Fairfield, Bush & Co.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Fairfield, Bush & Co. reported 109 stock positions worth $157.6 million. Its top holding was Microsoft (MSFT) at 6.6% of the portfolio, followed by Amazon.com (AMZN, 5.2%) and Archer-Daniels-Midland (ADM, 4.3%). Compared with Q4 2024, it opened 4 new positions, sold out of 5, added to 32 and reduced 60. The biggest buy was General Electric (GE, shares +3%) and the biggest sale Broadcom (AVGO, shares −3%).

Most Recent 13F
Q2 2026
Location
DARIEN, CT
CIK
0001116247
Portfolio Value
$157.6M (Q1 2025)
SEC Filing
0001116247-25-000002 ↗ filed May 13, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $168.7M Q1 2024 Q2 2024: $166.9M Q2 2024 Q3 2024: $168.1M Q3 2024 Q4 2024: $170.1M Q4 2024 Q1 2025: $157.6M $157.6M Q1 2025 Q2 2025: $176.9M Q2 2025 Q3 2025: $194.8M Q3 2025 Q4 2025: $189.5M Q4 2025 Q1 2026: $180.1M Q1 2026 Q2 2026: $203.4M Q2 2026

Holdings 109 stocks · $157.6M
MSFT Microsoft Corp. 6.59% 27,695 $10.4M Add +1.0%
AMZN Amazon.com Inc. 5.23% 43,324 $8.2M Reduce -3.0%
ADM Archer-Daniels-Midland Co. 4.30% 141,120 $6.8M Reduce -0.4%
ORCL Oracle Corp. 4.18% 47,123 $6.6M Add +2.4%
TSM Taiwan Semiconductor-SP ADR 3.89% 36,905 $6.1M Reduce -0.7%
GOOG Alphabet Inc. Class C 3.41% 34,378 $5.4M Reduce -2.4%
JPM JPMorgan Chase & Co. 3.06% 19,645 $4.8M Reduce -3.7%
AVGO Broadcom Inc. 2.94% 27,695 $4.6M Reduce -2.6%
AAPL Apple Inc. 2.89% 20,506 $4.6M Reduce -3.9%
LOW Lowe's Cos Inc. 2.49% 16,849 $3.9M Reduce -2.9%
QCOM Qualcomm Inc. 2.47% 25,371 $3.9M Add +0.5%
CVX Chevron Corp. 2.12% 19,960 $3.3M Reduce -11.1%
WMT Walmart Inc. 1.99% 35,717 $3.1M Reduce -3.3%
NVS Novartis AG-Sponsored ADR 1.77% 25,052 $2.8M Reduce -1.8%
CHD Church & Dwight Co. Inc. 1.74% 24,950 $2.7M Reduce -4.5%
RY Royal Bank of Canada 1.53% 21,400 $2.4M Reduce -1.9%
LH Labcorp Holdings Inc. 1.53% 10,343 $2.4M Reduce -9.0%
ASML ASML Holding NV-NY Reg SHS 1.47% 3,508 $2.3M Reduce -0.8%
LLY Eli Lilly & Co. 1.44% 2,751 $2.3M Add +1.1%
CRWD CrowdStrike Holdings Inc. Class A 1.42% 6,351 $2.2M Reduce -3.5%
PM Philip Morris International 1.41% 14,043 $2.2M Reduce -5.8%
INTU Intuit Inc. 1.41% 3,613 $2.2M Reduce -1.9%
SHOP Shopify Inc. Class A 1.40% 23,084 $2.2M Add +4.9%
XOM Exxon Mobil Corp. 1.30% 17,277 $2.1M Reduce -0.8%
NFLX Netflix Inc. 1.16% 1,963 $1.8M Add +9.5%
PEP Pepsico Inc. 1.15% 12,143 $1.8M Reduce -3.7%
HON Honeywell International Inc. 1.13% 8,420 $1.8M Reduce -0.9%
JNJ Johnson & Johnson 1.11% 10,593 $1.8M Reduce -2.1%
GE General Electric filed as GE AEROSPACE 1.07% 8,414 $1.7M Add +2.6%
SJM The JM Smucker Co. filed as SMUCKER J M CO 1.04% 13,839 $1.6M Reduce -5.0%
NVDA Nvidia Corp. 1.04% 15,083 $1.6M Reduce -3.2%
MRK Merck & Co. Inc. 0.97% 17,100 $1.5M Add +37.7%
ANET Arista Networks Inc. 0.93% 18,989 $1.5M Add +5.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.92% 5,861 $1.5M Reduce -13.1%
UNP Union Pacific Corp. 0.92% 6,120 $1.4M Reduce -4.7%
