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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 $1,208,039,153
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 276,782 $69,311,810 5.73%
2.
Ishares Trust
 IEF 104,354 $61,431,381 5.08%
3.
Microsoft Corp
 MSFT 122,752 $51,739,831 4.28%
4.
Nvidia Corp
 NVDA 360,446 $48,404,248 4%
5.
Amazon Com Inc
 AMZN 175,670 $38,540,261 3.19%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)