FAGAN ASSOCIATES, INC. — 13F holdings

FAGAN ASSOCIATES, INC. reported 139 holdings worth $861M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. GOOGL ALPHABET INC — $79.6M (9.3%)
2. AMD ADVANCED MICRO DEVICES INC — $58.4M (6.8%)
3. AAPL APPLE INC — $57.0M (6.6%)
4. MSFT MICROSOFT CORP — $41.7M (4.8%)
5. NVDA NVIDIA CORPORATION — $35.3M (4.1%)
6. AMZN AMAZON COM INC — $27.4M (3.2%)
7. PLTR PALANTIR TECHNOLOGIES INC — $25.6M (3.0%)
8. JCPB J P MORGAN EXCHANGE TRADED F — $22.9M (2.7%)
9. JPM JPMorgan Chase & Co. — $20.5M (2.4%)
10. JNJ JOHNSON & JOHNSON — $14.8M (1.7%)