Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fiduciary Group, LLC (CIK 1645890) reported $1.17B across 293 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($60.9M, 5.20%), AAPL ($56.0M, 4.78%), GOOG ($46.2M, 3.95%), AGG ($44.5M, 3.80%), MSFT ($33.4M, 2.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $60.9M | 5.20% | 101,946 | Added |
| 2 | AAPL | APPLE INC | $56.0M | 4.78% | 220,637 | Trimmed |
| 3 | GOOG | ALPHABET INC | $46.2M | 3.95% | 161,227 | Trimmed |
| 4 | AGG | ISHARES TR | $44.5M | 3.80% | 447,888 | Added |
| 5 | MSFT | MICROSOFT CORP | $33.4M | 2.85% | 90,095 | Added |
| 6 | SHY | ISHARES TR | $27.9M | 2.38% | 337,819 | Trimmed |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $26.7M | 2.28% | 417,202 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $25.8M | 2.20% | 87,657 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.5M | 2.18% | 53,317 | Trimmed |
| 10 | IGSB | ISHARES TR | $24.9M | 2.13% | 473,633 | Added |
| 11 | WMT | WALMART INC | $22.5M | 1.92% | 180,857 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $22.3M | 1.90% | 106,956 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $20.5M | 1.75% | 83,789 | Trimmed |
| 14 | MCO | MOODYS CORP | $19.8M | 1.69% | 45,287 | Added |
| 15 | PAAA | PGIM ETF TR | $19.0M | 1.63% | 371,793 | Added |
| 16 | GOOGL | ALPHABET INC | $16.4M | 1.40% | 56,876 | Trimmed |
| 17 | SPTS | SPDR SERIES TRUST | $16.2M | 1.39% | 556,094 | Added |
| 18 | RTX | RTX CORPORATION | $15.6M | 1.33% | 80,919 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $15.0M | 1.28% | 85,928 | Added |
| 20 | XLE | SELECT SECTOR SPDR TR | $13.8M | 1.18% | 224,837 | Added |
| 21 | PANW | PALO ALTO NETWORKS INC | $13.5M | 1.15% | 84,284 | Added |
| 22 | V | VISA INC | $13.2M | 1.12% | 43,569 | Trimmed |
| 23 | UNP | UNION PAC CORP | $12.3M | 1.05% | 50,870 | Trimmed |
| 24 | MZLSX | PROFESIONALLY MANAGED PORTFO | $11.7M | 1.00% | 220,716 | Trimmed |
| 25 | HD | HOME DEPOT INC | $11.4M | 0.97% | 34,676 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31