

JPMORGAN CHASE & CO.

61,486$20K
2.64%
10

LOWES COS INC

77,063$19K
2.48%

Quarterly Changes

Top Buys

META↑ Increased
$13K
JCPB↑ Increased
$4K
SPY↑ Increased
$4K
NFLX↑ Increased
$3K
ORCL↑ Increased
$2K

Top Sells

MSFT↓ Decreased
$39K
GOOGL↓ Decreased
$15K
MA↓ Decreased
$12K
REGN↓ Decreased
$11K
BRK/B↓ Decreased
$10K

New Positions (7)

$1K · 7K shares
$406 · 795 shares
$260 · 1K shares
$222 · 2K shares
$218 · 561 shares
$218 · 386 shares
$45 · 12K shares

Closed Positions (6)

$4K · 75K shares
$2K · 68K shares
$638 · 16K shares
$265 · 8K shares
$229 · 782 shares
$213 · 8K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services67$304K40.5%
Technology15$196K26.1%
Communication Services5$95K12.6%
Consumer Cyclical7$50K6.7%
Healthcare8$37K4.9%
Unknown9$25K3.3%
Industrials12$18K2.4%
Energy2$16K2.2%
Utilities5$8K1.0%
Consumer Defensive4$2K0.2%