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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Fairman Group, LLC

Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0002016719-25-000003

Total Value
$109.1M
Positions
265
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (265)

#IssuerTicker / CUSIPSharesValue% of Filing
1ACCENTURE PLC IRELANDACN88,303$31.1M28.52%
2ISHARES TR46428720027,828$14.6M13.40%
3VANGUARD TAX-MANAGED FDS921943858116,107$5.5M5.01%
4VEEVA SYS INCVEEV25,939$5.5M5.00%
5ESSENT GROUP LTDESNT100,068$5.4M4.99%
6ACCOLADE INC00437E1021,123,112$3.9M3.55%
7BERKLEY W R CORPWRB-PH53,087$3.1M2.85%
8ISHARES TR46428750747,584$3.0M2.80%
9VANGUARD INDEX FDS9229087699,224$2.6M2.43%
10LITMAN GREGORY FDS TR53700T82786,255$2.1M1.95%
11ISHARES TR46428746520,790$1.6M1.44%
12VANGUARD INDEX FDS9229086375,423$1.5M1.37%
13BERKSHIRE HATHAWAY INC DELBRK-A2,937$1.3M1.22%
14INVESCO QQQ TRIVZ2,572$1.3M1.21%
15INVESCO EXCHANGE TRADED FD TIVZ32,257$1.3M1.19%
16VANGUARD SCOTTSDALE FDS92206C66412,000$1.3M1.16%
17VANGUARD INDEX FDS9229083632,006$1.1M0.99%
18SPDR S&P 500 ETF TRSPY1,572$943,4120.86%
19VANGUARD INDEX FDS9229087445,165$888,5570.81%
20AMAZON COM INCAMZN3,842$842,8960.77%
21EA SERIES TRUST02072L68077,087$840,1220.77%
22MICROSOFT CORPMSFT1,785$751,9870.69%
23APPLE INCAAPL2,923$731,7860.67%
24PARKER-HANNIFIN CORPPH1,143$726,9820.67%
25EATON VANCE ENHANCED EQUITYETN26,418$632,7110.58%
26NVIDIA CORPORATIONNVDA4,522$607,2480.56%
27TESLA INCTSLA1,476$595,9540.55%
28CALAMOS STRATEGIC TOTAL RETUCSQ33,051$588,7210.54%
29EATON VANCE TX ADV GLBL DIVETN28,557$520,5940.48%
30VANGUARD INDEX FDS9229085951,803$504,2560.46%
31SPDR SER TR78468R60621,335$500,7320.46%
32META PLATFORMS INCMETA826$483,8020.44%
33ENTERPRISE PRODS PARTNERS L29379210715,155$475,2610.44%
34SCHWAB STRATEGIC TR80852430016,141$449,3420.41%
35ISHARES TR46432F8425,871$412,6430.38%
36DIMENSIONAL ETF TRUST25434V70810,562$364,4260.33%
37VANGUARD SPECIALIZED FUNDS9219088441,749$341,0140.31%
38VANGUARD INDEX FDS9229086291,245$327,4480.30%
39FIRST TR EXCHNG TRADED FD VI33740F27615,709$306,1680.28%
40SCHWAB STRATEGIC TR80852420120,227$304,9290.28%
41SCHWAB STRATEGIC TR80852486212,350$297,1410.27%
42SHOPIFY INCSHOP2,750$292,4080.27%
43ISHARES TR4642878042,289$289,0560.27%
44ARCH CAP GROUP LTDG0450A1052,892$267,0760.24%
45ALPHABET INCGOOG1,383$261,6250.24%
46VANGUARD INTL EQUITY INDEX F9220428585,910$258,5700.24%
47WISDOMTREE TRWT5,211$254,5340.23%
48ISHARES TR4642876551,131$249,3710.23%
49NORTHERN LTS FD TR IVNTRSO6,636$249,0000.23%
50ISHARES TR4642874992,668$235,5560.22%
51BLOCK INCBSQKZ2,750$233,7230.21%
52ENERGY TRANSFER L PET-PI9,150$228,2240.21%
53VANGUARD INDEX FDS922908736548$224,5900.21%
54ETF OPPORTUNITIES TRUST26923N1084,954$216,2330.20%
55ISHARES TR46435G3263,230$208,2520.19%
