Fiduciary Trust Co

Bank

CIK

35442

Location

Boston, MA

Portfolio Value

Mid $4,558,599,864

Diversification

Diversified

Filing Date

Global Rank

#719 / 8,622 ▼ 9 · as of Mar 2026

Top Industry

Apparel Retail 10.3%

3Y Alpha vs SPY

-4.2%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+56.4%

SPY

+67.9%

Annualised alpha

-2.8%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

649 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.0%

+0.7 pts

Top 5

32.5%

−2.7 pts

Top 10

44.2%

−2.7 pts

HHI

295

Diversified−24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.1%	$1,237,033,673	94
Consumer Cyclical	21.9%	$1,000,003,340	58
Financial Services	10.9%	$498,358,307	122
Healthcare	10.3%	$467,631,536	91
Industrials	8.4%	$384,387,143	109
Communication Services	5.6%	$256,964,752	19
Consumer Defensive	5.1%	$233,041,927	32
Energy	4.9%	$225,104,941	37
Basic Materials	2.4%	$107,260,900	35
Unclassified	1.7%	$76,121,123	13
Utilities	1.0%	$44,663,404	20
Real Estate	0.6%	$28,028,818	19

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OTF	Blue Owl Technology Finance Corp.	+112,272	242,271	$3,001,737
EBC	Eastern Bankshares, Inc.	+25,705	40,573	$793,607
BCAL	California BanCorp \ CA	+17,041	29,289	$519,000
BSX	Boston Scientific Corp	+15,835	20,993	$1,317,310
RKT	Rocket Companies, Inc.	+14,719	39,600	$564,299
MDT	Medtronic plc	+10,418	47,522	$4,117,780
WMB	Williams Companies, Inc.	+10,337	17,272	$1,257,055
MCHP	Microchip Technology Inc	+9,251	64,429	$4,162,757
FAST	Fastenal Co	+8,956	350,370	$16,257,167
FHN	First Horizon Corp	+8,025	24,548	$558,712
BAH	Booz Allen Hamilton Holding Corp	+7,929	16,621	$1,296,936
UBER	Uber Technologies, Inc	+7,737	57,218	$4,115,690
WY	Weyerhaeuser Co	+7,631	28,518	$696,694
FITB	Fifth Third Bancorp	+6,188	30,931	$1,437,054
AXP	American Express Co	+6,101	95,476	$28,879,579
NOW	ServiceNow, Inc.	+5,983	42,183	$4,410,232
HLN	Haleon plc	+5,793	67,965	$680,328
KEY	Keycorp /New/	+5,763	30,768	$616,897
BCRX	Biocryst Pharmaceuticals Inc	+5,702	42,955	$408,931
SBUX	Starbucks Corp	+5,396	54,765	$4,906,395
ARES	Ares Management Corp	+5,288	7,550	$823,704
TXN	Texas Instruments Inc	+4,287	44,272	$8,594,966
GPC	Genuine Parts Co	+4,039	10,390	$1,098,742
TFC	Truist Financial Corp	+3,857	27,958	$1,285,228
CVS	CVS HEALTH Corp	+3,512	76,405	$5,487,407
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPNG	Coupang, Inc.	−713,141	11,674,801	$220,420,242
TJX	Tjx Companies Inc /De/	−69,497	2,857,941	$456,413,177
AAPL	Apple Inc.	−49,717	1,461,111	$370,815,360
GOOGL	Alphabet Inc.	−39,690	681,749	$196,043,741
OWL	Blue Owl Capital Inc.	−28,878	45,810	$418,245
NVDA	Nvidia Corp	−25,264	694,709	$121,157,248
XOM	ExxonMobil Holdings Corp	−23,217	591,318	$100,323,011
MSFT	Microsoft Corp	−19,136	642,279	$237,752,416
APH	Amphenol Corp /De/	−17,672	293,036	$37,025,098
MRK	Merck & Co., Inc.	−17,514	406,382	$48,883,690
ABBV	AbbVie Inc.	−15,340	311,267	$67,697,458
