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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 10 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CGGR CAPITAL GROUP GROWTH ETF 17,570.0 $706K 0.05% +681.0 +4.0% $40.19 +18.3%
182 VIG VANGUARD SPECIALIZED FUNDS 3,257.0 $700K 0.05% +182.0 +5.9% $215.06 +8.8%
183 AVSC AMERICAN CENTY ETF TR 11,090.0 $691K 0.05% -41K -78.6% $62.30 +11.3%
184 DWM WISDOMTREE TR 9,747.0 $681K 0.05% -3K -25.2% $69.89 +6.5%
185 BAC BANK AMERICA CORP Financial Services 13,920.0 $679K 0.05% $48.75 +4.1%
186 XLF SELECT SECTOR SPDR TR 13,662.0 $674K 0.05% $49.37 +3.9%
187 ESGV VANGUARD WORLD FD 5,900.0 $662K 0.05% $112.27 +19.0%
188 RSP INVESCO EXCHANGE TRADED FD T 3,426.0 $658K 0.05% +231.0 +7.2% $191.92 +8.5%
189 HCA HCA HEALTHCARE INC Healthcare 1,382.0 $654K 0.05% $473.24 -18.8%
190 DGRE WISDOMTREE TR 19,153.0 $634K 0.05% -2K -10.1% $33.12 +21.5%
191 QQQ INVESCO QQQ TR Financial Services 1,030.0 $594K 0.04% $577.09 +27.5%
192 QQQE DIREXION SHARES ETF TRUST 5,992.0 $590K 0.04% -150.0 -2.4% $98.53 +20.1%
193 BX BLACKSTONE INC Financial Services 5,088.0 $585K 0.04% +828.0 +19.4% $114.99 +1.0%
194 CGGO CAPITAL GROUP GBL GROWTH EQT 17,401.0 $581K 0.04% $33.37 +22.9%
195 IWY ISHARES TR 2,310.0 $575K 0.04% +31.0 +1.4% $248.79 +19.8%
196 OC OWENS CORNING NEW Industrials 5,298.0 $573K 0.04% +576.0 +12.2% $108.23 +14.8%
197 SCHW SCHWAB CHARLES CORP Financial Services 5,859.0 $551K 0.04% $93.98 -9.2%
198 SAIA SAIA INC Industrials 1,534.0 $539K 0.04% $351.28 +33.6%
199 FHN FIRST HORIZON CORPORATION Financial Services 23,502.0 $535K 0.04% $22.76 +6.4%
200 BE BLOOM ENERGY CORP Industrials 3,907.0 $529K 0.04% -350.0 -8.2% $135.49 +114.0%
Page 10 of 14  ·  261 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%