account_balance
Investment manager · 13F filer · SEC CIK 2033232
Fairfield Financial Advisors, LTD
Reported value$248Mas of Sep 30, 2026
Positions71 9 new, 4 sold out
Top 10 weight60.1%XLK alone is 14%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XLKState Street Technology Select Sector SPDR ETF
13.8%Trimmed −5%
QQQInvesco QQQ Tr
13.6%Trimmed −4%
GOOGLAlphabet Inc.
5.8%Trimmed −7%
AAPLApple Inc.
5.7%Trimmed −7%
LLYELI Lilly & Co
4.9%Trimmed −6%
AMZNAmazon.com Inc
4.1%Trimmed −4%
WELLWelltower Inc.
3.5%Trimmed −5%
BRK-BBerkshire Hathaway Inc
2.9%Trimmed −7%
CATCaterpillar Inc
2.9%Added +3%
COSTCostco Wholesale Corp
2.9%
GEGeneral Electric Co
2.7%
MSFTMicrosoft Corp
2.6%
XLKState Street Technology Select Sector SPDR ETF
13.8%Trimmed −5%
QQQInvesco QQQ Tr
13.6%Trimmed −4%
GOOGLAlphabet Inc.
5.8%
AAPLApple Inc.
5.7%
LLYELI Lilly & Co
4.9%−6%
AMZNAmazon.com Inc
4.1%
WELLWelltower Inc.
3.5%
BRK-B2.9%CAT2.9%COST2.9%GE2.7%MSFT2.6%Boxes 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
XLK State Street Technology Select Sector SPDR ETF 13.8% Trimmed −5%
QQQ Invesco QQQ Tr 13.6% Trimmed −4%
GOOGL Alphabet Inc. 5.8% Trimmed −7%AAPL Apple Inc. 5.7% Trimmed −7%LLY ELI Lilly & Co 4.9% Trimmed −6%AMZN Amazon.com Inc 4.1% Trimmed −4%WELL Welltower Inc. 3.5% Trimmed −5%BRK-B Berkshire Hathaway Inc 2.9% Trimmed −7%CAT Caterpillar Inc 2.9% Added +3%COST Costco Wholesale Corp 2.9% Trimmed −3%GE General Electric Co 2.7% HeldMSFT Microsoft Corp 2.6% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
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