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Portfolio (Quarterly) Guide ↗

KMG FIDUCIARY PARTNERS, LLC

· CIK 0001773205
13F Portfolio $1.4B AUM 261 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 102 Added 78 Reduced 12 Exited
Page 11 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WM WASTE MGMT INC DEL Industrials 2,276.0 $523K 0.04% $229.79 -6.2%
202 IAU ISHARES GOLD TR Financial Services 5,392.0 $475K 0.04% +83.0 +1.6% $88.16 -4.0%
203 EES WISDOMTREE TR 8,106.0 $471K 0.04% -2K -23.5% $58.05 +11.1%
204 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,391.0 $470K 0.04% NEW $337.94 +25.7%
205 SPG SIMON PPTY GROUP INC NEW Real Estate 2,430.0 $453K 0.03% +282.0 +13.1% $186.49 +10.9%
206 SUSA ISHARES TR 3,353.0 $443K 0.03% -40.0 -1.2% $132.10 +16.0%
207 RWJ INVESCO EXCH TRADED FD TR II 8,603.0 $434K 0.03% $50.48 +12.2%
208 SO SOUTHERN CO Utilities 4,440.0 $429K 0.03% $96.52 -4.1%
209 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 7,057.0 $417K 0.03% -8K -51.7% $59.03 +8.1%
210 XLI SELECT SECTOR SPDR TR 2,568.0 $415K 0.03% $161.73 +7.5%
211 MDYV SPDR SERIES TRUST 4,848.0 $413K 0.03% $85.15 +7.5%
212 AMP AMERIPRISE FINL INC Financial Services 908.0 $404K 0.03% $444.40 -1.0%
213 VST VISTRA CORP Utilities 2,640.0 $397K 0.03% $150.35 +6.5%
214 VOO VANGUARD INDEX FDS 650.0 $388K 0.03% +55.0 +9.2% $597.46 +16.1%
215 MFC MANULIFE FINL CORP Financial Services 11,217.0 $386K 0.03% $34.44 +11.2%
216 GE GE AEROSPACE Industrials 1,327.0 $377K 0.03% -84.0 -6.0% $283.86 +13.0%
217 VBR VANGUARD INDEX FDS 1,715.0 $373K 0.03% +211.0 +14.0% $217.25 +8.4%
218 HDV ISHARES TR 2,720.0 $369K 0.03% $135.72 -79.8%
219 HBAN HUNTINGTON BANCSHARES INC Financial Services 23,121.0 $362K 0.03% $15.65 +3.0%
220 HYG ISHARES TR 4,522.0 $360K 0.03% $79.55 +0.8%
Page 11 of 14  ·  261 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 34.8%
Financial Services 15.2%
Communication Services 11.3%
Healthcare 10.9%
Consumer Cyclical 9.2%
Industrials 7.0%
Consumer Defensive 5.1%
Energy 3.6%
Real Estate 1.3%
Utilities 1.1%