Institutions / Fiduciary Group, LLC
Fiduciary Group, LLC
CIK 1645890 · Institution · as of Dec 31, 2025
Portfolio value
$1.19B
Positions
296
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 296 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $60.28M | 5.1% |
| Apple Inc. | $60.17M | 5.1% |
| Alphabet Inc. | $51.03M | 4.3% |
| Microsoft Corp | $43.46M | 3.6% |
| iShares Tr | $38.52M | 3.2% |
| iShares Tr | $28.68M | 2.4% |
| JPMorgan Chase & Co | $28.49M | 2.4% |
| Warren E. Buffett | $26.89M | 2.3% |
| Vanguard Tax-Managed Fds | $25.84M | 2.2% |
| Amazon.com Inc | $24.58M | 2.1% |
| iShares Tr | $23.93M | 2.0% |
| Moody's Corp | $23.11M | 1.9% |
| Walmart Inc. | $20.46M | 1.7% |
| Alphabet Inc. | $18.06M | 1.5% |
| Johnson & Johnson | $17.52M | 1.5% |
| PGIM ETF Tr | $16.58M | 1.4% |
| NVIDIA Corp | $15.89M | 1.3% |
| Profesionally Managed Portfo | $15.88M | 1.3% |
| Visa Inc | $15.33M | 1.3% |
| Palo Alto Networks Inc | $15.22M | 1.3% |
| RTX Corp | $14.96M | 1.3% |
| SPDR Series Trust | $14.66M | 1.2% |
| Intuitive Surgical Inc | $12.76M | 1.1% |
| Union Pacific Corp | $12.03M | 1.0% |
| Home Depot, Inc. | $12.00M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.