Long-term investor
Kmg Fiduciary Partners, LLC @kmgfiduciarypartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001773205).
Record
- Tracked since 2025-06-30 (473 days), 155 trades recorded
- Returns: week n/a · month n/a · 90 days +2.8% · 6 months +17.7% · 1 year +19.1% · all +19.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 7.4% · long · since 2025-09-30
- NVDA · 5.9% · long · since 2025-09-30
- MSFT · 5.7% · long · since 2025-09-30
- GOOGL · 4.5% · long · since 2025-09-30
- 464287200 · 3.7% · long · since 2025-09-30
- AMZN · 3.7% · long · since 2025-09-30
- JPM · 3.3% · long · since 2025-09-30
- AMD · 2.8% · long · since 2025-09-30
- 78464A854 · 2.8% · long · since 2025-09-30
- LLY · 2.6% · long · since 2025-09-30
- META · 2.3% · long · since 2025-09-30
- GS · 1.8% · long · since 2025-09-30