Institutional Fund
Kmg Fiduciary Partners, LLC
Toledo, OHCIK 17732055 filings on record
Portfolio Value
$1.35B
Q1 2026
Holdings
261
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-3.9%
from $1.41B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.4%
- Nvidia Corporation5.1%
- Alphabet Inc3.8%
- Microsoft Corp3.6%
- Ishares Tr2.9%
- Amazon Com Inc2.9%
- Other76.3%
Portfolio Holdings
261 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 285.6K | $72.49M | 5.4% | +572 | Added |
| 2 | Nvidia Corporation | 397.2K | $69.28M | 5.1% | −13.8K | Reduced |
| 3 | Alphabet Inc | 180.0K | $51.77M | 3.8% | −5.6K | Reduced |
| 4 | Microsoft Corp | 131.7K | $48.77M | 3.6% | +4.2K | Added |
| 5 | Ishares Tr | 60.1K | $39.23M | 2.9% | −6.5K | Reduced |
| 6 | Amazon Com Inc | 187.5K | $39.04M | 2.9% | +7.4K | Added |
| 7 | Jpmorgan Chase & Co. | 121.4K | $35.72M | 2.6% | −1.2K | Reduced |
| 8 | Spdr Series Trust | 417.3K | $31.94M | 2.4% | −74.8K | Reduced |
| 9 | Eli Lilly & Co | 29.4K | $27.07M | 2.0% | −1.8K | Reduced |
| 10 | Meta Platforms Inc | 44.3K | $25.33M | 1.9% | +885 | Added |
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