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Portfolio (Quarterly) Guide ↗

KMG FIDUCIARY PARTNERS, LLC

· CIK 0001773205
13F Portfolio $1.4B AUM 261 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 102 Added 78 Reduced 12 Exited
Page 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEAR ISHARES U S ETF TR 20,617.0 $1.0M 0.08% +3K +16.9% $50.84 -0.2%
82 USHY ISHARES TR 27,333.0 $1.0M 0.07% +4K +17.2% $36.84 +0.8%
83 DTD WISDOMTREE TR 11,058.0 $955K 0.07% +142.0 +1.3% $86.36 +7.5%
84 MO ALTRIA GROUP INC Consumer Defensive 14,088.0 $930K 0.07% +763.0 +5.7% $65.99 +8.9%
85 AVUV AMERICAN CENTY ETF TR 7,681.0 $849K 0.06% +106.0 +1.4% $110.48 +9.6%
86 TMUS T-MOBILE US INC Communication Services 3,761.0 $790K 0.06% +160.0 +4.4% $210.04 -10.1%
87 CGGR CAPITAL GROUP GROWTH ETF 17,570.0 $706K 0.05% +681.0 +4.0% $40.19 +18.4%
88 VIG VANGUARD SPECIALIZED FUNDS 3,257.0 $700K 0.05% +182.0 +5.9% $215.06 +8.8%
89 RSP INVESCO EXCHANGE TRADED FD T 3,426.0 $658K 0.05% +231.0 +7.2% $191.92 +8.6%
90 BX BLACKSTONE INC Financial Services 5,088.0 $585K 0.04% +828.0 +19.4% $114.99 +1.1%
91 IWY ISHARES TR 2,310.0 $575K 0.04% +31.0 +1.4% $248.79 +19.8%
92 OC OWENS CORNING NEW Industrials 5,298.0 $573K 0.04% +576.0 +12.2% $108.23 +14.9%
93 IAU ISHARES GOLD TR Financial Services 5,392.0 $475K 0.04% +83.0 +1.6% $88.16 -4.0%
94 SPG SIMON PPTY GROUP INC NEW Real Estate 2,430.0 $453K 0.03% +282.0 +13.1% $186.49 +11.1%
95 VOO VANGUARD INDEX FDS 650.0 $388K 0.03% +55.0 +9.2% $597.46 +16.1%
96 VBR VANGUARD INDEX FDS 1,715.0 $373K 0.03% +211.0 +14.0% $217.25 +8.5%
97 FITB FIFTH THIRD BANCORP Financial Services 7,659.0 $356K 0.03% +3K +53.7% $46.46 +7.4%
98 T AT&T INC Communication Services 10,375.0 $301K 0.02% +358.0 +3.6% $28.99 -14.1%
99 BBY BEST BUY INC Consumer Cyclical 4,348.0 $279K 0.02% +619.0 +16.6% $64.20 +17.1%
100 NKE NIKE INC Consumer Cyclical 5,089.0 $269K 0.02% +2K +42.1% $52.82 -9.9%
Page 5 of 6  ·  102 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 34.8%
Financial Services 15.2%
Communication Services 11.3%
Healthcare 10.9%
Consumer Cyclical 9.2%
Industrials 7.0%
Consumer Defensive 5.1%
Energy 3.6%
Real Estate 1.3%
Utilities 1.1%