Fiduciary-Family-Office

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "NLY",
  "QSR",
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "BSX",
  "COF",
  "CMI",
  "EXPD",
  "IBKR",
  "GD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "FBIN",
  null,
  "UNP",
  "QCOM",
  "GLPI",
  "ITW",
  "INGR",
  "EMR",
  "BKNG",
  "META",
  "IJH",
  "IQV",
  "KNSL",
  "LHX",
  "LRCX",
  "LIN",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "GPC",
  "ODFL",
  "ICLR",
  "BX",
  "HSY",
  "KKR",
  "KR",
  "ORCL",
  "PYPL",
  "PEP",
  "IRM",
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "PKG",
  "PPG",
  "SPGI",
  "SCHX",
  "NOW",
  "SLB",
  "ROP",
  "RTX",
  "GLD",
  "AMT",
  "RSG",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "UBER",
  "VNQ",
  "VO",
  "RCL",
  "SCHW",
  "IVOO",
  "VWO",
  "VIG",
  "TSCO",
  "TT",
  "GPK",
  "VRT",
  "MTN",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "WSO",
  "AJG",
  "WM",
  "FTNT",
  "FIHL",
  "AMZN",
  "RGA",
  null,
  "VGT",
  "VUG",
  "VTWO",
  "VBR",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "WDAY",
  "XPO",
  "DTE",
  "SCHD",
  "DEI",
  "NSC",
  "KDP",
  "PPL",
  "CRM",
  "SYY",
  null,
  null,
  "MCK",
  "GWW",
  "STE",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BMY",
  "BR",
  "CZR",
  "CDNS",
  "CDW",
  "CNP",
  "CVX",
  "CB",
  "CHD",
  "CSCO",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "CRAI",
  "CRWD",
  "DELL",
  "FANG",
  "DAL",
  null,
  "DFS",
  "ADI",
  "NEE",
  "MAR",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "PM",
  "PH",
  "MO",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 187
Total Value: 300554373
Accession Number: 0001172661-25-001679
Form Type: 13F-HR
CIK: fiduciary-family-office
Manager Name: Fiduciary-Family-Office

Data Enrichment

97% identified

182 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

187 positions • $300.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 10

Sort by:

STRYKER CORP

SYK|863667101

Shares:1.7K

Value:$635.1K

% of Portfolio:0.2% ($635.1K/$300.6M)

MCDONALDS CORP

MCD|580135101

Shares:2.0K

Value:$621.9K

% of Portfolio:0.2% ($621.9K/$300.6M)

Elevance Health, Inc.

ELV|036752103

Shares:1.4K

Value:$620.3K

% of Portfolio:0.2% ($620.3K/$300.6M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.8K

Value:$614.3K

% of Portfolio:0.2% ($614.3K/$300.6M)

CHEVRON CORP

CVX|166764100

Shares:3.6K

Value:$603.4K

% of Portfolio:0.2% ($603.4K/$300.6M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.3K

Value:$596.4K

% of Portfolio:0.2% ($596.4K/$300.6M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:583

Value:$575.9K

% of Portfolio:0.2% ($575.9K/$300.6M)

AUTOZONE INC

AZO|053332102

Shares:150

Value:$571.9K

% of Portfolio:0.2% ($571.9K/$300.6M)

Booking Holdings Inc.

BKNG|09857L108

Shares:124

Value:$571.3K

% of Portfolio:0.2% ($571.3K/$300.6M)

922908769

VTI|922908769

Shares:2.1K

Value:$566.2K

% of Portfolio:0.2% ($566.2K/$300.6M)

GRAPHIC PACKAGING HOLDING CO

GPK|388689101

Shares:21.5K

Value:$558.7K

% of Portfolio:0.2% ($558.7K/$300.6M)

BlackRock, Inc.

BLK|09290D101

Shares:590

Value:$558.4K

% of Portfolio:0.2% ($558.4K/$300.6M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:3.9K

Value:$558.2K

% of Portfolio:0.2% ($558.2K/$300.6M)

Mondelez International, Inc.

MDLZ|609207105

Shares:8.1K

Value:$548.0K

% of Portfolio:0.2% ($548.0K/$300.6M)

922908553

VNQ|922908553

Shares:6.0K

Value:$542.4K

% of Portfolio:0.2% ($542.4K/$300.6M)

Blackstone Inc.

BX|09260D107

Shares:3.8K

Value:$532.6K

% of Portfolio:0.2% ($532.6K/$300.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:4.3K

Value:$529.8K

% of Portfolio:0.2% ($529.8K/$300.6M)

Douglas Emmett Inc

DEI|25960P109

Shares:32.6K

Value:$521.8K

% of Portfolio:0.2% ($521.8K/$300.6M)

ServiceNow, Inc.

