Kmg Fiduciary Partners, LLC Portfolio Holdings
Kmg Fiduciary Partners, LLC
- $1.35 Billion
- Q4 2025
Kmg Fiduciary Partners, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.35 Billion distributed in 262 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $76.7M, Apple Inc. with a value of $76.2M, Microsoft Corp with a value of $64.7M, Alphabet Inc. with a value of $51.3M, and Ishares Core S&P 500 ETF with a value of $45M.
Examining the 13F form we can see an decrease of $105M in the current position value, from $1.45B to 1.35B.
Below you can find more details about Kmg Fiduciary Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.35 Billion
ETFs: $399 Million
Technology: $352 Million
Financial Services: $139 Million
Healthcare: $105 Million
Communication Services: $100 Million
Consumer Cyclical: $85.1 Million
Industrials: $55.4 Million
Consumer Defensive: $42.7 Million
Other: $47 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 262
- Current Value $1.35 Billion
- Prior Value $1.45 Billion
- Filing
- Period Q4 2025
- Filing Date January 13, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 9 stocks
- Additional Purchases 134 stocks
- Sold out of 0 stocks
- Reduced holdings in 93 stocks