FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC Diversified Active

CIK: 0001056549 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $1,886,207 (100.0% shares, 0.0% debt)

Holdings (159)

LPLA LPL FINANCIAL HOLDINGS INC 8.2%
Value ($000) $153,742 Shares 469,958 Est. Cost $51.25 Unrealized +579.4%
LNG CHENIERE ENERGY INC 7.3%
Value ($000) $138,176 Shares 597,130 Est. Cost $49.24 Unrealized +357.3%
BRK/B BERKSHIRE HATHAWAY CL B 5.0%
Value ($000) $95,149 Shares 178,656 Est. Cost $210.57 Unrealized +130.9%
BX BLACKSTONE GROUP LP 4.8%
Value ($000) $90,985 Shares 650,913 Est. Cost $42.43 Unrealized +272.8%
GOOG ALPHABET INC CL C 4.6%
Value ($000) $87,243 Shares 558,427 Est. Cost $107.78 Unrealized +69.3%
TKO TKO Group Holdings Inc 4.1%
Value ($000) $77,983 Shares 510,328 Est. Cost $82.21 Unrealized +83.6%
FWONK LIBERTY MEDIA - FORMULA ONE CL C 3.6%
Value ($000) $68,693 Shares 763,170 Est. Cost $62.30 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $61,917 Shares 164,941 Est. Cost $198.82 Unrealized +103.7%
WMG WARNER MUSIC GROUP CORP CL A 3.2%
Value ($000) $59,832 Shares 1,908,502 Est. Cost $27.48 Unrealized +14.9%
VRRM VERRA MOBILITY CORP 2.8%
Value ($000) $53,251 Shares 2,365,640 Est. Cost $17.46 Unrealized +37.9%
WMT WAL-MART STORES INC 2.8%
Value ($000) $52,788 Shares 601,293 Est. Cost $43.70 Unrealized +112.7%
LH LABCORP HOLDINGS 2.8%
Value ($000) $52,524 Shares 225,678 Est. Cost $199.98 Unrealized +20.1%
AMT AMERICAN TOWER REIT INC 2.5%
Value ($000) $46,429 Shares 213,368 Est. Cost $141.20 Unrealized +34.2%
CRM SALESFORCE COM INC 2.4%
Value ($000) $44,898 Shares 167,304 Est. Cost $266.40 Unrealized +16.0%
ADBE ADOBE SYSTEMS INC 2.3%
Value ($000) $44,030 Shares 114,801 Est. Cost $409.41 Unrealized +4.7%
UPS UNITED PARCEL SERVICE 2.2%
Value ($000) $41,585 Shares 378,082 Est. Cost $77.23 Unrealized +45.9%
AMZN AMAZON.COM 2.1%
Value ($000) $39,616 Shares 208,218 Est. Cost $127.55 Unrealized +70.1%
JPST JP MORGAN ETF TRUST ULTRA SHORT INCOME 1.9%
Value ($000) $35,114 Shares 693,541 Est. Cost $50.33 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $32,310 Shares 194,824 Est. Cost $75.81 Unrealized +101.1%
AAPL APPLE COMPUTER INC 1.7%
Value ($000) $31,402 Shares 141,369 Est. Cost $139.43 Unrealized +65.5%
EXPE EXPEDIA INC CMN 1.6%
Value ($000) $30,075 Shares 178,912 Est. Cost $135.16 Unrealized +33.8%
AGG ISHARES CORE US AGGREGATE BOND 1.5%
Value ($000) $29,065 Shares 293,823 Est. Cost $103.84 Unrealized
CTAS CINTAS CORP 1.4%
Value ($000) $27,303 Shares 132,844 Est. Cost $144.81 Unrealized +36.6%
CQP CHENIERE ENERGY PARTNERS LP 1.4%
Value ($000) $25,872 Shares 391,760 Est. Cost $30.54 Unrealized
LINE LINEAGE, INC 1.3%
Value ($000) $25,340 Shares 432,207 Est. Cost $58.60 Unrealized
COLD AMERICOLD REALTY TRUST INC 1.2%
Value ($000) $23,065 Shares 1,074,773 Est. Cost $27.50 Unrealized
KMX CARMAX INC 1.2%
Value ($000) $23,056 Shares 295,897 Est. Cost $78.63 Unrealized +1.9%
EBAY EBAY 1.2%
Value ($000) $22,393 Shares 330,619 Est. Cost $40.15 Unrealized +63.6%
OKE ONEOK INC NEW COM 1.1%
Value ($000) $21,383 Shares 215,509 Est. Cost $57.97 Unrealized +63.8%
VEA VANGUARD MSCI EAFE ETF 0.9%
Value ($000) $16,965 Shares 333,768 Est. Cost $41.86 Unrealized
