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Portfolio (Quarterly) Guide ↗

FIDUCIARY FAMILY OFFICE, LLC

· CIK 0002020280
13F Portfolio $400M AUM 177 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 76 Added 51 Reduced 22 Exited
Page 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIS DISNEY WALT CO Communication Services 25,657.0 $2.5M 0.62% +10K +66.0% $96.25 +11.0%
22 CAT CATERPILLAR INC Industrials 2,265.0 $2.4M 0.60% +37.0 +1.7% $1064.90 -23.3%
23 IQVIA HLDGS INC 12,231.0 $2.4M 0.59% +3K +32.9% $193.22
24 BERKSHIRE HATHAWAY INC DEL 4,713.0 $2.4M 0.59% +247.0 +5.5% $500.41
25 ADI ANALOG DEVICES INC Technology 5,698.0 $2.3M 0.57% +319.0 +5.9% $397.17 -5.7%
26 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 30,529.0 $2.2M 0.55% +3K +10.0% $72.51 +7.7%
27 LIN LINDE PLC Basic Materials 3,758.0 $2.0M 0.49% +320.0 +9.3% $518.94 -6.5%
28 MCK MCKESSON CORP Healthcare 2,544.0 $1.9M 0.48% +49.0 +2.0% $755.68 +17.8%
29 CNP CENTERPOINT ENERGY INC Utilities 41,976.0 $1.8M 0.46% +5K +13.6% $44.04 -10.8%
30 AMT AMERICAN TOWER CORP Real Estate 10,062.0 $1.6M 0.41% +3K +36.6% $163.57 +6.5%
31 BSX BOSTON SCIENTIFIC CORP Healthcare 34,870.0 $1.5M 0.37% +12K +54.7% $42.68 +9.3%
32 DELL DELL TECHNOLOGIES INC Technology 3,389.0 $1.5M 0.37% +48.0 +1.4% $431.46 +9.3%
33 NEE NEXTERA ENERGY INC Utilities 16,249.0 $1.4M 0.36% +2K +12.4% $87.77 -4.9%
34 MS MORGAN STANLEY Financial Services 6,667.0 $1.4M 0.35% +1K +27.4% $209.04 +2.8%
35 RTX RTX CORPORATION Industrials 6,706.0 $1.3M 0.32% +1K +18.7% $189.73 +11.8%
36 SJM SMUCKER J M CO Consumer Defensive 11,019.0 $1.2M 0.31% +5K +82.8% $112.50 +17.2%
37 PHM PULTE GROUP INC Consumer Cyclical 9,029.0 $1.2M 0.31% +306.0 +3.5% $137.21 -7.6%
38 SLB SLB LIMITED Energy 26,022.0 $1.2M 0.30% +6K +33.0% $46.49 +18.3%
39 TJX TJX COS INC NEW Consumer Cyclical 7,705.0 $1.2M 0.29% +471.0 +6.5% $151.52 -11.4%
40 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,976.0 $1.2M 0.29% +487.0 +14.0% $290.59 -9.8%
Page 2 of 4  ·  76 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 54.8%
Financial Services 12.2%
Healthcare 6.9%
Industrials 6.2%
Consumer Cyclical 5.7%
Communication Services 5.4%
Consumer Defensive 4.4%
Utilities 1.4%
Energy 1.4%
Basic Materials 0.8%