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CIK: 0000035442
Total reported value
$9.2B
$9.2B
827 檔
27.9%
In Q2 2025, Fiduciary Trust Co's U.S. equity holdings reached a combined market value of $9.2B, distributed across 827 disclosed stock positions.
In Q2 2025, Fiduciary Trust Co adopted a defensive or profit-taking posture, trimming 113 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BRK-A, CPNG) accounted for 27.9% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 827 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.03% | +0.56% | -0.42% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.77% | -0.22% | — | |
| 3 | CPNG | Coupang Inc | Stock-Consumer Disc | 4.69% | -0.45% | -2.02% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.62% | -0.10% | +6.69% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.47% | -0.73% | +1.25% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.08% | -0.22% | -1.74% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.98% | +0.06% | -0.57% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.46% | +0.07% | -3.73% | |
| 9 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 1.77% | — | -6.74% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | +0.04% | +0.53% | |
| 11 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 1.68% | -0.25% | -1.04% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | +0.23% | -0.70% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.42% | +0.04% | -1.82% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.09% | +2.38% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | +0.01% | -1.41% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +0.09% | -5.56% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.10% | +0.09% | +0.19% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | -0.04% | -2.05% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.91% | -0.05% | -19.01% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.11% | -1.59% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.32% | -0.45% | |
| 22 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.82% | -0.08% | +7.37% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.03% | -0.39% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.07% | +4.15% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.05% | -0.99% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.05% | -2.25% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.09% | -0.95% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.62% | +0.12% | -1.60% | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.62% | -0.02% | +6.20% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.01% | +0.41% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | +0.05% | -1.66% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.03% | -2.35% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.57% | -0.05% | -4.95% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.08% | +1.00% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | +0.20% | -0.59% | |
| 36 | CBT | Cabot CORP | Stock-Materials | 0.50% | +0.04% | -3.20% | |
| 37 | KLAC | Kla CORP | Stock-Tech | 0.48% | +0.53% | -2.32% | |
| 38 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.45% | +0.05% | -8.22% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.04% | +1.18% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | -0.02% | -4.43% | |
| 41 | APH | Amphenol Corp-cl A | Stock-Tech | 0.41% | +0.11% | -3.78% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.03% | +0.95% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.38% | — | -1.74% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.37% | -0.10% | -8.49% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | +0.02% | -4.17% | |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.36% | -0.02% | +4.27% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.35% | -0.03% | +0.76% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.08% | -4.32% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.34% | -0.05% | -0.20% | |
| 50 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.33% | -0.01% | -4.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | +1% | -2.02% | Trim |
| 2 | MSFT | Microsoft CORP | +0.8% | -1.74% | Trim |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +6.69% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +2.38% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.4% | -0.42% | Trim |
| 6 | AVGO | Broadcom Inc | +0.4% | -5.56% | Trim |
| 7 | ORCL | Oracle CORP | +0.2% | +1.18% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +0.53% | Add |
| 9 | KBWB | Invesco Kbw Bank ETF | +0.1% | +7.37% | Add |
| 10 | APH | Amphenol Corp-cl A | +0.1% | -3.78% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -1.41% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.70% | Trim |
| 13 | KLAC | Kla CORP | +0.1% | -2.32% | Trim |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +8.63% | Add |
| 15 | GEV | GE Vernova Inc | +0.1% | +1.46% | Add |
| 16 | MS | Morgan Stanley | +0.1% | -1.60% | Trim |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | -3.73% | Trim |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | +6.20% | Add |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +22.76% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | -0.82% | Trim |
| 21 | ESGU | Ishares Esg Aware Msci USA | 0% | +0.19% | Add |
| 22 | GOOG | Alphabet Inc-cl C | 0% | -1.59% | Trim |
| 23 | AXP | American Express Co | 0% | +0.76% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | -0.59% | Trim |
| 25 | CAT | Caterpillar Inc | 0% | -0.62% | Trim |
| 26 | PANW | Palo Alto Networks Inc | 0% | +1.61% | Add |
| 27 | NFLX | Netflix Inc | 0% | +10.13% | Add |
| 28 | DELL | Dell Technologies -c | 0% | +3.32% | Add |
| 29 | ETN | Eaton Corporation plc | 0% | +2.01% | Add |
| 30 | PLTR | Palantir Technologies Inc-a | 0% | +2.74% | Add |
| 31 | GE | General Electric | 0% | +17.19% | Add |
| 32 | EFA | Ishares Msci Eafe ETF | 0% | +8.64% | Add |
| 33 | EMR | Emerson Electric Co | 0% | -3.54% | Trim |
| 34 | IBM | Intl Business Machines CORP | 0% | -3.30% | Trim |
| 35 | ADI | Analog Devices Inc | 0% | -0.39% | Trim |
| 36 | IGV | Ishares Expanded Tech-softwa | 0% | -1.85% | Trim |
| 37 | VGT | Vanguard Info Tech ETF | 0% | -6.74% | Trim |
| 38 | STT | State Street CORP | 0% | -0.64% | Trim |
| 39 | DIS | Walt Disney Co/the | 0% | -4.12% | Trim |
| 40 | LRCX | Lam Research CORP | 0% | -1.45% | Trim |
| 41 | FBTC | Fidelity Wise Origin Bitcoin | 0% | -0.43% | Trim |
| 42 | NOW | Servicenow Inc | 0% | +10.48% | Add |
| 43 | ANET | Arista Networks Inc | 0% | -6.79% | Trim |
| 44 | BKNG | Booking Holdings Inc | 0% | +2.93% | Add |
| 45 | IWF | Ishares Russell 1000 Growth | 0% | +7.34% | Add |
| 46 | B | Barrick Mining CORP | 0% | NEW | New buy |
| 47 | INTU | Intuit Inc | 0% | +3.83% | Add |
| 48 | PH | Parker Hannifin CORP | 0% | +0.13% | Add |
| 49 | HPE | Hewlett Packard Enterprise | 0% | +124.84% | Add |
| 50 | UBER | Uber Technologies Inc | 0% | +18.49% | Add |
According to official SEC Form 13F filings, Fiduciary Trust Co reported a total U.S. public equity portfolio value of $9.2B across 827 disclosed positions in Q2 2025.
During Q2 2025, Fiduciary Trust Co's top holdings by market value included IVV (12.0%)、BRK-A (5.8%)、CPNG (4.7%). The largest single position, IVV, represented 12.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
B
市值: $1.8M
Top Position Liquidated / Trimmed
ABX
前期市值: $1.9M
In Q2 2025, Fiduciary Trust Co made 195 total portfolio adjustments, initiating 5 new buys, adding to 71 positions, trimming 113 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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