Holdings

Fiduciary Group, LLC

As of Jun 30, 2026, Fiduciary Group, LLC reported 198 positions worth US$775M. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Alphabet Inc (google) Class C213KUS$76.1M−4,781Jun 30, 2026
Apple Inc225KUS$65.1M+4,345Jun 30, 2026
Microsoft Corp.88,342US$33M−1,753Jun 30, 2026
Jp Morgan Chase & Co.86,519US$28.3M−1,138Jun 30, 2026
Palo Alto Networks, Inc.82,942US$28.3M−1,342Jun 30, 2026
Berkshire Hathaway Inc.55,732US$27.9M−582Jun 30, 2026
Amazon.com, Inc.106KUS$25.4M−537Jun 30, 2026
Johnson & Johnson83,309US$21.2M−480Jun 30, 2026
Walmart Inc.179KUS$20.2M−2,120Jun 30, 2026
Moody's Corporation44,647US$20.2M−640Jun 30, 2026