56VANGUARD INDEX FDS9229085531,206$204,4120.19%
57GOLDMAN SACHS GROUP INCGSCE315$180,3750.17%
58SPDR S&P MIDCAP 400 ETF TRMDY271$175,0850.16%
59SCHWAB STRATEGIC TR8085245084,910$172,9100.16%
60VANGUARD STAR FDS9219097682,811$165,1660.15%
61WALMART INCWMT1,806$163,5470.15%
62PROCEPT BIOROBOTICS CORPPRCT2,000$161,0400.15%
63SSGA ACTIVE TR78470P8465,275$149,6250.14%
64SPDR INDEX SHS FDS78463X8891,842$139,7340.13%
65VANGUARD INDEX FDS922908652705$133,5250.12%
66WISDOMTREE TRWT1,560$131,3200.12%
67UBIQUITI INCUI375$124,4740.11%
68COINBASE GLOBAL INCCOIN500$124,1500.11%
69NORFOLK SOUTHN CORP655844108522$122,5130.11%
70SPDR SER TR78464A4091,250$109,8750.10%
71UNITEDHEALTH GROUP INCUNH92$109,7720.10%
72WISDOMTREE TRWT1,751$109,7560.10%
73VANGUARD MALVERN FDS9220208052,261$109,4710.10%
74HOME DEPOT INCHD266$103,4710.09%
75DIMENSIONAL ETF TRUST25434V5001,555$100,9940.09%
76BLACKSTONE SECD LENDING FDBX2,972$98,3140.09%
77EXXON MOBIL CORPXOM891$95,2290.09%
78MERCK & CO INCMRK913$93,3480.09%
79PFIZER INCPFE3,221$85,1340.08%
80SCHWAB STRATEGIC TR8085248054,589$84,8880.08%
81SCHWAB STRATEGIC TR8085246072,983$77,0800.07%
82DIMENSIONAL ETF TRUST25434V7733,043$74,6300.07%
83DISNEY WALT CO254687106662$74,0500.07%
84QUAKER HOUGHTON747316107509$71,6470.07%
85TCW ETF TRUST29287L1061,035$71,1920.07%
86DRAFTKINGS INC NEWDKNG1,901$70,7170.06%
87VANGUARD SCOTTSDALE FDS92206C1021,391$65,3360.06%
88AMERICAN EXPRESS COAXP220$65,2940.06%
89VANGUARD INTL EQUITY INDEX F922042742542$63,5140.06%
90ISHARES TR464287614157$63,0530.06%
91UBER TECHNOLOGIES INCUBER1,000$60,3200.06%
92PNC FINL SVCS GROUP INC693475105308$59,3980.05%
93ISHARES INC46434G1031,095$57,2040.05%
94ISHARES TR464287150444$56,9530.05%
95WISDOMTREE TRWT1,518$52,1840.05%
96UGI CORP NEW9026811051,785$51,0600.05%
97ISHARES TR464287168376$49,2000.05%
98WILLIAMS COS INC969457100725$48,7080.04%
99BRISTOL-MYERS SQUIBB COCELG-RI819$46,3230.04%
100PRUDENTIAL FINL INCPUKPF387$45,2680.04%
101VANGUARD INDEX FDS922908512281$44,1260.04%
102VANECK ETF TRUST92189F643475$44,0440.04%
103ISHARES TR464287879404$43,8780.04%
104SHELL PLCRYDAF689$43,1660.04%
105VANGUARD INTL EQUITY INDEX F9220426761,040$41,1610.04%
106BLACKROCK INCBLK40$41,0040.04%
107WISDOMTREE TRWT500$40,4850.04%
108VANGUARD INDEX FDS922908538158$40,0910.04%
109WISDOMTREE TRWT907$36,7220.03%
110INVESCO EXCHANGE TRADED FD TIVZ228$36,1740.03%
111STANLEY BLACK & DECKER INCSWK443$35,5680.03%
112VANGUARD INTL EQUITY INDEX F922042775706$35,2810.03%
113PROSHARES TR74347X831378$29,8800.03%
114PUBLIC SVC ENTERPRISE GRP IN744573106318$26,8680.02%
115ALTRIA GROUP INCMO512$26,7680.02%
116VISA INCV84$26,5030.02%
117FORD MTR CO3453708602,591$25,6290.02%
118CONSTELLATION ENERGY CORPCEG114$25,5030.02%
119FIRST TR EXCHNG TRADED FD VI33740U8691,091$23,5550.02%
120ISHARES TR46429B697265$23,5290.02%
