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FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001056549

$1.90B

disclosed book value

205

positions

9.3%

largest position share

Positions, as of 2026-06-30

top 100 of 205 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1GOOGALPHABET INC499,683$176.6M9.3%
2LNGCHENIERE ENERGY INC516,654$123.5M6.5%
3LPLALPL FINL HLDGS INC382,961$107.9M5.7%
4TKOTKO GROUP HOLDINGS INC436,501$87.9M4.6%
5BRK/BBERKSHIRE HATHAWAY INC DEL146,824$73.5M3.9%
6AMZNAMAZON COM INC299,190$71.3M3.8%
7BXBLACKSTONE INC545,308$64.2M3.4%
8LHLABCORP HOLDINGS INC225,946$63.3M3.3%
9WMTWALMART INC555,672$62.9M3.3%
10MSFTMICROSOFT CORP156,688$58.4M3.1%
11AMATAPPLIED MATLS INC67,548$48.8M2.6%
12WMGWARNER MUSIC GROUP CORP1.5M$41.8M2.2%
13JNJJOHNSON & JOHNSON156,414$39.7M2.1%
14VEAVANGUARD TAX-MANAGED FDS548,929$39.1M2.1%
15JPSTJ P MORGAN EXCHANGE TRADED F722,623$36.5M1.9%
16LINELINEAGE INC799,518$34.6M1.8%
17AAPLAPPLE INC117,880$34.1M1.8%
18WMWASTE MGMT INC DEL148,388$33.1M1.7%
19FWONKLIBERTY MEDIA CORP DEL346,735$33.0M1.7%
20EXPEEXPEDIA GROUP INC119,448$30.6M1.6%
21AMTAMERICAN TOWER CORP186,344$30.5M1.6%
22CRH PLC259,877$27.8M1.5%
23JPMJPMORGAN CHASE & CO81,981$26.8M1.4%
24AGGISHARES TR266,472$26.4M1.4%
25CRMSALESFORCE INC136,233$21.3M1.1%
26CTASCINTAS CORP119,525$20.3M1.1%
27IEMGISHARES INC220,683$18.3M1%
28VWOVANGUARD INTL EQUITY INDEX F279,891$16.7M0.9%
29XYLXYLEM INC136,136$16.1M0.8%
30VTIVANGUARD INDEX FDS43,183$16.0M0.8%
31CARRCARRIER GLOBAL CORPORATION202,808$14.9M0.8%
32FOURSHIFT4 PMTS INC283,747$13.8M0.7%
33VCSHVANGUARD SCOTTSDALE FDS173,166$13.7M0.7%
34CQPCHENIERE ENERGY PARTNERS L P189,940$11.6M0.6%
35DUKDUKE ENERGY CORP NEW87,623$11.1M0.6%
36VWOBVANGUARD WHITEHALL FDS153,953$10.4M0.5%
37BUDANHEUSER BUSCH INBEV SA NV122,552$10.1M0.5%
38IAUISHARES GOLD TR126,011$9.5M0.5%
39WMBWILLIAMS COS INC121,663$9.0M0.5%
40SPSBSPDR SERIES TRUST301,316$9.0M0.5%
41IGVISHARES TR95,903$8.7M0.5%
42BNDVANGUARD BD INDEX FDS112,679$8.3M0.4%
43SYYSYSCO CORP93,845$7.8M0.4%
44CHUBB LIMITED22,730$7.7M0.4%
45GLDSPDR GOLD TR19,787$7.3M0.4%
46VNQIVANGUARD INTL EQUITY INDEX F152,061$6.8M0.4%
47GOOGLALPHABET INC18,573$6.6M0.4%
48VOOVANGUARD INDEX FDS9,441$6.5M0.3%
49EMLPFIRST TR EXCHANGE-TRADED FD147,359$6.4M0.3%
50IGSBISHARES TR121,161$6.4M0.3%
51TIPISHARES TR57,826$6.3M0.3%
52EBAYEBAY INC.55,754$6.2M0.3%
53VTIPVANGUARD MALVERN FDS120,489$6.1M0.3%
54ICSHISHARES TR116,388$5.9M0.3%
55EMBISHARES TR60,840$5.9M0.3%
56IEFAISHARES TR60,586$5.9M0.3%
57MUBISHARES TR54,150$5.8M0.3%
58ITOTISHARES TR33,290$5.5M0.3%
59CCICROWN CASTLE INC71,801$5.4M0.3%
60QQQINVESCO QQQ TR7,106$5.2M0.3%
61LAMRLAMAR ADVERTISING CO33,435$5.2M0.3%
62COMTISHARES U S ETF TR170,957$5.2M0.3%
63SHYGISHARES TR120,358$5.1M0.3%
64STIPISHARES TR47,748$4.9M0.3%
65MAMASTERCARD INCORPORATED9,143$4.7M0.2%
66FLOTISHARES TR85,740$4.4M0.2%
67VNQVANGUARD INDEX FDS45,153$4.4M0.2%
68SUBISHARES TR39,850$4.2M0.2%
69JMSTJ P MORGAN EXCHANGE TRADED F81,200$4.1M0.2%
70LQDISHARES TR37,573$4.1M0.2%
71SLQDISHARES TR79,401$4.0M0.2%
72ISHGISHARES TR50,660$3.8M0.2%
73MAAMID-AMER APT CMNTYS INC26,895$3.7M0.2%
74CATCATERPILLAR INC3,463$3.7M0.2%
75CVXCHEVRON CORPORATION21,878$3.6M0.2%
76INTCINTEL CORP22,874$3.2M0.2%
77PGPROCTER & GAMBLE CO19,957$2.9M0.2%
78SPYSTATE STR SPDR S&P 500 ETF T3,718$2.8M0.1%
79VEGIISHARES INC61,576$2.7M0.1%
80COLDAMERICOLD REALTY TRUST INC167,350$2.6M0.1%
81SJNKSPDR SERIES TRUST97,160$2.4M0.1%
82QQQMINVESCO EXCH TRADED FD TR II8,007$2.4M0.1%
83XLKSELECT SECTOR SPDR TR12,420$2.4M0.1%
84SCHDSCHWAB STRATEGIC TR71,648$2.3M0.1%
85CORCENCORA INC7,695$2.2M0.1%
86IGOVISHARES TR52,410$2.2M0.1%
87SBACSBA COMMUNICATIONS CORP12,031$2.1M0.1%
88UPSUNITED PARCEL SVCS INC19,240$2.1M0.1%
89GDXVANECK ETF TRUST26,190$2.0M0.1%
90NTRSNORTHERN TR CORP11,314$2.0M0.1%
91SOXXISHARES TR2,989$1.9M0.1%
92HAUZDBX ETF TR84,543$1.9M0.1%
93CMFISHARES TR32,871$1.9M0.1%
94PDBCINVESCO ACTVELY MNGD ETC FD113,518$1.8M0.1%
95IAGGISHARES TR30,830$1.6M0.1%
96SCHFSCHWAB STRATEGIC TR55,736$1.5M0.1%
97SCHHSCHWAB STRATEGIC TR62,254$1.5M0.1%
98VCITVANGUARD SCOTTSDALE FDS17,794$1.5M0.1%
99VGTVANGUARD WORLD FD11,536$1.4M0.1%
100NVDANVIDIA CORPORATION6,834$1.4M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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