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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 9 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMP AMERIPRISE FINL INC Financial Services 908.0 $417K 0.04% $458.76 +19.3%
162 HBAN HUNTINGTON BANCSHARES INC Financial Services 23,121.0 $410K 0.04% $17.73 -4.1%
163 IAU ISHARES GOLD TR Financial Services 5,392.0 $407K 0.04% $75.51 +12.7%
164 CIEN CIENA CORP Technology 807.0 $396K 0.04% $490.56 -20.0%
165 STLD STEEL DYNAMICS INC Basic Materials 1,693.0 $388K 0.04% $229.46 -4.6%
166 HDV ISHARES TR 13,933.0 $382K 0.04% +11K +412.2% $27.41 +8.5%
167 ONTO ONTO INNOVATION INC Technology 1,000.0 $378K 0.04% $378.45 -21.0%
168 AMKR AMKOR TECHNOLOGY INC Technology 4,357.0 $376K 0.04% NEW $86.23 -41.0%
169 HYG ISHARES TR 4,597.0 $368K 0.03% +75.0 +1.7% $79.96 -0.5%
170 FITB FIFTH THIRD BANCORP Financial Services 6,460.0 $364K 0.03% -1K -15.7% $56.37 -3.3%
171 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 7,077.0 $361K 0.03% $51.05 +23.9%
172 SCHW SCHWAB CHARLES CORP Financial Services 3,912.0 $361K 0.03% -2K -33.2% $92.27 +19.0%
173 DELL DELL TECHNOLOGIES INC Technology 790.0 $341K 0.03% -28K -97.2% $431.70 +0.7%
174 VIGI VANGUARD WHITEHALL FDS 3,579.0 $334K 0.03% $93.38 +4.7%
175 FCEL FUELCELL ENERGY INC Industrials 9,000.0 $324K 0.03% NEW $36.01 -49.0%
176 TT TRANE TECHNOLOGIES PLC Industrials 660.0 $324K 0.03% -16.0 -2.4% $490.87 -8.1%
177 ETN EATON CORP PLC Industrials 751.0 $320K 0.03% -132.0 -14.9% $426.32 -2.6%
178 CIBR FIRST TR EXCHANGE-TRADED FD 3,462.0 $311K 0.03% $89.85 +4.0%
179 IVE ISHARES TR 1,343.0 $305K 0.03% -34K -96.2% $227.03 +4.0%
180 RPM RPM INTL INC Basic Materials 2,729.0 $303K 0.03% -68.0 -2.4% $111.15 -0.8%
Page 9 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%