Kmg Fiduciary Partners, LLC

Kmg Fiduciary Partners, LLC reported 169 holdings worth US$1.02B as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 13, 2026

Kmg Fiduciary Partners, LLC reported 169 holdings worth US$1.02B as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Oct 13, 2026 (Form 13F).

Holdings
169
Value as reported
US$1.02B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc226KUS$75.3M7.4%
Nvidia Corporation266KUS$60.6M5.9%
Microsoft Corp.114KUS$58.4M5.7%
Alphabet Inc (google) Class C159KUS$54.6M5.3%
Amazon.com, Inc.151KUS$37.5M3.7%
Jp Morgan Chase & Co.102KUS$33.6M3.3%
Advanced Micro Devices Inc46,460US$28.4M2.8%
Eli Lilly And Company23,393US$27.1M2.6%
Meta Platforms, Inc.33,140US$24M2.3%
Berkshire Hathaway Inc.36,385US$19.6M1.9%
Goldman Sachs Group, Inc. (the)20,430US$18.4M1.8%
Abbvie Inc.60,697US$15.9M1.6%
Procter & Gamble Company (the)99,913US$14.5M1.4%
Qualcomm Incorporated76,463US$14.1M1.4%
Coca-cola Company (the)153KUS$13.2M1.3%
Chevron Corporation57,547US$11.8M1.1%
Fortinet, Inc.59,423US$10.6M1.0%
Rtx Corporation56,501US$10.5M1.0%
Marriott International28,835US$10.3M1.0%
Broadcom Inc.28,070US$9.86M0.96%
Blackrock, Inc.8,879US$9.4M0.92%
Oracle Corporation64,724US$8.89M0.87%
American Express Company28,896US$8.79M0.86%
Cisco Systems, Inc.77,267US$8.32M0.81%
Palantir Technologies Inc.42,042US$7.86M0.77%
Costco Wholesale Corporation8,510US$7.75M0.76%
Welltower Inc.32,947US$7.59M0.74%
Visa Inc.18,448US$6.63M0.65%
Prudential Financial, Inc.56,158US$6.38M0.62%
Cardinal Health, Inc.25,719US$5.72M0.56%
Verizon Communications Inc.122KUS$5.59M0.55%
Lowe's Companies, Inc.30,218US$5.57M0.54%
Pfizer, Inc.190KUS$5.41M0.53%
Kinder Morgan, Inc.177KUS$5.33M0.52%
Palo Alto Networks, Inc.13,348US$5.3M0.52%
Duke Energy Corporation (holding Company)46,492US$5.3M0.52%
Netflix, Inc.75,669US$5.27M0.51%
Intuitive Surgical, Inc.12,530US$5.1M0.50%
Morgan Stanley25,574US$4.81M0.47%
Crowdstrike Holdings, Inc.17,202US$4.55M0.44%
Salesforce, Inc.19,375US$4.45M0.43%
United Parcel Service, Inc.44,788US$4.18M0.41%
Amgen Inc.9,759US$4.11M0.40%
Applied Materials, Inc.7,934US$4.06M0.40%
Tesla, Inc.9,829US$3.49M0.34%
Merck & Company, Inc.23,934US$3.48M0.34%
Home Depot, Inc. (the)12,031US$3.42M0.33%
Intel Corporation28,376US$3.41M0.33%
International Business Machines Corporation13,831US$3.04M0.30%
General Dynamics Corporation8,502US$2.82M0.28%
Space Exploration Technologies Corp18,564US$2.8M0.27%
Unitedhealth Group Incorporated7,590US$2.79M0.27%
Pepsico, Inc.21,611US$2.74M0.27%
Delta Air Lines, Inc.32,739US$2.73M0.27%
Boeing Company (the)13,345US$2.48M0.24%
Taiwan Semiconductor Manufacturing Co., Ltd.5,288US$2.41M0.24%
Citigroup, Inc.18,179US$2.35M0.23%
Uber Technologies, Inc.33,967US$2.33M0.23%
Blackstone Inc.20,587US$2.31M0.23%
Starwood Property Trust Inc.140KUS$1.89M0.18%
T-mobile Us, Inc.11,104US$1.81M0.18%
Ford Mtr Co Del144KUS$1.74M0.17%
Novo Nordisk A/s Class B44,885US$1.7M0.17%
Ge Vernova Inc.1,780US$1.69M0.17%
Lululemon Athletica Inc.17,470US$1.68M0.16%
Cintas Corporation8,540US$1.67M0.16%
Best Buy Co., Inc.17,502US$1.54M0.15%
Altria Group, Inc.22,830US$1.54M0.15%
Mcdonald's Corporation6,373US$1.47M0.14%
Walmart Inc.13,937US$1.45M0.14%
Simon Property Group, Inc.7,008US$1.41M0.14%
Chipotle Mexican Grill, Inc.41,476US$1.33M0.13%
Dow Inc.47,560US$1.31M0.13%
Nike, Inc.36,731US$1.3M0.13%
Johnson & Johnson4,887US$1.29M0.13%
Texas Instruments Incorporated4,593US$1.29M0.13%
Caterpillar, Inc.1,503US$1.22M0.12%
Analog Devices, Inc.3,062US$1.21M0.12%
Yum! Brands, Inc.8,382US$1.14M0.11%
Walt Disney Company (the)7,791US$817K0.08%
Abbott Laboratories7,763US$767K0.07%
Bank Of America Corporation13,540US$737K0.07%
Starbucks Corporation7,443US$699K0.07%
Hca Healthcare, Inc.1,403US$599K0.06%
Micron Technology, Inc.555US$591K0.06%
Owens Corning Inc4,674US$546K0.05%
First Horizon Corporation22,414US$516K0.05%
Saia, Inc.1,534US$512K0.05%
Allstate Corporation (the)2,212US$491K0.05%
Waste Management, Inc.2,211US$451K0.04%
Bloom Energy Corporation1,627US$451K0.04%
Ameriprise Financial, Inc.898US$442K0.04%
Charles Schwab Corporation (the)3,963US$387K0.04%
Ge Aerospace1,226US$383K0.04%
Steel Dynamics, Inc.1,693US$375K0.04%
Vistra Corp.2,640US$365K0.04%
Huntington Bancshares Incorporated23,121US$353K0.03%
Metlife, Inc.3,687US$347K0.03%
Fifth Third Bancorp6,214US$314K0.03%
Onto Innovation Inc.1,000US$308K0.03%

Every holding of Kmg Fiduciary Partners, LLC

Source

View original at SEC

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