Fairvoy's Diversified Growth
Fairvoy Private Wealth LLC Expands Portfolio with New Stakes in Five Key Investments
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Key Points
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Fairvoy Private Wealth LLC added 40,752 Huntington Bancshares (HBAN) shares in the first quarter, a stake valued at about $638,000.
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In Teradyne (TER), insider trading occurred with Shannon John Poulin selling 1,008 shares on May 21 and CEO Gregory Stephen Smith selling 8,597 shares on May 15, in transactions conducted under a pre-arranged 10b5-1 plan to cover tax withholding.
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Fairvoy bought 14,363 shares of iShares Core S&P Small-Cap ETF (IJR) for about $1.786 million, and IJR is approximately 66.92% owned by institutional investors.
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First Trust Rising Dividend Achievers ETF (RDVY) opened at $79.75; it has a 50-day moving average around $75.76 and a 12-month high near $80.28, while Fairvoy acquired 35,529 shares for about $2.426 million.
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Alcoa (AA) was part of Fairvoy’s new stake, with 12,653 shares purchased for about $839,000; analysts have been active on AA, including UBS upgrading to buy and targets such as $73, while Zacks cut its rating.
Fairvoy Private Wealth LLC, a Birmingham, Alabama-based investment firm, quietly built five new positions in the first quarter of 2026, deploying roughly $6.3 million across banks, tech, small-cap stocks, dividend ETFs, and aluminum. The firm's largest new bet was 35,529 shares of the First Trust Rising Dividend Achievers ETF (RDVY), worth about $2.43 million, according to Watchlist News.
The disclosures came via a 13F filing with the SEC. Fairvoy, which was founded in 2023 by former Merrill Lynch advisors managing roughly $550 million in client assets, now holds about $418.96 million across 201 positions, according to Ticker Report.
Five New Stakes Span Banks to Aluminum
Fairvoy's Q1 purchases covered a wide range of sectors. The firm bought 40,752 shares of Huntington Bancshares (HBAN) for about $638,000 and 14,363 shares of the iShares Core S&P Small-Cap ETF (IJR) for roughly $1.79 million, according to Watchlist News. It also picked up 12,653 shares of Alcoa (AA) for about $839,000 and 2,028 shares of Teradyne (TER) for roughly $601,000.
The RDVY stake stood out as the largest single position. RDVY opened at $79.75 on June 25 and has a 12-month high near $80.28. Its 50-day moving average sits around $75.76, a sign of steady upward momentum. The ETF focuses on companies that have consistently raised their dividends — a defensive tilt that fits Fairvoy's stated "Personal CFO" approach for high-net-worth clients.
Alcoa Draws Upgrades and Warnings at the Same Time
Fairvoy's $839,000 Alcoa bet landed in the middle of a fierce analyst debate. On May 22, UBS upgraded AA from Neutral to Buy and set an $80 price target. UBS analyst Daniel Major pointed to Middle East supply disruptions, arguing that smelter outages could keep aluminum prices elevated for one to two years, according to Watchlist News.
Just days later, Zacks Investment Research cut its Alcoa rating. Zacks flagged a 5% sequential production drop in the alumina segment and a $263 million integration expense as near-term headwinds. Institutional investors still piled in — funds added roughly 469 new positions in AA during Q1 — but management itself lowered Q2 estimates, signaling caution ahead.
Teradyne Insiders Sell Even as Stock Surges 375%
Fairvoy bought only 2,028 shares of Teradyne, the smallest of its five new positions. The stock, however, has been one of the market's biggest movers — up roughly 375% over the past year, fueled by AI data center demand and a $139.9 million U.S. government contract. The company's CEO, Gregory Stephen Smith, sold 8,597 shares at $338.98 on May 15 under a pre-arranged 10b5-1 plan, according to Watchlist News.
A 10b5-1 plan lets executives schedule stock sales in advance to cover tax bills. It is not a sign of trouble on its own. But the timing is notable. Smith sold another 4,000 shares at $423.03 on June 15 as the stock neared a 52-week high. Teradyne's P/E ratio now exceeds 77, which some analysts call significantly overvalued relative to its historical average.
Huntington Buyback and Small-Cap Rotation Round Out the Portfolio
Huntington Bancshares, Fairvoy's bank pick, made a major move on April 23 when its board approved a $3 billion share repurchase plan. That kind of buyback signals management confidence in the stock. HBAN carries a 3.49% dividend yield and a 56-year streak of consecutive dividend payments. InvestingPro calls the stock "undervalued" despite a mixed Q1 earnings report, according to Watchlist News.
The IJR purchase — 14,363 shares for $1.79 million — signals a bet on smaller U.S. companies. The iShares Core S&P Small-Cap ETF has seen a year-to-date gain of about 22.21% and is roughly 66.92% owned by institutional investors. It charges just 0.06% in annual fees, a fraction of what active funds typically cost. That low cost fits Fairvoy's model of moving clients away from expensive wirehouse products and into tax-efficient index funds.
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