Fairfield, Bush & Co.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$180.1M
Q ending 2026-03-31
Prior quarter
$189.5M
Q ending 2025-12-31
Change
-5.0% QoQ · +14.2% YoY
Positions
119
reported holdings

Largest positions

Top 100 of 119 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Archer Daniels Midland Co ComADMShares$9.7M134K
Microsoft Corp ComMSFTShares$8.8M24K
Alphabet Inc Cap Stk Cl CGOOGShares$8.7M30K
Amazon Com Inc ComAMZNShares$8.6M41K
Taiwan Semiconductor Manufact SponTSMShares$7.7M23K
Broadcom Inc ComAVGOShares$7.4M24K
Oracle Corp ComORCLShares$5.5M38K
Apple Inc ComAAPLShares$5.1M20K
Jpmorgan Chase & Co ComJPMShares$5.0M17K
Cameco Corp ComCCJShares$3.7M34K
Walmart Inc ComWMTShares$3.6M29K
Lowes Cos Inc ComLOWShares$3.6M15K
Asml Hldg Nv N Y Registry ShsShares$3.1M2K
Chevron Corporation ComCVXShares$3.0M15K
Novartis Ag Sponsored AdrNVSShares$3.0M19K
Qualcomm Inc ComQCOMShares$2.9M22K
Arista Networks Inc Com ShsANETShares$2.8M23K
Exxon Mobil Corp ComXOMShares$2.8M16K
Royal Bk Cda ComRYShares$2.7M17K
Netflix Inc. ComNFLXShares$2.7M28K
Eli Lilly & Co ComLLYShares$2.6M3K
Merck & Co Inc ComMRKShares$2.6M21K
Crowdstrike Hldgs Inc Cl ACRWDShares$2.5M7K
Shopify Inc Cl A Sub Vtg ShsSHOPShares$2.5M21K
Nvidia Corporation ComNVDAShares$2.4M14K
Philip Morris Intl Inc ComPMShares$2.2M13K
Johnson & Johnson ComJNJShares$2.2M9K
Ge Aerospace Com NewGEShares$2.1M8K
Church & Dwight Co Inc ComCHDShares$2.1M23K
Ge Vernova Inc ComGEVShares$2.1M2K
Labcorp Holdings Inc Com ShsLHShares$2.1M8K
International Business Machines CoIBMShares$1.8M7K
Pepsico Inc ComPEPShares$1.6M11K
Advanced Micro Devices Inc ComAMDShares$1.6M8K
Spdr Gold SharesGLDShares$1.6M4K
Honeywell Intl Inc ComHONGBPShares$1.6M7K
Abbvie Inc ComABBVShares$1.5M7K
Union Pac Corp ComUNPShares$1.4M6K
Intuit ComINTUShares$1.4M3K
Regeneron Pharmaceuticals IncREGNShares$1.2M2K
Nutrien Ltd ComNTRShares$1.1M15K
Generac Hldgs Inc ComGNRCShares$1.1M6K
L3Harris Technologies Inc ComLHXShares$1.1M3K
Lockheed Martin Corp ComLMTShares$1.1M2K
Berkley W R Corp ComWRBShares$1.1M16K
Bhp Billiton Limited Sponsored AdsBHPShares$1.1M15K
Amgen Inc ComAMGNShares$1.0M3K
Jm Smucker CoSJMShares$1.0M10K
Phillips 66 ComPSXShares$962K5K
Thermo Fisher Scientific Inc ComTMOShares$958K2K
Palo Alto Networks Inc ComPANWShares$920K6K
Fifth Third Bancorp ComFITBShares$908K20K
Alphabet Inc Cap Stk Cl AGOOGLShares$881K3K
Vanguard Total Stock Market EtfVTIShares$868K3K
Caterpillar Inc ComCATShares$744K1K
Servicenow IncNOWShares$722K7K
Visa Inc Com Cl AVShares$695K2K
Pfizer Inc ComPFEShares$689K25K
Bank New York Mellon Corp ComBNYShares$679K6K
Solstice Advanced Matls Inc Com ShSOLSShares$674K9K
Danaher Corp Del ComDHRShares$672K4K
Deere & Co ComDEShares$631K1K
Palantir Technologies Inc Cl APLTRShares$623K4K
Adobe Inc ComADBEShares$621K3K
Ishares 20 Year Treasury Bond EtfTLTShares$620K7K
Novo Nordisk A/S AdrNVOShares$592K16K
Ishares Russell Midcap EtfIWRShares$582K6K
Duke Energy Corp New Com NewDUKShares$527K4K
Verizon Communications Inc ComVZShares$517K10K
Walt Disney Co ComDISShares$516K5K
Uber Technologies Inc ComUBERShares$512K7K
Allstate Corp ComALLShares$507K2K
Invesco S&P 500 Equal Weight EtfRSPShares$494K3K
Illumina Inc ComILMNShares$475K4K
American Express Co ComAXPShares$470K2K
Costco Wholesale Corporation ComCOSTShares$466K468
Vanguard Growth EtfVUGShares$466K1K
Rocket Cos Inc Com Cl ARKTShares$462K32K
Cisco Sys Inc ComCSCOShares$456K6K
Vanguard Mid-Cap EtfVOShares$454K2K
Rtx Corporation ComRTXShares$421K2K
State Street Spdr S&P 500 EtfSPYShares$418K643
State Street Spdr S&P Bank EtfKBEShares$400K7K
At&T Inc ComTShares$393K14K
Cheniere Energy Inc Com NewLNGShares$389K1K
Csx Corp ComCSXShares$382K9K
Schwab Us Dividend Equity EtfSCHDShares$373K12K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$363K757
Us Bancorp Com NewUSBShares$360K7K
Bank Of Amer Corp ComBACShares$337K7K
Kinder Morgan Inc Del ComKMIShares$329K10K
Mcdonalds Corp ComMCDShares$328K1K
Albemarle Corp ComALBShares$325K2K
Vanguard Financials EtfVFHShares$318K3K
Ishares 1-3 Year Treasury Bond EtfSHYShares$314K4K
Vaneck Gold Miners EtfGDXShares$306K3K
Altria Group Inc ComMOShares$299K5K
Gilead Sciences Inc ComGILDShares$295K2K
Ishares Core S&P 500 EtfIVVShares$294K450
Newmont Corp ComNEMShares$286K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.