Institutions / Kmg Fiduciary Partners, LLC
Kmg Fiduciary Partners, LLC
CIK 1773205 · Institution · as of Dec 31, 2025
Portfolio value
$1.41B
Positions
262
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 262 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $77.50M | 5.5% |
| NVIDIA Corp | $76.65M | 5.4% |
| Microsoft Corp | $61.69M | 4.4% |
| Alphabet Inc. | $58.12M | 4.1% |
| iShares Tr | $45.62M | 3.2% |
| Amazon.com Inc | $41.56M | 3.0% |
| JPMorgan Chase & Co | $39.50M | 2.8% |
| SPDR Series Trust | $39.48M | 2.8% |
| ELI LILLY & Co | $33.52M | 2.4% |
| Meta Platforms Inc | $28.64M | 2.0% |
| The Goldman Sachs Group, Inc. | $26.43M | 1.9% |
| Warren E. Buffett | $18.91M | 1.3% |
| AbbVie Inc. | $17.77M | 1.3% |
| Invesco Actively Managed Exc | $17.64M | 1.3% |
| J P Morgan Exchange Traded F | $16.90M | 1.2% |
| First Tr Exchange-Traded Fd | $16.75M | 1.2% |
| Qualcomm INC/DE | $16.57M | 1.2% |
| Fidelity Merrimack Str Tr | $15.72M | 1.1% |
| Advanced Micro Devices Inc | $14.52M | 1.0% |
| Broadcom Inc. | $13.65M | 1.0% |
| iShares Tr | $13.51M | 1.0% |
| Oracle Corp | $12.58M | 0.9% |
| iShares Tr | $12.47M | 0.9% |
| Coca Cola Co | $12.44M | 0.9% |
| PROCTER & GAMBLE Co | $12.29M | 0.9% |
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.