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 2025-12-31 (249 days), 93 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.3% · 6 months n/a · 1 year n/a · all +5.7%
  • Max drawdown n/a · win rate 27% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 6.5% · long · since 2025-12-31
  • NVDA · 5.2% · long · since 2025-12-31
  • GOOGL · 4.6% · long · since 2025-12-31
  • MSFT · 4.1% · long · since 2025-12-31
  • 464287200 · 3.5% · long · since 2025-12-31
  • AMZN · 3.4% · long · since 2025-12-31
  • JPM · 3.2% · long · since 2025-12-31
  • 78464A854 · 3.0% · long · since 2025-12-31
  • AMD · 2.8% · long · since 2025-12-31
  • LLY · 2.7% · long · since 2025-12-31
  • GS · 2.0% · long · since 2025-12-31
  • BRK-B · 1.8% · long · since 2025-12-31

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