Fairfield Financial Advisors, LTD
Annual return '25
+24.7%
SPY '25
+17.7%
Alpha
+7.0ptsvs SPY
Invested
$290.2M
Holdings
71
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Q1 2026: New position (2.4k shares)
10.0%
02
$XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Q1 2026: New position (70.5k shares)
9.1%
03
$SNAXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
Held since at least Q1 2024
5.3%
04
$PRBLX
PARNASSUS CORE EQUITY INVESTOR
Held since at least Q1 2024
5.2%
05
$TRAIX
T. ROWE PRICE CAPITAL APPRECIATION I
Held since at least Q1 2024
5.1%
06
$GOOGL
ALPHABET INC CLASS CLASS A
Q1 2026: New position (837 shares)
4.9%
07
$AAPL
APPLE INC
Q1 2026: New position (4.2k shares)
4.1%
08
$LLY
ELI LILLY AND CO
Held since at least Q1 2024
4.0%
09
$JENIX
JENSEN QUALITY GROWTH I
Held since at least Q1 2024
3.7%
10
$VDIGX
VANGUARD DIVIDEND GROWTH FUND INV
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:38 UTC.