CCI CROWN CASTLE INC 0.7%
Value ($000) $13,778 Shares 132,186 Est. Cost $81.61 Unrealized +9.2%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.7%
Value ($000) $13,732 Shares 173,957 Est. Cost $78.86 Unrealized
SBAC SBA COMMUNICATIONS CORP CL A 0.7%
Value ($000) $12,333 Shares 56,056 Est. Cost $178.08 Unrealized +15.3%
VTI VANGUARD TOTAL STOCK VIPERS 0.6%
Value ($000) $11,846 Shares 43,100 Est. Cost $164.69 Unrealized
VWO VANGUARD MSCI EMERGING MKT ETF 0.6%
Value ($000) $10,998 Shares 242,999 Est. Cost $40.75 Unrealized
VWOB VANGUARD EMERGING MKT 0.6%
Value ($000) $10,868 Shares 169,282 Est. Cost $72.45 Unrealized
BUD ANHEUSER BUSCH COS INC 0.6%
Value ($000) $10,762 Shares 174,814 Est. Cost $56.33 Unrealized
EMLP FIRST TRUST NORTH 0.6%
Value ($000) $10,385 Shares 277,010 Est. Cost $22.71 Unrealized
SYY SYSCO CORP 0.5%
Value ($000) $9,809 Shares 130,719 Est. Cost $26.00 Unrealized +174.2%
IAU ISHARES GOLD TRUST ETF 0.5%
Value ($000) $9,035 Shares 153,235 Est. Cost $36.38 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORP BOND ETF 0.5%
Value ($000) $9,015 Shares 299,494 Est. Cost $29.90 Unrealized
BND VANGUARD TOTAL BOND MKT EFT 0.5%
Value ($000) $8,890 Shares 121,030 Est. Cost $76.27 Unrealized
SHYG ISHARES TRUST 0-5YR HIGH YIELD CORP BD I 0.4%
Value ($000) $7,993 Shares 187,987 Est. Cost $45.08 Unrealized
IGSB ISHARES SHORT TERM CORP BOND ETF 0.4%
Value ($000) $7,022 Shares 134,090 Est. Cost $74.51 Unrealized
FLOT ISHARES TRUST FLOATING RATE BD ETF 0.4%
Value ($000) $6,891 Shares 134,990 Est. Cost $50.92 Unrealized
GLD SPDR GOLD TRUST SHS 0.4%
Value ($000) $6,829 Shares 23,702 Est. Cost $136.23 Unrealized
VNQ VANGUARD REAL ESTATE INDEX FUND ETF 0.4%
Value ($000) $6,734 Shares 74,375 Est. Cost $82.58 Unrealized
VTEB VANGUARD MUNI BND TAX 0.4%
Value ($000) $6,639 Shares 133,800 Est. Cost $50.22 Unrealized
VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF 0.3%
Value ($000) $6,190 Shares 152,986 Est. Cost $46.56 Unrealized
PDBC INVESCO OPTIMUM YIELD ETF 0.3%
Value ($000) $6,189 Shares 454,038 Est. Cost $15.33 Unrealized
TIP ISHARES BARCLAYS TIPS BOND FUND 0.3%
Value ($000) $6,152 Shares 55,382 Est. Cost $110.33 Unrealized
ICSH ISHARES ULTRA SHORT TERM 0.3%
Value ($000) $5,921 Shares 116,788 Est. Cost $50.05 Unrealized
EMB ISHARES JPM EMERG MKTS ETF 0.3%
Value ($000) $5,565 Shares 61,435 Est. Cost $99.96 Unrealized
MA MASTERCARD INC 0.3%
Value ($000) $5,528 Shares 10,086 Est. Cost $96.86 Unrealized +459.6%
LQD ETF ISHARES GS $INVEST 0.3%
Value ($000) $5,145 Shares 47,337 Est. Cost $109.04 Unrealized
IEMG ISHARES MSCI EMERGING MKT ETF 0.3%
Value ($000) $5,097 Shares 94,434 Est. Cost $50.48 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $4,560 Shares 60,271 Est. Cost $60.78 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.2%
Value ($000) $4,422 Shares 41,875 Est. Cost $104.64 Unrealized
ITOT ISHARES CORE TOT US STOCK MKT 0.2%
Value ($000) $4,154 Shares 34,050 Est. Cost $78.34 Unrealized
TFX TELEFLEX INC 0.2%
Value ($000) $4,044 Shares 29,261 Est. Cost $79.50 Unrealized +101.7%
SLQD ISHARES TRUST 0-5 YR INVT GRADE CORP BD 0.2%
Value ($000) $4,036 Shares 80,276 Est. Cost $48.36 Unrealized
LAMR LAMAR ADVERTISING CO-CL A 0.2%
