Institutional Fund
Fiduciary Group, LLC
Savannah, GACIK 16458905 filings on record
Portfolio Value
$1.17B
Q1 2026
Holdings
295
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-1.7%
from $1.19B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds5.2%
- Apple Inc4.8%
- Alphabet Inc3.9%
- Ishares Tr3.8%
- Microsoft Corp2.8%
- Ishares Tr2.4%
- Other77.0%
Portfolio Holdings
295 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 101.9K | $60.92M | 5.2% | +5.8K | Added |
| 2 | Apple Inc | 220.6K | $56.00M | 4.8% | −676 | Reduced |
| 3 | Alphabet Inc | 161.2K | $46.25M | 3.9% | −1.4K | Reduced |
| 4 | Ishares Tr | 447.9K | $44.46M | 3.8% | +62.3K | Added |
| 5 | Microsoft Corp | 90.1K | $33.35M | 2.8% | +238 | Added |
| 6 | Ishares Tr | 337.8K | $27.89M | 2.4% | −8.5K | Reduced |
| 7 | Vanguard Tax-Managed Fds | 417.2K | $26.73M | 2.3% | +3.6K | Added |
| 8 | Jpmorgan Chase & Co. | 87.7K | $25.79M | 2.2% | −761 | Reduced |
| 9 | Berkshire Hathaway Inc Del | 53.3K | $25.55M | 2.2% | −179 | Reduced |
| 10 | Ishares Tr | 473.6K | $24.89M | 2.1% | +21.2K | Added |
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