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CIK: 0000035442
Total reported value
$9.2B
$9.2B
865 檔
29.3%
At the close of Q1 2026, Fiduciary Trust Co disclosed equity holdings valued at approximately $9.2B, spread across 865 reported holdings.
In Q1 2026, Fiduciary Trust Co adopted a defensive or profit-taking posture, trimming 127 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 29.3% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 865 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.72% | +0.56% | -2.66% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.46% | -0.22% | -0.16% | |
| 3 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 5.40% | -0.73% | -2.37% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.90% | -0.10% | +0.90% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.38% | +0.06% | -3.29% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.62% | +0.07% | -0.95% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.22% | -2.89% | |
| 8 | CPNG | Coupang Inc | Stock-Consumer Disc | 2.61% | -0.45% | -5.76% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | +0.23% | -5.50% | |
| 10 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 1.92% | -0.25% | -2.91% | |
| 11 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 1.50% | — | -1.97% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | +0.04% | -1.21% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | +0.09% | -3.51% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.41% | +0.04% | -1.87% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.32% | -3.78% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.18% | +0.11% | -3.39% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.17% | +0.09% | +2.76% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.09% | -3.37% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | +0.01% | -2.77% | |
| 20 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.99% | +0.26% | +35.67% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.05% | -3.30% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | -0.04% | -0.91% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | +0.03% | -4.70% | |
| 24 | WCMI | Ft Wcm International ETF | ETF-Other | 0.73% | +0.23% | +34.07% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.73% | -0.02% | +4.37% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.07% | +2.32% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.71% | -0.05% | +0.90% | |
| 28 | KLAC | Kla CORP | Stock-Tech | 0.69% | +0.53% | -4.05% | |
| 29 | MS | Morgan Stanley | Stock-Financials | 0.66% | +0.12% | -0.45% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.05% | -3.31% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.05% | -3.43% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.02% | -4.13% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.03% | -1.69% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.53% | -0.05% | -1.00% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.20% | -2.13% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.16% | -0.90% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.01% | -3.31% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.08% | -1.92% | |
| 39 | CBT | Cabot CORP | Stock-Materials | 0.48% | +0.04% | — | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.47% | +0.05% | -0.84% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.47% | -0.02% | +2.22% | |
| 42 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.45% | -0.08% | -24.11% | |
| 43 | APH | Amphenol Corp-cl A | Stock-Tech | 0.44% | +0.11% | -5.69% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.09% | -3.91% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.42% | -0.05% | -2.21% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.40% | -0.10% | -3.05% | |
| 47 | CTRA | Coterra Energy Inc | Stock-Energy | 0.38% | -0.38% | EXIT | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.08% | -1.75% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.35% | -0.03% | -5.82% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | +0.02% | -0.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EIPX | Ft Energy Inc Partners Strat | +0.4% | -2.91% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.4% | -3.78% | Trim |
| 3 | KRE | Ss Spdr S&p Regional Bank | +0.3% | +35.67% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +0.90% | Add |
| 5 | TJX | Tjx Companies Inc | +0.3% | -2.37% | Trim |
| 6 | WCMI | Ft Wcm International ETF | +0.2% | +34.07% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | -0.95% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.1% | -3.30% | Trim |
| 9 | KLAC | Kla CORP | +0.1% | -4.05% | Trim |
| 10 | CTRA | Coterra Energy Inc | +0.1% | +0.03% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | -0.90% | Trim |
| 12 | CVX | Chevron CORP | +0.1% | -2.22% | Trim |
| 13 | GEV | GE Vernova Inc | +0.1% | -0.13% | Trim |
| 14 | CBT | Cabot CORP | +0.1% | — | Unchanged |
| 15 | COST | Costco Wholesale CORP | +0.1% | -1.92% | Trim |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -4.13% | Trim |
| 17 | IEMG | Ishares Core Msci Emerging | +0.1% | +66.57% | Add |
| 18 | ADI | Analog Devices Inc | +0.1% | +3.13% | Add |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | +4.37% | Add |
| 20 | VLO | Valero Energy CORP | +0.1% | -0.33% | Trim |
| 21 | LRCX | Lam Research CORP | +0.1% | -1.74% | Trim |
| 22 | NEE | Nextera Energy Inc | +0.1% | -3.00% | Trim |
| 23 | DELL | Dell Technologies -c | 0% | +1.85% | Add |
| 24 | APLSUSD | Apellis Pharmaceuticals Inc | 0% | -0.05% | Trim |
| 25 | WMT | Walmart Inc | 0% | +1.05% | Add |
| 26 | PEP | Pepsico Inc | 0% | -3.05% | Trim |
| 27 | FAST | Fastenal Co | 0% | +2.62% | Add |
| 28 | CNQ | Canadian Natural Resources | 0% | -2.71% | Trim |
| 29 | SLB | Slb LTD | 0% | +0.14% | Add |
| 30 | CHD | Church & Dwight Co Inc | 0% | -2.88% | Trim |
| 31 | PSQ | Proshares Short Qqq | 0% | +26.48% | Add |
| 32 | NOC | Northrop Grumman CORP | 0% | -1.10% | Trim |
| 33 | RTX | Rtx CORP | 0% | -2.21% | Trim |
| 34 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.90% | Add |
| 35 | ESGU | Ishares Esg Aware Msci USA | 0% | +2.76% | Add |
| 36 | TXN | Texas Instruments Inc | 0% | +10.72% | Add |
| 37 | HON | Honeywell International Inc | 0% | -2.08% | Trim |
| 38 | ETN | Eaton Corporation plc | 0% | +2.15% | Add |
| 39 | APD | Air Products & Chemicals Inc | 0% | -1.74% | Trim |
| 40 | LMT | Lockheed Martin CORP | 0% | -1.31% | Trim |
| 41 | PWR | Quanta Services Inc | 0% | +2.31% | Add |
| 42 | KO | Coca-cola Co/the | 0% | -0.82% | Trim |
| 43 | ESGE | Ishares Inc Ishares Esg Awar | 0% | +3.61% | Add |
| 44 | SHEL | Shell Plc-adr | 0% | +0.20% | Add |
| 45 | OTF | Blue Owl Technology Finance | 0% | +86.36% | Add |
| 46 | LIN | Linde plc | 0% | -6.82% | Trim |
| 47 | AMGN | Amgen Inc | 0% | -0.93% | Trim |
| 48 | GLD | Spdr Gold Shares | 0% | -2.64% | Trim |
| 49 | PFE | Pfizer Inc | 0% | -1.27% | Trim |
| 50 | BMY | Bristol-myers Squibb Co | 0% | -1.24% | Trim |
According to official SEC Form 13F filings, Fiduciary Trust Co reported a total U.S. public equity portfolio value of $9.2B across 865 disclosed positions in Q1 2026.
During Q1 2026, Fiduciary Trust Co's top holdings by market value included IVV (11.7%)、BRK-A (5.5%)、TJX (5.4%). The largest single position, IVV, represented 11.7% 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
AMCR
市值: $5.5M
Top Position Liquidated / Trimmed
AMCR
前期市值: $5.4M
In Q1 2026, Fiduciary Trust Co made 195 total portfolio adjustments, initiating 10 new buys, adding to 52 positions, trimming 127 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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