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FAGAN ASSOCIATES, INC.

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 0001607866

$812.7M

disclosed book value

137

positions

10.3%

largest position share

Positions, as of 2026-06-30

top 100 of 137 · 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
1GOOGLALPHABET INC234,276$83.7M10.3%
2AMDADVANCED MICRO DEVICES INC98,999$57.5M7.1%
3AAPLAPPLE INC171,637$49.7M6.1%
4NVDANVIDIA CORPORATION152,243$30.5M3.7%
5MSFTMICROSOFT CORP81,492$30.4M3.7%
6AMZNAMAZON COM INC106,170$25.3M3.1%
7JCPBJ P MORGAN EXCHANGE TRADED F484,437$22.7M2.8%
8JPMJPMORGAN CHASE & CO61,321$20.1M2.5%
9LOWLOWES COS INC75,722$16.7M2.1%
10PLTRPALANTIR TECHNOLOGIES INC131,408$15.3M1.9%
11JEPIJ P MORGAN EXCHANGE TRADED F269,887$15.2M1.9%
12AGGISHARES TR153,268$15.2M1.9%
13FLXRTCW ETF TRUST364,876$14.3M1.8%
14DGTSPDR SERIES TRUST75,104$13.9M1.7%
15JNJJOHNSON & JOHNSON54,265$13.8M1.7%
16VRTXVERTEX PHARMACEUTICALS INC26,429$13.1M1.6%
17JPIEJ P MORGAN EXCHANGE TRADED F272,160$12.5M1.5%
18VVISA INC35,520$12.2M1.5%
19BACBANK OF AMER CORP212,504$12.1M1.5%
20SCHFSCHWAB STRATEGIC TR406,127$11.2M1.4%
21AIRRFIRST TR EXCHANGE TRADED FD84,326$11.2M1.4%
22METAMETA PLATFORMS INC19,430$10.9M1.3%
23MAMASTERCARD INCORPORATED20,907$10.7M1.3%
24NOBLPROSHARES TR187,306$10.5M1.3%
25CSCOCISCO SYS INC88,214$10.4M1.3%
26BRK/BBERKSHIRE HATHAWAY INC DEL20,163$10.1M1.2%
27VCITVANGUARD SCOTTSDALE FDS113,075$9.3M1.1%
28CVXCHEVRON CORPORATION54,975$9.1M1.1%
29UBERUBER TECHNOLOGIES INC124,500$9.0M1.1%
30REGNREGENERON PHARMACEUTICALS13,904$8.7M1.1%
31XLESELECT SECTOR SPDR TR158,083$8.4M1%
32SCHBSCHWAB STRATEGIC TR281,183$8.1M1%
33BABOEING CO36,953$8.0M1%
34SCHWSCHWAB CHARLES CORP85,286$7.9M1%
35JTEKJ P MORGAN EXCHANGE TRADED F67,866$7.6M0.9%
36CIBRFIRST TR EXCHANGE-TRADED FD81,789$7.3M0.9%
37VPLSVANGUARD MALVERN FDS93,216$7.2M0.9%
38IBTHISHARES TR299,077$6.7M0.8%
39BILSPDR SERIES TRUST70,347$6.4M0.8%
40IBTJISHARES TR294,216$6.4M0.8%
41EXMOCEXXON MOBIL CORP45,218$6.2M0.8%
42SCHDSCHWAB STRATEGIC TR181,154$5.7M0.7%
43IBTLISHARES TR277,458$5.6M0.7%
44IOOISHARES TR39,372$5.4M0.7%
45JAVAJ P MORGAN EXCHANGE TRADED F65,108$5.2M0.6%
46HOODROBINHOOD MKTS INC47,736$4.8M0.6%
47NEENEXTERA ENERGY INC53,635$4.7M0.6%
48SCHGSCHWAB STRATEGIC TR136,856$4.6M0.6%
49TEXTEREX CORP NEW63,060$4.6M0.6%
50COWZPACER FDS TR72,833$4.5M0.6%
51SPYSTATE STR SPDR S&P 500 ETF T5,829$4.4M0.5%
52NFLXNETFLIX INC.58,450$4.2M0.5%
53XLKSELECT SECTOR SPDR TR20,968$4.0M0.5%
54SCHXSCHWAB STRATEGIC TR122,026$3.6M0.4%
55ORCLORACLE CORP24,183$3.5M0.4%
56XLFSELECT SECTOR SPDR TR66,003$3.5M0.4%
57FIXDFIRST TR EXCHNG TRADED FD VI72,531$3.2M0.4%
58VCSHVANGUARD SCOTTSDALE FDS38,530$3.0M0.4%
59IBMINTERNATIONAL BUSINESS MACHS10,145$2.9M0.4%
60SCHVSCHWAB STRATEGIC TR80,634$2.8M0.3%
61LRCXLAM RESEARCH CORP6,380$2.8M0.3%
62INTCINTEL CORP17,454$2.4M0.3%
63IBTOISHARES TR97,627$2.4M0.3%
64GEGE AEROSPACE5,906$2.2M0.3%
65NKENIKE INC52,812$2.2M0.3%
66IWMISHARES TR7,124$2.1M0.3%
67SCHMSCHWAB STRATEGIC TR56,843$2.1M0.3%
68UNHUNITEDHEALTH GROUP INC4,862$2.0M0.2%
69SBUXSTARBUCKS CORP19,773$2.0M0.2%
70NOWSERVICENOW INC20,332$2.0M0.2%
71BNDVANGUARD BD INDEX FDS26,521$1.9M0.2%
72GBTCGRAYSCALE BITCOIN TRUST ETF41,822$1.9M0.2%
73CATCATERPILLAR INC1,752$1.9M0.2%
74VGITVANGUARD SCOTTSDALE FDS31,439$1.9M0.2%
75JSCPJ P MORGAN EXCHANGE TRADED F38,750$1.8M0.2%
76PFFISHARES TR59,217$1.8M0.2%
77DEDEERE & CO2,796$1.8M0.2%
78COINCOINBASE GLOBAL INC10,260$1.5M0.2%
79AVGOBROADCOM INC3,965$1.5M0.2%
80FCXFREEPORT MCMORAN INC22,705$1.4M0.2%
81XLISELECT SECTOR SPDR TR7,293$1.4M0.2%
82TSLATESLA INC3,119$1.3M0.2%
83GEVGE VERNOVA INC1,061$1.2M0.2%
84VYMIVANGUARD WHITEHALL FDS11,671$1.1M0.1%
85PRNINVESCO EXCHANGE TRADED FD T3,696$963,5910.1%
86QQQINVESCO QQQ TR1,264$930,8100.1%
87DVYISHARES TR5,579$871,9700.1%
88DIASTATE STR SPDR DOW JONES IND1,631$852,0180.1%
89BNDXVANGUARD CHARLOTTE FDS16,926$819,7280.1%
90MDYSTATE STR SPDR S&P MIDCAP 401,078$757,9200.1%
91KOCOCA COLA CO8,707$707,6450.1%
92JGROJ P MORGAN EXCHANGE TRADED F7,162$706,1020.1%
93OUNZVANECK MERK GOLD ETF15,725$606,8280.1%
94GOOGALPHABET INC1,717$606,6700.1%
95VTIVANGUARD INDEX FDS1,548$572,8970.1%
96IEXIDEX CORP2,345$532,1980.1%
97SCHRSCHWAB STRATEGIC TR20,827$513,5930.1%
98CSXCSX CORP10,300$489,5590.1%
99IVVISHARES TR649$486,1870.1%
100GLWCORNING INC1,740$444,4480.1%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.