KMG Fiduciary Partners, LLC

13F filer · CIK 0001773205

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$1.08BU.S. long equity reported on 13F

Positions1378 new · 28 closed

Net flow last quarter-$286MBuys minus sells

Top 10 positions weight36.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026137 positions
AAPLApple Inc.	$69.6M	6.46%	0.00%	-15.8%	Q4 2018
NVDANvidia Corp	$56.5M	5.25%	0.00%	-29.0%	Q4 2019
GOOGLAlphabet Inc.	$50M	4.65%	0.00%	-22.3%	Q4 2018
MSFTMicrosoft Corp	$43.7M	4.06%	0.00%	-11.1%	Q4 2018
AMZNAmazon Com Inc	$37M	3.43%	0.00%	-17.3%	Q4 2018
JPMJPMorgan Chase & Co	$34.2M	3.18%	0.00%	-14.0%	Q4 2018
AMDAdvanced Micro Devices Inc	$30.6M	2.85%	0.00%	-8.4%	Q2 2021
LLYELI LILLY & Co	$29.6M	2.75%	0.00%	-16.3%	Q4 2018
GSGoldman Sachs Group Inc	$21.3M	1.98%	0.01%	-24.2%	Q1 2019
BRK.BBerkshire Hathaway Inc	$19M	1.77%	Not reported	-0.6%	Q4 2018
METAMeta Platforms, Inc.	$18.5M	1.72%	Not reported	-25.9%	Q4 2018
ABBVAbbVie Inc.	$15.9M	1.47%	0.00%	-18.5%	Q4 2018
QCOMQualcomm Inc	$15.2M	1.41%	0.01%	-20.7%	Q4 2018
PGPROCTER & GAMBLE Co	$15.1M	1.40%	0.00%	+11.7%	Q4 2018
KOCoca Cola Co	$12.9M	1.20%	0.00%	-10.5%	Q4 2018
AVGOBroadcom Inc.	$11.2M	1.04%	0.00%	-20.6%	Q1 2021
RTXRTX Corp	$11.1M	1.03%	0.00%	+2.9%	Q2 2020
MARMarriott International Inc	$11M	1.02%	0.01%	+1.9%	Q3 2020
CSCOCisco Systems, Inc.	$10.3M	0.96%	0.00%	-38.4%	Q4 2018
AXPAmerican Express Co	$10M	0.93%	0.00%	-5.2%	Q4 2018
FTNTFortinet, Inc.	$9.92M	0.92%	0.01%	+4.9%	Q4 2025
CVXChevron Corp	$9.7M	0.90%	0.00%	-26.4%	Q4 2018
ORCLOracle Corp	$9.58M	0.89%	0.00%	+3.6%	Q4 2018
