FIDUCIARY FINANCIAL GROUP, LLC
Top Portfolio Positions
164 positions ·
$186,954,738 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
192,855 | $48,944,670 | 26.18% | |
| NVDA |
Nvidia Corp
Technology
|
74,382 | $12,972,220 | 6.94% | |
| IAU |
Ishares Gold Trust
|
104,155 | $9,182,304 | 4.91% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,005 | $4,620,325 | 2.47% | |
| MSFT |
Microsoft Corp
Technology
|
11,844 | $4,384,293 | 2.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,736 | $4,110,416 | 2.20% | |
| GLD |
Spdr Gold Trust
|
9,364 | $4,029,235 | 2.16% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,235 | $3,946,212 | 2.11% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
39,240 | $3,687,775 | 1.97% | |
| SGOL |
abrdn Gold ETF Trust
|
70,980 | $3,167,127 | 1.69% |
Portfolio Trend
8 quarters · across all stocks
Holdings in OCSL
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,740,697 | 154,044 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,564,765 | 122,823 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,031,693 | 79,057 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $825,842 | 60,457 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $823,449 | 53,610 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $275,269 | 18,015 | Shares | Sole | 2025-01-14 | |
| No 13F history on record for this holder in this stock. | ||||||