account_balance
Investment manager · 13F filer · SEC CIK 1056549
Fairview Capital Investment Management, LLC
Reported value$1.9Bas of Jun 30, 2026
Positions205 19 new, 4 sold out
Top 10 weight46.9%GOOG alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
9.3%Trimmed −2%
LNGCheniere Energy, Inc.
6.5%Trimmed −4%
LPLALPL Financial Holdings Inc.
5.7%Trimmed −2%
TKOTKO Group Holdings, Inc.
4.6%
BRK-BBerkshire Hathaway Inc
3.9%Trimmed −2%
AMZNAmazon.com Inc
3.8%
BXBlackstone Inc.
3.4%
LHLabcorp Holdings Inc.
3.3%
WMTWalmart Inc.
3.3%
MSFTMicrosoft Corp
3.1%
AMATApplied Materials Inc
2.6%Trimmed −7%
WMGWarner Music Group Corp.
2.2%−3%
GOOGAlphabet Inc.
9.3%Trimmed −2%
LNGCheniere Energy, Inc.
6.5%Trimmed −4%
LPLALPL Financial Holdings Inc.
5.7%−2%
TKOTKO Group Holdings, Inc.
4.6%
BRK-BBerkshire Hathaway Inc
3.9%−2%
AMZNAmazon.com Inc
3.8%
BXBlackstone Inc.
3.4%
LHLabcorp Holdings Inc.
3.3%
WMTWalmart Inc.
3.3%
MSFT3.1%AMATWMGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc. 9.3% Trimmed −2%LNG Cheniere Energy, Inc. 6.5% Trimmed −4%LPLA LPL Financial Holdings Inc. 5.7% Trimmed −2%TKO TKO Group Holdings, Inc. 4.6% HeldBRK-B Berkshire Hathaway Inc 3.9% Trimmed −2%AMZN Amazon.com Inc 3.8% HeldBX Blackstone Inc. 3.4% HeldLH Labcorp Holdings Inc. 3.3% HeldWMT Walmart Inc. 3.3% HeldMSFT Microsoft Corp 3.1% HeldAMAT Applied Materials Inc 2.6% Trimmed −7%WMG Warner Music Group Corp. 2.2% Trimmed −3%
What changed
Biggest moves since Mar 31, 2026
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