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Home > Institutional Investor > Fiduciary Group Llc > Profile

Instuitional Investor - Fiduciary Group Llc

Fund Profile
Filing Period:
Fund Name: Fiduciary Group Llc
Portfolio Value $998,018,488
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 226,458 $50,303,098 5.04%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 78,458 $40,320,094 4.04%
3.
Microsoft Corp
 MSFT 93,428 $35,071,750 3.51%
4.
Ishares Trust
 IEF 376,789 $31,171,750 3.12%
5.
Berkshire Hathaway Inc
 BRK.A 54,760 $29,163,996 2.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)