REGN Regeneron Pharmaceuticals 0.87% 2,157 $1.4M Add +9.8%
ABBV Abbvie Inc. 0.80% 6,031 $1.3M Reduce -3.5%
CCJ Cameco Corp. 0.78% 29,976 $1.2M Add +0.8%
GLD SPDR Gold Shares 0.77% 4,231 $1.2M Reduce -15.9%
AMD Advanced Micro Devices 0.75% 11,563 $1.2M Reduce -5.9%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.75% 16,674 $1.2M Reduce -5.0%
NVO Novo-Nordisk A/S-Spons ADR 0.75% 17,023 $1.2M Add +8.3%
AMGN Amgen Inc. 0.72% 3,666 $1.1M Reduce -0.1%
ADBE Adobe Inc. 0.72% 2,968 $1.1M Reduce -8.1%
NOW ServiceNow Inc. 0.66% 1,298 $1.0M Add +0.4%
IWM iShares Russell 2000 ETF 0.63% 5,008 $999K Add +4.5%
PSX Phillips 66 0.63% 8,062 $995K Reduce -13.6%
DHR Danaher Corp. 0.63% 4,836 $991K Add +16.2%
PANW Palo Alto Networks Inc. 0.60% 5,549 $947K Add +3.1%
GNRC Generac Holdings Inc. 0.58% 7,187 $910K Reduce -4.5%
V Visa Inc. Class A 0.55% 2,466 $864K Reduce -3.3%
PFE Pfizer Inc. 0.54% 33,850 $858K Reduce -2.4%
CMG Chipotle Mexican Grill Inc. 0.52% 16,420 $824K Add +0.5%
TMO Thermo Fisher Scientific Inc. 0.52% 1,654 $823K Add +6.8%
FITB Fifth Third Bancorp 0.51% 20,578 $807K Add +3.5%
LMT Lockheed Martin Corp. 0.50% 1,755 $784K Add +2.5%
NTR Nutrien Ltd. 0.48% 15,253 $758K Reduce -11.1%
GEV GE Vernova Inc. 0.47% 2,424 $740K Add +23.2%
BHP BHP Group Ltd.-Spon ADR 0.46% 15,079 $732K Add +0.1%
VTI VG Morningstar TS MKT ETF-US 0.45% 2,567 $706K Add +1.6%
UBER Uber Technologies Inc. 0.44% 9,490 $691K Add +49.1%
PLTR Palantir Technologies Inc. Class A 0.42% 7,799 $658K Reduce -21.5%
GOOGL Alphabet Inc. Class A 0.40% 4,076 $630K Reduce -4.0%
ILMN Illumina Inc. 0.37% 7,359 $584K Reduce -6.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.35% 5,610 $554K No change
ALL Allstate Corp. 0.34% 2,596 $537K No change
FISV Fiserv Inc. 0.33% 2,385 $527K Add +64.5%
SNPS Synopsys Inc. 0.32% 1,166 $500K Reduce -3.8%
IWR iShares Russell Mid-Cap ETF 0.31% 5,769 $491K Add +10.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.31% 5,752 $482K Reduce -1.6%
RSP Invesco S&P 500 Equal Weight 0.30% 2,734 $474K Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 0.30% 882 $470K Add +11.2%
DUK Duke Energy Corp. 0.30% 3,834 $468K Add +11.7%
LHX L3HARRIS Technologies Inc. 0.28% 2,142 $448K Add +5.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.27% 1,650 $427K Add +25.2%
AXP American Express Co. 0.27% 1,580 $425K Add +10.5%
CAT Caterpillar Inc. 0.25% 1,200 $396K Reduce -21.8%
CSX CSX Corp. 0.25% 13,440 $396K No change
DE Deere & Co. 0.24% 815 $383K Reduce -59.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.23% 973 $361K Reduce -5.5%
VFH Vanguard Financials ETF 0.22% 2,917 $348K Reduce -5.7%
MCD McDonald's Corp. 0.22% 1,095 $342K Reduce -3.6%
PG The Procter & Gamble Co. 0.21% 1,982 $338K No change
VRTX Vertex Pharmaceuticals Inc. 0.21% 691 $335K Reduce -11.3%
USB US Bancorp 0.21% 7,716 $326K Reduce -2.5%
SHY iShares 1-3 Year Treasury Bo 0.20% 3,800 $314K No change
