Fairman Group, LLC Portfolio Holdings

Fairman Group, LLC

  • $122 Billion
  • Q2 2025

Fairman Group, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 257 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Accenture PLC with a value of $26.4B, Ishares Core S&P 500 ETF with a value of $23.7B, Essent Group Ltd. with a value of $7.41B, Vanguard Ftse Developed Market with a value of $6.58B, and Veeva Systems Inc with a value of $6.04B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $109B to 122B.

Fairman Group, LLC is based out at Chesterbrook, PA

Below you can find more details about Fairman Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $57.7 Billion
Technology: $30 Billion
Financial Services: $15.2 Billion
Healthcare: $6.41 Billion
Consumer Cyclical: $1.4 Billion
Communication Services: $1.09 Billion
Industrials: $974 Million
Energy: $847 Million
Other: $468 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$171M
$40.1 Million 0.03% of portfolio
21,097
Q4 2023 New
$50.5M
$203,000 0.0% of portfolio
125
Q4 2023 New
$241M
$150,000 0.0% of portfolio
19
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 257
  • Current Value $122 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Fairman Group, LLC Portfolio

Follow Fairman Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fairman Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fairman Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email