Kmg-Fiduciary-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  null,
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "BSX",
  null,
  null,
  null,
  "CCI",
  "DUK",
  null,
  null,
  "FITB",
  "GD",
  "HON",
  "BITB",
  "HD",
  "HPQ",
  null,
  null,
  null,
  "MCD",
  "INTU",
  "RPM",
  null,
  "QCOM",
  "ISRG",
  null,
  null,
  null,
  "AMAT",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "IWS",
  "EXG",
  "MSFT",
  "MS",
  "TMUS",
  "FHN",
  "GE",
  null,
  null,
  "DLN",
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "IEMG",
  "IJK",
  "IVV",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "INTC",
  "PRU",
  "PFE",
  null,
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  null,
  "FNDX",
  "IEFA",
  "RY",
  null,
  "SPG",
  "RTX",
  "GLD",
  null,
  "SPLG",
  "IBM",
  "STLD",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "TDG",
  "TFC",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VV",
  "VOE",
  "SCHW",
  null,
  "VWO",
  null,
  null,
  "VCIT",
  null,
  "VIG",
  null,
  null,
  "XLB",
  null,
  null,
  null,
  "ETR",
  null,
  "VRTX",
  null,
  "TT",
  "VRT",
  "SAIA",
  "GM",
  "STWD",
  "AMD",
  "FI",
  "F",
  "WM",
  "IWP",
  "IWR",
  "IR",
  "CAH",
  "AEP",
  null,
  null,
  "VIGI",
  "AMZN",
  "SCHB",
  "CLF",
  "IVE",
  "HCA",
  null,
  null,
  null,
  null,
  "HBAN",
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VBK",
  "BNDX",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VST",
  "WMT",
  "WELL",
  null,
  null,
  null,
  null,
  null,
  "YUMC",
  "YUM",
  null,
  "LNT",
  null,
  "OC",
  "SCHD",
  "SCHG",
  "SCHF",
  "NSC",
  null,
  "SO",
  null,
  null,
  "PSX",
  "CRM",
  "SUI",
  null,
  null,
  null,
  null,
  "NTAP",
  null,
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "COIN",
  "CMCSA",
  "CNDT",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "DELL",
  "DVN",
  "DAL",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "IWB",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MO",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 284
Total Value: 1203830523
Accession Number: 0001754960-25-000181
Form Type: 13F-HR
CIK: kmg-fiduciary-partners
Manager Name: Kmg-Fiduciary-Partners

Data Enrichment

71% identified

201 identified83 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

284 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 15

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00039J830

Shares:28.6K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.2B)

T-Mobile US, Inc.

TMUS|872590104

Shares:3.7K

Value:$993.3K

% of Portfolio:0.1% ($993.3K/$1.2B)

33733E104

Shares:10.9K

Value:$979.5K

% of Portfolio:0.1% ($979.5K/$1.2B)

808524102

SCHB|808524102

Shares:44.6K

Value:$960.7K

% of Portfolio:0.1% ($960.7K/$1.2B)

46138G698

Shares:9.4K

Value:$934.2K

% of Portfolio:0.1% ($934.2K/$1.2B)

922908512

VOE|922908512

Shares:5.7K

Value:$911.9K

% of Portfolio:0.1% ($911.9K/$1.2B)

97717X594

Shares:20.6K

Value:$895.7K

% of Portfolio:0.1% ($895.7K/$1.2B)

922908538

VOT|922908538

Shares:3.7K

Value:$893.1K

% of Portfolio:0.1% ($893.1K/$1.2B)

CITIGROUP INC

C|172967424

Shares:12.5K

Value:$890.8K

% of Portfolio:0.1% ($890.8K/$1.2B)

464287234

EEM|464287234

Shares:20.3K

Value:$885.6K

% of Portfolio:0.1% ($885.6K/$1.2B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:4.9K

Value:$885.3K

% of Portfolio:0.1% ($885.3K/$1.2B)

46138G664

Shares:21.4K

Value:$870.5K

% of Portfolio:0.1% ($870.5K/$1.2B)

464289875

Shares:19.6K

Value:$861.8K

% of Portfolio:0.1% ($861.8K/$1.2B)

921908844

VIG|921908844

Shares:4.4K

Value:$858.4K

% of Portfolio:0.1% ($858.4K/$1.2B)

33738D309

Shares:18.5K

Value:$843.2K

% of Portfolio:0.1% ($843.2K/$1.2B)

FISERV INC

FI|337738108

Shares:3.7K

Value:$806.8K

% of Portfolio:0.1% ($806.8K/$1.2B)

14020G101

Shares:23.1K

Value:$790.9K

% of Portfolio:0.1% ($790.9K/$1.2B)

97717W109

Shares:10.2K

Value:$787.7K

% of Portfolio:0.1% ($787.7K/$1.2B)

808524797

SCHD|808524797

Shares:27.2K

Value:$761.8K

% of Portfolio:0.1% ($761.8K/$1.2B)

