Fairman Group, LLC
Q1 2025 13F Holdings
- Locationchesterbrook, PA
- Num holdings
265
- Value ($000)
$109,076
- Date Filed05/07/2025
- Form type13F-HR
- CIK0002016719
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ACN ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | $31.11M | 29 % | 88,303 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $14.61M | 13 % | 27,828 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $5.46M | 5 % | 116,107 | ||
VEEV VEEVA SYS INC | CL A COM | 922475108 | $5.45M | 5 % | 25,939 | ||
ESSENT GROUP LTD | COM | G3198U102 | $5.45M | 5 % | 100,068 | ||
ACCD ACCOLADE INC | COM | 00437E102 | $3.88M | 4 % | 1,123,112 | ||
WRB BERKLEY W R CORP | COM | 084423102 | $3.11M | 3 % | 53,087 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $3.05M | 3 % | 47,584 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.65M | 2 % | 9,224 | ||
DBMF LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | $2.13M | 2 % | 86,255 |
Rows Per Page
10
- 10
- 50
- 100