Fiduciary Group, LLC: 13F holdings
CIK 16458902026Q2
| Positions | 305 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 305 (+10 vs prior quarter) |
|---|
| Reported value | $1.3bn (+8.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 103,990 | $71.4m | 5.6% |
| AAPL APPLE INC | 224,982 | $65.1m | 5.1% |
| GOOG ALPHABET INC | 158,332 | $55.9m | 4.4% |
| AGG ISHARES TR | 475,570 | $47.1m | 3.7% |
| MSFT MICROSOFT CORP | 88,342 | $33.0m | 2.6% |
| VEA VANGUARD TAX-MANAGED FDS | 420,185 | $29.9m | 2.3% |
| JPM JPMORGAN CHASE & CO | 86,519 | $28.3m | 2.2% |
| PANW PALO ALTO NETWORKS INC | 82,942 | $28.3m | 2.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 52,739 | $26.4m | 2.1% |
| SHY ISHARES TR | 321,396 | $26.4m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1645890")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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