Value ($000) $3,981 Shares 34,985 Est. Cost $53.64 Unrealized
VTIP VANGUARD SHORT TERM INFL-PROT SECS ETF 0.2%
Value ($000) $3,942 Shares 78,989 Est. Cost $48.24 Unrealized
PG PROCTER & GAMBLE 0.2%
Value ($000) $3,921 Shares 23,006 Est. Cost $79.80 Unrealized +105.5%
SJNK SPDR SER TR BLOOMBERG SRT TR 0.2%
Value ($000) $3,838 Shares 152,544 Est. Cost $24.79 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INC ETF 0.2%
Value ($000) $3,660 Shares 71,975 Est. Cost $50.82 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $3,425 Shares 20,475 Est. Cost $71.87 Unrealized +109.4%
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $3,158 Shares 20,423 Est. Cost $112.44 Unrealized +60.7%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value ($000) $2,773 Shares 26,796 Est. Cost $99.64 Unrealized
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $2,402 Shares 24,348 Est. Cost $49.36 Unrealized +109.6%
SCHH SCHWAB US REIT ETF 0.1%
Value ($000) $2,308 Shares 107,315 Est. Cost $28.18 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $2,236 Shares 4,768 Est. Cost $294.82 Unrealized
COMT ISHARES US ETF TRUST COMMODITIES SELECT 0.1%
Value ($000) $2,215 Shares 83,672 Est. Cost $27.70 Unrealized
COR Cencora, Inc. 0.1%
Value ($000) $2,140 Shares 7,695 Est. Cost $51.99 Unrealized +380.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $2,034 Shares 3,636 Est. Cost $425.99 Unrealized
HAUZ XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.1%
Value ($000) $1,784 Shares 87,775 Est. Cost $21.13 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,777 Shares 14,942 Est. Cost $56.91 Unrealized +88.4%
CMF ISHARES CALIFORNIA MUNI 0.1%
Value ($000) $1,649 Shares 29,295 Est. Cost $57.08 Unrealized
JPM MORGAN J P & CO INC 0.1%
Value ($000) $1,486 Shares 6,059 Est. Cost $117.29 Unrealized +113.9%
IGOV ISHARES INTL TREAS BOND ETF 0.1%
Value ($000) $1,453 Shares 36,860 Est. Cost $51.91 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $1,286 Shares 4,974 Est. Cost $235.97 Unrealized
SCHD SCHWAB US DIVIDEND 0.1%
Value ($000) $1,260 Shares 45,062 Est. Cost $37.52 Unrealized
MUB ISHARES NATIONAL AMT-FREE MUNI ETF 0.1%
Value ($000) $1,239 Shares 11,750 Est. Cost $107.34 Unrealized
SCHP SCHWAB US TIPS ETF 0.1%
Value ($000) $1,223 Shares 45,465 Est. Cost $37.62 Unrealized
CAT CATERPILLAR 0.1%
Value ($000) $1,207 Shares 3,660 Est. Cost $97.80 Unrealized +259.9%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,159 Shares 1,225 Est. Cost $685.69 Unrealized +41.5%
VB VANGUARD SMALL CAP 0.1%
Value ($000) $1,144 Shares 5,161 Est. Cost $205.99 Unrealized
NVO NOVO-NORDISK ADR 0.1%
Value ($000) $1,116 Shares 16,070 Est. Cost $79.04 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,040 Shares 2,023 Est. Cost $510.38 Unrealized
SCHF SCHWAB INTL EQUITY ETF 0.1%
Value ($000) $1,022 Shares 51,668 Est. Cost $23.88 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $950 Shares 4,534 Est. Cost $123.01 Unrealized +54.0%
VIGI VANGUARD INTL DIV APPRECIATION ETF 0.0%
Value ($000) $921 Shares 11,099 Est. Cost $62.51 Unrealized
VCIT VANGUARD INTERMEDIATE 0.0%
Value ($000) $907 Shares 11,094 Est. Cost $81.76 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $825 Shares 13,100 Est. Cost $39.48 Unrealized