BX Blackstone Inc. 0.19% 2,147 $300K Reduce -4.5%
MO Altria Group Inc. 0.19% 4,956 $297K Reduce -4.8%
CSCO Cisco Systems Inc. 0.19% 4,750 $293K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 6,885 $287K No change
GILD Gilead Sciences Inc. 0.18% 2,476 $277K New
IVV iShares Core S&P 500 ETF 0.18% 493 $277K New
SBR Sabine Royalty Trust 0.17% 4,051 $274K Reduce -8.0%
RTX RTX Corp. 0.17% 2,029 $269K Reduce -2.6%
COST Costco Wholesale Corp. 0.17% 282 $267K Reduce -5.0%
CB Chubb Ltd. 0.16% 860 $260K No change
KMI Kinder Morgan Inc. 0.16% 8,750 $250K New
AMT American Tower Corp. 0.16% 1,139 $248K Reduce -4.6%
BMY Bristol-Myers Squibb Co. 0.15% 3,886 $237K New
TRV The Travelers Cos Inc. 0.15% 876 $232K No change
NEOG Neogen Corp. 0.15% 26,424 $229K Reduce -6.5%
TIP iShares Tips Bond ETF 0.14% 2,030 $226K No change
FIS Fidelity National Info Serv 0.14% 2,898 $216K Reduce -4.1%
EMR Emerson Electric Co. 0.13% 1,907 $209K Reduce -0.8%
ITW Illinois Tool Works 0.13% 837 $208K No change
QQQ Invesco QQQ Trust Series 1 0.13% 433 $203K No change
AES AES Corp. 0.10% 12,885 $160K Reduce -16.7%
WOLF Wolfspeed Inc. 0.03% 14,707 $45K Reduce -13.1%
TE T1 Energy Inc. 0.01% 14,000 $18K No change

Portfolio Sells Q4 2024 → Q1 2025
AVGO Broadcom Inc. Reduce -2.6% 2.94% −0.93
GOOG Alphabet Inc. Class C Reduce -2.4% 3.41% −0.54
AMZN Amazon.com Inc. Reduce -3.0% 5.23% −0.54
TSM Taiwan Semiconductor-SP ADR Reduce -0.7% 3.89% −0.43
DE Deere & Co. Reduce -59.3% 0.24% −0.26
AAPL Apple Inc. Reduce -3.9% 2.89% −0.25
ILMN Illumina Inc. Reduce -6.1% 0.37% −0.25
NVDA Nvidia Corp. Reduce -3.2% 1.04% −0.19
XYZ Block Inc. Sold out 0.00% −0.15
CRM Salesforce Inc. Sold out 0.00% −0.13
IFF Intl Flavors & Fragrances Sold out 0.00% −0.12
KMB Kimberly-Clark Corp. Sold out 0.00% −0.12
ADBE Adobe Inc. Reduce -8.1% 0.72% −0.12
MS Morgan Stanley Sold out 0.00% −0.12
AMD Advanced Micro Devices Reduce -5.9% 0.75% −0.12
GNRC Generac Holdings Inc. Reduce -4.5% 0.58% −0.11
CAT Caterpillar Inc. Reduce -21.8% 0.25% −0.08
GOOGL Alphabet Inc. Class A Reduce -4.0% 0.40% −0.07
NEOG Neogen Corp. Reduce -6.5% 0.15% −0.06
WOLF Wolfspeed Inc. Reduce -13.1% 0.03% −0.04
BX Blackstone Inc. Reduce -4.5% 0.19% −0.04
SNPS Synopsys Inc. Reduce -3.8% 0.32% −0.03
LOW Lowe's Cos Inc. Reduce -2.9% 2.49% −0.03
PLTR Palantir Technologies Inc. Class A Reduce -21.5% 0.42% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -5.5% 0.23% −0.02
RY Royal Bank of Canada Reduce -1.9% 1.53% −0.02
USB US Bancorp Reduce -2.5% 0.21% −0.02
AES AES Corp. Reduce -16.7% 0.10% −0.02
EMR Emerson Electric Co. Reduce -0.8% 0.13% −0.01
FIS Fidelity National Info Serv Reduce -4.1% 0.14% −0.01
LH Labcorp Holdings Inc. Reduce -9.0% 1.53% −0.01
HON Honeywell International Inc. Reduce -0.9% 1.13% +0.00
PFE Pfizer Inc. Reduce -2.4% 0.54% +0.00
SBR Sabine Royalty Trust Reduce -8.0% 0.17% +0.01
PSX Phillips 66 Reduce -13.6% 0.63% +0.01
VFH Vanguard Financials ETF Reduce -5.7% 0.22% +0.01
