Fairview Capital Investment Management, LLC Portfolio Holdings

Fairview Capital Investment Management, LLC

  • $1.67 Billion
  • Q2 2025

Fairview Capital Investment Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.67 Billion distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lpl Financial Holdings Inc. with a value of $167M, Cheniere Energy, Inc. with a value of $143M, Alphabet Inc. with a value of $98.9M, Blackstone Inc. with a value of $96.3M, and Berkshire Hathaway Inc Class B with a value of $86M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $1.66B to 1.67B.

Fairview Capital Investment Management, LLC is based out at Greenbrae, CA

Below you can find more details about Fairview Capital Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.67 Billion
Financial Services: $363 Million
ETFs: $333 Million
Technology: $237 Million
Energy: $168 Million
Communication Services: $145 Million
Consumer Cyclical: $123 Million
Industrials: $103 Million
Consumer Defensive: $85.2 Million
Other: $113 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $1.67 Billion
  • Prior Value $1.66 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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