464287606

IJK|464287606

Shares:8.9K

Value:$737.4K

% of Portfolio:0.1% ($737.4K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip00039J830)✕	28.6K	QoQ +19.16% (+4.6K) YoY NEW(+28.6K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.2B)	QoQ +18.73% (+$160.2K) YoY NEW(+$1.0M)
T-Mobile US, Inc.(TMUScusip872590104)	3.7K	QoQ -18.49% (-845) YoY -78.94% (-14.0K)	All Managers (Combined)	$993.3K	0.1% ($993.3K/$1.2B)	QoQ -1.50% (-$15.2K) YoY -65.59% (-$1.9M)
(cusip33733E104)✕	10.9K	QoQ +5.74% (+594) YoY +3.97% (+418)	All Managers (Combined)	$979.5K	0.1% ($979.5K/$1.2B)	QoQ +7.93% (+$72.0K) YoY +8.81% (+$79.3K)
(SCHBcusip808524102)	44.6K	QoQ -0.02% (-12) YoY +205.58% (+30.0K)	All Managers (Combined)	$960.7K	0.1% ($960.7K/$1.2B)	QoQ -5.17% (-$52.5K) YoY +7.76% (+$69.3K)
(cusip46138G698)✕	9.4K	QoQ -0.57% (-54) YoY NEW(+9.4K)	All Managers (Combined)	$934.2K	0.1% ($934.2K/$1.2B)	QoQ +0.86% (-$8.0K) YoY NEW(+$934.2K)
(VOEcusip922908512)	5.7K	QoQ 0.00% (-0) YoY -9.22% (-577)	All Managers (Combined)	$911.9K	0.1% ($911.9K/$1.2B)	QoQ -0.76% (-$7.0K) YoY -6.52% (-$63.7K)
(cusip97717X594)✕	20.6K	QoQ +0.23% (+49) YoY +4.11% (-815)	All Managers (Combined)	$895.7K	0.1% ($895.7K/$1.2B)	QoQ +0.07% (+$699) YoY -1.64% (-$15.0K)
(VOTcusip922908538)	3.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$893.1K	0.1% ($893.1K/$1.2B)	QoQ -3.59% (-$33.3K) YoY +3.75% (+$32.3K)
CITIGROUP INC(Ccusip172967424)	12.5K	QoQ -68.91% (-27.8K) YoY -69.50% (-28.6K)	All Managers (Combined)	$890.8K	0.1% ($890.8K/$1.2B)	QoQ -68.65% (-$2.0M) YoY -65.76% (-$1.7M)
(EEMcusip464287234)	20.3K	QoQ -0.18% (-37) YoY -6.29% (-1.4K)	All Managers (Combined)	$885.6K	0.1% ($885.6K/$1.2B)	QoQ +4.30% (-$36.6K) YoY -0.31% (-$2.8K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	4.9K	QoQ +1.10% (-54) YoY -13.65% (-779)	All Managers (Combined)	$885.3K	0.1% ($885.3K/$1.2B)	QoQ -3.08% (-$28.2K) YoY -10.92% (-$108.6K)
(cusip46138G664)✕	21.4K	QoQ -2.03% (-445) YoY NEW(+21.4K)	All Managers (Combined)	$870.5K	0.1% ($870.5K/$1.2B)	QoQ -12.87% (-$128.6K) YoY NEW(+$870.5K)
(cusip464289875)✕	19.6K	QoQ NEW(+19.6K) YoY NEW(+19.6K)	All Managers (Combined)	$861.8K	0.1% ($861.8K/$1.2B)	QoQ NEW(+$861.8K) YoY NEW(+$861.8K)
(VIGcusip921908844)	4.4K	QoQ +7.40% (+305) YoY -2.33% (-106)	All Managers (Combined)	$858.4K	0.1% ($858.4K/$1.2B)	QoQ +6.39% (+$51.6K) YoY +3.75% (-$31.0K)
(cusip33738D309)✕	18.5K	QoQ +0.01% (-2) YoY +0.27% (-50)	All Managers (Combined)	$843.2K	0.1% ($843.2K/$1.2B)	QoQ -1.26% (-$10.8K) YoY -0.94% (-$8.0K)
FISERV INC(FIcusip337738108)	3.7K	QoQ 0.00% (+0) YoY -10.46% (-427)	All Managers (Combined)	$806.8K	0.1% ($806.8K/$1.2B)	QoQ +7.50% (+$56.3K) YoY +23.73% (-$154.7K)
(cusip14020G101)✕	23.1K	QoQ -9.05% (-2.3K) YoY NEW(+23.1K)	All Managers (Combined)	$790.9K	0.1% ($790.9K/$1.2B)	QoQ -16.20% (-$152.9K) YoY NEW(+$790.9K)
(cusip97717W109)✕	10.2K	QoQ +0.60% (+62) YoY NEW(+10.2K)	All Managers (Combined)	$787.7K	0.1% ($787.7K/$1.2B)	QoQ +2.05% (+$15.8K) YoY NEW(+$787.7K)
(SCHDcusip808524797)	27.2K	QoQ +0.56% (+152) YoY NEW(+27.2K)	All Managers (Combined)	$761.8K	0.1% ($761.8K/$1.2B)	QoQ +2.91% (+$21.6K) YoY NEW(+$761.8K)
(IJKcusip464287606)	8.9K	QoQ +0.75% (-66) YoY +0.75% (-66)	All Managers (Combined)	$737.4K	0.1% ($737.4K/$1.2B)	QoQ -7.72% (-$61.7K) YoY -8.04% (-$64.6K)