Fund Holdings

FAGAN ASSOCIATES, INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
INCOME ETF
7,775246,240+238,465359,90511,344,2771.58%+10,984,372
SCHWAB STRATEGIC TR47,955398,560+350,6051,152,8279,864,3481.37%+8,711,521
TEREX CORP NEW(TEX)063,540+63,54003,755,2140.52%+3,755,214
CHEVRON CORPORATION(CVX)70,69070,030-66010,773,93514,489,1622.01%+3,715,227
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
21,37081,175+59,8051,526,8875,088,0560.71%+3,561,169
SELECT SECTOR SPDR TR
ST STR ENERG ETF
162,690159,666-3,0247,273,8539,781,1321.36%+2,507,279
SERVICENOW INC(NOW)020,728+20,72802,167,1120.30%+2,167,112
EXXON MOBIL CORP46,36445,352-1,0125,579,4377,694,4991.07%+2,115,062
JOHNSON & JOHNSON(JNJ)54,03353,864-16911,182,13113,166,5251.83%+1,984,394
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
67,86977,595+9,7266,672,8808,595,9781.20%+1,923,098
ISHARES TR059,552+59,55201,805,6170.25%+1,805,617
COINBASE GLOBAL INC(COIN)010,300+10,30001,798,4830.25%+1,798,483
FREEPORT MCMORAN INC(FCX)022,230+22,23001,306,6790.18%+1,306,679
NEXTERA ENERGY INC(NEE)51,96052,460+5004,171,3494,872,4850.68%+701,136
SCHWAB STRATEGIC TR177,446179,477+2,0314,867,3415,506,3540.77%+639,013
VANECK MERK GOLD ETF(OUNZ)7,91017,075+9,165328,107769,2290.11%+441,122
NETFLIX INC.(NFLX)27,31131,037+3,7262,560,6792,984,2080.41%+423,529
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
434,858445,325+10,46720,590,52620,965,9012.92%+375,375
SPDR SERIES TRUST
ST STR GLB DOW
75,26676,074+80812,546,77512,898,1261.79%+351,351
LAM RESEARCH CORP(LRCX)6,8536,85301,173,0971,464,2120.20%+291,115
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
05,460+5,4600276,3310.04%+276,331
DEERE & CO(DE)2,8112,801-101,308,7171,577,8030.22%+269,086
GE VERNOVA INC(GEV)1,1591,1590757,4931,011,7040.14%+254,211
SPDR SERIES TRUST
ST STR BLO 1 ETF
59,65862,165+2,5075,451,5765,696,7640.79%+245,188
CORNING INC(GLW)01,710+1,7100232,5090.03%+232,509
ISHARES TR87,86797,677+9,8102,157,5742,382,3220.33%+224,748
AT&T INC(T)07,550+7,5500218,8750.03%+218,875
GILEAD SCIENCES INC(GILD)01,532+1,5320213,5150.03%+213,515
J P MORGAN EXCHANGE TRADED F
SHORT DURA CORE
30,74535,200+4,4551,462,1401,664,9600.23%+202,820
CATERPILLAR INC(CAT)1,6601,612-48950,9641,142,0380.16%+191,074
CISCO SYS INC(CSCO)80,08781,852+1,7656,169,1026,350,8970.88%+181,795
INTEL CORP(INTC)17,95417,9540662,503792,3100.11%+129,807
PACER FDS TR
US CASH COWS 100
76,35674,822-1,5344,594,3684,680,8470.65%+86,479
VISTRA CORP(VST)12,03413,409+1,3751,941,4452,015,7750.28%+74,330
HONEYWELL INTL INC(HON)4,1803,930-250815,476888,2980.12%+72,822
TCW ETF TRUST
FLEXIBLE INCOME
356,366361,180+4,81414,112,09414,183,5391.97%+71,445
ISHARES TR6,0976,102+5860,592923,8480.13%+63,256
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
3,5303,474-56616,260675,8100.09%+59,550
COCA COLA CO(KO)8,7078,7070608,730662,1930.09%+53,463
CSX CORP(CSX)10,30010,3000373,375422,8150.06%+49,440
SELECT SECTOR SPDR TR
ST STR INDL ETF
7,5437,514-291,170,0971,215,2190.17%+45,122
ALPHABET INC(GOOG)1,4261,717+291447,480492,5400.07%+45,060
STARBUCKS CORP(SBUX)20,97920,198-7811,766,6421,809,5390.25%+42,897
VANGUARD WHITEHALL FDS11,68411,608-761,051,5601,093,9380.15%+42,378
PEPSICO INC(PEP)3,2583,262+4467,523506,4820.07%+38,959
PROSHARES TR
S&P 500 DV ARIST
96,33194,932-1,39910,025,13410,063,7501.40%+38,616
SCHWAB STRATEGIC TR58,09257,403-6891,746,8291,777,1840.25%+30,355
BRISTOL-MYERS SQUIBB CO(BMY)4,4524,4520240,141270,0140.04%+29,873
