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

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464288513

Shares:17.0K

Value:$1.3M

97717W307

DLN|97717W307

Shares:16.7K

Value:$1.3M

46137V472

Shares:13.9K

Value:$1.3M

46429B267

Shares:55.2K

Value:$1.3M

YUM BRANDS INC

YUM|988498101

Shares:8.0K

Value:$1.3M

922908751

VB|922908751

Shares:5.7K

Value:$1.3M

33740F722

Shares:25.0K

Value:$1.2M

STARBUCKS CORP

SBUX|855244109

Shares:12.6K

Value:$1.2M

464288414

MUB|464288414

Shares:11.6K

Value:$1.2M

46654Q203

Shares:23.5K

Value:$1.2M

81369Y100

XLB|81369Y100

Shares:13.8K

Value:$1.2M

922908553

VNQ|922908553

Shares:12.8K

Value:$1.2M

464287598

IWD|464287598

Shares:6.1K

Value:$1.2M

69374H709

Shares:29.5K

Value:$1.1M

464289883

Shares:28.7K

Value:$1.1M

336917109

Shares:24.3K

Value:$1.1M

FORD MOTOR CO

F|345370860

Shares:104.4K

Value:$1.0M

SPDR GOLD TRUST

GLD|78463V107

Shares:3.6K

Value:$1.0M

464287762

Shares:16.8K

Value:$1.0M

464287705

IJJ|464287705

Shares:8.5K

Value:$1.0M

Instrument	Shares		Other Manager	Value
(cusip464288513)✕	17.0K	QoQ -0.63% (-109) YoY -12.62% (-2.5K)	All Managers (Combined)	$1.3M	QoQ -0.33% (-$4.5K) YoY -11.32% (-$171.7K)
(DLNcusip97717W307)	16.7K	QoQ +1.36% (+224) YoY +13.40% (+2.0K)	All Managers (Combined)	$1.3M	QoQ +3.42% (+$43.8K) YoY +24.67% (+$261.6K)
(cusip46137V472)✕	13.9K	QoQ +11.63% (+1.4K) YoY NEW(+13.9K)	All Managers (Combined)	$1.3M	QoQ +3.76% (+$46.1K) YoY NEW(+$1.3M)
(cusip46429B267)✕	55.2K	QoQ +15.66% (+7.5K) YoY +339.75% (+42.6K)	All Managers (Combined)	$1.3M	QoQ +15.69% (+$171.9K) YoY +343.91% (+$982.2K)
YUM BRANDS INC(YUMcusip988498101)	8.0K	QoQ 0.00% (+0) YoY +1.55% (+122)	All Managers (Combined)	$1.3M	QoQ +17.29% (+$184.8K) YoY +15.25% (+$165.9K)
(VBcusip922908751)	5.7K	QoQ +3.97% (-216) YoY -3.00% (-175)	All Managers (Combined)	$1.3M	QoQ -4.04% (-$52.8K) YoY -5.90% (-$78.7K)
(cusip33740F722)✕	25.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	QoQ -2.89% (-$37.3K) YoY +6.10% (+$71.9K)
STARBUCKS CORP(SBUXcusip855244109)	12.6K	QoQ -51.08% (-13.1K) YoY -53.90% (-14.7K)	All Managers (Combined)	$1.2M	QoQ -47.41% (-$1.1M) YoY -50.52% (-$1.3M)
(MUBcusip464288414)	11.6K	QoQ +1.90% (+217) YoY +12.71% (+1.3K)	All Managers (Combined)	$1.2M	QoQ +0.84% (+$10.2K) YoY +10.45% (+$116.2K)
(cusip46654Q203)✕	23.5K	QoQ NEW(+23.5K) YoY NEW(+23.5K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(XLBcusip81369Y100)	13.8K	QoQ +1.70% (+232) YoY -17.73% (-3.0K)	All Managers (Combined)	$1.2M	QoQ +3.90% (+$44.7K) YoY -23.87% (-$373.0K)
(VNQcusip922908553)	12.8K	QoQ +0.63% (+81) YoY -23.32% (-3.9K)	All Managers (Combined)	$1.2M	QoQ +2.28% (+$25.9K) YoY -19.73% (-$284.9K)
(IWDcusip464287598)	6.1K	QoQ -0.48% (-30) YoY -12.80% (-898)	All Managers (Combined)	$1.2M	QoQ +1.13% (-$12.9K) YoY -8.40% (-$105.5K)
(cusip69374H709)✕	29.5K	QoQ +1.08% (+316) YoY NEW(+29.5K)	All Managers (Combined)	$1.1M	QoQ +10.79% (+$106.2K) YoY NEW(+$1.1M)
(cusip464289883)✕	28.7K	QoQ NEW(+28.7K) YoY NEW(+28.7K)	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(cusip336917109)✕	24.3K	QoQ -0.52% (-127) YoY +20.40% (+4.1K)	All Managers (Combined)	$1.1M	QoQ +7.33% (-$72.1K) YoY +35.92% (+$278.9K)
FORD MOTOR CO(Fcusip345370860)	104.4K	QoQ -55.60% (-130.7K) YoY -54.93% (-127.2K)	All Managers (Combined)	$1.0M	QoQ -55.01% (-$1.3M) YoY -65.96% (-$2.0M)
SPDR GOLD TRUST(GLDcusip78463V107)	3.6K	QoQ +1.07% (+38) YoY -0.75% (-27)	All Managers (Combined)	$1.0M	QoQ +20.28% (+$173.1K) YoY +39.01% (-$288.1K)
(cusip464287762)✕	16.8K	QoQ +5.33% (+850) YoY -1.66% (-285)	All Managers (Combined)	$1.0M	QoQ +10.06% (+$93.5K) YoY -3.27% (-$34.6K)
(IJJcusip464287705)	8.5K	QoQ +0.28% (-24) YoY +2.04% (+170)	All Managers (Combined)	$1.0M	QoQ -3.91% (-$41.4K) YoY +3.28% (+$32.3K)