Fairview Capital Investment Management, LLC holds a focused book of 190 stocks worth $1.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Xylem Inc and trimmed Cheniere Energy Inc. Their largest long position is Cheniere Energy Inc at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1056549/holdings"
Use Arkolith to show FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
81% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Cheniere Energy Inc COM NEW | $153.1M | 539.4K | 8.3% | ▼−2.4% Reduced · −13K sh | |
| 2 | Alphabet Inc CAP STK CL C | $146.9M | 512.0K | 8.0% | ▼−2.4% Reduced · −12K sh | |
| 3 | LPL Finl Hldgs Inc COM | $117.8M | 391.7K | 6.4% | ▼−5.3% Reduced · −22K sh | |
| 4 | Tko Group Holdings Inc CL A | $89.0M | 441.2K | 4.8% | ▼−3.2% Reduced · −14K sh | |
| 5 | Berkshire Hathaway Inc Del CL B NEW | $71.9M | 150.1K | 3.9% | ▼−10% Reduced · −17K sh | |
| 6 | Walmart Inc COM | $69.2M | 556.9K | 3.8% | ▼−1.2% Reduced · −7K sh | |
| 7 | Blackstone Inc COM | $63.6M | 552.8K | 3.5% | ▼−0.3% Reduced · −2K sh | |
| 8 | Amazon Com Inc COM | $62.2M | 298.5K | 3.4% | ▲+0.6% Added · +2K sh | |
| 9 | Labcorp Holdings Inc COM SHS | $61.5M | 230.4K | 3.3% | ▼−0.7% Reduced · −2K sh | |
| 10 | Microsoft Corp COM | $58.6M | 158.2K | 3.2% | ▼−1.3% Reduced · −2K sh | |
| 11 | Warner Music Group Corp COM CL A | $40.8M | 1.60M | 2.2% | ▼−4.0% Reduced · −67K sh | |
| 12 | Johnson & Johnson COM | $39.1M | 160.0K | 2.1% | ▼−3.8% Reduced · −6K sh | |
| 13 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $36.4M | 719.1K | 2.0% | ▼−3.9% Reduced · −29K sh | |
| 14 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $34.7M | 541.8K | 1.9% | ▲+5.0% Added · +26K sh | |
| 15 | American Tower Corp COM | $34.6M | 200.5K | 1.9% | ▼−3.9% Reduced · −8K sh | |
| 16 | Waste Mgmt Inc Del COM | $32.6M | 141.9K | 1.8% | ▲+18% Added · +21K sh | |
| 17 | Salesforce Inc COM | $31.8M | 170.4K | 1.7% | ▼−3.1% Reduced · −6K sh | |
| 18 | Liberty Media Corp Del COM LBTY ONE S C | $31.0M | 364.4K | 1.7% | ▼−43% Reduced · −279K sh | |
| 19 | Expedia Group Inc COM NEW | $29.2M | 126.3K | 1.6% | ▼−6.0% Reduced · −8K sh | |
| 20 | Ishares TR CORE US AGGBD ET | $28.0M | 281.8K | 1.5% | ▼−0.7% Reduced · −2K sh | |
| 21 | Lineage Inc COM | $27.4M | 836.5K | 1.5% | ▲+5.8% Added · +46K sh | |
| 22 | Apple Inc COM | $26.9M | 106.0K | 1.5% | ▲+43% Added · +32K sh | |
| 23 | CRH PLC ORD | $26.1M | 248.2K | 1.4% | ▲+20% Added · +41K sh | |
| 24 | Applied Matls Inc COM | $24.7M | 72.3K | 1.3% | ▲+0.7% Added · +473 sh | |
| 25 | JPMorgan Chase & Co COM | $22.5M | 76.5K | 1.2% | ▲14× Added · +71K sh | |
| 26 | Verra Mobility Corp CL A COM STK | $22.1M | 1.54M | 1.2% | ▼−35% Reduced · −824K sh | |
| 27 | Cintas Corp COM | $20.9M | 123.6K | 1.1% | ▼−3.2% Reduced · −4K sh | |
| 28 | Shift4 PMTS Inc CL A | $18.4M | 421.1K | 1.0% | ▼−7.0% Reduced · −32K sh | |
| 29 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $15.4M | 284.2K | 0.8% | ▼−3.7% Reduced · −11K sh | |
| 30 | Adobe Inc COM | $14.9M | 61.2K | 0.8% | ▼−40% Reduced · −41K sh | |
| 31 | Cheniere Energy Partners L P COM UNIT | $14.1M | 218.7K | 0.8% | ▼−6.6% Reduced · −15K sh | |
