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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 5 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMI CUMMINS INC Industrials 4,748.0 $3.4M 0.27% NEW $713.21 -17.6%
82 VCSH VANGUARD SCOTTSDALE FDS 42,544.0 $3.4M 0.26% NEW $79.03 -0.6%
83 HONEYWELL INTL INC 14,702.0 $3.3M 0.26% NEW $223.90
84 EQIX EQUINIX INC Real Estate 3,150.0 $3.3M 0.26% NEW $1042.39 +2.2%
85 HONEYWELL AEROSPACE INC 14,702.0 $3.3M 0.26% NEW $221.08
86 AVGO BROADCOM INC Technology 8,475.0 $3.2M 0.25% NEW $377.75 -2.5%
87 MRK MERCK & CO INC Healthcare 24,429.0 $3.1M 0.25% NEW $128.50 +18.7%
88 CSCO CISCO SYS INC Technology 26,527.0 $3.1M 0.24% NEW $117.46 -5.5%
89 ITW ILLINOIS TOOL WKS INC Industrials 11,266.0 $3.0M 0.24% NEW $270.47 +4.4%
90 XLF SELECT SECTOR SPDR TR 56,254.0 $3.0M 0.24% NEW $53.61 +7.2%
91 ISTB ISHARES TR 60,998.0 $2.9M 0.23% NEW $48.25 -0.5%
92 XLB SELECT SECTOR SPDR TR 56,769.0 $2.9M 0.23% NEW $50.83 +5.3%
93 IEMG ISHARES INC 33,524.0 $2.8M 0.22% NEW $82.84 -1.5%
94 RSP INVESCO EXCHANGE TRADED FD T 12,916.0 $2.7M 0.22% NEW $212.77 +4.2%
95 XLP SELECT SECTOR SPDR TR 32,470.0 $2.7M 0.21% NEW $83.07 +3.5%
96 NSC NORFOLK SOUTHN CORP Industrials 8,509.0 $2.7M 0.21% NEW $314.59 +11.5%
97 CVX CHEVRON CORPORATION Energy 16,049.0 $2.7M 0.21% NEW $165.76 +23.8%
98 NOW SERVICENOW INC Technology 26,576.0 $2.6M 0.21% NEW $99.28 +29.4%
99 T AT&T INC Communication Services 127,227.0 $2.6M 0.21% NEW $20.70 +22.3%
100 BLK BLACKROCK INC Financial Services 2,710.0 $2.6M 0.20% NEW $961.56 +20.3%
Page 5 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%