Kmg Fiduciary Partners, LLC — Q4 2025 13F保有銘柄

Name: Kmg Fiduciary Partners, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001773205

申告総資産額

$10.8億

← 最新の四半期に戻る

今四半期の全保有銘柄

上位200銘柄を表示中（全262銘柄）

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	AAPL	Apple INC	株式-IT	5.51%	+1.10%	-1.66%
2	NVDA	Nvidia CORP	株式-IT	5.45%	+0.13%	-4.37%
3	MSFT	Microsoft CORP	株式-IT	4.39%	+0.45%	-2.00%
4	GOOGL	Alphabet Inc-cl A	株式-通信サービス	4.13%	—	-5.41%
5	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	3.24%	—	-35.62%
6	AMZN	Amazon.com INC	株式-一般消費財	2.95%	—	-0.93%
7	JPM	Jpmorgan Chase & Co	株式-金融	2.81%	—	-0.06%
8	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型株・グロース	2.81%	—	-0.33%
9	LLY	Eli Lilly & Co	株式-ヘルスケア	2.38%	—	-1.47%
10	META	Meta Platforms Inc-class A	株式-通信サービス	2.04%	-0.15%	-2.28%
11	GS	Goldman Sachs Group INC	株式-金融	1.88%	—	-1.68%
12	BRK-B	Berkshire Hathaway Inc-cl B	株式-その他	1.34%	—	+0.30%
13	ABBV	Abbvie INC	株式-ヘルスケア	1.26%	—	+1.20%
14	GTO	Invesco Total Return Bond Et	ETF-その他	1.25%	—	+12.35%
15	JPIB	Jpmorgan Intl Bnd ETF	ETF-その他	1.20%	—	+9.14%
16	HYLS	Ft Tactical High Yield ETF	ETF-ハイイールド債	1.19%	—	+11.15%
17	QCOM	Qualcomm INC	株式-IT	1.18%	—	+1.71%
18	FBND	Fidelity Total Bond ETF	ETF-その他	1.12%	-0.67%	+4.20%
19	AMD	Advanced Micro Devices	株式-IT	1.03%	+1.98%	-14.48%
20	AVGO	Broadcom INC	株式-IT	0.97%	—	-2.15%
21	IJH	Ishares Core S&p Midcap ETF	ETF-その他	0.96%	—	-3.61%
22	ORCL	Oracle CORP	株式-IT	0.89%	—	-11.82%
23	IVE	Ishares S&p 500 Value ETF	ETF-大型株・グロース	0.89%	-0.53%	-16.25%
24	KO	Coca-cola Co/the	株式-生活必需品	0.88%	—	+2.16%
25	PG	Procter & Gamble Co/the	株式-生活必需品	0.87%	—	+0.31%
26	CVX	Chevron CORP	株式-エネルギー	0.87%	-0.32%	+5.45%
27	RTX	Rtx CORP	株式-資本財	0.85%	—	-1.84%
28	CAH	Cardinal Health INC	株式-ヘルスケア	0.84%	-0.21%	-1.80%
29	AXP	American Express Co	株式-金融	0.82%	—	+0.19%
30	CSCO	Cisco Systems INC	株式-IT	0.81%	—	+0.39%
31	RDVY	First Trust Rising Dividend	ETF-その他	0.80%	-0.66%	-11.39%
32	VNLA	Janus Henderson Short Durati	ETF-その他	0.79%	-0.85%	EXIT
33	V	Visa Inc-class A Shares	株式-金融	0.77%	-0.12%	+1.47%
34	CGMS	Cap Group US Multi-sect Bond	ETF-その他	0.74%	-0.73%	+3.67%
35	SRLN	Ss Blackstone Sr Loan ETF	ETF-その他	0.74%	—	+18.81%
36	LOW	Lowe's Cos INC	株式-一般消費財	0.74%	-0.12%	+5.35%
37	COST	Costco Wholesale CORP	株式-生活必需品	0.70%	—	-3.64%
38	AGG	Ishares Core U.s. Aggregate	ETF-その他	0.68%	-0.74%	EXIT
39	IJR	Ishares Core S&p Small-cap E	ETF-中小型株	0.68%	—	+12.54%
40	IBM	Intl Business Machines CORP	株式-IT	0.67%	-0.18%	+3.37%
41	MAR	Marriott International -cl A	株式-一般消費財	0.67%	—	+1.05%
42	AVLV	Avantis US Large Cap Value	ETF-大型株・グロース	0.67%	-0.64%	+0.67%
43	BLK	Blackrock INC	株式-金融	0.67%	—	+1.62%
44	IVW	Ishares S&p 500 Growth ETF	ETF-大型株・グロース	0.65%	-0.55%	-23.42%
45	AMAT	Applied Materials INC	株式-IT	0.63%	-0.21%	-12.74%
46	IWP	Ishares Russell Mid-cap Grow	ETF-その他	0.62%	-0.28%	+0.03%
47	BKLC	Bny Mellon US Lrg Cap Cor	ETF-その他	0.62%	-0.56%	-0.79%
48	ISRG	Intuitive Surgical INC	株式-ヘルスケア	0.62%	—	-1.52%
49	FSIG	Ft LTD Duration Inv Grade	ETF-その他	0.60%	-0.48%	EXIT
50	GOOG	Alphabet Inc-cl C	株式-通信サービス	0.58%	—	-2.72%

