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 • $1,203,830.523K total value

284 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:74.8K

Value:$3.8M

ALLSTATE CORP

ALL|020002101

Shares:18.0K

Value:$3.7M

922908637

VV|922908637

Shares:14.4K

Value:$3.7M

INTEL CORP

INTC|458140100

Shares:157.9K

Value:$3.6M

464287614

IWF|464287614

Shares:9.7K

Value:$3.5M

33741X102

Shares:103.0K

Value:$3.4M

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:6.7K

Value:$3.4M

Tesla, Inc.

TSLA|88160R101

Shares:13.0K

Value:$3.4M

Cigna Group

CI|125523100

Shares:10.2K

Value:$3.4M

464288885

EFG|464288885

Shares:33.4K

Value:$3.3M

General Motors Co

GM|37045V100

Shares:69.9K

Value:$3.3M

37954Y293

Shares:49.7K

Value:$3.2M

KINDER MORGAN, INC.

KMI|49456B101

Shares:105.5K

Value:$3.0M

922908736

VUG|922908736

Shares:8.0K

Value:$3.0M

PFIZER INC

PFE|717081103

Shares:116.2K

Value:$2.9M

CATERPILLAR INC

CAT|149123101

Shares:8.9K

Value:$2.9M

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:26.2K

Value:$2.9M

US BANCORP \DE\

USB|902973304

Shares:67.6K

Value:$2.9M

MCDONALDS CORP

MCD|580135101

Shares:9.1K

Value:$2.9M

808524300

SCHG|808524300

Shares:109.4K

Value:$2.7M

Instrument	Shares		Other Manager	Value
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	74.8K	QoQ NEW(+74.8K) YoY NEW(+74.8K)	All Managers (Combined)	$3.8M	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
ALLSTATE CORP(ALLcusip020002101)	18.0K	QoQ +3.09% (+540) YoY +9.71% (+1.6K)	All Managers (Combined)	$3.7M	QoQ +10.73% (+$360.8K) YoY +31.31% (+$887.6K)
(VVcusip922908637)	14.4K	QoQ +1.98% (-280) YoY +4.95% (+678)	All Managers (Combined)	$3.7M	QoQ -2.80% (-$106.6K) YoY +12.51% (+$410.8K)
INTEL CORP(INTCcusip458140100)	157.9K	QoQ -37.94% (-96.6K) YoY -20.99% (-42.0K)	All Managers (Combined)	$3.6M	QoQ -29.71% (-$1.5M) YoY -59.38% (-$5.2M)
(IWFcusip464287614)	9.7K	QoQ -2.35% (-234) YoY -10.97% (-1.2K)	All Managers (Combined)	$3.5M	QoQ -12.19% (-$487.5K) YoY -4.62% (-$170.1K)
(cusip33741X102)✕	103.0K	QoQ +20.28% (+17.4K) YoY NEW(+103.0K)	All Managers (Combined)	$3.4M	QoQ +12.40% (+$380.6K) YoY NEW(+$3.4M)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	6.7K	QoQ +6.29% (+398) YoY +25.40% (+1.4K)	All Managers (Combined)	$3.4M	QoQ +15.98% (+$474.0K) YoY +34.13% (+$875.5K)
Tesla, Inc.(TSLAcusip88160R101)	13.0K	QoQ -9.64% (-1.4K) YoY +6.08% (+748)	All Managers (Combined)	$3.4M	QoQ -42.01% (-$2.4M) YoY +56.39% (+$1.2M)
Cigna Group(CIcusip125523100)	10.2K	QoQ +7.99% (+757) YoY +6.86% (-657)	All Managers (Combined)	$3.4M	QoQ +28.67% (+$749.8K) YoY -3.19% (-$111.1K)
(EFGcusip464288885)	33.4K	QoQ -11.18% (-4.2K) YoY -53.98% (-39.2K)	All Managers (Combined)	$3.3M	QoQ -8.27% (-$301.3K) YoY -55.66% (-$4.2M)
General Motors Co(GMcusip37045V100)	69.9K	QoQ +7.54% (-4.9K) YoY +19.61% (+11.5K)	All Managers (Combined)	$3.3M	QoQ -5.05% (-$175.1K) YoY +24.05% (+$637.5K)
(cusip37954Y293)✕	49.7K	QoQ -14.06% (-8.1K) YoY -37.36% (-29.7K)	All Managers (Combined)	$3.2M	QoQ -9.45% (-$331.2K) YoY -18.41% (-$716.0K)
KINDER MORGAN, INC.(KMIcusip49456B101)	105.5K	QoQ -22.13% (-30.0K) YoY NEW(+105.5K)	All Managers (Combined)	$3.0M	QoQ -18.91% (-$702.4K) YoY NEW(+$3.0M)
(VUGcusip922908736)	8.0K	QoQ +6.49% (-490) YoY -0.31% (-25)	All Managers (Combined)	$3.0M	QoQ -3.78% (-$117.3K) YoY +7.40% (-$205.5K)
PFIZER INC(PFEcusip717081103)	116.2K	QoQ +9.78% (+10.4K) YoY NEW(+116.2K)	All Managers (Combined)	$2.9M	QoQ +4.86% (+$136.4K) YoY NEW(+$2.9M)
CATERPILLAR INC(CATcusip149123101)	8.9K	QoQ +117.21% (+4.8K) YoY -11.32% (-1.1K)	All Managers (Combined)	$2.9M	QoQ +97.48% (+$1.4M) YoY -20.19% (-$741.4K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	26.2K	QoQ -29.41% (-10.9K) YoY +7.97% (-1.9K)	All Managers (Combined)	$2.9M	QoQ -38.43% (-$1.8M) YoY -20.09% (-$724.1K)
US BANCORP \DE\(USBcusip902973304)	67.6K	QoQ +6.00% (-3.8K) YoY +23.24% (+12.8K)	All Managers (Combined)	$2.9M	QoQ -6.43% (-$196.2K) YoY +16.40% (+$402.4K)
MCDONALDS CORP(MCDcusip580135101)	9.1K	QoQ -3.50% (-332) YoY -60.26% (-13.8K)	All Managers (Combined)	$2.9M	QoQ +3.97% (-$109.0K) YoY -55.97% (-$3.6M)
(SCHGcusip808524300)	109.4K	QoQ -2.44% (-2.7K) YoY NEW(+109.4K)	All Managers (Combined)	$2.7M	QoQ -12.35% (-$386.0K) YoY NEW(+$2.7M)