Fairfield, Bush & Co. Top Holdings and 13F Report (2025) About Fairfield, Bush & Co.Investment ActivityFairfield, Bush & Co. has $170.05 million in total holdings as of December 31, 2024.Fairfield, Bush & Co. owns shares of 110 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 5.96% of the portfolio was purchased this quarter.About 4.61% of the portfolio was sold this quarter.This quarter, Fairfield, Bush & Co. has purchased 111 new stocks and bought additional shares in 40 stocks.Fairfield, Bush & Co. sold shares of 46 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $11,560,336Amazon.com $9,801,907Oracle $7,672,436Taiwan Semiconductor Manufacturing $7,339,517Archer-Daniels-Midland $7,159,593 Largest New Holdings this Quarter ARISTA NETWORKS INC COM SHS $1,988,877 HoldingGE VERNOVA INC COM $647,334 HoldingWalt Disney $624,671 HoldingEmerson Electric $238,193 HoldingSalesforce $218,899 Holding Largest Purchases this Quarter ARISTA NETWORKS INC COM SHS 17,994 shares (about $1.99M)General Electric 4,290 shares (about $715.53K)GE VERNOVA INC COM 1,968 shares (about $647.33K)Walt Disney 5,610 shares (about $624.67K)Advanced Micro Devices 4,277 shares (about $516.62K) Largest Sales this Quarter Thermo Fisher Scientific 920 shares (about $478.61K)Taiwan Semiconductor Manufacturing 1,752 shares (about $346.00K)JPMorgan Chase & Co. 1,332 shares (about $319.30K)Lowe's Companies 1,044 shares (about $257.66K)Vertex Pharmaceuticals 622 shares (about $250.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFairfield, Bush & Co. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$11,560,336$137,407 ▲1.2%27,4276.8%Computer and TechnologyAMZNAmazon.com$9,801,907$73,496 ▼-0.7%44,6785.8%Retail/WholesaleORCLOracle$7,672,436$331,780 ▲4.5%46,0424.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$7,339,517$346,002 ▼-4.5%37,1644.3%Computer and TechnologyADMArcher-Daniels-Midland$7,159,593$91,340 ▼-1.3%141,7184.2%Consumer StaplesGOOGAlphabet$6,707,735$208,343 ▲3.2%35,2223.9%Computer and TechnologyAVGOBroadcom$6,590,019$19,474 ▲0.3%28,4253.9%Computer and TechnologyAAPLApple$5,343,823$73,375 ▼-1.4%21,3393.1%Computer and TechnologyJPMJPMorgan Chase & Co.$4,888,673$319,296 ▼-6.1%20,3942.9%FinanceLOWLowe's Companies$4,281,702$257,657 ▼-5.7%17,3492.5%Retail/WholesaleQCOMQUALCOMM$3,877,377$127,044 ▲3.4%25,2402.3%Computer and TechnologyWMTWalmart$3,337,532$86,104 ▼-2.5%36,9402.0%Retail/WholesaleCVXChevron$3,253,460$143,539 ▼-4.2%22,4621.9%Oils/EnergyCHDChurch & Dwight$2,737,107$68,061 ▼-2.4%26,1401.6%Consumer StaplesRYRoyal Bank of Canada$2,630,005$64,834 ▲2.5%21,8241.5%FinanceLABCORP HOLDINGS INC COM