Long-term investor

Fagan Associates, Inc. @faganassociatesinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001607866).

Record

  • Tracked since 2025-06-30 (446 days), 60 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.3% · 6 months n/a · 1 year +14.3% · all +14.3%
  • Max drawdown n/a · win rate 28% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GOOGL · 10.3% · long · since 2025-06-30
  • AMD · 7.1% · long · since 2025-06-30
  • AAPL · 6.1% · long · since 2025-06-30
  • NVDA · 3.7% · long · since 2025-06-30
  • MSFT · 3.7% · long · since 2025-06-30
  • AMZN · 3.1% · long · since 2025-06-30
  • 46641Q670 · 2.8% · long · since 2025-06-30
  • JPM · 2.5% · long · since 2025-06-30
  • LOW · 2.1% · long · since 2025-06-30
  • PLTR · 1.9% · long · since 2025-06-30
  • 46641Q332 · 1.9% · long · since 2025-06-30
  • 464287226 · 1.9% · long · since 2025-06-30

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