1–50 of 200

今四半期の持株変動

Kmg Fiduciary Partners, LLCがQ4 2025時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	GOOGL	Alphabet Inc-cl A	+0.9%	-5.41%	減少
2	LLY	Eli Lilly & Co	+0.8%	-1.47%	減少
3	AAPL	Apple INC	+0.6%	-1.66%	減少
4	AMZN	Amazon.com INC	+0.3%	-0.93%	減少
5	GS	Goldman Sachs Group INC	+0.3%	-1.68%	減少
6	CAH	Cardinal Health INC	+0.2%	-1.80%	減少
7	GTO	Invesco Total Return Bond Et	+0.2%	+12.35%	増加
8	AMD	Advanced Micro Devices	+0.2%	-14.48%	減少
9	HYLS	Ft Tactical High Yield ETF	+0.2%	+11.15%	増加
10	VCIT	Vanguard Int-term Corporate	+0.2%	+36.10%	増加
11	ISRG	Intuitive Surgical INC	+0.2%	-1.52%	減少
12	SRLN	Ss Blackstone Sr Loan ETF	+0.2%	+18.81%	増加
13	GOOG	Alphabet Inc-cl C	+0.1%	-2.72%	減少
14	MAR	Marriott International -cl A	+0.1%	+1.05%	増加
15	SBUX	Starbucks CORP	+0.1%	+225.04%	増加
16	HON	Honeywell International INC	+0.1%	+343.73%	増加
17	VRIG	Invesco Variable Rate Invest	+0.1%	+32.77%	増加
18	NVDA	Nvidia CORP	+0.1%	-4.37%	減少
19	IVE	Ishares S&p 500 Value ETF	-0.1%	-16.25%	減少
20	IWM	Ishares Russell 2000 ETF	-0.1%	-84.53%	減少
21	MSFT	Microsoft CORP	-0.1%	-2.00%	減少
22	IVW	Ishares S&p 500 Growth ETF	-0.1%	-23.42%	減少
23	META	Meta Platforms Inc-class A	-0.2%	-2.28%	減少
24	CRM	Salesforce INC	-0.2%	-32.88%	減少
25	COIN	Coinbase Global INC -class A	-0.2%	-39.90%	減少
26	VTV	Vanguard Value ETF	-0.2%	-89.46%	減少
27	CMG	Chipotle Mexican Grill INC	-0.2%	-56.86%	減少
28	VUG	Vanguard Growth ETF	-0.2%	-90.50%	減少
29	CTAS	Cintas CORP	-0.3%	-43.03%	減少
30	ORCL	Oracle CORP	-0.5%	-11.82%	減少
31	IEFA	Ishares Core Msci Eafe ETF	-0.8%	-61.84%	減少
32	VO	Vanguard Mid-cap ETF	-0.8%	-92.81%	減少
33	IVV	Ishares Core S&p 500 ETF	-1.4%	-35.62%	減少
34	VV	Vanguard Large-cap ETF	—	EXIT	全売却
35	BNDX	Vanguard Total Intl Bond ETF	—	EXIT	全売却
36	IEMG	Ishares Core Msci Emerging	—	EXIT	全売却
37	TIP	Ishares Tips Bond ETF	—	EXIT	全売却
38	BIV	Vanguard Intermediate-term B	—	EXIT	全売却
39	IWB	Ishares Russell 1000 ETF	—	EXIT	全売却
40	EFA	Ishares Msci Eafe ETF	—	EXIT	全売却
41	LMBS	First Trust Low Duration Opp	—	EXIT	全売却
42	JAAA	Janus Henderson Aaa Clo ETF	—	EXIT	全売却
43	VWO	Vanguard Ftse Emerging Marke	—	EXIT	全売却
44	HPQ	Hp INC	—	EXIT	全売却
45	KHC	Kraft Heinz Co/the	—	EXIT	全売却
46	SCHF	Schwab Intl Equity ETF	—	EXIT	全売却
47	ISTB	Ishares Core 1-5 Year Usd Bo	—	EXIT	全売却
48	BSV	Vanguard Short-term Bond ETF	—	EXIT	全売却
49	VB	Vanguard Small-cap ETF	—	EXIT	全売却
50	FJUN	Ft Vest US Equity Buff Etf-j	—	EXIT	全売却