NOW|81762P102

Shares:651

Value:$518.3K

% of Portfolio:0.2% ($518.3K/$300.6M)

Trane Technologies plc

TT|G8994E103

Shares:1.5K

Value:$510.8K

% of Portfolio:0.2% ($510.8K/$300.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STRYKER CORP(SYKcusip863667101)	1.7K	QoQ NEW(+1.7K) YoY -52.63% (-1.9K)	All Managers (Combined)	$635.1K	0.2% ($635.1K/$300.6M)	QoQ NEW(+$635.1K) YoY -50.73% (-$654.0K)
MCDONALDS CORP(MCDcusip580135101)	2.0K	QoQ NEW(+2.0K) YoY -11.78% (-266)	All Managers (Combined)	$621.9K	0.2% ($621.9K/$300.6M)	QoQ NEW(+$621.9K) YoY -2.26% (-$14.4K)
Elevance Health, Inc.(ELVcusip036752103)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$620.3K	0.2% ($620.3K/$300.6M)	QoQ NEW(+$620.3K) YoY NEW(+$620.3K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.8K	QoQ NEW(+2.8K) YoY -26.00% (-992)	All Managers (Combined)	$614.3K	0.2% ($614.3K/$300.6M)	QoQ NEW(+$614.3K) YoY -18.50% (-$139.5K)
CHEVRON CORP(CVXcusip166764100)	3.6K	QoQ NEW(+3.6K) YoY -15.68% (-671)	All Managers (Combined)	$603.4K	0.2% ($603.4K/$300.6M)	QoQ NEW(+$603.4K) YoY -10.58% (-$71.4K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$596.4K	0.2% ($596.4K/$300.6M)	QoQ NEW(+$596.4K) YoY NEW(+$596.4K)
W.W. GRAINGER, INC.(GWWcusip384802104)	583	QoQ NEW(+583) YoY NEW(+583)	All Managers (Combined)	$575.9K	0.2% ($575.9K/$300.6M)	QoQ NEW(+$575.9K) YoY NEW(+$575.9K)
AUTOZONE INC(AZOcusip053332102)	150	QoQ NEW(+150) YoY +4.16% (+6)	All Managers (Combined)	$571.9K	0.2% ($571.9K/$300.6M)	QoQ NEW(+$571.9K) YoY +26.01% (+$118.1K)
Booking Holdings Inc.(BKNGcusip09857L108)	124	QoQ NEW(+124) YoY -9.48% (-13)	All Managers (Combined)	$571.3K	0.2% ($571.3K/$300.6M)	QoQ NEW(+$571.3K) YoY +14.93% (-$74.2K)
(VTIcusip922908769)	2.1K	QoQ NEW(+2.1K) YoY -21.25% (-556)	All Managers (Combined)	$566.2K	0.2% ($566.2K/$300.6M)	QoQ NEW(+$566.2K) YoY -16.72% (-$113.7K)
GRAPHIC PACKAGING HOLDING CO(GPKcusip388689101)	21.5K	QoQ NEW(+21.5K) YoY +31.31% (+5.1K)	All Managers (Combined)	$558.7K	0.2% ($558.7K/$300.6M)	QoQ NEW(+$558.7K) YoY +16.82% (+$80.5K)
BlackRock, Inc.(BLKcusip09290D101)	590	QoQ NEW(+590) YoY NEW(+590)	All Managers (Combined)	$558.4K	0.2% ($558.4K/$300.6M)	QoQ NEW(+$558.4K) YoY NEW(+$558.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	3.9K	QoQ NEW(+3.9K) YoY -4.15% (-170)	All Managers (Combined)	$558.2K	0.2% ($558.2K/$300.6M)	QoQ NEW(+$558.2K) YoY +5.38% (-$28.5K)
Mondelez International, Inc.(MDLZcusip609207105)	8.1K	QoQ NEW(+8.1K) YoY -40.26% (-5.4K)	All Managers (Combined)	$548.0K	0.2% ($548.0K/$300.6M)	QoQ NEW(+$548.0K) YoY -42.10% (-$398.5K)
(VNQcusip922908553)	6.0K	QoQ NEW(+6.0K) YoY -25.95% (-2.1K)	All Managers (Combined)	$542.4K	0.2% ($542.4K/$300.6M)	QoQ NEW(+$542.4K) YoY -22.47% (-$157.3K)
Blackstone Inc.(BXcusip09260D107)	3.8K	QoQ NEW(+3.8K) YoY -3.34% (-132)	All Managers (Combined)	$532.6K	0.2% ($532.6K/$300.6M)	QoQ NEW(+$532.6K) YoY +2.84% (-$14.7K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$529.8K	0.2% ($529.8K/$300.6M)	QoQ NEW(+$529.8K) YoY NEW(+$529.8K)
Douglas Emmett Inc(DEIcusip25960P109)	32.6K	QoQ NEW(+32.6K) YoY +2.46% (+784)	All Managers (Combined)	$521.8K	0.2% ($521.8K/$300.6M)	QoQ NEW(+$521.8K) YoY +18.19% (+$80.3K)
ServiceNow, Inc.(NOWcusip81762P102)	651	QoQ NEW(+651) YoY +3.66% (+23)	All Managers (Combined)	$518.3K	0.2% ($518.3K/$300.6M)	QoQ NEW(+$518.3K) YoY +8.21% (+$39.3K)
Trane Technologies plc(TTcusipG8994E103)	1.5K	QoQ NEW(+1.5K) YoY 0.00% (+0)	All Managers (Combined)	$510.8K	0.2% ($510.8K/$300.6M)	QoQ NEW(+$510.8K) YoY +12.23% (+$55.7K)