Fiduciary Trust Co

Bank

CIK

35442

Location

Boston, MA

Portfolio Value

Mid $4,397,138,081

Diversification

Diversified

Filing Date

Global Rank

#733 / 8,603 ▼ 11 · as of Mar 2026

Top Industry

Apparel Retail 10.7%

3Y Alpha vs SPY

-4.7%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.4%

SPY

+76.0%

Annualised alpha

-4.4%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.4%

+0.8 pts

Top 5

33.7%

−2.5 pts

Top 10

45.4%

−2.9 pts

HHI

310

Diversified−23

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.9%	$1,182,138,374	94
Consumer Cyclical	22.6%	$993,710,091	58
Financial Services	11.3%	$497,709,466	122
Healthcare	10.6%	$467,631,536	91
Industrials	8.7%	$384,175,913	109
Communication Services	5.8%	$256,964,752	19
Consumer Defensive	5.3%	$233,041,927	32
Energy	2.8%	$124,781,930	36
Basic Materials	2.5%	$108,170,747	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
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
AUB	Atlantic Union Bankshares Corp	−9,639	8,606	$307,578
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

648 positions · $4,397,138,081 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 648 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%	10.38%
AAPL	Apple Inc. Technology	Reduced	1,461,111	-49,717	$370,815,360	−9.7%	8.43%
MSFT	Microsoft Corp Technology	Reduced	642,279	-19,136	$237,752,416	−25.7%	5.41%
CPNG	Coupang, Inc. Consumer Cyclical	Reduced	11,674,801	-713,141	$220,420,242	−24.6%	5.01%
GOOGL	Alphabet Inc. Communication Services	Reduced	681,749	-39,690	$196,043,741	−13.2%	4.46%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	605,261	-7,425	$126,057,708	−10.9%	2.87%
NVDA	Nvidia Corp Technology	Reduced	694,709	-25,264	$121,157,248	−9.8%	2.76%
AVGO	Broadcom Inc. Technology	Reduced	305,795	-10,678	$94,646,609	−13.6%	2.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	313,362	-8,929	$92,178,565	−11.2%	2.10%
JNJ	Johnson & Johnson Healthcare	Reduced	323,030	-11,028	$78,961,452	+14.2%	1.80%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	227,932	-2,098	$74,964,554	−5.3%	1.70%
ABBV	AbbVie Inc. Healthcare	Reduced	311,267	-15,340	$67,697,458	−9.3%	1.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	126,382	+2,860	$60,562,253	−2.5%	1.38%
MS	Morgan Stanley Financial Services	Reduced	339,853	-1,544	$55,929,607	−7.7%	1.27%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	350,264	-12,455	$50,592,132	−2.7%	1.15%
MRK	Merck & Co., Inc. Healthcare	Reduced	406,382	-17,514	$48,883,690	+9.6%	1.11%
CSCO	Cisco Systems, Inc. Technology	Reduced	569,042	-12,409	$44,151,968	−1.4%	1.00%
CAT	Caterpillar Inc Industrials	Reduced	61,312	-559	$43,437,099	+22.6%	0.99%
V	Visa Inc. Financial Services	Reduced	139,852	-4,790	$42,268,867	−16.7%	0.96%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	41,304	-809	$41,156,544	+13.3%	0.94%
CBT	Cabot Corp Basic Materials	Held	536,669	0	$40,416,542	+13.6%	0.92%
APH	Amphenol Corp /De/ Technology	Reduced	293,036	-17,672	$37,025,098	−11.8%	0.84%
ABT	Abbott Laboratories Healthcare	Reduced	360,530	-14,675	$37,015,614	−21.3%	0.84%
RTX	RTX Corp Industrials	Reduced	182,768	-4,124	$35,255,946	+2.9%	0.80%
PEP	Pepsico Inc Consumer Defensive	Reduced	215,996	-6,795	$33,542,018	+4.9%	0.76%
CTRA	Coterra Energy Inc. Energy	Added	908,864	+260	$31,937,480	+33.5%	0.73%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	95,810	-1,705	$29,776,789	−0.1%	0.68%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	60,170	-3,715	$29,575,360	−20.1%	0.67%
SPY	Spdr S&P 500 ETF Trust	Reduced	45,026	-136	$29,282,208	−4.9%	0.67%
MA	Mastercard Inc Financial Services	Reduced	58,444	-368	$29,202,128	−13.0%	0.66%
AXP	American Express Co Financial Services	Added	95,476	+6,101	$28,879,579	−12.7%	0.66%
CVX	Chevron Corp Energy	Reduced	134,618	-3,058	$27,852,463	+32.7%	0.63%
NEE	Nextera Energy Inc Utilities	Reduced	289,287	-8,958	$26,868,975	+12.2%	0.61%
ADI	Analog Devices Inc Technology	Added	76,665	+2,324	$24,390,202	+21.0%	0.55%
GS	Goldman Sachs Group Inc Financial Services	Reduced	28,617	-705	$24,209,695	−6.1%	0.55%
GEV	GE Vernova Inc. Industrials	Reduced	27,043	-36	$23,605,834	+33.4%	0.54%
ORCL	Oracle Corp Technology	Reduced	158,118	-1,858	$23,260,738	−25.4%	0.53%
UNP	Union Pacific Corp Industrials	Reduced	92,692	-4,974	$22,488,932	−0.5%	0.51%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	239,286	-7,100	$22,330,168	+8.1%	0.51%
META	Meta Platforms, Inc. Communication Services	Added	38,984	+672	$22,303,915	−11.8%	0.51%
LRCX	Lam Research Corp Technology	Reduced	94,142	-1,670	$20,114,379	+22.6%	0.46%
WMT	Walmart Inc. Consumer Defensive	Added	159,943	+1,665	$19,877,715	+12.7%	0.45%
EMR	Emerson Electric Co Industrials	Reduced	148,182	-2,785	$19,414,804	−3.1%	0.44%
GLD	Spdr Gold Trust	Reduced	44,683	-1,213	$19,226,647	+5.7%	0.44%
ADP	Automatic Data Processing Inc Technology	Reduced	93,308	-6,123	$18,958,318	−25.9%	0.43%
ITW	Illinois Tool Works Inc Industrials	Reduced	72,407	-2,960	$18,846,817	+1.5%	0.43%
STT	State Street Corp Financial Services	Reduced	145,679	-3,342	$18,437,134	−4.1%	0.42%
AMGN	Amgen Inc Healthcare	Reduced	50,548	-472	$17,785,313	+6.5%	0.40%
KO	Coca Cola Co Consumer Defensive	Reduced	221,967	-1,838	$16,880,589	+7.9%	0.38%
IBM	International Business Machines Corp Technology	Reduced	69,249	-251	$16,785,264	−18.5%	0.38%