121AT&T INCT-PC982$22,2640.02%
122VANGUARD INDEX FDS922908611110$21,5810.02%
123FS KKR CAP CORPFSK989$21,4810.02%
124ISHARES TR464287473164$21,1240.02%
125VANGUARD SCOTTSDALE FDS92206C706388$20,5900.02%
126VANGUARD BD INDEX FDS921937827247$19,0860.02%
127JPMORGAN CHASE & CO.VYLD77$18,4610.02%
128US BANCORP DELUSB-PS348$17,1700.02%
129SPDR SER TR78464A474539$16,0950.01%
130TRUIST FINL CORP89832Q109374$16,0650.01%
131COCA COLA COKO253$15,7520.01%
132SNOWFLAKE INCSNOW100$15,4410.01%
133KEYCORP493267108900$15,4260.01%
134ALPHABET INCGOOG80$15,2350.01%
135PPL CORPPPLC467$15,1750.01%
136JOHNSON & JOHNSONJNJ104$15,0400.01%
137CITIGROUP INCC-PR202$14,2190.01%
138CHEVRON CORP NEWCVX96$13,9050.01%
139INVESCO EXCHANGE TRADED FD TIVZ641$13,6280.01%
140EXELON CORPEXC342$12,8730.01%
141VERIZON COMMUNICATIONS INCVZ315$12,4030.01%
142ORACLE CORPORCL-PD70$11,6650.01%
143INTERNATIONAL PAPER CO460146103219$11,6610.01%
144ISHARES TR46428763071$11,6150.01%
145INTERNATIONAL BUSINESS MACHSINTR48$10,4930.01%
146ABBVIE INCABBV59$10,4090.01%
147TAIWAN SEMICONDUCTOR MFG LTD87403910052$10,3010.01%
148VANGUARD SCOTTSDALE FDS92206C68096$9,9120.01%
149ISHARES TR464287234237$9,9110.01%
150ARCHER AVIATION INCACHR-WT1,000$9,7500.01%
151THE CIGNA GROUP12552310035$9,6650.01%
152BANK AMERICA CORP060505104215$9,4490.01%
153PEPSICO INCPEP58$8,8980.01%
154ARK ETF TR00214Q104151$8,5850.01%
155NUVEEN MUN VALUE FD INCNU961$8,2550.01%
156AMPHENOL CORP NEW0320951010$8,2150.01%
157VANGUARD INDEX FDS92290875134$8,0690.01%
158STARBUCKS CORPSBUX83$7,4910.01%
159MOTOROLA SOLUTIONS INCMSI16$7,4130.01%
160EATON CORP PLCETN22$7,3010.01%
161ZOETIS INCZTS44$7,1690.01%
162S&P GLOBAL INCSPGI14$6,9720.01%
163COMCAST CORP NEWCCZ185$6,9430.01%
164ISHARES TR464288877128$6,7370.01%
165AUTOZONE INCAZO2$6,4040.01%
166AMERIPRISE FINL INC03076C10612$6,3890.01%
167THERMO FISHER SCIENTIFIC INCTMO12$6,2470.01%
168FLUTTER ENTMT PLCG3643J10824$6,2030.01%
169AUTOMATIC DATA PROCESSING INADP0$6,1800.01%
170CHECK POINT SOFTWARE TECH LTM2246510431$5,7880.01%
171AON PLCAON16$5,7470.01%
172INTERCONTINENTAL EXCHANGE IN45866F10438$5,6620.01%
173HESS CORPHESM42$5,5860.01%
174PARAMOUNT GLOBAL92556H206500$5,2550.00%
175JD.COM INCJDCMF150$5,2010.00%
176THE CAMPBELLS COMPANYCPB124$5,1470.00%
177HONEYWELL INTL INC43851610622$4,9700.00%
178RELX PLCRLXXF107$4,8600.00%
179APPLIED MATLS INC03822210528$4,5540.00%
180IQVIA HLDGS INCIQV22$4,3230.00%
181CHARTER COMMUNICATIONS INC N16119P10812$4,1130.00%
182VIATRIS INCVTRS304$3,7850.00%
183ROCKWELL AUTOMATION INCROK12$3,4290.00%
184GSK PLCGLAXF20$3,4200.00%
185JOHNSON CTLS INTL PLCG5150210543$3,4100.00%
186SCHWAB CHARLES CORPSCHW-PJ46$3,4040.00%
187ISHARES TR46432F33919$3,3840.00%
188FIDELITY NATL INFORMATION SV31620M10640$3,2310.00%
189ISHARES TR46428759816$2,9620.00%
190BARRICK GOLD CORP067901108186$2,8830.00%
