Fund HoldingsFAGAN ASSOCIATES, INC.

Total Portfolio Value
$750.05M
Total Bought
$73.47M
Total Sold
$92.96M
Net Transaction
-$19.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)246,270240,445-5,82559,86875,25910.03%+15,391
SPDR SERIES TRUST
ST STR GLB DOW
075,266+75,266012,5471.67%+12,547
SSGA ACTIVE TR
ST STR MARKE ETF
0276,023+276,023011,9561.59%+11,956
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0162,690+162,69007,2740.97%+7,274
SPDR SERIES TRUST
ST STR BLO 1 ETF
059,658+59,65805,4520.73%+5,452
ADVANCED MICRO DEVICES INC(AMD)102,416100,917-1,49916,57021,6122.88%+5,043
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
341,571434,858+93,28716,24220,5912.75%+4,349
SELECT SECTOR SPDR TR
ST STR FINL ETF
067,776+67,77603,7120.49%+3,712
SELECT SECTOR SPDR TR
ST STR TECHN ETF
022,136+22,13603,1870.42%+3,187
REGENERON PHARMACEUTICALS(REGN)13,97813,931-477,85910,7531.43%+2,894
APPLE INC(AAPL)176,739175,122-1,61745,00347,6096.35%+2,605
META PLATFORMS INC(META)14,15219,110+4,95810,39312,6141.68%+2,221
TCW ETF TRUST
FLEXIBLE INCOME
306,363356,366+50,00312,19314,1121.88%+1,919
VERTEX PHARMACEUTICALS INC(VRTX)026,566+26,566012,0441.61%+12,044
AMAZON COM INC(AMZN)102,394103,143+74922,48323,8073.17%+1,325
JOHNSON & JOHNSON(JNJ)53,94054,033+9310,00211,1821.49%+1,181
LAM RESEARCH CORP(LRCX)06,853+6,85301,1730.16%+1,173
SELECT SECTOR SPDR TR
ST STR INDL ETF
07,543+7,54301,1700.16%+1,170
ISHARES TR139,883150,975+11,09214,02315,0792.01%+1,056
CISCO SYS INC(CSCO)76,54780,087+3,5405,2376,1690.82%+932
BANK AMERICA CORP201,667206,006+4,33910,40411,3301.51%+926
SCHWAB CHARLES CORP(SCHW)79,37881,791+2,4137,5788,1721.09%+594
SOFI TECHNOLOGIES INC(SOFI)69,92993,084+23,1551,8482,4370.32%+589
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
60,94865,170+4,2224,2034,6740.62%+471
SELECT SECTOR SPDR TR
ST STR DISCR ETF
03,766+3,76604500.06%+450
MOODYS CORP(MCO)0795+79504060.05%+406
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
032,014+32,01401,9190.26%+1,919
SPDR SERIES TRUST
ST STR SP DIV
02,072+2,07202880.04%+288
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
66,23167,869+1,6386,4036,6730.89%+270
INTERNATIONAL BUSINESS MACHS(IBM)09,390+9,39002,7810.37%+2,781
CARDINAL HEALTH INC(CAH)01,266+1,26602600.03%+260
BOEING CO(BA)35,54736,517+9707,6727,9291.06%+256
EXXON MOBIL CORP47,31346,364-9495,3345,5790.74%+245
JPMORGAN CHASE & CO.(JPM)62,04761,486-56119,57119,8122.64%+241
NEXTERA ENERGY INC(NEE)52,18551,960-2253,9394,1710.56%+232
MERCK & CO INC(MRK)02,118+2,11802230.03%+223
SPDR SERIES TRUST
ST STR P500ETF
02,759+2,75902210.03%+221
INTUITIVE SURGICAL INC0386+38602190.03%+219
ROCKWELL AUTOMATION INC(ROK)0561+56102180.03%+218
3M CO(MMM)23,37323,983+6103,6273,8400.51%+213
ISHARES TR40,91240,422-4904,9105,1200.68%+210
VISA INC(V)035,370+35,370012,4041.65%+12,404
SCHWAB STRATEGIC TR357,524356,585-9399,1929,3531.25%+161
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