BLKBlackRock, Inc.	$8.81M	0.82%	0.01%	+2.0%	Q4 2018
GOOGAlphabet Inc.	$8.47M	0.79%	Not reported	-7.1%	Q4 2018
COSTCostco Wholesale Corp	$8.28M	0.77%	0.00%	-14.5%	Q4 2018
WELLWelltower Inc.	$7.48M	0.69%	0.00%	-7.2%	Q4 2018
LOWLowes Companies Inc	$6.83M	0.63%	0.01%	-27.3%	Q4 2018
AMATApplied Materials Inc	$6.83M	0.63%	0.00%	-71.8%	Q2 2020
VVisa Inc.	$6.7M	0.62%	0.00%	-40.9%	Q4 2019
CAHCardinal Health Inc	$6.5M	0.60%	0.01%	-47.4%	Q4 2019
PRUPrudential Financial Inc	$6.38M	0.59%	0.02%	+24.6%	Q3 2020
DUKDuke Energy CORP	$6.35M	0.59%	0.01%	-19.3%	Q4 2018
PANWPalo Alto Networks Inc	$6.03M	0.56%	0.00%	-53.0%	Q2 2021
KMIKinder Morgan, Inc.	$5.69M	0.53%	0.01%	+24.6%	Q3 2024
MDYSPDR S&P Midcap 400 ETF Trust	$5.31M	0.49%	Not reported	-0.1%	Q4 2018
MSMorgan Stanley	$5.3M	0.49%	0.00%	-25.5%	Q1 2020
VZVerizon Communications Inc	$5.22M	0.48%	0.00%	+22.4%	Q4 2018
ISRGIntuitive Surgical Inc	$5.04M	0.47%	0.00%	-16.5%	Q3 2021
UPSUnited Parcel Service Inc	$4.99M	0.46%	0.01%	+27.7%	Q3 2020
PLTRPalantir Technologies Inc.	$4.95M	0.46%	0.00%	+12.3%	Q2 2025
NFLXNetflix Inc	$4.63M	0.43%	0.00%	+38.4%	Q4 2018
PFEPfizer Inc	$4.6M	0.43%	0.00%	+26.4%	Q1 2019
IBMInternational Business Machines Corp	$4.28M	0.40%	0.00%	-52.7%	Q4 2018
TSLATesla, Inc.	$4.27M	0.40%	0.00%	+2.2%	Q1 2020
HDHome Depot, Inc.	$4.23M	0.39%	0.00%	+90.0%	Q3 2019
INTCIntel Corp	$4.15M	0.39%	0.00%	-20.0%	Q4 2018
UNHUnitedhealth Group Inc	$3.72M	0.35%	0.00%	-55.4%	Q4 2018
AMGNAmgen Inc	$3.57M	0.33%	0.00%	+38.9%	Q4 2018
DALDelta Air Lines, Inc.	$3.57M	0.33%	0.01%	-55.6%	Q3 2020