IDEX CORP(IEX)2,3452,3450417,269444,4950.06%+27,226
MERCK & CO INC(MRK)2,1182,075-43222,941249,6020.03%+26,661
SPDR GOLD TR(GLD)6926920274,247297,7610.04%+23,514
SCHWAB STRATEGIC TR84,78582,985-1,8002,510,4962,531,0490.35%+20,553
STATE STR SPDR S&P MIDCAP 40(MDY)1,0771,078+1649,982664,5750.09%+14,593
SPDR SERIES TRUST
ST STR SP DIV
2,0722,074+2288,278302,6720.04%+14,394
PLUG PWR INC(PLUG)33,66133,661066,31276,0740.01%+9,762
CARDINAL HEALTH INC(CAH)1,2661,2660260,163267,5180.04%+7,355
SCHWAB STRATEGIC TR12,15612,1560346,203353,4960.05%+7,293
DUKE ENERGY CORP NEW(DUK)3,1972,917-280374,720381,9520.05%+7,232
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
65,17065,239+694,673,9924,680,9070.65%+6,915
PHILIP MORRIS INTL INC(PM)2,0422,020-22327,537333,9870.05%+6,450
PROCTER & GAMBLE CO(PG)2,3812,3810341,285343,9760.05%+2,691
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
16,00816,145+137773,526775,7560.11%+2,230
AFLAC INC(AFL)2,0002,0000220,540219,4200.03%-1,120
NORFOLK SOUTHN CORP(NSC)1,3501,3500389,772387,4500.05%-2,322
EMERSON ELEC CO(EMR)1,6961,6960225,093222,2100.03%-2,883
REGENERON PHARMACEUTICALS(REGN)13,93113,912-1910,752,92810,749,0841.49%-3,844
ISHARES TR1,4621,4620217,405208,2520.03%-9,153
SPDR SERIES TRUST
ST STR P500ETF
2,7592,7590221,327211,1740.03%-10,153
ISHARES TR1,4001,4000232,134221,8300.03%-10,304
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
16,32116,034-287443,941432,2810.06%-11,660
ISHARES TR271,174272,203+1,0295,565,8515,552,6320.77%-13,219
SCHWAB STRATEGIC TR21,67321,157-516543,568527,0150.07%-16,553
ROCKWELL AUTOMATION INC(ROK)5615610218,268201,3320.03%-16,936
WALMART INC(WMT)2,5842,169-415287,904269,5630.04%-18,341
ISHARES TR7,2737,139-1341,790,3211,770,5760.25%-19,745
PIONEER BANCORP INC MD17,00015,000-2,000229,160208,8000.03%-20,360
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
6,3596,734+375590,115569,1580.08%-20,957
VANGUARD INDEX FDS1,5561,5560521,680499,2460.07%-22,434
ISHARES TR663659-4454,115430,5710.06%-23,544
MCDONALDS CORP(MCD)1,054954-100322,175296,5350.04%-25,640
VANGUARD INDEX FDS6226220303,449271,6830.04%-31,766
VANGUARD INDEX FDS626604-22392,799360,7460.05%-32,053
VANGUARD BD INDEX FDS14,96414,679-2851,165,3991,132,9240.16%-32,475
OLD REP INTL CORP(ORI)5,8005,8000264,712231,4200.03%-33,292
STATE STR SPDR DOW JONES IND(DIA)1,6831,673-10808,799774,9170.11%-33,882
VANGUARD BD INDEX FDS26,97626,594-3821,998,1341,958,3720.27%-39,762
SELECT SECTOR SPDR TR
ST STR DISCR ETF
3,7663,726-40449,698406,0590.06%-43,639
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
32,01431,484-5301,918,5991,874,8720.26%-43,727
AIRJOULE TECHNOLOGIES CORP11,6170-11,61745,7710-45,771
BERKSHIRE HATHAWAY INC DEL19,50420,361+8579,803,6869,756,9911.36%-46,695
MOODYS CORP(MCO)7957950406,126346,8190.05%-59,307
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
112,614113,081+4679,431,4129,357,4321.30%-73,980
AMERICAN EXPRESS CO(AXP)1,2651,275+10467,987385,6930.05%-82,294
SOUTHERN CO(SO)3,7852,524-1,261330,088243,6160.03%-86,472
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
39,62738,742-8853,159,4473,071,0570.43%-88,390
TESLA INC(TSLA)2,7833,112+3291,251,5711,156,8860.16%-94,685
ISHARES TR296,288292,849-3,4396,502,0436,396,6970.89%-105,346
ISHARES TR304,967300,552-4,4156,852,6086,741,3810.94%-111,227
INVESCO QQQ TR1,3711,266-105842,219730,7100.10%-111,509
VANGUARD MALVERN FDS94,57193,641-9307,387,4147,265,5021.01%-121,912
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