SUSB ISHARES TRUST ESG 1-5 YEAR USD CORPORATE 0.0%
Value ($000) $815 Shares 32,600 Est. Cost $25.31 Unrealized
VGT VANGUARD INFORMATION 0.0%
Value ($000) $804 Shares 1,483 Est. Cost $396.94 Unrealized
BRK/A Berkshire Hathaway Inc A 0.0%
Value ($000) $798 Shares 1 Est. Cost $692527.00 Unrealized +5.3%
BWX SPDR BARCLAYS INT'L TB ETF 0.0%
Value ($000) $791 Shares 36,191 Est. Cost $31.30 Unrealized
V VISA INC CLASS A 0.0%
Value ($000) $790 Shares 2,255 Est. Cost $145.69 Unrealized +130.8%
ADP AUTO DATA PROCESS INC 0.0%
Value ($000) $766 Shares 2,507 Est. Cost $90.27 Unrealized +227.3%
VIG VANGUARD DIV APPRECIATION ETF 0.0%
Value ($000) $764 Shares 3,940 Est. Cost $135.71 Unrealized
ILCG iShares Morningstar Growth ETF 0.0%
Value ($000) $736 Shares 9,093 Est. Cost $84.04 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $720 Shares 6,645 Est. Cost $102.84 Unrealized +23.2%
AVGO BROADCOM LIMITED COM NPV 0.0%
Value ($000) $688 Shares 4,110 Est. Cost $157.34 Unrealized +33.4%
NYF iShares New York Muni Bond ETF 0.0%
Value ($000) $661 Shares 12,550 Est. Cost $53.62 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $637 Shares 4,805 Est. Cost $84.02 Unrealized +49.4%
EVRG EVERGY INC 0.0%
Value ($000) $621 Shares 9,000 Est. Cost $40.03 Unrealized +57.7%
INTC INTEL CORP 0.0%
Value ($000) $606 Shares 26,664 Est. Cost $20.33 Unrealized +7.6%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $589 Shares 11,625 Est. Cost $50.41 Unrealized
VGIT Vanguard Intmdt-Term Trs ETF 0.0%
Value ($000) $545 Shares 9,176 Est. Cost $58.53 Unrealized
IBM INT'L BUSINESS MACHINES 0.0%
Value ($000) $541 Shares 2,174 Est. Cost $194.44 Unrealized +23.1%
PEP PEPSICO INC 0.0%
Value ($000) $529 Shares 3,526 Est. Cost $76.29 Unrealized +88.1%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $528 Shares 7,355 Est. Cost $30.37 Unrealized +142.7%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $500 Shares 6,950 Est. Cost $81.58 Unrealized
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $479 Shares 10,225 Est. Cost $53.05 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $478 Shares 2,024 Est. Cost $136.72 Unrealized +72.3%
RWX SPDR DOW JONES INT'L REAL ESTATE ETF 0.0%
Value ($000) $471 Shares 19,245 Est. Cost $32.45 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $465 Shares 2,028 Est. Cost $121.36 Unrealized +87.4%
IVV ISHARES TR S&P 500 INDEX 0.0%
Value ($000) $463 Shares 824 Est. Cost $562.18 Unrealized
HYG ISHARES TR HIGH YIELD CORP 0.0%
Value ($000) $460 Shares 5,834 Est. Cost $83.61 Unrealized
UNH UNITED HEALTHCARE CORP 0.0%
Value ($000) $448 Shares 856 Est. Cost $269.39 Unrealized +85.4%
DGRW WISDOMTREE TR US QUALITY DIVID GROWTH FD 0.0%
Value ($000) $444 Shares 5,565 Est. Cost $36.97 Unrealized
USMV ISHARES MSCI USA MIN. VOLATILITY ETF 0.0%
Value ($000) $443 Shares 4,725 Est. Cost $56.63 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $432 Shares 1,166 Est. Cost $410.44 Unrealized
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FO 0.0%
Value ($000) $392 Shares 2,272 Est. Cost $169.60 Unrealized
MBI MBIA INC 0.0%
Value ($000) $383 Shares 77,000 Est. Cost $6.19 Unrealized 0.0%