13,07816,008+2,9306477740.10%+127
ISHARES TR82,47287,867+5,3952,0332,1580.29%+125
J P MORGAN EXCHANGE TRADED F
SHORT DURA CORE
28,25030,745+2,4951,3451,4620.19%+117
SPDR S&P 500 ETF TR(SPY)5,8335,868+353,8864,0020.53%+116
GE VERNOVA INC(GEV)1,0791,159+806637570.10%+94
CATERPILLAR INC(CAT)1,8201,660-1608689510.13%+83
GE AEROSPACE(GE)5,9186,040+1221,7801,8600.25%+80
ISHARES TR0271,174+271,17405,5660.74%+5,566
SCHWAB STRATEGIC TR175,497177,446+1,9494,7914,8670.65%+76
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
5,5076,359+8525165900.08%+74
ALPHABET INC(GOOG)1,5761,426-1503844470.06%+64
INTEL CORP(INTC)17,95417,95406026630.09%+60
VANGUARD WHITEHALL FDS11,76111,684-779961,0520.14%+56
AIRJOULE TECHNOLOGIES CORP011,617+11,6170460.01%+46
STARBUCKS CORP(SBUX)020,979+20,97901,7670.24%+1,767
SCHWAB STRATEGIC TR142,809140,825-1,9844,5574,5940.61%+37
AMERICAN EXPRESS CO(AXP)1,3001,265-354324680.06%+36
IDEX CORP(IEX)02,345+2,34504170.06%+417
VANECK MERK GOLD ETF(OUNZ)7,9107,91002943280.04%+34
COCA COLA CO(KO)08,707+8,70706090.08%+609
SPDR GOLD TR(GLD)69269202462740.04%+28
DEERE & CO(DE)02,811+2,81101,3090.17%+1,309
ISHARES TR295,232296,288+1,0566,4826,5020.87%+20
ISHARES TR303,467304,967+1,5006,8346,8530.91%+19
OLD REP INTL CORP(ORI)5,8005,80002462650.04%+18
SPDR DOW JONES INDL AVERAGE(DIA)1,7081,683-257928090.11%+17
INVESCO QQQ TR1,3801,371-98298420.11%+14
SCHWAB STRATEGIC TR48,95847,955-1,0031,1401,1530.15%+13
TESLA INC(TSLA)2,7872,783-41,2391,2520.17%+12
J P MORGAN EXCHANGE TRADED F
INCOME ETF
7,5257,775+2503493600.05%+11
WALMART INC(WMT)2,7152,584-1312802880.04%+8
SPDR S&P MIDCAP 400 ETF TR(MDY)1,0771,07706426500.09%+8
CSX CORP(CSX)10,30010,30003663730.05%+8
PIONEER BANCORP INC MD17,00017,00002222290.03%+7
VANGUARD INDEX FDS62262202983030.04%+5
ISHARES TR1,4001,40002272320.03%+5
ISHARES TR1,4621,46202132170.03%+4
VANGUARD MALVERN FDS93,92094,571+6517,3857,3870.98%+3
EMERSON ELEC CO(EMR)01,696+1,69602250.03%+225
MCDONALDS CORP(MCD)01,054+1,05403220.04%+322
MASTERCARD INCORPORATED(MA)21,24221,169-7312,08212,0851.61%+2
PHILIP MORRIS INTL INC(PM)02,042+2,04203280.04%+328
AFLAC INC(AFL)02,000+2,00002210.03%+221
SCHWAB STRATEGIC TR12,55612,156-4003503460.05%-4
ISHARES TR6,0916,097+68668610.11%-5
VANGUARD BD INDEX FDS014,964+14,96401,1650.16%+1,165
SCHWAB STRATEGIC TR86,51784,785-1,7322,5192,5100.33%-8
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
3,6143,530-846246160.08%-8
PLUG POWER INC(PLUG)33,61633,661+4578660.01%-12
PEPSICO INC(PEP)3,4283,258-1704814680.06%-14
DUKE ENERGY CORP NEW(DUK)3,1503,197+473903750.05%-15
NORFOLK SOUTHN CORP(NSC)1,3501,35004063900.05%-16
SCHWAB STRATEGIC TR59,53458,092-1,4421,7651,7470.23%-18
BERKSHIRE HATHAWAY INC DEL19,53919,504-359,8239,8041.31%-19
SCHWAB STRATEGIC TR130,337126,835-3,5023,4333,4130.46%-20
VANGUARD BD INDEX FDS026,976+26,97601,9980.27%+1,998
ISHARES TR7,5567,273-2831,8281,7900.24%-38
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