13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000035442
Total reported value
$9.2B
$9.2B
857 檔
30.7%
During the Q4 2025 filing period, Fiduciary Trust Co (CIK: 0000035442) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $9.2B across 857 reported positions.
In Q4 2025, Fiduciary Trust Co adopted a defensive or profit-taking posture, trimming 141 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 857 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.14% | +0.56% | -1.16% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.53% | -0.22% | — | |
| 3 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 5.11% | -0.73% | -0.29% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.67% | +0.06% | -3.23% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.61% | -0.10% | -0.22% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | -0.22% | -2.05% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.42% | +0.07% | -1.15% | |
| 8 | CPNG | Coupang Inc | Stock-Consumer Disc | 3.32% | -0.45% | -2.16% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.57% | +0.23% | -3.68% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.04% | -2.27% | |
| 11 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 1.56% | -0.25% | -2.58% | |
| 12 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 1.53% | — | -10.44% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | +0.09% | -0.26% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.35% | +0.04% | -1.65% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.11% | -3.10% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.25% | +0.09% | -4.30% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | +0.01% | -2.40% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.15% | +0.09% | +2.06% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | -0.04% | -1.30% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | +0.03% | -1.14% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.32% | -0.78% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.05% | -2.70% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.07% | -2.23% | |
| 24 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.70% | +0.26% | +57.11% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 0.69% | +0.12% | -4.43% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.68% | -0.05% | -12.56% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.67% | -0.02% | +0.98% | |
| 28 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.61% | -0.08% | -18.35% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.05% | -1.59% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.05% | -3.43% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.01% | -0.64% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.03% | -2.24% | |
| 33 | KLAC | Kla CORP | Stock-Tech | 0.57% | +0.53% | -3.96% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.53% | -0.09% | -0.55% | |
| 35 | WCMI | Ft Wcm International ETF | ETF-Other | 0.53% | +0.23% | +25.50% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.51% | -0.05% | -0.50% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.20% | -1.33% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.02% | -1.89% | |
| 39 | APH | Amphenol Corp-cl A | Stock-Tech | 0.48% | +0.11% | -5.66% | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.45% | +0.05% | -0.85% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.44% | -0.02% | +11.87% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.42% | -0.03% | -0.46% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.08% | -3.75% | |
| 44 | CBT | Cabot CORP | Stock-Materials | 0.40% | +0.04% | -0.01% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.16% | -4.56% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.39% | -0.05% | -0.89% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | -0.03% | -3.65% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.38% | -0.03% | -1.37% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.10% | -2.37% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.04% | -5.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -3.68% | Trim |
| 2 | TJX | Tjx Companies Inc | +0.3% | -0.29% | Trim |
| 3 | KRE | Ss Spdr S&p Regional Bank | +0.3% | +57.11% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | -3.10% | Trim |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | -1.16% | Trim |
| 6 | AAPL | Apple Inc | +0.2% | -3.23% | Trim |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.22% | Trim |
| 8 | WCMI | Ft Wcm International ETF | +0.1% | +25.50% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.1% | -1.15% | Trim |
| 10 | MRK | Merck & Co. Inc. | +0.1% | -1.89% | Trim |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.46% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.1% | -2.70% | Trim |
| 13 | CAT | Caterpillar Inc | +0.1% | -4.56% | Trim |
| 14 | CSCO | Cisco Systems Inc | +0.1% | -1.33% | Trim |
| 15 | ESGU | Ishares Esg Aware Msci USA | +0.1% | +2.06% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -0.78% | Trim |
| 17 | MS | Morgan Stanley | +0.1% | -4.43% | Trim |
| 18 | KLAC | Kla CORP | +0.1% | -3.96% | Trim |
| 19 | AMZN | Amazon.com Inc | +0.1% | -2.27% | Trim |
| 20 | SLB | Slb LTD | 0% | +246.42% | Add |
| 21 | LLY | Eli Lilly & Co | 0% | -2.98% | Trim |
| 22 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +11.87% | Add |
| 23 | LRCX | Lam Research CORP | 0% | -1.69% | Trim |
| 24 | IEMG | Ishares Core Msci Emerging | 0% | +76.77% | Add |
| 25 | AXP | American Express Co | 0% | -1.37% | Trim |
| 26 | RTX | Rtx CORP | 0% | -0.89% | Trim |
| 27 | GS | Goldman Sachs Group Inc | 0% | +0.55% | Add |
| 28 | CTRA | Coterra Energy Inc | 0% | +0.03% | Add |
| 29 | MTD | Mettler-toledo International | 0% | -1.57% | Trim |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +0.98% | Add |
| 31 | REGN | Regeneron Pharmaceuticals | 0% | +7.83% | Add |
| 32 | AMGN | Amgen Inc | 0% | -1.63% | Trim |
| 33 | MU | Micron Technology Inc | 0% | -11.53% | Trim |
| 34 | ADI | Analog Devices Inc | 0% | -0.64% | Trim |
| 35 | STT | State Street CORP | 0% | -0.93% | Trim |
| 36 | WMT | Walmart Inc | 0% | +2.20% | Add |
| 37 | PH | Parker Hannifin CORP | 0% | -3.14% | Trim |
| 38 | ISRG | Intuitive Surgical Inc | 0% | +0.09% | Add |
| 39 | PSLV | Sprott Physical Silver Trust | 0% | — | Unchanged |
| 40 | APH | Amphenol Corp-cl A | 0% | -5.66% | Trim |
| 41 | V | Visa Inc-class A Shares | 0% | -0.64% | Trim |
| 42 | DHR | Danaher CORP | 0% | -5.35% | Trim |
| 43 | GLDM | Spdr Gold Minishares Trust | 0% | +267.39% | Add |
| 44 | OTF | Blue Owl Technology Finance | 0% | +144.44% | Add |
| 45 | RGEF | Rockefeller Global Eqty ETF | 0% | — | Unchanged |
| 46 | TD | Toronto-dominion Bank | 0% | -1.76% | Trim |
| 47 | CTSH | Cognizant Tech Solutions-a | 0% | -0.95% | Trim |
| 48 | IBM | Intl Business Machines CORP | 0% | -0.15% | Trim |
| 49 | SGOV | Ishares 0-3 Month Treasury B | 0% | +115.53% | Add |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 0% | +26.69% | Add |
According to official SEC Form 13F filings, Fiduciary Trust Co reported a total U.S. public equity portfolio value of $9.2B across 857 disclosed positions in Q4 2025.
During Q4 2025, Fiduciary Trust Co's top holdings by market value included IVV (12.1%)、BRK-A (5.5%)、TJX (5.1%). The largest single position, IVV, represented 12.1% 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.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BRK-A, TJX) accounted for 30.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $6.8M
Top Position Liquidated / Trimmed
UL
前期市值: $7.0M
In Q4 2025, Fiduciary Trust Co made 197 total portfolio adjustments, initiating 16 new buys, adding to 36 positions, trimming 141 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.