Q1 2026Reported Apr 13, 2026156 positions
AAPLApple Inc.	$72.5M	5.36%	0.00%	+0.2%	Q4 2018
NVDANvidia Corp	$69.3M	5.12%	0.00%	-3.4%	Q4 2019
GOOGLAlphabet Inc.	$51.8M	3.83%	0.00%	-3.0%	Q4 2018
MSFTMicrosoft Corp	$48.8M	3.61%	0.00%	+3.3%	Q4 2018
AMZNAmazon Com Inc	$39M	2.89%	0.00%	+4.1%	Q4 2018
JPMJPMorgan Chase & Co	$35.7M	2.64%	0.00%	-1.0%	Q4 2018
LLYELI LILLY & Co	$27.1M	2.00%	0.00%	-5.7%	Q4 2018
METAMeta Platforms, Inc.	$25.3M	1.87%	Not reported	+2.0%	Q4 2018
GSGoldman Sachs Group Inc	$23.5M	1.74%	0.01%	-7.7%	Q1 2019
BRK.BBerkshire Hathaway Inc	$18.3M	1.36%	Not reported	+1.7%	Q4 2018
ABBVAbbVie Inc.	$16.8M	1.24%	0.00%	-0.5%	Q4 2018
CVXChevron Corp	$16.5M	1.22%	0.00%	-0.7%	Q4 2018
KOCoca Cola Co	$13.5M	1.00%	0.00%	-0.5%	Q4 2018
QCOMQualcomm Inc	$13.4M	0.99%	0.01%	+7.2%	Q4 2018
PGPROCTER & GAMBLE Co	$13.3M	0.98%	0.00%	+7.5%	Q4 2018
AMDAdvanced Micro Devices Inc	$11.7M	0.87%	0.00%	-15.1%	Q2 2021
AVGOBroadcom Inc.	$11.6M	0.86%	0.00%	-5.2%	Q1 2021
AMATApplied Materials Inc	$11.4M	0.84%	0.00%	-3.0%	Q2 2020
CSCOCisco Systems, Inc.	$11.1M	0.82%	0.00%	-3.2%	Q4 2018
CAHCardinal Health Inc	$11M	0.81%	0.02%	-9.5%	Q4 2019
RTXRTX Corp	$11M	0.81%	0.00%	-13.0%	Q2 2020
COSTCostco Wholesale Corp	$10.3M	0.76%	0.00%	-9.7%	Q4 2018
LOWLowes Companies Inc	$10.1M	0.75%	0.01%	-0.8%	Q4 2018
VVisa Inc.	$9.99M	0.74%	0.00%	+6.5%	Q4 2019
MARMarriott International Inc	$9.52M	0.70%	0.01%	-4.7%	Q3 2020
AXPAmerican Express Co	$9.47M	0.70%	0.00%	0.0%	Q4 2018
ORCLOracle Corp	$9.28M	0.69%	0.00%	-2.3%	Q4 2018
BLKBlackRock, Inc.	$8.64M	0.64%	0.01%	+2.6%	Q4 2018
VRTVertiv Holdings Co	$8.28M	0.61%	0.01%	-2.3%	Q4 2024
DUKDuke Energy CORP	$8.13M	0.60%	0.01%	+0.1%	Q4 2018
IBMInternational Business Machines Corp	$7.81M	0.58%	0.00%	+0.7%	Q4 2018
GOOGAlphabet Inc.	$7.4M	0.55%	Not reported	-0.9%	Q4 2018
IWSImageware Systems Inc	$7.36M	0.54%	Not reported	-0.3%	Q4 2018
WELLWelltower Inc.	$7.02M	0.52%	0.01%	0.0%	Q4 2018
ISRGIntuitive Surgical Inc	$6.99M	0.52%	0.00%	-1.1%	Q3 2021
GLWCorning Inc	$6.72M	0.50%	0.01%	-3.7%	Q4 2023
MRKMerck & Co., Inc.	$6.41M	0.47%	0.00%	-0.5%	Q4 2018
GDGeneral Dynamics Corp	$6.39M	0.47%	0.01%	+0.5%	Q4 2018
PANWPalo Alto Networks Inc	$6.03M	0.45%	0.00%	-1.0%	Q2 2021
CATCaterpillar Inc	$5.74M	0.42%	0.00%	-1.2%	Q1 2021
DALDelta Air Lines, Inc.	$5.7M	0.42%	0.01%	0.0%	Q3 2020
CRMSalesforce, Inc.	$5.69M	0.42%	0.00%	-0.1%	Q4 2018
MSMorgan Stanley	$5.61M	0.41%	0.00%	+0.3%	Q1 2020
PLTRPalantir Technologies Inc.	$5.53M	0.41%	0.00%	+252.0%	Q2 2025
UNHUnitedhealth Group Inc	$5.44M	0.40%	0.00%	-0.4%	Q4 2018
GMGeneral Motors Co	$5.12M	0.38%	0.01%	-2.2%	Q4 2018
VZVerizon Communications Inc	$5.05M	0.37%	0.00%	-3.5%	Q4 2018
FTNTFortinet, Inc.	$5.03M	0.37%	0.01%	+1025.8%	Q4 2025
NOCNorthrop Grumman Corp	$4.83M	0.36%	0.01%	-0.8%	Q1 2020
KMIKinder Morgan, Inc.	$4.79M	0.35%	0.01%	+0.4%	Q3 2024