META META PLATFORMS INC CLASS A COMMON STOCK 0.0%
Value ($000) $375 Shares 650 Est. Cost $458.97 Unrealized +40.1%
BOH BANK OF HAWAII 0.0%
Value ($000) $362 Shares 5,250 Est. Cost $34.92 Unrealized +95.9%
DVY ISHARES SELECT DIVIDEND 0.0%
Value ($000) $358 Shares 2,664 Est. Cost $135.07 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $340 Shares 3,254 Est. Cost $116.96 Unrealized
LLY LILLY ELI & CO. 0.0%
Value ($000) $335 Shares 406 Est. Cost $774.81 Unrealized +6.7%
GRNB VANECK VECTORS ETF TR GREEN BD ETF 0.0%
Value ($000) $333 Shares 13,850 Est. Cost $26.15 Unrealized
SUSA ISHARES TR MSCI USA ESG SLC 0.0%
Value ($000) $330 Shares 2,870 Est. Cost $96.32 Unrealized
MATX MATSON INC COM 0.0%
Value ($000) $328 Shares 2,560 Est. Cost $80.85 Unrealized +67.3%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $323 Shares 15,009 Est. Cost $29.78 Unrealized
EAGG ISHARES TR ESG US AGR BD 0.0%
Value ($000) $322 Shares 6,775 Est. Cost $45.89 Unrealized
IWM ISHARES RUSSELL 2000 FUND 0.0%
Value ($000) $320 Shares 1,603 Est. Cost $209.28 Unrealized
BAC BANKAMERICA CORP 0.0%
Value ($000) $300 Shares 7,193 Est. Cost $43.62 Unrealized 0.0%
BLK BLACKROCK INC 0.0%
Value ($000) $294 Shares 311 Est. Cost $991.05 Unrealized -2.9%
NUHY NUSHARES ETF TR ESG HI TLD CRP 0.0%
Value ($000) $291 Shares 13,725 Est. Cost $20.47 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $284 Shares 3,164 Est. Cost $86.44 Unrealized +4.3%
IVE ISHARES S&P 500 VALUE 0.0%
Value ($000) $272 Shares 1,428 Est. Cost $145.15 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $271 Shares 1,044 Est. Cost $174.77 Unrealized +90.7%
BK THE BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $269 Shares 3,207 Est. Cost $63.85 Unrealized +29.3%
VSGX VANGUARD WORLD FD ESG INTL STK ETF 0.0%
Value ($000) $262 Shares 4,450 Est. Cost $49.26 Unrealized
SPBO SPDR SER TR 0.0%
Value ($000) $256 Shares 8,825 Est. Cost $28.64 Unrealized
SCHZ SCHWAB US AGGREGATE BOND 0.0%
Value ($000) $255 Shares 11,000 Est. Cost $37.07 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.0%
Value ($000) $252 Shares 1,220 Est. Cost $173.86 Unrealized
ESGV VANGUARD WORLD FD ESG US STK ETF 0.0%
Value ($000) $250 Shares 2,550 Est. Cost $61.56 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $241 Shares 6,528 Est. Cost $30.35 Unrealized +15.5%
ESML ISHARES ESG MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $234 Shares 6,100 Est. Cost $38.59 Unrealized
KKR KKR & CO L P DEL COM UNITS 0.0%
Value ($000) $231 Shares 2,001 Est. Cost $90.96 Unrealized +50.5%
XLG Invesco Exchange Traded FD T 0.0%
Value ($000) $230 Shares 5,000 Est. Cost $47.53 Unrealized
IVW ISHARES TR S&P 500 GROWTH ETF 0.0%
Value ($000) $226 Shares 2,431 Est. Cost $75.11 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $223 Shares 600 Est. Cost $330.34 Unrealized +14.2%
XLI SELECT SECTOR INDUSTRIAL 0.0%
Value ($000) $221 Shares 1,687 Est. Cost $135.44 Unrealized
APO APOLLO GLOBAL MGMT LP 0.0%
Value ($000) $210 Shares 1,531 Est. Cost $156.00 Unrealized -2.7%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $207 Shares 3,362 Est. Cost $60.10 Unrealized 0.0%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $186 Shares 10,026 Est. Cost $18.59 Unrealized