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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 8 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWY ISHARES TR 2,362.0 $686K 0.06% +52.0 +2.2% $290.57 -2.1%
142 ABT ABBOTT LABORATORIES Healthcare 7,302.0 $663K 0.06% -6K -44.0% $90.74 +25.9%
143 SAIA SAIA INC Industrials 1,534.0 $646K 0.06% $421.16 -14.6%
144 ALL ALLSTATE CORP Financial Services 2,514.0 $598K 0.06% -17K -86.8% $237.91 +7.0%
145 FHN FIRST HORIZON CORPORATION Financial Services 22,900.0 $587K 0.06% -602.0 -2.6% $25.64 -3.7%
146 SMH VANECK ETF TRUST 891.0 $584K 0.05% $655.93 -14.2%
147 VBR VANGUARD INDEX FDS 2,235.0 $543K 0.05% +520.0 +30.3% $242.99 +1.9%
148 HCA HCA HEALTHCARE INC Healthcare 1,382.0 $539K 0.05% $389.89 +4.2%
149 SUSA ISHARES TR 3,388.0 $523K 0.05% +35.0 +1.0% $154.29 +1.9%
150 AIQ GLOBAL X FDS 7,888.0 $518K 0.05% -34K -81.1% $65.61 -3.9%
151 FDVV FIDELITY COVINGTON TRUST 8,514.0 $513K 0.05% -97K -92.0% $60.29 +4.6%
152 QQQ INVESCO QQQ TR Financial Services 693.0 $510K 0.05% -337.0 -32.7% $736.40 -3.5%
153 RWJ INVESCO EXCH TRADED FD TR II 8,542.0 $508K 0.05% -61.0 -0.7% $59.50 +2.1%
154 WM WASTE MGMT INC DEL Industrials 2,211.0 $493K 0.05% -65.0 -2.9% $222.88 +0.9%
155 VOO VANGUARD INDEX FDS 709.0 $487K 0.04% +59.0 +9.1% $686.71 +2.1%
156 XLI SELECT SECTOR SPDR TR 2,568.0 $476K 0.04% $185.23 -2.9%
157 GE GE AEROSPACE Industrials 1,230.0 $460K 0.04% -97.0 -7.3% $373.73 -7.8%
158 VST VISTRA CORP Utilities 2,847.0 $452K 0.04% +207.0 +7.8% $158.65 -12.4%
159 MET METLIFE INC Financial Services 5,192.0 $439K 0.04% -57K -91.7% $84.61 +10.5%
160 VHT VANGUARD WORLD FD 1,453.0 $434K 0.04% +232.0 +19.0% $299.01 +8.3%
Page 8 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%