FAGAN ASSOCIATES INC. Overview

Fagan Associates Inc. is an investment advisor that manages 264.4 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/14 to 03/31/23. The fund's latest filing disclosed 402MM in positions, representing 152% of the manager's regulatory AUM.

FAGAN ASSOCIATES INC. StockAlpha

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Fundamental & Technical Factor Exposure

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EBIDTA Margin Debt/Assets Hedge Fund Crowding

FAGAN ASSOCIATES INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 8.69% Tech 7.98% -0.02% 0 45%
MSFT 6.68% Tech 12.17% 0.26% 0 53%
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FEATURED IN
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FAGAN ASSOCIATES INC. Founders and Key Employees

Name Title In Position Since
Dennis P. Fagan President/Chief Compliance Officer August-1989

FAGAN ASSOCIATES INC. Brokers, Custodians, Auditors and Administrators

Type Company

FAGAN ASSOCIATES INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss 8

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FAGAN ASSOCIATES INC. Portfolio Concentration

FAGAN ASSOCIATES INC. Location

767 HOOSICK ROAD
TROY, New York
UNITED STATES, 12180

FAGAN ASSOCIATES INC. Contact Information

Phone Number: 518-279-1044
Fax Number: 518-279-1047
Website:

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