SHS$2,606,982$93,794 ▲3.7%11,3681.5%StockNVSNovartis$2,482,928$55,174 ▲2.3%25,5161.5%MedicalASMLASML$2,452,260$229,423 ▼-8.6%3,5381.4%Computer and TechnologySHOPShopify$2,340,217$133,338 ▲6.0%22,0091.4%Computer and TechnologyINTUIntuit$2,315,815$6,284 ▲0.3%3,6851.4%Computer and TechnologyCRWDCrowdStrike$2,253,238$136,871 ▲6.5%6,5851.3%Computer and TechnologyLLYEli Lilly and Company$2,100,620$3,860 ▼-0.2%2,7211.2%MedicalNVDANVIDIA$2,092,911$73,860 ▼-3.4%15,5851.2%Computer and TechnologyARISTA NETWORKS INC COM SHS$1,988,877$1,988,877 ▲New Holding17,9941.2%StockHONHoneywell International$1,918,802$195,404 ▼-9.2%8,4941.1%Multi-Sector ConglomeratesPEPPepsiCo$1,916,675$74,964 ▼-3.8%12,6051.1%Consumer StaplesXOMExxon Mobil$1,873,786$5,163 ▲0.3%17,4191.1%Oils/EnergyPMPhilip Morris International$1,794,345$51,030 ▼-2.8%14,9091.1%Consumer StaplesSJMJ. M. Smucker$1,604,720$171,903 ▼-9.7%14,5720.9%Consumer StaplesNFLXNetflix$1,597,245$48,131 ▲3.1%1,7920.9%Consumer DiscretionaryJNJJohnson & Johnson$1,565,446$135,937 ▼-8.0%10,8250.9%MedicalCCJCameco$1,528,006$283,566 ▲22.8%29,7340.9%Basic MaterialsAMDAdvanced Micro Devices$1,484,509$516,619 ▲53.4%12,2900.9%Computer and TechnologyIBMInternational Business Machines$1,481,963$34,735 ▲2.4%6,7410.9%Computer and TechnologyUNPUnion Pacific$1,464,017$15,507 ▲1.1%6,4200.9%TransportationADBEAdobe$1,435,427$133,404 ▼-8.5%3,2280.8%Computer and TechnologyREGNRegeneron Pharmaceuticals$1,399,016$89,041 ▲6.8%1,9640.8%MedicalNOWServiceNow$1,370,735$47,705 ▲3.6%1,2930.8%Computer and TechnologyGEGeneral Electric$1,368,345$715,529 ▲109.6%8,2040.8%TransportationNVONovo Nordisk A/S$1,352,588$237,417 ▼-14.9%15,7240.8%MedicalMRKMerck & Co., Inc.$1,235,691$122,863 ▲11.0%12,4210.7%MedicalGLDSPDR Gold Shares$1,218,156$127,118 ▼-9.4%5,0310.7%FinanceGNRCGenerac$1,167,010$100,003 ▲9.4%7,5270.7%Industrial ProductsABBVAbbVie$1,110,417$486,707 ▲78.0%6,2490.7%MedicalPSXPhillips 66$1,063,471$42,156 ▲4.1%9,3340.6%Oils/EnergyIWMiShares Russell 2000 ETF$1,058,478$349,143 ▲49.2%4,7900.6%FinanceILMNIllumina$1,047,526$26,459 ▼-2.5%7,8390.6%MedicalWRBW. R. Berkley$1,026,967$5,852 ▼-0.6%17,5490.6%FinanceCMGChipotle Mexican Grill$985,302$232,155 ▲30.8%16,3400.6%Retail/WholesalePANWPalo Alto Networks$979,673$436,158 ▲80.2%5,3840.6%Computer and TechnologyAMGNAmgen$956,809$105,299 ▲12.4%3,6710.6%MedicalDHRDanaher$955,408$118,221 ▲14.1%4,1620.6%MedicalPFEPfizer$919,632$219,694 ▲31.4%34,6640.5%MedicalDEDeere & Company$847,992$134,340 ▲18.8%2,0010.5%Industrial ProductsFITBFifth Third Bancorp$840,230$20,929 ▼-2.4%19,8730.5%FinanceLMTLockheed Martin$832,118$44,717 ▲5.7%1,7120.5%AerospaceTMOThermo Fisher