Q4 2025Reported Jan 14, 2026160 positions
AAPLApple Inc.	$77.5M	5.51%	0.00%	-1.7%	Q4 2018
NVDANvidia Corp	$76.7M	5.45%	0.00%	-4.4%	Q4 2019
MSFTMicrosoft Corp	$61.7M	4.39%	0.00%	-2.0%	Q4 2018
GOOGLAlphabet Inc.	$58.1M	4.13%	0.00%	-5.4%	Q4 2018
AMZNAmazon Com Inc	$41.6M	2.95%	0.00%	-0.9%	Q4 2018
JPMJPMorgan Chase & Co	$39.5M	2.81%	0.00%	-0.1%	Q4 2018
LLYELI LILLY & Co	$33.5M	2.38%	0.00%	-1.5%	Q4 2018
METAMeta Platforms, Inc.	$28.6M	2.04%	Not reported	-2.3%	Q4 2018
GSGoldman Sachs Group Inc	$26.4M	1.88%	0.01%	-1.7%	Q1 2019
BRK.BBerkshire Hathaway Inc	$18.9M	1.34%	Not reported	+0.3%	Q4 2018
ABBVAbbVie Inc.	$17.8M	1.26%	0.00%	+1.2%	Q4 2018
QCOMQualcomm Inc	$16.6M	1.18%	0.01%	+1.7%	Q4 2018
AMDAdvanced Micro Devices Inc	$14.5M	1.03%	0.00%	-14.5%	Q2 2021
AVGOBroadcom Inc.	$13.6M	0.97%	0.00%	-2.2%	Q1 2021
ORCLOracle Corp	$12.6M	0.89%	0.00%	-11.8%	Q4 2018
KOCoca Cola Co	$12.4M	0.88%	0.00%	+2.2%	Q4 2018
PGPROCTER & GAMBLE Co	$12.3M	0.87%	0.00%	+0.3%	Q4 2018
CVXChevron Corp	$12.2M	0.87%	0.00%	+5.5%	Q4 2018
RTXRTX Corp	$12M	0.85%	0.00%	-1.8%	Q2 2020
CAHCardinal Health Inc	$11.8M	0.84%	0.02%	-1.8%	Q4 2019
AXPAmerican Express Co	$11.6M	0.82%	0.00%	+0.2%	Q4 2018
CSCOCisco Systems, Inc.	$11.4M	0.81%	0.00%	+0.4%	Q4 2018
VVisa Inc.	$10.9M	0.77%	0.00%	+1.5%	Q4 2019
LOWLowes Companies Inc	$10.4M	0.74%	0.01%	+5.4%	Q4 2018
COSTCostco Wholesale Corp	$9.88M	0.70%	0.00%	-3.6%	Q4 2018
IBMInternational Business Machines Corp	$9.48M	0.67%	0.00%	+3.4%	Q4 2018
MARMarriott International Inc	$9.47M	0.67%	0.01%	+1.1%	Q3 2020
BLKBlackRock, Inc.	$9.37M	0.67%	0.01%	+1.6%	Q4 2018
AMATApplied Materials Inc	$8.85M	0.63%	0.00%	-12.7%	Q2 2020
ISRGIntuitive Surgical Inc	$8.68M	0.62%	0.00%	-1.5%	Q3 2021
GOOGAlphabet Inc.	$8.17M	0.58%	Not reported	-2.7%	Q4 2018
CRMSalesforce, Inc.	$8.08M	0.57%	0.00%	-32.9%	Q4 2018
DUKDuke Energy CORP	$7.27M	0.52%	0.01%	+2.8%	Q4 2018
IWSImageware Systems Inc	$7.14M	0.51%	Not reported	0.0%	Q4 2018
PANWPalo Alto Networks Inc	$7M	0.50%	0.01%	-5.4%	Q2 2021
UNHUnitedhealth Group Inc	$6.66M	0.47%	0.00%	+23.9%	Q4 2018
WELLWelltower Inc.	$6.59M	0.47%	0.01%	-0.4%	Q4 2018
GDGeneral Dynamics Corp	$6.24M	0.44%	0.01%	+0.6%	Q4 2018
MSMorgan Stanley	$6.03M	0.43%	0.00%	-2.3%	Q1 2020
DALDelta Air Lines, Inc.	$5.95M	0.42%	0.01%	+1.5%	Q3 2020
GMGeneral Motors Co	$5.72M	0.41%	0.01%	-2.5%	Q4 2018
MRKMerck & Co., Inc.	$5.64M	0.40%	0.00%	+0.1%	Q4 2018
VRTVertiv Holdings Co	$5.47M	0.39%	0.01%	-1.8%	Q4 2024
CTASCintas Corp	$5.15M	0.37%	0.01%	-43.0%	Q2 2020
INTCIntel Corp	$5.1M	0.36%	0.00%	-14.4%	Q4 2018
METMetlife Inc	$4.83M	0.34%	0.01%	+2.3%	Q1 2020
CATCaterpillar Inc	$4.7M	0.33%	0.00%	-10.2%	Q1 2021
PRUPrudential Financial Inc	$4.63M	0.33%	0.01%	+6.9%	Q3 2020
MDYSPDR S&P Midcap 400 ETF Trust	$4.56M	0.32%	Not reported	0.0%	Q4 2018
GLWCorning Inc	$4.49M	0.32%	0.01%	-2.4%	Q4 2023

