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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 $1,190,406,246
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 96,125 $60,283,029 5.06%
2.
Apple Inc.
 AAPL 221,313 $60,166,135 5.05%
3.
Alphabet Inc.
 GOOGL 162,626 $51,032,039 4.29%
4.
Microsoft Corp
 MSFT 89,857 $43,456,487 3.65%
5.
Ishares Trust
 IEF 385,621 $38,515,851 3.23%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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