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CIK: 0000035442
Total reported value
$9.2B
$9.2B
847 檔
30.1%
The Q3 2025 SEC filing reveals that Fiduciary Trust Co held a total portfolio value of $9.2B, covering 847 public equity positions.
In Q3 2025, Fiduciary Trust Co adopted a defensive or profit-taking posture, trimming 110 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BRK-A, TJX) accounted for 30.1% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 847 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.96% | +0.56% | +0.17% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.50% | -0.22% | +0.16% | |
| 3 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.81% | -0.73% | -0.21% | |
| 4 | CPNG | Coupang Inc | Stock-Consumer Disc | 4.62% | -0.45% | -0.39% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.50% | +0.06% | -0.95% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.49% | -0.10% | +0.97% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.96% | -0.22% | +1.37% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.31% | +0.07% | -1.02% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.06% | +0.23% | -1.16% | |
| 10 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 1.65% | — | -5.98% | |
| 11 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 1.58% | -0.25% | -0.09% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.04% | -0.54% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | +0.09% | +1.02% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.36% | +0.04% | -1.42% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | +0.09% | -1.99% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | +0.01% | -1.21% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.10% | +0.09% | +0.36% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | -0.04% | +0.38% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.11% | -2.13% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.87% | +0.03% | +0.95% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.32% | -0.26% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.77% | -0.05% | -12.08% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.05% | +2.57% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.07% | +1.50% | |
| 25 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.69% | -0.08% | -16.08% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.05% | +3.10% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.64% | -0.02% | +8.14% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.64% | +0.12% | -0.31% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.05% | -1.10% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | -0.09% | +1.63% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.03% | -2.69% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.01% | +2.75% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.54% | -0.04% | +2.07% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.52% | +0.53% | -1.25% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.52% | -0.05% | -2.52% | |
| 36 | CBT | Cabot CORP | Stock-Materials | 0.46% | +0.04% | +0.01% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.46% | +0.11% | -3.04% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.08% | -0.71% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.20% | +0.99% | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.44% | +0.05% | -2.74% | |
| 41 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.43% | +0.26% | +11595.20% | |
| 42 | WCMI | Ft Wcm International ETF | ETF-Other | 0.42% | +0.23% | — | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | -0.02% | +0.65% | |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.40% | -0.02% | +16.52% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.03% | +5.32% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.10% | -0.96% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | +0.02% | -1.78% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.36% | -0.05% | -0.32% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.35% | -0.03% | +0.34% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.35% | +0.16% | +0.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | +0.9% | -0.39% | Trim |
| 2 | MSFT | Microsoft CORP | +0.6% | +1.37% | Trim |
| 3 | NVDA | Nvidia CORP | +0.5% | +1.02% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.16% | Trim |
| 5 | AVGO | Broadcom Inc | +0.5% | -1.99% | Trim |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +0.17% | Trim |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +0.97% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -2.13% | Trim |
| 9 | ORCL | Oracle CORP | +0.2% | +2.07% | Add |
| 10 | TJX | Tjx Companies Inc | +0.2% | -0.21% | Add |
| 11 | APH | Amphenol Corp-cl A | +0.2% | -3.04% | Trim |
| 12 | KLAC | Kla CORP | +0.1% | -1.25% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -1.21% | Trim |
| 14 | MS | Morgan Stanley | +0.1% | -0.31% | Trim |
| 15 | GEV | GE Vernova Inc | +0.1% | +0.12% | Add |
| 16 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | +8.14% | Add |
| 17 | CAT | Caterpillar Inc | +0.1% | +0.28% | Trim |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +5.80% | Add |
| 19 | ANET | Arista Networks Inc | +0.1% | -1.35% | Trim |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | -1.83% | Trim |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.85% | Add |
| 22 | LRCX | Lam Research CORP | +0.1% | -1.02% | Trim |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +43.07% | Add |
| 24 | ESGU | Ishares Esg Aware Msci USA | 0% | +0.36% | Add |
| 25 | ESGE | Ishares Inc Ishares Esg Awar | 0% | +14.02% | Add |
| 26 | PLTR | Palantir Technologies Inc-a | 0% | -6.50% | Trim |
| 27 | GE | General Electric | 0% | +6.07% | Add |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +16.52% | Add |
| 29 | RTX | Rtx CORP | 0% | -0.32% | Trim |
| 30 | AXP | American Express Co | 0% | +1.77% | Add |
| 31 | VGT | Vanguard Info Tech ETF | 0% | -0.39% | Trim |
| 32 | GLD | Spdr Gold Shares | 0% | +4.55% | Add |
| 33 | DELL | Dell Technologies -c | 0% | -3.85% | Trim |
| 34 | TSLA | Tesla Inc | 0% | +7.76% | Add |
| 35 | ADI | Analog Devices Inc | 0% | +5.69% | Add |
| 36 | STT | State Street CORP | 0% | -0.87% | Trim |
| 37 | ETN | Eaton Corporation plc | 0% | +1.25% | Add |
| 38 | IWF | Ishares Russell 1000 Growth | 0% | +1.16% | Add |
| 39 | LLY | Eli Lilly & Co | 0% | +30.35% | Add |
| 40 | FBTC | Fidelity Wise Origin Bitcoin | 0% | — | Trim |
| 41 | INTU | Intuit Inc | 0% | +39.44% | Add |
| 42 | PH | Parker Hannifin CORP | 0% | +2.62% | Add |
| 43 | NFLX | Netflix Inc | 0% | +7.94% | Add |
| 44 | HPE | Hewlett Packard Enterprise | 0% | +11.35% | Add |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.50% | Add |
| 46 | UBER | Uber Technologies Inc | 0% | +4.86% | Add |
| 47 | MU | Micron Technology Inc | 0% | -1.61% | Add |
| 48 | IDXX | Idexx Laboratories Inc | 0% | -3.25% | Trim |
| 49 | EDIV | State Street Spdr S&p Emergi | 0% | — | Add |
| 50 | EFA | Ishares Msci Eafe ETF | 0% | -0.24% | Add |
According to official SEC Form 13F filings, Fiduciary Trust Co reported a total U.S. public equity portfolio value of $9.2B across 847 disclosed positions in Q3 2025.
During Q3 2025, Fiduciary Trust Co's top holdings by market value included IVV (12.0%)、BRK-A (5.5%)、TJX (4.8%). 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
KRE
市值: $38.2M
Top Position Liquidated / Trimmed
MRNA
前期市值: $4.6M
In Q3 2025, Fiduciary Trust Co made 197 total portfolio adjustments, initiating 9 new buys, adding to 72 positions, trimming 110 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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