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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 $1,274,885,691
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 103,990 $71,421,043 5.6%
2.
Apple Inc.
 AAPL 224,982 $65,100,832 5.11%
3.
Alphabet Inc.
 GOOGL 158,332 $55,943,610 4.39%
4.
Ishares Trust
 IEF 475,570 $47,071,883 3.69%
5.
Microsoft Corp
 MSFT 88,342 $32,953,255 2.58%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.