Fiduciary Group, LLC
CIK
1645890
City
SAVANNAH
State / Country
GA
Top Portfolio Positions
210 positions ·
$693,715,293 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
220,637 | $55,995,464 | 8.07% | |
| MSFT |
Microsoft Corp
Technology
|
90,095 | $33,350,466 | 4.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
87,657 | $25,785,183 | 3.72% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
53,317 | $25,549,506 | 3.68% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
180,857 | $22,476,907 | 3.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
106,956 | $22,275,726 | 3.21% | |
| JNJ |
Johnson & Johnson
Healthcare
|
83,789 | $20,481,383 | 2.95% | |
| MCO |
Moodys Corp /De/
Financial Services
|
45,287 | $19,756,453 | 2.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,876 | $16,355,262 | 2.36% | |
| RTX |
RTX Corp
Industrials
|
80,919 | $15,609,275 | 2.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OPP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,807 | 12,100 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $96,195 | 12,100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $103,213 | 12,100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $103,455 | 12,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $103,818 | 12,100 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $108,420 | 13,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $116,576 | 13,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $111,116 | 13,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $110,731 | 13,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $115,652 | 14,000 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $109,895 | 14,060 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $127,086 | 15,060 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $127,385 | 15,060 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $129,171 | 15,060 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $165,181 | 18,170 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $190,145 | 17,670 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $217,558 | 17,670 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $273,433 | 19,487 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $323,404 | 22,463 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $340,975 | 22,148 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $331,960 | 22,248 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $311,983 | 22,048 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $354,767 | 26,168 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $359,681 | 26,168 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $385,150 | 30,451 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||