KMG FIDUCIARY PARTNERS, LLC: 13F holdings

CIK 17732052026Q2

Positions207
Reported value$1.1bn
Filed2026-07-09

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC240,401$69.6m6.5%
NVDA NVIDIA CORPORATION282,240$56.5m5.2%
GOOGL ALPHABET INC139,991$50.0m4.6%
MSFT MICROSOFT CORP117,102$43.7m4.1%
IVV ISHARES TR50,540$37.8m3.5%
AMZN AMAZON COM INC155,096$37.0m3.4%
JPM JPMORGAN CHASE & CO104,464$34.2m3.2%
SPYM SPDR SERIES TRUST367,274$32.3m3.0%
AMD ADVANCED MICRO DEVICES INC52,733$30.6m2.8%
LLY ELI LILLY & CO24,646$29.6m2.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1773205")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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