FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$1.9B

Holdings

174

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (174 positions)

#StockSharesValue% PortfolioType
1
GOOGALPHABET INC
524,468$164.6M8.45%
2
LPLALPL FINL HLDGS INC
413,744$147.8M7.59%
3
LNGCHENIERE ENERGY INC
552,746$107.4M5.52%
4
TKOTKO GROUP HOLDINGS INC
455,603$95.2M4.89%
5
BXBLACKSTONE INC
554,600$85.5M4.39%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
167,125$84.0M4.31%
7
MSFTMICROSOFT CORP
160,306$77.5M3.98%
8
AMZNAMAZON COM INC
296,664$68.5M3.52%
9
FWONALIBERTY MEDIA CORP DEL
643,718$63.4M3.26%
10
WMTWALMART INC
563,922$62.8M3.23%
11
LHLABCORP HOLDINGS INC
232,020$58.2M2.99%
12
VRRMVERRA MOBILITY CORP
2,368,853$53.1M2.73%
13
WMGWARNER MUSIC GROUP CORP
1,664,349$51.0M2.62%
14
CRMSALESFORCE INC
175,909$46.6M2.39%
15
EXPEEXPEDIA GROUP INC
134,458$38.1M1.96%
16
JPSTJ P MORGAN EXCHANGE TRADED F
748,106$37.8M1.94%
17
AMTAMERICAN TOWER CORP NEW
208,725$36.6M1.88%
18
ADBEADOBE INC
102,619$35.9M1.84%
19
JNJJOHNSON & JOHNSON
166,286$34.4M1.77%
20
VEAVANGUARD TAX-MANAGED FDS
516,130$32.2M1.66%
21
FOURSHIFT4 PMTS INC
452,777$28.5M1.46%
22
AGGISHARES TR
283,696$28.3M1.46%
23
LINELINEAGE INC
790,643$27.7M1.42%
24
WMWASTE MGMT INC DEL
120,751$26.5M1.36%
25
RHCRH PLC
206,747$25.8M1.33%
26
CITCINTAS CORP
127,642$24.0M1.23%
27
AAPLAPPLE INC
73,977$20.1M1.03%
28
AMATAPPLIED MATLS INC
71,800$18.5M0.95%
29
VWOVANGUARD INTL EQUITY INDEX F
295,179$15.9M0.81%
30
VTIVANGUARD INDEX FDS
43,893$14.7M0.76%
31
VCSHVANGUARD SCOTTSDALE FDS
177,736$14.2M0.73%
32
CQPCHENIERE ENERGY PARTNERS LP
234,140$12.5M0.64%
33
IAU*ISHARES GOLD TR
146,836$11.9M0.61%
34
VWOBVANGUARD WHITEHALL FDS
160,127$10.8M0.55%
35
8CWCROWN CASTLE INC
107,356$9.5M0.49%
36
BUDANHEUSER BUSCH INBEV SA/NV
140,927$9.0M0.46%
37
GQ9SPDR GOLD TR
22,742$9.0M0.46%
38
SPSBSPDR SERIES TRUST
293,054$8.8M0.45%
39
BNDVANGUARD BD INDEX FDS
116,598$8.6M0.44%
40
SYYSYSCO CORP
110,479$8.1M0.42%
41
EBAEBAY INC.
91,776$8.0M0.41%
42
EMLPFIRST TR EXCHANGE-TRADED FD
195,969$7.4M0.38%
43
IEMGISHARES INC
109,824$7.4M0.38%
44
SHYGISHARES TR
164,472$7.0M0.36%
45
VNQIVANGUARD INTL EQUITY INDEX F
151,533$6.9M0.36%
46
TIPISHARES TR
59,614$6.6M0.34%
47
IGSBISHARES TR
121,732$6.4M0.33%
