KMG FIDUCIARY PARTNERS, LLC
Top Portfolio Positions
147 positions ·
$886,078,574 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
285,635 | $72,491,306 | 8.18% | |
| NVDA |
Nvidia Corp
Technology
|
397,226 | $69,276,214 | 7.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
180,049 | $51,774,890 | 5.84% | |
| MSFT |
Microsoft Corp
Technology
|
131,743 | $48,767,306 | 5.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
187,457 | $39,041,669 | 4.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
121,421 | $35,717,201 | 4.03% | |
| LLY |
ELI LILLY & Co
Healthcare
|
29,431 | $27,069,750 | 3.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
44,272 | $25,329,339 | 2.86% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
27,750 | $23,476,222 | 2.65% | |
| ABBV |
AbbVie Inc.
Healthcare
|
77,387 | $16,830,898 | 1.90% |
Portfolio Trend
Holdings in BITB
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,432,367 | 66,079 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,097,059 | 65,119 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,815,268 | 61,319 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,545,691 | 60,517 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,675,880 | 59,623 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,372,813 | 46,663 | Shares | Sole | 2025-01-15 | |
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