| 32 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $14.0M | 176.6K | 0.8% | ▼−0.6% Reduced · −1K sh | |
| 33 | Ishares Inc CORE MSCI EMKT | $13.9M | 199.1K | 0.8% | ▲+81% Added · +89K sh | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $13.8M | 42.9K | 0.7% | ▼−2.1% Reduced · −944 sh | |
| 35 | Ishares Gold TR ISHARES NEW | $11.8M | 133.5K | 0.6% | ▼−9.1% Reduced · −13K sh | |
| 36 | Vanguard Whitehall FDS EM MK GOV BD ETF | $10.4M | 157.9K | 0.6% | ▼−1.4% Reduced · −2K sh | |
| 37 | Xylem Inc COM | $9.8M | 81.9K | 0.5% | ▲New New position | |
| 38 | SPDR Gold TR GOLD SHS | $9.4M | 21.9K | 0.5% | ▼−3.7% Reduced · −835 sh | |
| 39 | SPDR Series Trust STATE STREET SPD | $8.9M | 295.8K | 0.5% | ▲+0.9% Added · +3K sh | |
| 40 | Anheuser Busch Inbev Sa NV SPONSORED ADR | $8.9M | 127.8K | 0.5% | ▼−9.3% Reduced · −13K sh | |
| 41 | Vanguard BD Index FDS TOTAL BND MRKT | $8.4M | 114.4K | 0.5% | ▼−1.9% Reduced · −2K sh | |
| 42 | Carrier Global Corporation COM | $8.1M | 143.3K | 0.4% | ▲New New position | |
| 43 | First TR Exchange-Traded FD NO AMER ENERGY | $7.2M | 165.3K | 0.4% | ▼−16% Reduced · −31K sh | |
| 44 | Sysco Corp COM | $7.1M | 98.9K | 0.4% | ▼−10% Reduced · −12K sh | |
| 45 | Crown Castle Inc COM | $6.9M | 85.1K | 0.4% | ▼−21% Reduced · −22K sh | |
| 46 | Vanguard Intl Equity Index F GLB EX US ETF | $6.8M | 153.8K | 0.4% | ▲+1.5% Added · +2K sh | |
| 47 | Ishares U S ETF TR GSCI CMDTY STGY | $6.7M | 197.7K | 0.4% | ▼−1.8% Reduced · −4K sh | |
| 48 | Ishares TR TIPS BD ETF | $6.4M | 58.4K | 0.4% | ▼−2.0% Reduced · −1K sh | |
| 49 | Duke Energy Corp New COM NEW | $6.4M | 49.2K | 0.3% | ▲New New position | |
| 50 | Ishares TR ISHS 1-5YR INVS | $6.3M | 120.6K | 0.3% | ▼−0.9% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 190 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 174 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 176 | $2.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 166 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 159 | $1.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 162 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 153 | $1.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 147 | $1.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 152 | $1.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 145 | $1.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 142 | $1.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 139 | $1.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 140 | $1.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 137 | $1.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 129 | $1.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 137 | $1.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 131 | $1.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 135 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 124 | $1.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 128 | $1.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 153 | $2.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 140 | $2.4B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 135 | $2.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 125 | $2.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.