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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 7 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WM WASTE MGMT INC DEL Industrials 8,364.0 $1.9M 0.15% NEW $222.89 +0.5%
122 GEV GE VERNOVA INC Utilities 1,586.0 $1.9M 0.15% NEW $1174.86 -18.6%
123 PM PHILIP MORRIS INTL INC Consumer Defensive 10,014.0 $1.8M 0.14% NEW $180.91 +4.0%
124 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 6,154.0 $1.8M 0.14% NEW $293.18 +4.1%
125 WFC WELLS FARGO & CO Financial Services 21,547.0 $1.8M 0.14% NEW $82.64 +1.5%
126 JCI JOHNSON CONTROLS INTERNATION Industrials 11,926.0 $1.7M 0.14% NEW $146.11 -2.1%
127 LOW LOWES COS INC Consumer Cyclical 7,831.0 $1.7M 0.14% NEW $220.49 -2.0%
128 QCOM QUALCOMM INC Technology 9,339.0 $1.7M 0.14% NEW $184.79 -13.0%
129 CDNS CADENCE DESIGN SYSTEM INC Technology 4,268.0 $1.6M 0.13% NEW $375.32 -15.0%
130 VT VANGUARD INTL EQUITY INDEX F 10,180.0 $1.6M 0.12% NEW $156.95 +2.4%
131 GWW WW GRAINGER INC Industrials 1,169.0 $1.6M 0.12% NEW $1360.58 -3.6%
132 HEICO CORP NEW 6,077.0 $1.6M 0.12% NEW $257.91
133 DGRO ISHARES TR 20,126.0 $1.5M 0.12% NEW $75.79 +5.0%
134 AMD ADVANCED MICRO DEVICES INC Technology 2,613.0 $1.5M 0.12% NEW $580.91 -18.5%
135 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.12% NEW $748850.00
136 NTRS NORTHERN TR CORP Financial Services 8,581.0 $1.5M 0.12% NEW $173.83 +5.8%
137 ET ENERGY TRANSFER L P Energy 76,869.0 $1.5M 0.12% NEW $19.12 +10.8%
138 INTC INTEL CORP Technology 10,427.0 $1.5M 0.11% NEW $139.63 -35.5%
139 CB CHUBB LIMITED Financial Services 4,184.0 $1.4M 0.11% NEW $340.74 +0.1%
140 BXSL BLACKSTONE SECD LENDING FD Financial Services 59,758.0 $1.4M 0.11% NEW $23.71 +4.4%
Page 7 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%