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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 14 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ONTO ONTO INNOVATION INC Technology 1,000.0 $205K 0.01% NEW $205.07 +30.1%
Page 14 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%