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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 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COF CAPITAL ONE FINL CORP Financial Services 4,338.0 $870K 0.22% -311.0 -6.7% $200.64 +8.0%
22 CMI CUMMINS INC Industrials 1,182.0 $843K 0.21% -704.0 -37.3% $713.21 -19.5%
23 LOW LOWES COS INC Consumer Cyclical 3,600.0 $794K 0.20% -204.0 -5.4% $220.49 -6.2%
24 PEP PEPSICO INC Consumer Defensive 5,182.0 $702K 0.18% -2K -29.8% $135.42 +3.2%
25 PFE PFIZER INC Healthcare 27,679.0 $667K 0.17% -688.0 -2.4% $24.08 +16.3%
26 CVX CHEVRON CORPORATION Energy 3,932.0 $652K 0.16% -298.0 -7.0% $165.76 +20.4%
27 NOW SERVICENOW INC Technology 6,008.0 $596K 0.15% -92.0 -1.5% $99.28 +39.4%
28 DAL DELTA AIR LINES INC Industrials 5,773.0 $541K 0.14% -15K -72.5% $93.66 -13.4%
29 IRM IRON MTN INC DEL Real Estate 4,132.0 $522K 0.13% -104.0 -2.5% $126.31 -2.9%
30 TMUS T-MOBILE US INC Communication Services 3,017.0 $506K 0.13% -5K -63.3% $167.75 +6.0%
31 MCO MOODYS CORP Financial Services 1,108.0 $502K 0.13% -491.0 -30.7% $452.92 +12.4%
32 SDY SPDR SERIES TRUST 3,061.0 $466K 0.12% -90.0 -2.9% $152.18 +3.5%
33 NSC NORFOLK SOUTHN CORP Industrials 1,447.0 $455K 0.11% -68.0 -4.5% $314.59 +10.6%
34 ETN EATON CORP PLC Industrials 1,044.0 $445K 0.11% -68.0 -6.1% $426.27 -2.4%
35 MMM 3M CO Industrials 2,703.0 $438K 0.11% -100.0 -3.6% $161.91 +10.5%
36 STE STERIS PLC Healthcare 2,063.0 $434K 0.11% -85.0 -4.0% $210.57 +10.6%
37 TFC TRUIST FINL CORP Financial Services 8,693.0 $433K 0.11% -1K -11.3% $49.82 +1.0%
38 KR KROGER CO Consumer Defensive 7,508.0 $417K 0.10% -8K -52.3% $55.53 +2.5%
39 CRWD CROWDSTRIKE HLDGS INC Technology 538.0 $411K 0.10% -17.0 -3.1% $190.78 +19.5%
40 RSG REPUBLIC SVCS INC Industrials 1,908.0 $407K 0.10% -1K -41.3% $213.15 +2.9%
Page 2 of 3  ·  51 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%