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Home > Institutional Investor > Fairman Group, Llc > Profile

Instuitional Investor - Fairman Group, Llc

Fund Profile
Filing Period:
Fund Name: Fairman Group, Llc
Portfolio Value $121,566,348
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Accenture Plc
 ACN 88,330 $26,400,954 21.72%
2.
Ishares Trust
 IEF 38,123 $23,670,694 19.47%
3.
Essent Group Ltd.
 ESNT 122,040 $7,411,489 6.1%
4.
Vanguard Tax-Managed Fds
 115,379 $6,577,731 5.41%
5.
Veeva Systems Inc
 VEEV 20,989 $6,044,412 4.97%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)