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Portfolio (Quarterly) Guide ↗

Fiduciary Group, LLC

· CIK 0001645890
13F Portfolio $1.3B AUM 305 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 305 New
Page 12 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NEAR ISHARES U S ETF TR 10,075.0 $510K 0.04% NEW $50.66 -0.2%
222 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 33,724.0 $510K 0.04% NEW $15.12 +1.6%
223 IDV ISHARES TR 12,081.0 $501K 0.04% NEW $41.43 +8.8%
224 WES WESTERN MIDSTREAM PARTNERS L Energy 11,420.0 $500K 0.04% NEW $43.76 +10.5%
225 EFX EQUIFAX INC Industrials 3,103.0 $493K 0.04% NEW $158.72 +21.4%
226 ENB ENBRIDGE INC Energy 9,061.0 $491K 0.04% NEW $54.21 -6.9%
227 Q QNITY ELECTRONICS INC Technology 2,947.0 $481K 0.04% NEW $163.31 -21.1%
228 LIN LINDE PLC Basic Materials 877.0 $455K 0.04% NEW $518.94 -6.0%
229 RY ROYAL BK CDA Financial Services 2,165.0 $448K 0.04% NEW $206.93 -0.8%
230 ABNB AIRBNB INC Consumer Cyclical 3,111.0 $445K 0.04% NEW $143.10 +30.9%
231 VV VANGUARD INDEX FDS 1,290.0 $444K 0.04% NEW $343.91 +2.5%
232 D DOMINION ENERGY INC Utilities 6,481.0 $443K 0.04% NEW $68.29 -2.5%
233 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,475.0 $441K 0.04% NEW $178.24 +17.6%
234 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,401.0 $438K 0.03% NEW $81.16 -10.5%
235 TRV TRAVELERS COMPANIES INC Financial Services 1,317.0 $435K 0.03% NEW $330.12 +10.1%
236 SEIX VIRTUS ETF TR II 17,915.0 $414K 0.03% NEW $23.13 +0.3%
237 SPSB SPDR SERIES TRUST 13,747.0 $413K 0.03% NEW $30.01 -0.2%
238 CAH CARDINAL HEALTH INC Healthcare 1,721.0 $409K 0.03% NEW $237.56 -3.4%
239 ALL ALLSTATE CORP Financial Services 1,711.0 $407K 0.03% NEW $237.94 +6.7%
240 PGR PROGRESSIVE CORP Financial Services 1,818.0 $397K 0.03% NEW $218.45 +0.4%
Page 12 of 16  ·  305 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.9%
Financial Services 18.4%
Healthcare 11.1%
Industrials 10.4%
Consumer Cyclical 8.4%
Consumer Defensive 8.0%
Communication Services 7.5%
Real Estate 2.6%
Energy 2.2%
Utilities 2.0%