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 Trust Co (CIK 35442) reported $8.46B across 855 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($991.3M, 11.72%), BRK/A ($461.8M, 5.46%), TJX ($456.4M, 5.40%), IEFA ($414.2M, 4.90%), AAPL ($370.8M, 4.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $991.3M | 11.72% | 1.5M | Trimmed |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $461.8M | 5.46% | 643 | Trimmed |
| 3 | TJX | TJX COS INC NEW | $456.4M | 5.40% | 2.9M | Trimmed |
| 4 | IEFA | ISHARES TR | $414.2M | 4.90% | 4.6M | Added |
| 5 | AAPL | APPLE INC | $370.8M | 4.38% | 1.5M | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $306.1M | 3.62% | 4.8M | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $237.8M | 2.81% | 642,279 | Trimmed |
| 8 | CPNG | COUPANG INC | $220.4M | 2.61% | 11.7M | Trimmed |
| 9 | GOOGL | ALPHABET INC | $196.0M | 2.32% | 681,749 | Trimmed |
| 10 | EIPX | FIRST TR EXCHANGE-TRADED FD | $162.2M | 1.92% | 5.0M | Trimmed |
| 11 | EPS | WISDOMTREE TR | $126.6M | 1.50% | 1.9M | Trimmed |
| 12 | AMZN | AMAZON COM INC | $126.1M | 1.49% | 605,261 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $121.2M | 1.43% | 694,709 | Trimmed |
| 14 | IJH | ISHARES TR | $119.6M | 1.41% | 1.8M | Trimmed |
| 15 | XOM | EXXON MOBIL CORP | $100.3M | 1.19% | 591,318 | Trimmed |
| 16 | GOOG | ALPHABET INC | $100.0M | 1.18% | 348,567 | Trimmed |
| 17 | ESGU | ISHARES TR | $98.6M | 1.17% | 697,197 | Added |
| 18 | AVGO | BROADCOM INC | $94.6M | 1.12% | 305,795 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $92.2M | 1.09% | 313,362 | Trimmed |
| 20 | KRE | SPDR SERIES TRUST | $83.9M | 0.99% | 1.3M | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $79.0M | 0.93% | 323,030 | Trimmed |
| 22 | HD | HOME DEPOT INC | $75.0M | 0.89% | 227,932 | Trimmed |
| 23 | ABBV | ABBVIE INC | $67.7M | 0.80% | 311,267 | Trimmed |
| 24 | ESGD | ISHARES TR | $61.6M | 0.73% | 643,821 | Added |
| 25 | WCMI | FIRST TR EXCHANGE-TRADED FD | $61.9M | 0.73% | 3.7M | Added |
Source: SEC Form 13F filings · as of 2026-03-31