COST Costco Wholesale Corp. Reduce -5.0% 0.17% +0.01
MCD McDonald's Corp. Reduce -3.6% 0.22% +0.02
WMT Walmart Inc. Reduce -3.3% 1.99% +0.03
PEP Pepsico Inc. Reduce -3.7% 1.15% +0.03
VRTX Vertex Pharmaceuticals Inc. Reduce -11.3% 0.21% +0.03
AMT American Tower Corp. Reduce -4.6% 0.16% +0.03
MO Altria Group Inc. Reduce -4.8% 0.19% +0.03
RTX RTX Corp. Reduce -2.6% 0.17% +0.03
NTR Nutrien Ltd. Reduce -11.1% 0.48% +0.03
ASML ASML Holding NV-NY Reg SHS Reduce -0.8% 1.47% +0.03
BNY Bank of New York Mellon Corp. Reduce -1.6% 0.31% +0.04
INTU Intuit Inc. Reduce -1.9% 1.41% +0.05
IBM Intl Business Machines Corp. Reduce -13.1% 0.92% +0.05
UNP Union Pacific Corp. Reduce -4.7% 0.92% +0.06

Portfolio Buys Q4 2024 → Q1 2025
GE General Electric Add +2.6% 1.07% +0.26
MRK Merck & Co. Inc. Add +37.7% 0.97% +0.25
NFLX Netflix Inc. Add +9.5% 1.16% +0.22
UBER Uber Technologies Inc. Add +49.1% 0.44% +0.21
LLY Eli Lilly & Co. Add +1.1% 1.44% +0.21
QCOM Qualcomm Inc. Add +0.5% 2.47% +0.19
GILD Gilead Sciences Inc. New 0.18% +0.18
IVV iShares Core S&P 500 ETF New 0.18% +0.18
FISV Fiserv Inc. Add +64.5% 0.33% +0.16
KMI Kinder Morgan Inc. New 0.16% +0.16
BMY Bristol-Myers Squibb Co. New 0.15% +0.15
GEV GE Vernova Inc. Add +23.2% 0.47% +0.09
BRK.B Berkshire Hathaway Inc. Class B Add +11.2% 0.30% +0.09
DUK Duke Energy Corp. Add +11.7% 0.30% +0.08
DHR Danaher Corp. Add +16.2% 0.63% +0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +25.2% 0.27% +0.07
TMO Thermo Fisher Scientific Inc. Add +6.8% 0.52% +0.05
REGN Regeneron Pharmaceuticals Add +9.8% 0.87% +0.05
IWR iShares Russell Mid-Cap ETF Add +10.2% 0.31% +0.04
LHX L3HARRIS Technologies Inc. Add +5.9% 0.28% +0.03
BHP BHP Group Ltd.-Spon ADR Add +0.1% 0.46% +0.03
PANW Palo Alto Networks Inc. Add +3.1% 0.60% +0.02
SHOP Shopify Inc. Class A Add +4.9% 1.40% +0.02
AXP American Express Co. Add +10.5% 0.27% +0.02
RSP Invesco S&P 500 Equal Weight Add +0.0% 0.30% +0.02
FITB Fifth Third Bancorp Add +3.5% 0.51% +0.02
VTI VG Morningstar TS MKT ETF-US Add +1.6% 0.45% +0.02
IWM iShares Russell 2000 ETF Add +4.5% 0.63% +0.01
LMT Lockheed Martin Corp. Add +2.5% 0.50% +0.01
NVO Novo-Nordisk A/S-Spons ADR Add +8.3% 0.75% −0.05
CMG Chipotle Mexican Grill Inc. Add +0.5% 0.52% −0.06
CCJ Cameco Corp. Add +0.8% 0.78% −0.12
NOW ServiceNow Inc. Add +0.4% 0.66% −0.15
MSFT Microsoft Corp. Add +1.0% 6.59% −0.20
ANET Arista Networks Inc. Add +5.5% 0.93% −0.24
ORCL Oracle Corp. Add +2.4% 4.18% −0.33

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 126$203.4MTSM, GOOG, ADM, AMZN, MSFT
Q1 2026 119$180.1MADM, MSFT, GOOG, AMZN, TSM
Q4 2025 115$189.5MMSFT, GOOG, AMZN, TSM, AVGO
Q3 2025 120$194.8MMSFT, ORCL, AMZN, TSM, AVGO
Q2 2025 110$176.9MMSFT, ORCL, AMZN, TSM, AVGO
Q1 2025 109$157.6MMSFT, AMZN, ADM, ORCL, TSM
Q4 2024 110$170.1MMSFT, AMZN, ORCL, TSM, ADM
Q3 2024 111$168.1MMSFT, ADM, AMZN, ORCL, TSM
Q2 2024 111$166.9MMSFT, AMZN, ADM, TSM, ORCL
Q1 2024 116$168.7MMSFT, ADM, AMZN, TSM, ORCL