Fiduciary Group, LLC
Top Portfolio Positions
209 positions ·
$668,165,787 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
220,637 | $55,995,464 | 8.38% |
| MSFT |
Microsoft Corp
Technology
|
90,095 | $33,350,466 | 4.99% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
87,657 | $25,785,183 | 3.86% |
| WMT |
Walmart Inc.
Consumer Defensive
|
180,857 | $22,476,907 | 3.36% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
106,956 | $22,275,726 | 3.33% |
| JNJ |
Johnson & Johnson
Healthcare
|
83,789 | $20,481,383 | 3.07% |
| MCO |
Moodys Corp /De/
Financial Services
|
45,287 | $19,756,453 | 2.96% |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,876 | $16,355,262 | 2.45% |
| RTX |
RTX Corp
Industrials
|
80,919 | $15,609,275 | 2.34% |
| NVDA |
Nvidia Corp
Technology
|
85,928 | $14,985,843 | 2.24% |
Holdings in MSDL
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $515,459 | 36,924 | Shares | Sole | 2026-05-11 | |
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