StockDriftsStockDriftsTop 50 Fairfield Bush & CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 5.33% | 22.7K | $10.8M | +0.27%(+62) | $24.38(+1651.22%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 5.14% | 29.6K | $10.5M | -2.47%(-749) | $74.67(+358.90%) | 2026-06-30 | |
| ADM | ARCHER DANIELS MIDLAND CO COM | 4.96% | 132.1K | $10.1M | -1.45%(-1.95K) | $43.62(+84.44%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 4.55% | 38.8K | $9.3M | -5.80%(-2.39K) | $84.77(+209.69%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 4.34% | 23.7K | $8.8M | -0.69%(-165) | $157.38(+208.84%) | 2026-06-30 | |
| AVGO | BROADCOM INC COM | 4.2% | 22.6K | $8.5M | -5.86%(-1.41K) | $34.99(+1025.20%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 2.78% | 19.6K | $5.7M | -3.39%(-687) | $138.86(+119.92%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 2.72% | 16.9K | $5.5M | -0.46%(-78) | $84.34(+332.46%) | 2026-06-30 | |
| ORCL | ORACLE CORP COM | 2.7% | 37.4K | $5.5M | -0.35%(-132) | $66.59(+120.00%) | 2026-06-30 | |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 2.25% | 2.3K | $4.6M | -3.65%(-87) | $622.76(+199.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.31% | +69.83% | +13.30% | +86.71% |
| Top 20 Holdings Unweighted | +18.30% | +65.58% | +12.88% | +83.26% |
Fairfield Bush & CO reports $203.39M in US-listed equity holdings across 126 positions in its most recent 13F filing. Its largest disclosed positions are TSM (5.3%), GOOG (5.1%) and ADM (5.0%). The top 20 holdings account for 56.59% of reported assets. Its disclosed equity book has returned +69.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fairfield Bush & CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1116247). View Fairfield Bush & CO’s 13F filings on SEC