CIK 1773205
KMG FIDUCIARY PARTNERS, LLC
Institutional 13F holdings & portfolio
Holdings
262
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 262
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CRM | SALESFORCE INC | 30K | $1M+ | SH |
| IEFA | ISHARES TR | 86K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 62K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 86K | $1M+ | SH |
| IWS | ISHARES TR | 51K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 38K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 184K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 20K | $1M+ | SH |
| WELL | WELLTOWER INC | 36K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 113K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 19K | $1M+ | SH |
| MS | MORGAN STANLEY | 34K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 86K | $1M+ | SH |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 232K | $1M+ | SH |
| GM | GENERAL MTRS CO | 70K | $1M+ | SH |
| MRK | MERCK & CO INC | 54K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 34K | $1M+ | SH |
| IGSB | ISHARES TR | 102K | $1M+ | SH |
| CTAS | CINTAS CORP | 27K | $1M+ | SH |
| INTC | INTEL CORP | 138K | $1M+ | SH |
| MET | METLIFE INC | 61K | $1M+ | SH |
| CAT | CATERPILLAR INC | 8K | $1M+ | SH |
| FLQM | FRANKLIN TEMPLETON ETF TR | 83K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 41K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 97K | $1M+ | SH |
| IWF | ISHARES TR | 10K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 8K | $1M+ | SH |
| GLW | CORNING INC | 51K | $1M+ | SH |
| TSLA | TESLA INC | 10K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 114K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 104K | $1M+ | SH |
| MLPX | GLOBAL X FDS | 68K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 7K | $1M+ | SH |
| USB | US BANCORP DEL | 75K | $1M+ | SH |
| ALL | ALLSTATE CORP | 19K | $1M+ | SH |
| NFLX | NETFLIX INC | 42K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 142K | $1M+ | SH |
| DIS | DISNEY WALT CO | 34K | $1M+ | SH |
| BA | BOEING CO | 17K | $1M+ | SH |
| PEP | PEPSICO INC | 25K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 110K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 28K | $1M+ | SH |
| PFE | PFIZER INC | 142K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 69K | $1M+ | SH |
| RY | ROYAL BK CDA | 20K | $1M+ | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 361K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 34K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 6K | $1M+ | SH |
| CI | THE CIGNA GROUP | 11K | $1M+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 65K | $1M+ | SH |