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

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PPG INDUSTRIES INC

PPG|693506107

Shares:2.5K

Value:$268.2K

% of Portfolio:0.1% ($268.2K/$300.6M)

25434V724

Shares:6.4K

Value:$262.3K

% of Portfolio:0.1% ($262.3K/$300.6M)

ALLSTATE CORP

ALL|020002101

Shares:1.2K

Value:$252.2K

% of Portfolio:0.1% ($252.2K/$300.6M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:11.2K

Value:$247.9K

% of Portfolio:0.1% ($247.9K/$300.6M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:4.1K

Value:$246.4K

% of Portfolio:0.1% ($246.4K/$300.6M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:2.0K

Value:$245.8K

% of Portfolio:0.1% ($245.8K/$300.6M)

464287507

IJH|464287507

Shares:4.2K

Value:$244.5K

% of Portfolio:0.1% ($244.5K/$300.6M)

Chubb Ltd

CB|H1467J104

Shares:800

Value:$241.6K

% of Portfolio:0.1% ($241.6K/$300.6M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:3.1K

Value:$240.7K

% of Portfolio:0.1% ($240.7K/$300.6M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:930

Value:$236.5K

% of Portfolio:0.1% ($236.5K/$300.6M)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:1.2K

Value:$232.1K

% of Portfolio:0.1% ($232.1K/$300.6M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.3K

Value:$225.6K

% of Portfolio:0.1% ($225.6K/$300.6M)

464289438

Shares:1.1K

Value:$224.7K

% of Portfolio:0.1% ($224.7K/$300.6M)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:1.4K

Value:$224.3K

% of Portfolio:0.1% ($224.3K/$300.6M)

Fortinet, Inc.

FTNT|34959E109

Shares:2.3K

Value:$219.8K

% of Portfolio:0.1% ($219.8K/$300.6M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.0K

Value:$218.1K

% of Portfolio:0.1% ($218.1K/$300.6M)

78464A201

Shares:2.6K

Value:$216.5K

% of Portfolio:0.1% ($216.5K/$300.6M)

AMGEN INC

AMGN|031162100

Shares:691

Value:$215.3K

% of Portfolio:0.1% ($215.3K/$300.6M)

XPO, Inc.

XPO|983793100

Shares:2.0K

Value:$215.2K

% of Portfolio:0.1% ($215.2K/$300.6M)

Prologis, Inc.

PLD|74340W103

Shares:1.9K

Value:$212.2K

% of Portfolio:0.1% ($212.2K/$300.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PPG INDUSTRIES INC(PPGcusip693506107)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$268.2K	0.1% ($268.2K/$300.6M)	QoQ NEW(+$268.2K) YoY NEW(+$268.2K)
(cusip25434V724)✕	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$262.3K	0.1% ($262.3K/$300.6M)	QoQ NEW(+$262.3K) YoY NEW(+$262.3K)
ALLSTATE CORP(ALLcusip020002101)	1.2K	QoQ NEW(+1.2K) YoY -54.90% (-1.5K)	All Managers (Combined)	$252.2K	0.1% ($252.2K/$300.6M)	QoQ NEW(+$252.2K) YoY -46.02% (-$215.1K)
ARES CAPITAL CORP(ARCCcusip04010L103)	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$247.9K	0.1% ($247.9K/$300.6M)	QoQ NEW(+$247.9K) YoY NEW(+$247.9K)
ALTRIA GROUP, INC.(MOcusip02209S103)	4.1K	QoQ NEW(+4.1K) YoY -23.69% (-1.3K)	All Managers (Combined)	$246.4K	0.1% ($246.4K/$300.6M)	QoQ NEW(+$246.4K) YoY +4.98% (-$11.7K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$245.8K	0.1% ($245.8K/$300.6M)	QoQ NEW(+$245.8K) YoY NEW(+$245.8K)
(IJHcusip464287507)	4.2K	QoQ -98.84% (-358.1K) YoY -3.30% (-143)	All Managers (Combined)	$244.5K	0.1% ($244.5K/$300.6M)	QoQ -98.91% (-$22.3M) YoY -26.09% (-$86.3K)
Chubb Ltd(CBcusipH1467J104)	800	QoQ NEW(+800) YoY -30.91% (-358)	All Managers (Combined)	$241.6K	0.1% ($241.6K/$300.6M)	QoQ NEW(+$241.6K) YoY -19.51% (-$58.6K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	3.1K	QoQ NEW(+3.1K) YoY +8.84% (+250)	All Managers (Combined)	$240.7K	0.1% ($240.7K/$300.6M)	QoQ NEW(+$240.7K) YoY +17.78% (+$36.4K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	930	QoQ NEW(+930) YoY -1.48% (-14)	All Managers (Combined)	$236.5K	0.1% ($236.5K/$300.6M)	QoQ NEW(+$236.5K) YoY -19.50% (-$57.3K)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	1.2K	QoQ NEW(+1.2K) YoY -9.56% (-124)	All Managers (Combined)	$232.1K	0.1% ($232.1K/$300.6M)	QoQ NEW(+$232.1K) YoY -5.64% (-$13.9K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.3K	QoQ NEW(+1.3K) YoY -23.24% (-381)	All Managers (Combined)	$225.6K	0.1% ($225.6K/$300.6M)	QoQ NEW(+$225.6K) YoY -7.58% (-$18.5K)
(cusip464289438)✕	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$224.7K	0.1% ($224.7K/$300.6M)	QoQ NEW(+$224.7K) YoY NEW(+$224.7K)
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	1.4K	QoQ NEW(+1.4K) YoY -9.60% (-144)	All Managers (Combined)	$224.3K	0.1% ($224.3K/$300.6M)	QoQ NEW(+$224.3K) YoY -31.80% (-$104.6K)
Fortinet, Inc.(FTNTcusip34959E109)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$219.8K	0.1% ($219.8K/$300.6M)	QoQ NEW(+$219.8K) YoY NEW(+$219.8K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.0K	QoQ NEW(+1.0K) YoY -52.15% (-1.1K)	All Managers (Combined)	$218.1K	0.1% ($218.1K/$300.6M)	QoQ NEW(+$218.1K) YoY -50.63% (-$223.8K)
(cusip78464A201)✕	2.6K	QoQ NEW(+2.6K) YoY 0.00% (-0)	All Managers (Combined)	$216.5K	0.1% ($216.5K/$300.6M)	QoQ NEW(+$216.5K) YoY -4.84% (-$11.0K)
AMGEN INC(AMGNcusip031162100)	691	QoQ NEW(+691) YoY NEW(+691)	All Managers (Combined)	$215.3K	0.1% ($215.3K/$300.6M)	QoQ NEW(+$215.3K) YoY NEW(+$215.3K)
XPO, Inc.(XPOcusip983793100)	2.0K	QoQ NEW(+2.0K) YoY 0.00% (-0)	All Managers (Combined)	$215.2K	0.1% ($215.2K/$300.6M)	QoQ NEW(+$215.2K) YoY -11.84% (-$28.9K)
Prologis, Inc.(PLDcusip74340W103)	1.9K	QoQ NEW(+1.9K) YoY -55.29% (-2.3K)	All Managers (Combined)	$212.2K	0.1% ($212.2K/$300.6M)	QoQ NEW(+$212.2K) YoY -61.62% (-$340.7K)