48
MUBISHARES TR
56,550$6.1M0.31%
49
EMBISHARES TR
61,245$5.9M0.30%
50
ICSHISHARES TR
116,388$5.9M0.30%
51
GOOGLALPHABET INC
18,533$5.8M0.30%
52
VTIPVANGUARD MALVERN FDS
116,819$5.8M0.30%
53
VNQVANGUARD INDEX FDS
62,938$5.6M0.29%
54
MAMASTERCARD INCORPORATED
9,490$5.4M0.28%
55
AQLTISHARES TR
60,511$5.4M0.28%
56
ITOTISHARES TR
33,715$5.0M0.26%
57
COMTISHARES U S ETF TR
201,347$5.0M0.26%
58
FLOTISHARES TR
87,540$4.5M0.23%
59
LQDISHARES TR
39,585$4.4M0.22%
60
SBACSBA COMMUNICATIONS CORP NEW
22,446$4.3M0.22%
61
LAMRLAMAR ADVERTISING CO NEW
33,835$4.3M0.22%
62
JMSTJ P MORGAN EXCHANGE TRADED F
83,600$4.3M0.22%
63
SUBISHARES TR
39,850$4.3M0.22%
64
SLQDISHARES TR
81,026$4.1M0.21%
65
STIPISHARES TR
35,676$3.7M0.19%
66
SJNKSPDR SERIES TRUST
141,094$3.6M0.18%
67
PGPROCTER AND GAMBLE CO
22,453$3.2M0.17%
68
CVXCHEVRON CORP NEW
20,430$3.1M0.16%
69
UPSUNITED PARCEL SERVICE INC
30,009$3.0M0.15%
70
ABGCENCORA INC
7,695$2.6M0.13%
71
SPYSPDR S&P 500 ETF TR
3,565$2.4M0.12%
72
COLDAMERICOLD REALTY TRUST INC
176,975$2.3M0.12%
73
IGOVISHARES TR
54,185$2.3M0.12%
74
NDQINVESCO QQQ TR
3,510$2.2M0.11%
75
PDBCINVESCO ACTVELY MNGD ETC FD
162,668$2.2M0.11%
76
HAUZDBX ETF TR
88,343$2.0M0.11%
77
CATCATERPILLAR INC
3,563$2.0M0.10%
78
CMFISHARES TR
33,171$1.9M0.10%
79
JPMJPMORGAN CHASE & CO.
5,421$1.7M0.09%
80
XOMEXXON MOBIL CORP
14,467$1.7M0.09%
81
GDXVANECK ETF TRUST
20,110$1.7M0.09%
82
VEGIISHARES INC
44,685$1.7M0.09%
83
NTRSNORTHERN TR CORP
12,534$1.7M0.09%
84
VOOVANGUARD INDEX FDS
2,637$1.7M0.08%
85
SCHHSCHWAB STRATEGIC TR
76,759$1.6M0.08%
86
VCITVANGUARD SCOTTSDALE FDS
18,544$1.6M0.08%
87
SCHDSCHWAB STRATEGIC TR
56,295$1.5M0.08%
88
ISHGISHARES TR
19,660$1.5M0.08%
89
VOVANGUARD INDEX FDS
5,083$1.5M0.08%
90
AVGOBROADCOM INC
4,133$1.4M0.07%
91
VBVANGUARD INDEX FDS
5,308$1.4M0.07%
92
SCHFSCHWAB STRATEGIC TR
55,336$1.3M0.07%
93
VTEBVANGUARD MUN BD FDS
24,450$1.2M0.06%
94
FLRNSPDR SERIES TRUST
38,325$1.2M0.06%
95
VGTVANGUARD WORLD FD
1,467$1.1M0.06%
96
SCHPSCHWAB STRATEGIC TR
40,253$1.1M0.05%
97
ABBVABBVIE INC
4,606$1.1M0.05%
98
VIGIVANGUARD WHITEHALL FDS
11,024$1.0M0.05%
99
ILCGISHARES TR
9,093$946K0.05%
100
CIBRFIRST TR EXCHANGE TRADED FD
13,100$935K0.05%
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