Fiduciary Alliance LLC
Top Portfolio Positions
318 positions ·
$1,009,277,464 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
231,623 | $58,783,601 | 5.82% | |
| MSFT |
Microsoft Corp
Technology
|
115,569 | $42,780,176 | 4.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
119,379 | $35,116,526 | 3.48% | |
| NVDA |
Nvidia Corp
Technology
|
200,590 | $34,982,896 | 3.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
153,680 | $32,006,933 | 3.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
41,454 | $26,959,194 | 2.67% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
49,701 | $23,816,719 | 2.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
76,653 | $22,042,336 | 2.18% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
164,355 | $20,619,978 | 2.04% | |
| COP |
Conocophillips
Energy
|
149,418 | $19,723,176 | 1.95% |
Portfolio Trend
14 quarters · across all stocks
Holdings in FDUS
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,283 | 12,301 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $237,409 | 12,301 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $263,886 | 13,025 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $263,105 | 13,025 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $265,579 | 13,025 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $273,785 | 13,025 | Shares | Sole | 2025-01-13 | |
| No 13F history on record for this holder in this stock. | ||||||