PANW	Palo Alto Networks Inc	−15,071	77,688	$12,454,939
ABT	Abbott Laboratories	−14,675	360,530	$37,015,614
NVO	Novo Nordisk A S	−14,520	89,955	$3,305,846
CTSH	Cognizant Technology Solutions Corp	−14,448	52,261	$3,206,211
F	Ford Motor Co	−14,264	29,841	$344,364
B	Barrick Mining Corp	−13,457	49,027	$1,999,810
RF	Regions Financial Corp	−12,481	21,973	$573,933
PG	PROCTER & GAMBLE Co	−12,455	350,264	$50,592,132
CSCO	Cisco Systems, Inc.	−12,409	569,042	$44,151,968
VZ	Verizon Communications Inc	−12,296	104,364	$5,239,072
HPQ	Hp Inc	−11,682	23,333	$448,226
ENB	Enbridge Inc	−11,049	24,865	$1,346,190
JNJ	Johnson & Johnson	−11,028	323,030	$78,961,452
AVGO	Broadcom Inc.	−10,678	305,795	$94,646,609
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AMCR	Amcor plc	139,219	$5,533,954
AZN	Astrazeneca PLC	6,797	$1,340,504
SUNB	Sunbelt Rentals Holdings, Inc.	9,891	$643,804
HESM	Hess Midstream LP	15,750	$612,202
PNFP	Pinnacle Financial Partners, Inc.	7,091	$610,818
ZION	Zions Bancorporation, National Association /Ut/	10,147	$584,669
WSBC	Wesbanco Inc	16,608	$572,809
SFD	Smithfield Foods Inc	17,625	$492,971
FLG	Flagstar Bank, National Association	34,287	$451,558
FN	Fabrinet	855	$445,899
PB	Prosperity Bancshares Inc	6,246	$419,605
HOMB	Home Bancshares Inc	15,190	$409,066
COHR	Coherent Corp.	1,667	$397,095
TRI	Thomson Reuters Corp /Can/	4,249	$382,325
SN	SharkNinja, Inc.	3,327	$352,329
KKR	KKR & Co. Inc.	3,805	$351,962
FNWD	Finward Bancorp	9,690	$351,746
VVV	Valvoline Inc	10,091	$339,864
CNOB	ConnectOne Bancorp, Inc.	12,567	$336,418
AKAM	Akamai Technologies Inc	2,796	$321,120
CCB	Coastal Financial Corp	4,189	$318,782
ITRN	Ituran Location & Control Ltd.	6,000	$294,060
RPRX	Royalty Pharma plc	6,065	$290,937
TPG	TPG Inc.	7,015	$284,177
CHRD	Chord Energy Corp	1,993	$283,363
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TTD	Trade Desk, Inc.	22,072	$837,852
SNOW	Snowflake Inc.	2,425	$531,947
WELL	Welltower Inc.	2,840	$527,131
WBS	Webster Financial Corp	7,888	$496,469
SSB	SouthState Bank Corp	4,172	$392,626
NBTB	Nbt Bancorp Inc	8,905	$369,734
ED	Consolidated Edison Inc	3,693	$366,787
FNB	Fnb Corp/Pa/	19,660	$336,185
CBZ	CBIZ, Inc.	6,570	$331,456
CPRT	Copart Inc	7,580	$296,756
GPI	Group 1 Automotive Inc	739	$290,648
FCNCA	First Citizens Bancshares Inc /De/	134	$287,587
AZTA	Azenta, Inc.	8,632	$287,100
DSGX	Descartes Systems Group Inc	3,254	$285,245
GABC	German American Bancorp, Inc.	6,754	$264,620
WTW	Willis Towers Watson PLC	796	$261,564
PRU	Prudential Financial Inc	2,287	$258,155
TROW	Price T Rowe Group Inc	2,487	$254,618
COLB	Columbia Banking System, Inc.	8,978	$250,935
VERA	Vera Therapeutics, Inc.	4,902	$248,237
WCN	Waste Connections, Inc.	1,405	$246,380
IBIT	iShares Bitcoin Trust ETF	4,870	$241,795
BMEZ	BlackRock Health Sciences Term Trust	16,033	$241,296
SNDR	Schneider National, Inc.	9,074	$240,733
ADC	Agree Realty Corp	3,287	$236,762
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