Scientific$805,836$478,611 ▼-37.3%1,5490.5%MedicalVVisa$805,586$11,061 ▼-1.4%2,5490.5%Business ServicesGOOGLAlphabet$804,209$32,751 ▼-3.9%4,2480.5%Computer and TechnologyNTRNutrien$767,455$8,816 ▼-1.1%17,1500.5%Basic MaterialsPALANTIR TECHNOLOGIES INC CL A$751,308$11,798 ▼-1.5%9,9340.4%StockBHPBHP Group$735,966$50,393 ▼-6.4%15,0720.4%Basic MaterialsVTIVanguard Total Stock Market ETF$732,364$178,237 ▼-19.6%2,5270.4%ETFGE VERNOVA INC COM$647,334$647,334 ▲New Holding1,9680.4%StockDISWalt Disney$624,671$624,671 ▲New Holding5,6100.4%Consumer DiscretionarySNPSSynopsys$588,256$179,583 ▲43.9%1,2120.3%Computer and TechnologyCATCaterpillar$556,474$39,541 ▼-6.6%1,5340.3%Industrial ProductsALLAllstate$500,4130.0%2,5960.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$478,972$876 ▲0.2%2,7330.3%ETFIWRiShares Russell Mid-Cap ETF$462,579$148,506 ▲47.3%5,2330.3%ETFBKBank of New York Mellon$448,9760.0%5,8440.3%FinanceCSXCSX$433,709$61,313 ▼-12.4%13,4400.3%TransportationLHXL3Harris Technologies$425,186$56,776 ▲15.4%2,0220.3%AerospaceAXPAmerican Express$424,4100.0%1,4300.2%FinanceVUGVanguard Growth ETF$422,914$12,318 ▲3.0%1,0300.2%ETFBXBlackstone$387,428$54,312 ▼-12.3%2,2470.2%FinanceUBERUber Technologies$383,937$80,407 ▲26.5%6,3650.2%Computer and TechnologyUSBU.S. Bancorp$378,622$19,132 ▼-4.8%7,9160.2%FinanceDUKDuke Energy$369,9790.0%3,4340.2%UtilitiesVFHVanguard Financials ETF$365,0720.0%3,0920.2%ETFBRK.BBerkshire Hathaway$359,451$27,650 ▼-7.1%7930.2%FinanceVOVanguard Mid-Cap ETF$348,1230.0%1,3180.2%ETFNEOGNeogen$343,285$171,442 ▼-33.3%28,2770.2%MedicalPGProcter & Gamble$332,2820.0%1,9820.2%Consumer StaplesMCDMcDonald's$329,210$290 ▼-0.1%1,1360.2%Retail/WholesaleVRTXVertex Pharmaceuticals$313,703$250,479 ▼-44.4%7790.2%MedicalSHYiShares 1-3 Year Treasury Bond ETF$311,5240.0%3,8000.2%ManufacturingBACBank of America$302,596$4,395 ▼-1.4%6,8850.2%FinanceFIFiserv$297,859$65,734 ▲28.3%1,4500.2%Business ServicesSBRSabine Royalty Trust$285,358$58,329 ▼-17.0%4,4030.2%Oils/EnergyCSCOCisco Systems$281,2000.0%4,7500.2%Computer and TechnologyCOSTCostco Wholesale$272,2580.0%2970.2%Retail/WholesaleMOAltria Group$272,222$12,184 ▼-4.3%5,2060.2%Consumer StaplesBLOCK INC CL A$249,446$4,674 ▼-1.8%2,9350.1%StockFISFidelity National Information Services$244,1680.0%3,0230.1%Business ServicesRTXRTX$241,1600.0%2,0840.1%AerospaceEMREmerson Electric$238,193$238,193 ▲New Holding1,9220.1%Industrial ProductsCBChubb$237,6180.0%8600.1%FinanceQQQInvesco QQQ$221,281$511 ▲0.2%4330.1%FinanceAMTAmerican Tower$218,9920.0%1,1940.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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