Kmg Fiduciary Partners, LLC Portfolio Holdings

Kmg Fiduciary Partners, LLC

  • $1.32 Billion
  • Q2 2025

Kmg Fiduciary Partners, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.32 Billion distributed in 288 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $63.9M, Nvidia Corp with a value of $61.7M, Ishares Core S&P 500 ETF with a value of $61.1M, Apple Inc. with a value of $58.9M, and Amazon Com Inc with a value of $38.9M.

Examining the 13F form we can see an increase of $140M in the current position value, from $1.18B to 1.32B.

Below you can find more details about Kmg Fiduciary Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.32 Billion
ETFs: $458 Million
Technology: $315 Million
Financial Services: $129 Million
Communication Services: $88.1 Million
Healthcare: $86.2 Million
Consumer Cyclical: $81 Million
Industrials: $52.2 Million
Consumer Defensive: $44.2 Million
Other: $40.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.19B
$7.76 Million 0.59% of portfolio
138,267
Q2 2025 Added 84.86%
$0
$7.43 Million 0.56% of portfolio
67,967
Q2 2025 Added 5.71%
$162B
$7.12 Million 0.54% of portfolio
38,910
Q2 2025 Added 3.1%
$0
$6.65 Million 0.51% of portfolio
50,336
Q2 2025 Added 5.14%
$95.8B
$6.46 Million 0.49% of portfolio
54,777
Q2 2025 Reduced 0.06%
$545B
$6.06 Million 0.46% of portfolio
4,525
Q2 2025 Added 3.59%
$76.4B
$5.52 Million 0.42% of portfolio
35,892
Q2 2025 Reduced 0.71%
$0
$5.36 Million 0.41% of portfolio
94,328
Q2 2025 Reduced 2.37%
$86.2B
$5.29 Million 0.4% of portfolio
18,131
Q2 2025 Added 2.71%
$0
$5.22 Million 0.4% of portfolio
62,978
Q2 2025 Added 4.07%
$0
$4.82 Million 0.37% of portfolio
91,294
Q2 2025 Added 2.57%
$250B
$4.9 Million 0.37% of portfolio
34,756
Q2 2025 Added 5.09%
$1.24T
$4.78 Million 0.36% of portfolio
26,969
Q2 2025 Reduced 0.47%
$112B
$4.79 Million 0.36% of portfolio
69,441
Q2 2025 New
$61.1B
$4.7 Million 0.36% of portfolio
58,387
Q2 2025 Added 2.55%
$245B
$4.64 Million 0.35% of portfolio
14,885
Q2 2025 Reduced 21.21%
$0
$4.36 Million 0.33% of portfolio
80,272
Q2 2025 Added 9.35%
$0
$4.39 Million 0.33% of portfolio
93,189
Q2 2025 Added 10.91%
$0
$4.31 Million 0.33% of portfolio
7,616
Q2 2025 Reduced 3.83%
$1.08T
$4.3 Million 0.33% of portfolio
13,526
Q2 2025 Added 3.68%
$0
$4.3 Million 0.33% of portfolio
86,808
Q2 2025 Added 0.84%
$203B
$4.22 Million 0.32% of portfolio
53,278
Q2 2025 Reduced 1.25%
$45.7B
$4.08 Million 0.31% of portfolio
11,632
Q2 2025 Added 11.11%
$0
$4.09 Million 0.31% of portfolio
14,330
Q2 2025 Reduced 0.28%
$37.5B
$4.1 Million 0.31% of portfolio
83,309
Q2 2025 Reduced 8.32%
$0
$4.09 Million 0.31% of portfolio
9,695
Q2 2025 Reduced 0.25%
$182B
$4.04 Million 0.31% of portfolio
93,424
Q2 2025 Reduced 4.63%
$39.1B
$3.92 Million 0.3% of portfolio
36,506
Q2 2025 Reduced 3.63%
$207B
$3.93 Million 0.3% of portfolio
31,703
Q2 2025 Reduced 46.36%
$0
$3.94 Million 0.3% of portfolio
111,593
Q2 2025 Added 8.37%
$182B
$3.69 Million 0.28% of portfolio
39,574
Q2 2025 Added 18.78%
$55.9B
$3.69 Million 0.28% of portfolio
18,338
Q2 2025 Added 2.03%
$0
$3.65 Million 0.28% of portfolio
32,625
Q2 2025 Reduced 2.3%
$76.9B
$3.52 Million 0.27% of portfolio
71,431
Q2 2025 Added 2.17%
$89.6B
$3.6 Million 0.27% of portfolio
160,772
Q2 2025 Added 1.8%
$0
$3.55 Million 0.27% of portfolio
121,583
Q2 2025 Added 11.17%
$218B
$3.54 Million 0.27% of portfolio
9,115
Q2 2025 Added 2.6%
$85.6B
$3.53 Million 0.27% of portfolio
10,667
Q2 2025 Added 4.29%
$0
$3.52 Million 0.27% of portfolio
8,039
Q1 2025 Added 6.49%
$36.7B
$3.37 Million 0.26% of portfolio
27,466
Q2 2025 Added 5.58%
$89.4B
$3.48 Million 0.26% of portfolio
6,961
Q2 2025 Added 3.6%
$139B
$3.43 Million 0.26% of portfolio
16,387
Q2 2025 Added 13.01%
$202B
$3.28 Million 0.25% of portfolio
24,875
Q2 2025 Reduced 3.74%
$68B
$3.22 Million 0.24% of portfolio
71,108
Q2 2025 Added 5.15%
$0
$3.16 Million 0.24% of portfolio
50,500
Q2 2025 Added 1.57%
$59.7B
$3.21 Million 0.24% of portfolio
109,018
Q2 2025 Added 3.33%
$138B
$2.92 Million 0.22% of portfolio
120,595
Q2 2025 Added 3.82%
$32.7B
$2.95 Million 0.22% of portfolio
34,098
Q2 2025 Added 4.43%
$0
$2.9 Million 0.22% of portfolio
8,552
Q1 2025 Reduced 1.62%

Summary

  • Portfolio
  • No. of Stocks 288
  • Current Value $1.32 Billion
  • Prior Value $1.18 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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