§ 13F · FUND PROFILE
KMG FIDUCIARY PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 297Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 286K | $72M | 5.4% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 397K | $69M | 5.1% | −3% |
| 3 | GOOGL | ALPHABET INC | 180K | $52M | 3.8% | −3% |
| 4 | MSFT | MICROSOFT CORP | 132K | $49M | 3.6% | +3% |
| 5 | IVV | ISHARES TR | 60K | $39M | 2.9% | −10% |
| 6 | AMZN | AMAZON COM INC | 187K | $39M | 2.9% | +4% |
| 7 | JPM | JPMORGAN CHASE & CO | 121K | $36M | 2.6% | −1% |
| 8 | SPYM | SPDR SERIES TRUST | 417K | $32M | 2.4% | −15% |
| 9 | LLY | ELI LILLY & CO | 29K | $27M | 2.0% | −6% |
| 10 | META | META PLATFORMS INC | 44K | $25M | 1.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KMG SIGNAL
AC read
KMG FIDUCIARY PARTNERS, LLC is a Other fund managing $1.5 billion in assets. The fund runs a broad portfolio of 297 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed