Fiduciary Trust Co
SEC Form 13F institutional filer · CIK 0000035442
13F-HR · 380 reported holdings · 2026-03-31
Trust company.
Reported long-US-equity value
$6.54B
Top-10 concentration
57.7%
Fiduciary Trust Co — $6.54B AUM allocation strategy
Fiduciary Trust Co files SEC Form 13F and reports $6.54B of long US equity value across 380 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 12.6%, followed by Consumer Discretionary 10.1% and Industrials 7.1%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Fiduciary Trust Co — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$6.54B
total across 380 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPGI +327K sh · +$17.2M+$IVV +16.8K sh · −$62.7M+$BSX +15.8K sh · +$826K
Biggest trims (shares)
−$AMCR −502K sh · +$182K−$IVZ −150K sh · −$14.8M−$TJX −69.5K sh · +$6.73M
Exited to nil (held last quarter, gone now)
$TTD ($838K last qtr)$WELL ($527K last qtr)$ED ($367K last qtr)$CPRT ($297K last qtr)$WTW ($262K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense7.1%—
- Apparel Retail7.0%—
- Technology Hardware, Storage & Peripherals5.7%—
- Interactive Media & Services4.5%—
- Systems Software3.6%—
- Semiconductors3.3%—
- Broadline Retail2.0%—
- Financial Exchanges & Data1.6%—
- Other holdings65.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $HONA | Honeywell Aerospace Inc | 643 | $462M | -1 | 7.1% |
| $TJX | TJX Companies Inc | 2.86M | $456M | -69.5K | 7.0% |
| $AAPL | Apple Inc | 1.46M | $371M | -49.7K | 5.7% |
| $MSFT | Microsoft Corporation | 642K | $238M | -19.1K | 3.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 682K | $196M | -39.7K | 3.0% |
| $AMZN | Amazon.com Inc | 605K | $126M | -7.42K | 1.9% |
| $NVDA | NVIDIA Corporation | 695K | $121M | -25.3K | 1.9% |
| $SPGI | S&P Global Inc | 1.39M | $105M | +327K | 1.6% |
| $IVZ | Invesco Ltd | 855K | $100M | -150K | 1.5% |
…and 371 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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