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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 11 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PHM PULTE GROUP INC Consumer Cyclical 1,651.0 $227K 0.02% -995.0 -37.6% $137.21 -4.8%
202 WDC WESTERN DIGITAL CORP Technology 334.0 $213K 0.02% NEW $638.81 -27.7%
203 SO SOUTHERN CO Utilities 2,184.0 $209K 0.02% -2K -50.8% $95.71 -3.7%
204 CL COLGATE PALMOLIVE CO Consumer Defensive 2,275.0 $209K 0.02% -762.0 -25.1% $91.70 -0.9%
205 NULG NUSHARES ETF TR 1,782.0 $209K 0.02% NEW $117.05 -1.9%
206 NAT NORDIC AMERICAN TANKERS LIMI Industrials 10,672.0 $59K 0.01% NEW $5.54 +26.7%
207 WRN WESTERN COPPER & GOLD CORP Basic Materials 10,000.0 $22K 0.00% NEW $2.24 +11.2%
Page 11 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%