StockDriftsStockDriftsTop 50 Fairfield Financial Advisors LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 13.82% | 184.2K | $35.1M | -6.77%(-13.37K) | $84.13(+126.71%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 13.81% | 47.6K | $35.1M | -5.36%(-2.70K) | $382.50(+91.50%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CLASS A | 6.34% | 45.1K | $16.1M | -9.56%(-4.76K) | $142.31(+142.22%) | 2026-06-30 | |
| LLY | ELI LILLY AND CO | 5.28% | 11.2K | $13.4M | -11.97%(-1.52K) | $345.07(+241.78%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.22% | 45.8K | $13.2M | -2.35%(-1.10K) | $176.76(+72.76%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 4.04% | 43.0K | $10.2M | -5.80%(-2.65K) | $165.26(+58.86%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.6% | 8.6K | $9.1M | +5.81%(+471) | $387.41(+124.44%) | 2026-06-30 | |
| WELL | WELLTOWER INC REIT | 3.6% | 40.2K | $9.1M | +9.52%(+3.50K) | $137.82(+70.06%) | 2026-06-30 | |
| GE | GE AEROSPACE | 3.25% | 22.1K | $8.3M | +12.26%(+2.41K) | $233.77(+58.42%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY CLASS B | 3.1% | 15.7K | $7.9M | -18.38%(-3.54K) | $328.17(+52.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.23% | +73.81% | — | — | +53.61% |
| Top 20 Holdings Unweighted | +15.29% | +53.25% | — | — | +39.92% |
Fairfield Financial Advisors LTD reports $253.84M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are XLK (13.8%), QQQ (13.8%) and GOOGL (6.3%). The top 20 holdings account for 81.01% of reported assets. Its disclosed equity book has returned +73.81% 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 Financial Advisors LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2033232). View Fairfield Financial Advisors LTD’s 13F filings on SEC