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Home > Institutional Investor > Kmg Fiduciary Partners, Llc > Profile

Instuitional Investor - Kmg Fiduciary Partners, Llc

Fund Profile
Filing Period:
Fund Name: Kmg Fiduciary Partners, Llc
Portfolio Value $1,203,830,523
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 279,632 $62,114,742 5.16%
2.
Ishares Trust
 IEF 98,254 $55,208,236 4.59%
3.
Microsoft Corp
 MSFT 126,524 $47,495,814 3.95%
4.
Nvidia Corp
 NVDA 381,671 $41,365,459 3.44%
5.
Amazon Com Inc
 AMZN 170,149 $32,372,513 2.69%
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)