KMG FIDUCIARY PARTNERS, LLC
CIK 1773205
13F filing for Q2 2026・No. 2,461
- Holdings
- US$1.08B
- Quarter change
- −US$275.81M
- Entries
- 207
- Net bought (estimate)
- −US$433.59M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 66
- Cut 110
- Added 64
- Corporate actions 2
- Unchanged 21
Largest holdings
207 stocks worth US$1.08B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 240,401 | US$69.56M | 6.46% |
| NVDANvidiaCOM | Cut | 282,240 | US$56.47M | 5.25% |
| GOOGLAlphabetCAP STK CL A | Cut | 139,991 | US$50.03M | 4.65% |
| MSFTMicrosoftCOM | Cut | 117,102 | US$43.68M | 4.06% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 50,540 | US$37.85M | 3.52% |
| AMZNAmazonCOM | Cut | 155,096 | US$36.97M | 3.43% |
| JPMJPMORGAN CHASE & COCOM | Cut | 104,464 | US$34.19M | 3.18% |
| SPDR SERIES TRUSTST STR P500ETF | Cut | 367,274 | US$32.28M | 3.00% |
| AMDAMDCOM | Cut | 52,733 | US$30.63M | 2.85% |
| LLYELI LILLY & COCOM | Cut | 24,646 | US$29.56M | 2.75% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.