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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QQQ INVESCO QQQ TR Financial Services 693.0 $510K 0.05% -337.0 -32.7% $736.40 -3.5%
82 RWJ INVESCO EXCH TRADED FD TR II 8,542.0 $508K 0.05% -61.0 -0.7% $59.50 +2.1%
83 WM WASTE MGMT INC DEL Industrials 2,211.0 $493K 0.05% -65.0 -2.9% $222.88 +0.9%
84 GE GE AEROSPACE Industrials 1,230.0 $460K 0.04% -97.0 -7.3% $373.73 -7.8%
85 MET METLIFE INC Financial Services 5,192.0 $439K 0.04% -57K -91.7% $84.61 +10.5%
86 FITB FIFTH THIRD BANCORP Financial Services 6,460.0 $364K 0.03% -1K -15.7% $56.37 -3.3%
87 SCHW SCHWAB CHARLES CORP Financial Services 3,912.0 $361K 0.03% -2K -33.2% $92.27 +19.0%
88 DELL DELL TECHNOLOGIES INC Technology 790.0 $341K 0.03% -28K -97.2% $431.70 +0.7%
89 TT TRANE TECHNOLOGIES PLC Industrials 660.0 $324K 0.03% -16.0 -2.4% $490.87 -8.1%
90 ETN EATON CORP PLC Industrials 751.0 $320K 0.03% -132.0 -14.9% $426.32 -2.6%
91 IVE ISHARES TR 1,343.0 $305K 0.03% -34K -96.2% $227.03 +4.0%
92 RPM RPM INTL INC Basic Materials 2,729.0 $303K 0.03% -68.0 -2.4% $111.15 -0.8%
93 GLW CORNING INC Technology 1,157.0 $296K 0.03% -48K -97.7% $255.40 -40.7%
94 IEFA ISHARES TR 2,890.0 $279K 0.03% -72K -96.1% $96.57 +3.5%
95 AVLV AMERICAN CENTY ETF TR 2,966.0 $271K 0.03% -110K -97.4% $91.21 +2.9%
96 BKLC BNY MELLON ETF TRUST 1,814.0 $260K 0.02% -61K -97.1% $47.79 +2.0%
97 LNT ALLIANT ENERGY CORP Utilities 3,340.0 $255K 0.02% -82.0 -2.4% $76.29 -9.0%
98 TDG TRANSDIGM GROUP INC Industrials 189.0 $252K 0.02% -5.0 -2.6% $1332.04 -11.4%
99 IVW ISHARES TR 1,819.0 $250K 0.02% -66K -97.3% $137.55 +0.6%
100 COIN COINBASE GLOBAL INC Financial Services 1,615.0 $236K 0.02% -5K -77.0% $146.19 +17.9%
Page 5 of 6  ·  104 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 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%