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Portfolio (Quarterly) Guide ↗

KMG FIDUCIARY PARTNERS, LLC

· CIK 0001773205
13F Portfolio $1.1B AUM 207 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 61 Added 104 Reduced 66 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BMY BRISTOL-MYERS SQUIBB CO Healthcare 43,677 $2.6M 0.20% SOLD
22 HON HONEYWELL INTL INC Industrials 11,626 $2.6M 0.19% SOLD
23 DVN DEVON ENERGY CORP NEW Energy 52,150 $2.6M 0.19% SOLD
24 NTAP NETAPP INC Technology 24,600 $2.5M 0.19% SOLD
25 TFC TRUIST FINL CORP Financial Services 53,768 $2.5M 0.18% SOLD
26 EFG ISHARES TR 22,058 $2.5M 0.18% SOLD
27 BITB BITWISE BITCOIN ETF TR Financial Services 66,079 $2.4M 0.18% SOLD
28 FIRST TR EXCH TRADED FD III 29,247 $2.1M 0.15% SOLD
29 PJAN INNOVATOR ETFS TRUST 44,492 $2.1M 0.15% SOLD
30 CCI CROWN CASTLE INC Real Estate 24,108 $2.0M 0.14% SOLD
31 EPS WISDOMTREE TR 25,179 $1.7M 0.13% SOLD
32 CMCSA COMCAST CORP NEW Communication Services 58,427 $1.7M 0.12% SOLD
33 LQD ISHARES TR 13,712 $1.5M 0.11% SOLD
34 ADBE ADOBE INC Technology 6,114 $1.5M 0.11% SOLD
35 GOVT ISHARES TR 63,237 $1.4M 0.11% SOLD
36 AOK ISHARES TR 35,038 $1.4M 0.10% SOLD
37 IWD ISHARES TR 5,818 $1.2M 0.09% SOLD
38 MUB ISHARES TR 11,523 $1.2M 0.09% SOLD
39 IHDG WISDOMTREE TR 22,992 $1.1M 0.08% SOLD
40 AOM ISHARES TR 22,695 $1.1M 0.08% SOLD
Page 2 of 4  ·  66 positions
Sector Allocation
Technology 38.1%
Financial Services 14.9%
Communication Services 11.7%
Healthcare 10.2%
Consumer Cyclical 10.0%
Consumer Defensive 5.7%
Industrials 4.4%
Energy 2.0%
Real Estate 1.5%
Utilities 1.2%