191TRINITY INDS INC89652210980$2,8080.00%
192SNAP ON INCSNA8$2,7160.00%
193EDWARDS LIFESCIENCES CORPEW36$2,6650.00%
194FUBOTV INCFUBO2,000$2,5200.00%
195ARCOSA INCACA26$2,5150.00%
196CISCO SYS INCCSCO42$2,4860.00%
197CANADIAN NATL RY CO13637510224$2,4360.00%
198COCA-COLA EUROPACIFIC PARTNECCEP30$2,3040.00%
199CF INDS HLDGS INC12526910025$2,1330.00%
200FIVE BELOW INCFIVE20$2,0990.00%
201HAMILTON LANE INCHLNE0$2,0800.00%
202HDFC BANK LTDHDB32$2,0440.00%
203DIAGEO PLCDGEAF16$2,0340.00%
204ISHARES TR46428760622$2,0000.00%
205CROWN HLDGS INCCCK24$1,9850.00%
206RTX CORPORATIONRTX17$1,9670.00%
207FRANKLIN TEMPLETON ETF TRFGDL67$1,9170.00%
208MEDTRONIC PLCMDT20$1,6120.00%
209UNILEVER PLCUNLYF26$1,4740.00%
210PRIME MEDICINE INCPRME500$1,4600.00%
211PPG INDS INC69350610712$1,4330.00%
212EBAY INC.EBAY22$1,3630.00%
213GE AEROSPACE3696043018$1,3370.00%
214VIRTUS INVT PARTNERS INC92828Q1096$1,3230.00%
215MONDELEZ INTL INC6092071050$1,2040.00%
216INVESCO EXCHANGE TRADED FD TIVZ18$1,1950.00%
217CARRIER GLOBAL CORPORATIONCARR17$1,1640.00%
218SEMPRASREA0$1,1480.00%
219MOLSON COORS BEVERAGE COTAP-A20$1,1460.00%
220COMMERCE BANCSHARES INCCBSH18$1,1220.00%
221ONESTREAM INCOS34$9700.00%
222BIOGEN INCBIIB6$9180.00%
223BAXTER INTL INC07181310930$8800.00%
224BRITISH AMERN TOB PLC11044810722$8150.00%
225OTIS WORLDWIDE CORPOTIS8$7410.00%
226COMERICA INC20034010711$6880.00%
227GE VERNOVA INCGEV2$6590.00%
228TAKEDA PHARMACEUTICAL CO LTDTKPHF45$5960.00%
229SCHWAB STRATEGIC TR80852479721$5790.00%
230VAIL RESORTS INCMTN0$5690.00%
231SCHLUMBERGER LTDSLB14$5410.00%
232ILLINOIS TOOL WKS INC4523081090$5100.00%
233KELLANOVABEKE6$4860.00%
234AMBEV SAABEV234$4580.00%
235ALIBABA GROUP HLDG LTDBBAAY5$4240.00%
236TENET HEALTHCARE CORPTHC3$3790.00%
237PRUDENTIAL PLCPUKPF22$3510.00%
238PENN ENTERTAINMENT INCPENN15$2970.00%
239COMSCORE INCSCOR50$2920.00%
240RESTAURANT BRANDS INTL INC76131D1030$2630.00%
241WARNER BROS DISCOVERY INCWBD24$2540.00%
242HALEON PLCHLNCF25$2390.00%
243ORGANON & COOGN15$2260.00%
244CVS HEALTH CORPCVS5$2240.00%
245RESEARCH FRONTIERS INCREFR125$2140.00%
246NEUEHEALTH INC10920V40425$1860.00%
247MATTEL INCMAT10$1770.00%
248FULTON FINL CORP PA3602711009$1750.00%
249JACKSON FINANCIAL INCJXN-PA2$1740.00%
250IMMERSION CORPIMMR19$1660.00%
251GE HEALTHCARE TECHNOLOGIES IGEHC2$1560.00%
252DXC TECHNOLOGY CODXC7$1400.00%
253VISTAGEN THERAPEUTICS INCVTGN29$860.00%
254CIENA CORPCIEN1$850.00%
255SEI INVTS CO7841171031$700.00%
256RESIDEO TECHNOLOGIES INCREZI2$460.00%
257WK KELLOGG CO92942W1072$360.00%
258ADVANSIX INCASIX1$280.00%
259GARRETT MOTION INCGTX2$180.00%
260TRUECAR INC89785L10721,097$00.00%
261BLACKROCK ETF TRUST IIBLK57,112$00.00%
262ISHARES TR46435G268223$00.00%
263HEALTHPEAK PROPERTIES INCDOC51$00.00%
264MICROSTRATEGY INCSTRK200$00.00%
265VERTEX INCVERX6,129$00.00%