Fiduciary Trust Co

Bank

CIK

35442

Location

Boston, MA

Portfolio Value

Mid $4,557,757,237

Diversification

Diversified

Filing Date

Global Rank

#562 / 8,232 ▲ 30

Top Industry

Apparel Retail 10.3%

3Y Alpha vs SPY

-5.1%

Period ended 2 months ago

Filed May 15, 2026 · 29d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+55.1%

SPY

+76.5%

Annualised alpha

-5.1%

Max drawdown

−16.7%

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

647 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%	$498,021,948	121
Healthcare	10.3%	$467,631,536	91
Industrials	8.4%	$383,880,873	108
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%	$107,260,902	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	Exxon Mobil 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

647 positions · $4,557,757,237 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 647 positions by value · page 1 of 13

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PLRX	Pliant Therapeutics, Inc. Healthcare	Held	11,620	0	$14,641	+3.3%	0.00%
CDXS	Codexis, Inc. Healthcare	Held	13,620	0	$22,200	0.0%	0.00%
FHTX	Foghorn Therapeutics Inc. Healthcare	Held	10,879	0	$52,001	−11.5%	0.00%
PASG	Passage BIO, Inc. Healthcare	Held	10,750	0	$84,387	−33.5%	0.00%
PDM	Piedmont Realty Trust, Inc. Real Estate	Held	15,800	0	$103,806	−21.2%	0.00%
RFI	Cohen & Steers Total Return Realty Fund Inc Financial Services	Held	10,663	0	$118,785	+0.8%	0.00%
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund Financial Services	Held	15,377	0	$133,164	−9.1%	0.00%
COMP	Compass, Inc. Real Estate	Held	18,480	0	$135,088	−30.8%	0.00%
AKBA	Akebia Therapeutics, Inc. Healthcare	Held	100,000	0	$139,000	−13.7%	0.00%
FWRG	First Watch Restaurant Group, Inc. Consumer Cyclical	Held	13,889	0	$145,556	−30.5%	0.00%
CAG	Conagra Brands Inc. Consumer Defensive	NEW	10,036	NEW	$157,765	NEW	0.00%
NWG	NatWest Group plc Financial Services	Reduced	10,915	-182	$162,633	−16.3%	0.00%
ALKT	Alkami Technology, Inc. Technology	Held	12,600	0	$197,442	−32.1%	0.00%
OCFC	Oceanfirst Financial Corp Financial Services	Held	11,033	0	$199,035	+0.5%	0.00%
PHAT	Phathom Pharmaceuticals, Inc. Healthcare	Added	18,067	+2,027	$200,724	−24.6%	0.00%
AIG	American International Group, Inc. Financial Services	NEW	2,674	NEW	$201,218	NEW	0.00%
BLD	TopBuild Corp Industrials	Reduced	573	-3	$201,294	−16.2%	0.00%
DTE	Dte Energy Co Utilities	Reduced	1,377	-404	$201,344	−12.3%	0.00%
SWK	Stanley Black & Decker, Inc. Industrials	NEW	2,846	NEW	$202,236	NEW	0.00%
CVCO	Cavco Industries, Inc. Consumer Cyclical	Added	419	+44	$202,917	−8.4%	0.00%
IBOC	International Bancshares Corp Financial Services	Held	3,020	0	$203,215	+1.3%	0.00%
CLX	Clorox Co /De/ Consumer Defensive	Reduced	1,965	-1,245	$203,632	−37.1%	0.00%
DLR	Digital Realty Trust, Inc. Real Estate	NEW	1,132	NEW	$203,996	NEW	0.00%
ATI	Ati Inc Industrials	NEW	1,414	NEW	$205,680	NEW	0.00%
DMLP	Dorchester Minerals, L.P. Energy	NEW	7,643	NEW	$207,125	NEW	0.00%
IFF	International Flavors & Fragrances Inc Basic Materials	NEW	2,865	NEW	$207,855	NEW	0.00%
DOC	Healthpeak Properties, Inc. Real Estate	Reduced	12,675	-1,083	$208,249	−5.9%	0.00%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	Reduced	978	-27	$211,130	+0.6%	0.00%
BOW	Bowhead Specialty Holdings Inc. Financial Services	Held	9,509	0	$213,286	−21.4%	0.00%
APPF	Appfolio Inc Technology	Reduced	1,360	-107	$214,635	−37.1%	0.00%
KRYS	Krystal Biotech, Inc. Healthcare	Held	840	0	$216,988	+4.8%	0.00%
TTEK	Tetra Tech Inc Industrials	Reduced	7,225	-250	$217,617	−13.2%	0.00%
XEL	Xcel Energy Inc Utilities	NEW	2,746	NEW	$218,141	NEW	0.00%
MMED	MiniMed Group, Inc. Healthcare	NEW	14,625	NEW	$218,205	NEW	0.00%
BOOT	Boot Barn Holdings, Inc. Consumer Cyclical	Added	1,494	+6	$218,661	−16.7%	0.00%
JKHY	Jack Henry & Associates Inc Technology	Reduced	1,397	-77	$220,781	−17.9%	0.00%
KWR	Quaker Chemical Corp Basic Materials	Reduced	1,786	-30	$221,874	−11.0%	0.00%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	472	-50	$223,368	−8.3%	0.00%
ALLE	Allegion plc Industrials	Added	1,540	+130	$223,746	−0.3%	0.00%
SKY	Champion Homes, Inc. Consumer Cyclical	Added	3,012	+375	$224,001	+0.5%	0.00%
BBT	Beacon Financial Corp Financial Services	NEW	7,478	NEW	$224,340	NEW	0.00%
FDS	Factset Research Systems Inc Financial Services	Added	1,037	+76	$225,018	−19.3%	0.00%
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Added	683	+3	$225,984	−16.4%	0.00%
UNFI	United Natural Foods Inc Consumer Defensive	NEW	5,037	NEW	$226,967	NEW	0.00%
INSM	INSMED Inc Healthcare	NEW	1,389	NEW	$227,129	NEW	0.00%
RIO	Rio Tinto PLC Basic Materials	NEW	2,447	NEW	$228,280	NEW	0.01%
HMN	Horace Mann Educators Corp /De/ Financial Services	Held	5,370	0	$229,191	−7.6%	0.01%
EXE	EXPAND ENERGY Corp Energy	NEW	2,090	NEW	$229,439	NEW	0.01%
FTV	Fortive Corp Technology	Added	4,152	+68	$229,521	+1.8%	0.01%
EXP	Eagle Materials Inc Basic Materials	Added	1,218	+1	$230,749	−8.3%	0.01%