Q3 2025Reported Oct 10, 2025168 positions
NVDANvidia Corp	$80.2M	5.38%	0.00%	+10.0%	Q4 2019
AAPLApple Inc.	$73.8M	4.95%	0.00%	+1.0%	Q4 2018
MSFTMicrosoft Corp	$67.4M	4.52%	0.00%	+1.3%	Q4 2018
GOOGLAlphabet Inc.	$47.7M	3.20%	0.00%	+1.6%	Q4 2018
AMZNAmazon Com Inc	$39.9M	2.68%	0.00%	+2.6%	Q4 2018
JPMJPMorgan Chase & Co	$38.7M	2.60%	0.00%	+0.8%	Q4 2018
METAMeta Platforms, Inc.	$32.6M	2.19%	Not reported	+1.7%	Q4 2018
GSGoldman Sachs Group Inc	$24.4M	1.63%	0.01%	+0.7%	Q1 2019
LLYELI LILLY & Co	$24.2M	1.62%	0.00%	+5.5%	Q4 2018
ORCLOracle Corp	$20.6M	1.38%	0.00%	+0.8%	Q4 2018
BRK.BBerkshire Hathaway Inc	$18.9M	1.27%	Not reported	+8.6%	Q4 2018
ABBVAbbVie Inc.	$17.8M	1.19%	0.00%	+2.6%	Q4 2018
QCOMQualcomm Inc	$15.8M	1.06%	0.01%	+3.1%	Q4 2018
AVGOBroadcom Inc.	$13.3M	0.89%	0.00%	+2.2%	Q1 2021
PGPROCTER & GAMBLE Co	$13.1M	0.88%	0.00%	+5.2%	Q4 2018
AMDAdvanced Micro Devices Inc	$12.8M	0.86%	0.00%	+4.9%	Q2 2021
CVXChevron Corp	$11.8M	0.79%	0.00%	+1.9%	Q4 2018
KOCoca Cola Co	$11.5M	0.78%	0.00%	+3.0%	Q4 2018
RTXRTX Corp	$11.2M	0.75%	0.01%	+2.9%	Q2 2020
COSTCostco Wholesale Corp	$11M	0.74%	0.00%	+4.0%	Q4 2018
CRMSalesforce, Inc.	$10.8M	0.72%	0.00%	+5.1%	Q4 2018
VVisa Inc.	$10.4M	0.70%	0.00%	+4.8%	Q4 2019
AXPAmerican Express Co	$10.4M	0.70%	0.00%	-0.3%	Q4 2018
LOWLowes Companies Inc	$10.3M	0.69%	0.01%	+3.7%	Q4 2018
CSCOCisco Systems, Inc.	$10M	0.67%	0.00%	+3.3%	Q4 2018
BLKBlackRock, Inc.	$10M	0.67%	0.01%	+2.9%	Q4 2018
CTASCintas Corp	$9.86M	0.66%	0.01%	+4.1%	Q2 2020
CAHCardinal Health Inc	$9.19M	0.62%	0.02%	-0.5%	Q4 2019
IBMInternational Business Machines Corp	$8.73M	0.59%	0.00%	+1.0%	Q4 2018
PANWPalo Alto Networks Inc	$8.18M	0.55%	0.01%	+4.0%	Q2 2021
AMATApplied Materials Inc	$8.08M	0.54%	0.01%	+1.5%	Q2 2020
MARMarriott International Inc	$7.87M	0.53%	0.01%	+5.1%	Q3 2020
DUKDuke Energy CORP	$7.47M	0.50%	0.01%	+10.2%	Q4 2018
IWSImageware Systems Inc	$7.07M	0.47%	Not reported	+0.6%	Q4 2018
ISRGIntuitive Surgical Inc	$6.96M	0.47%	0.00%	+7.6%	Q3 2021
GOOGAlphabet Inc.	$6.52M	0.44%	Not reported	-0.7%	Q4 2018
WELLWelltower Inc.	$6.35M	0.43%	0.01%	-0.7%	Q4 2018
GDGeneral Dynamics Corp	$6.28M	0.42%	0.01%	+1.6%	Q4 2018
CMGChipotle Mexican Grill Inc	$5.95M	0.40%	0.01%	+9.8%	Q1 2025
TSLATesla, Inc.	$5.68M	0.38%	0.00%	-5.6%	Q1 2020
UNHUnitedhealth Group Inc	$5.62M	0.38%	0.00%	+9.3%	Q4 2018
MSMorgan Stanley	$5.52M	0.37%	0.00%	Not reported	Q1 2020
INTCIntel Corp	$5.41M	0.36%	0.00%	+0.3%	Q4 2018
NFLXNetflix Inc	$5.32M	0.36%	0.00%	-2.0%	Q4 2018
VRTVertiv Holdings Co	$5.19M	0.35%	0.01%	+0.9%	Q4 2024
METMetlife Inc	$4.92M	0.33%	0.01%	+2.3%	Q1 2020
DALDelta Air Lines, Inc.	$4.79M	0.32%	0.01%	+1.4%	Q3 2020
MDYSPDR S&P Midcap 400 ETF Trust	$4.5M	0.30%	Not reported	-0.8%	Q4 2018
MRKMerck & Co., Inc.	$4.49M	0.30%	0.00%	+0.4%	Q4 2018
GMGeneral Motors Co	$4.4M	0.30%	0.01%	+0.9%	Q4 2018

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