649 tracked positions · $4,558,599,864 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 649 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	2,857,941	-69,497	$456,413,177	+1.5%	10.01%
AAPL	Apple Inc. Technology	Reduced	1,461,111	-49,717	$370,815,360	−9.7%	8.13%
MSFT	Microsoft Corp Technology	Reduced	642,279	-19,136	$237,752,416	−25.7%	5.22%
CPNG	Coupang, Inc. Consumer Cyclical	Reduced	11,674,801	-713,141	$220,420,242	−24.6%	4.84%
GOOGL	Alphabet Inc. Communication Services	Reduced	681,749	-39,690	$196,043,741	−13.2%	4.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	605,261	-7,425	$126,057,708	−10.9%	2.77%
NVDA	Nvidia Corp Technology	Reduced	694,709	-25,264	$121,157,248	−9.8%	2.66%
XOM	ExxonMobil Holdings Corp Energy	Reduced	591,318	-23,217	$100,323,011	+35.7%	2.20%
AVGO	Broadcom Inc. Technology	Reduced	305,795	-10,678	$94,646,609	−13.6%	2.08%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	313,362	-8,929	$92,178,565	−11.2%	2.02%
JNJ	Johnson & Johnson Healthcare	Reduced	323,030	-11,028	$78,961,452	+14.2%	1.73%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	227,932	-2,098	$74,964,554	−5.3%	1.64%
ABBV	AbbVie Inc. Healthcare	Reduced	311,267	-15,340	$67,697,458	−9.3%	1.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	126,382	+2,860	$60,562,253	−2.5%	1.33%
KLAC	Kla Corp Technology	Reduced	39,505	-1,667	$58,167,556	+16.3%	1.28%
MS	Morgan Stanley Financial Services	Reduced	339,853	-1,544	$55,929,607	−7.7%	1.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	350,264	-12,455	$50,592,132	−2.7%	1.11%
MRK	Merck & Co., Inc. Healthcare	Reduced	406,382	-17,514	$48,883,690	+9.6%	1.07%
CSCO	Cisco Systems, Inc. Technology	Reduced	569,042	-12,409	$44,151,968	−1.4%	0.97%
CAT	Caterpillar Inc Industrials	Reduced	61,312	-559	$43,437,099	+22.6%	0.95%
V	Visa Inc. Financial Services	Reduced	139,852	-4,790	$42,268,867	−16.7%	0.93%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	41,304	-809	$41,156,544	+13.3%	0.90%
CBT	Cabot Corp Basic Materials	Held	536,669	0	$40,416,542	+13.6%	0.89%
APH	Amphenol Corp /De/ Technology	Reduced	293,036	-17,672	$37,025,098	−11.8%	0.81%
ABT	Abbott Laboratories Healthcare	Reduced	360,530	-14,675	$37,015,614	−21.3%	0.81%
RTX	RTX Corp Industrials	Reduced	182,768	-4,124	$35,255,946	+2.9%	0.77%
PEP	Pepsico Inc Consumer Defensive	Reduced	215,996	-6,795	$33,542,018	+4.9%	0.74%
CTRA	Coterra Energy Inc. Energy	Added	908,864	+260	$31,937,480	+33.5%	0.70%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	95,810	-1,705	$29,776,789	−0.1%	0.65%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	60,170	-3,715	$29,575,360	−20.1%	0.65%
SPY	Spdr S&P 500 ETF Trust	Reduced	45,026	-136	$29,282,208	−4.9%	0.64%
MA	Mastercard Inc Financial Services	Reduced	58,444	-368	$29,202,128	−13.0%	0.64%
AXP	American Express Co Financial Services	Added	95,476	+6,101	$28,879,579	−12.7%	0.63%
CVX	Chevron Corp Energy	Reduced	134,618	-3,058	$27,852,463	+32.7%	0.61%
NEE	Nextera Energy Inc Utilities	Reduced	289,287	-8,958	$26,868,975	+12.2%	0.59%
ADI	Analog Devices Inc Technology	Added	76,665	+2,324	$24,390,202	+21.0%	0.54%
GS	Goldman Sachs Group Inc Financial Services	Reduced	28,617	-705	$24,209,695	−6.1%	0.53%
GEV	GE Vernova Inc. Industrials	Reduced	27,043	-36	$23,605,834	+33.4%	0.52%
ORCL	Oracle Corp Technology	Reduced	158,118	-1,858	$23,260,738	−25.4%	0.51%
UNP	Union Pacific Corp Industrials	Reduced	92,692	-4,974	$22,488,932	−0.5%	0.49%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	239,286	-7,100	$22,330,168	+8.1%	0.49%
META	Meta Platforms, Inc. Communication Services	Added	38,984	+672	$22,303,915	−11.8%	0.49%
LRCX	Lam Research Corp Technology	Reduced	94,142	-1,670	$20,114,379	+22.6%	0.44%
WMT	Walmart Inc. Consumer Defensive	Added	159,943	+1,665	$19,877,715	+12.7%	0.44%
EMR	Emerson Electric Co Industrials	Reduced	148,182	-2,785	$19,414,804	−3.1%	0.43%
GLD	Spdr Gold Trust	Reduced	44,683	-1,213	$19,226,647	+5.7%	0.42%
ADP	Automatic Data Processing Inc Technology	Reduced	93,308	-6,123	$18,958,318	−25.9%	0.42%
ITW	Illinois Tool Works Inc Industrials	Reduced	72,407	-2,960	$18,846,817	+1.5%	0.41%
STT	State Street Corp Financial Services	Reduced	145,679	-3,342	$18,437,134	−4.1%	0.40%
AMGN	Amgen Inc Healthcare	Reduced	50,548	-472	$17,785,313	+6.5%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.