Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

FAIRFIELD, BUSH & CO. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

FAIRFIELD, BUSH & CO. (CIK 1116247) reported $203.4M across 126 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSM ($10.8M, 5.33%), GOOG ($10.5M, 5.14%), ADM ($10.1M, 4.96%), AMZN ($9.3M, 4.55%), MSFT ($8.8M, 4.34%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$10.8M5.33%22,705Added
2GOOGALPHABET INC CAP STK CL C$10.5M5.14%29,593Trimmed
3ADMARCHER DANIELS MIDLAND CO COM$10.1M4.96%132,108Trimmed
4AMZNAMAZON COM INC COM$9.3M4.55%38,832Trimmed
5MSFTMICROSOFT CORP COM$8.8M4.34%23,686Trimmed
6AVGOBROADCOM INC COM$8.5M4.20%22,607Trimmed
7AAPLAPPLE INC COM$5.7M2.78%19,556Trimmed
8JPMJPMORGAN CHASE & CO COM$5.5M2.72%16,930Trimmed
9ORCLORACLE CORP COM$5.5M2.70%37,446Trimmed
10ASMLASML HLDG NV N Y REGISTRY SHS$4.6M2.25%2,297Trimmed
11CRWDCROWDSTRIKE HLDGS INC CL A$4.5M2.21%5,900Trimmed
12ANETARISTA NETWORKS INC COM SHS$4.0M1.97%23,572Added
13QCOMQUALCOMM INC COM$4.0M1.94%21,398Trimmed
14AMDADVANCED MICRO DEVICES INC COM$3.5M1.71%5,977Trimmed
15LLYELI LILLY & CO COM$3.4M1.69%2,869Added
16RYROYAL BK CDA COM$3.4M1.69%16,620Trimmed
17CCJCAMECO CORP COM$3.4M1.68%33,506Trimmed
18LOWLOWES COS INC COM$3.3M1.63%15,013Trimmed
19WMTWALMART INC COM$3.3M1.62%29,083Trimmed
20NVSNOVARTIS AG SPONSORED ADR$3.0M1.48%19,239Trimmed
21GEGE AEROSPACE COM NEW$3.0M1.45%7,918Added
22GEVGE VERNOVA INC COM$2.9M1.42%2,457Added
23NVDANVIDIA CORPORATION COM$2.7M1.32%13,463Trimmed
24MRKMERCK & CO INC COM$2.7M1.32%20,842Trimmed
25SHOPSHOPIFY INC CL A SUB VTG SHS$2.6M1.26%22,483Added

Source: SEC Form 13F filings · as of 2026-06-30