Fairman Group, LLC Portfolio Holdings

Fairman Group, LLC

  • $124 Billion
  • Q3 2025

Fairman Group, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 274 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27.8B, Accenture PLC with a value of $21.8B, Vanguard Ftse Developed Market with a value of $7.18B, Veeva Systems Inc with a value of $6.25B, and Essent Group Ltd. with a value of $6.23B.

Examining the 13F form we can see an increase of $2.6B in the current position value, from $122B to 124B.

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 $124 Billion
ETFs: $63.5 Billion
Technology: $25.6 Billion
Financial Services: $14.1 Billion
Healthcare: $6.62 Billion
Consumer Cyclical: $1.48 Billion
Communication Services: $1.19 Billion
Industrials: $1.04 Billion
Energy: $864 Million
Other: $424 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.09B
$152 Million 0.12% of portfolio
6,129
Q4 2024 New
$1.53B
$71.4 Million 0.06% of portfolio
2,000
Q4 2023 New
$1.91B
$9.58 Million 0.01% of portfolio
1,000
Q4 2023 New
$676M
$8.3 Million 0.01% of portfolio
2,000
Q4 2024 New
$520M
$19,000 0.0% of portfolio
1
Q4 2023 New
$1.19B
$1.14 Million 0.0% of portfolio
6
Q4 2023 New
$616M
$2.77 Million 0.0% of portfolio
500
Q4 2023 New
$1.72B
$162,000 0.0% of portfolio
15
Q1 2025 Reduced 76.92%
$1.09B
$27,000 0.0% of portfolio
2
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 274
  • Current Value $124 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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