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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 10 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INGERSOLL RAND INC 3,686.0 $302K 0.03% $81.99
182 QQEW FIRST TR EXCHANGE-TRADED FD 1,857.0 $296K 0.03% $159.60 +2.7%
183 GLW CORNING INC Technology 1,157.0 $296K 0.03% -48K -97.7% $255.40 -40.3%
184 HONEYWELL INTL INC 1,263.0 $283K 0.03% NEW $223.90
185 HONEYWELL AEROSPACE INC 1,263.0 $279K 0.03% NEW $221.08
186 IEFA ISHARES TR 2,890.0 $279K 0.03% -72K -96.1% $96.57 +4.0%
187 VYM VANGUARD WHITEHALL FDS 1,729.0 $273K 0.03% $158.07 +4.6%
188 AVLV AMERICAN CENTY ETF TR 2,966.0 $271K 0.03% -110K -97.4% $91.21 +3.6%
189 QUAL ISHARES TR 1,206.0 $265K 0.03% +30.0 +2.5% $219.43 +2.2%
190 BKLC BNY MELLON ETF TRUST 1,814.0 $260K 0.02% -61K -97.1% $47.79 +2.9%
191 LNT ALLIANT ENERGY CORP Utilities 3,340.0 $255K 0.02% -82.0 -2.4% $76.29 -8.0%
192 DGRO ISHARES TR 3,336.0 $253K 0.02% +43.0 +1.3% $75.78 +5.6%
193 TDG TRANSDIGM GROUP INC Industrials 189.0 $252K 0.02% -5.0 -2.6% $1332.04 -8.2%
194 VLYPN VALLEY NATL BANCORP Financial Services 17,133.0 $251K 0.02% $14.65 +75.3%
195 IVW ISHARES TR 1,819.0 $250K 0.02% -66K -97.3% $137.55 +1.3%
196 COIN COINBASE GLOBAL INC Financial Services 1,615.0 $236K 0.02% -5K -77.0% $146.19 +9.6%
197 DLN WISDOMTREE TR 2,439.0 $235K 0.02% -15K -86.4% $96.33 +5.0%
198 EQWL INVESCO EXCHANGE TRADED FD T 1,802.0 $232K 0.02% $129.02 +4.9%
199 MKC MCCORMICK & CO INC Consumer Defensive 4,520.0 $228K 0.02% $50.42 +12.0%
200 NEM NEWMONT CORP Basic Materials 2,434.0 $227K 0.02% $93.40 +33.9%
Page 10 of 11  ·  207 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%