KMG FIDUCIARY PARTNERS, LLC
SEC Form 13F institutional filer · CIK 0001773205
13F-HR · 142 reported holdings · 2026-03-31
KMG FIDUCIARY PARTNERS, LLC is a fiduciary investment advisor.
Reported long-US-equity value
$1.10B
Top-10 concentration
44.9%
KMG FIDUCIARY PARTNERS, LLC — $1.1B AUM allocation strategy
KMG FIDUCIARY PARTNERS, LLC files SEC Form 13F and reports $1.1B of long US equity value across 142 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.5%, followed by Financials 12.3% and Communication Services 7.0%.
The top 10 holdings account for 45% of reported value — a broadly spread portfolio. 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.
KMG FIDUCIARY PARTNERS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.1B
total across 142 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
45% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLE +70.3K sh · +$4.48M+$FTNT +56.1K sh · +$4.6M+$IVV +46.7K sh · +$563K
Biggest trims (shares)
−$INTC −101K sh · −$3.46M−$SPYM −74.8K sh · −$7.54M−$F −42.1K sh · −$693K
Exited to nil (held last quarter, gone now)
$FSLR ($318K last qtr)$ADP ($244K last qtr)$BSX ($235K last qtr)$LDOS ($233K last qtr)$HIG ($210K 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)
- Semiconductors7.5%—
- Interactive Media & Services7.0%—
- Technology Hardware, Storage & Peripherals6.6%—
- Systems Software4.4%—
- Asset Management & Custody Banks4.0%—
- Broadline Retail3.5%—
- Diversified Banks3.2%—
- Pharmaceuticals2.4%—
- Other holdings61.3%—
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
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 286K | $72.5M | +572 | 6.6% |
| $NVDA | NVIDIA Corporation | 397K | $69.3M | -13.8K | 6.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 180K | $51.8M | -5.62K | 4.7% |
| $MSFT | Microsoft Corporation | 132K | $48.8M | +4.19K | 4.4% |
| $AMZN | Amazon.com Inc | 187K | $39M | +7.4K | 3.5% |
| $JPM | JP Morgan Chase & Co | 121K | $35.7M | -1.17K | 3.2% |
| $IVZ | Invesco Ltd | 645K | $27.1M | +14.5K | 2.5% |
| $LLY | Eli Lilly and Company | 29.4K | $27.1M | -1.76K | 2.5% |
…and 134 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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