Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
65
5
3
3
2
0
44
6
2
FIDUCIARY GROUP LLC

Time Period2018-09-30

Total Holdings179

Total Value ($x1000)510,288
Activities
New8

Increased63

Unchanged39

Decreased69

Sold Out1

Top 10 Stock Holdingstotal 33.51%
BSV9.66

VOO3.82

AAPL3.32

VEA2.88

VXF2.64

 
MSFT2.41

XOM2.31

JNJ2.26

MCO2.12

BRK.B2.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BSV
9.66%
SHORT TRM BOND
VOO
3.82%
SHS
AAPL
3.32%
COM
VEA
2.88%
FTSE DEV MKT ETF
VXF
2.64%
EXTEND MKT ETF
MSFT
2.41%
COM
XOM
2.31%
COM
JNJ
2.26%
COM
MCO
2.12%
COM
BRK.B
2.09%
CL B NEW
FOXA
2.08%
CL A
GOOG
1.95%
CAP STK CL C
JPM
1.91%
COM
UNP
1.85%
COM
AMZN
1.79%
COM
CMCSA
1.68%
CL A
PEP
1.59%
COM
PFE
1.58%
COM
DIS
1.54%
COM DISNEY
VZ
1.52%
COM
PSX
1.32%
COM
WMT
1.31%
COM
MMM
1.27%
COM
VXUS
1.23%
VG TL INTL STK F
KO
1.19%
COM
DGRW
1.17%
US DIVD GRT FD
UTX
1.14%
COM
MA
1.13%
CL A
WFC
1.08%
COM
V
1.06%
COM CL A
HD
1.05%
COM
DWDP
0.99%
COM
ABBV
0.92%
COM
FB
0.9%
CL A
GOOGL
0.87%
CAP STK CL A
ORCL
0.87%
COM
KHC
0.87%
COM
AMT
0.86%
COM
BKNG
0.85%
COM
AMGN
0.85%
COM
BAC
0.83%
COM
AON
0.82%
SHS CL A
PG
0.79%
COM
BDX
0.79%
COM
MDT
0.76%
SHS
SBUX
0.69%
COM
SCHB
0.63%
US BRD MKT ETF
CVX
0.61%
COM
DGRO
0.59%
CORE DIV GRWTH
AXP
0.58%
COM
T
0.56%
COM
UPS
0.54%
CL B
IVV
0.53%
CORE S&P500 ETF
D
0.5%
COM
FDX
0.49%
COM
XLU
0.47%
SBI INT-UTILS
BA
0.47%
COM
BMY
0.4%
COM
ITW
0.4%
COM
NSC
0.39%
COM
MRK
0.37%
COM
BAX
0.37%
COM
BLK
0.36%
COM
GD
0.35%
COM
SCHW
0.35%
COM
EQIX
0.35%
COM PAR $0.001
NKE
0.34%
CL B
VNO
0.33%
SH BEN INT
HON
0.32%
COM
NEE
0.32%
COM
AFL
0.32%
COM
INTC
0.32%
COM
CLX
0.31%
COM
SO
0.3%
COM
ABT
0.29%
COM
MCD
0.28%
COM
CSCO
0.26%
COM
IBM
0.26%
COM
AYI
0.25%
COM
ADP
0.25%
COM
SCHZ
0.25%
US AGGREGATE B
NTRS
0.24%
COM
SCHF
0.24%
INTL EQTY ETF
CSX
0.24%
COM
LLY
0.23%
COM
COP
0.22%
COM
AIG
0.2%
COM NEW
ISRG
0.2%
COM NEW
GE
0.2%
COM
CI
0.19%
COM
CMI
0.19%
COM
BRK.A
0.19%
CL A
QCOM
0.19%
COM
LMT
0.16%
COM
SHM
0.16%
NUVN BR SHT MUNI
ETN
0.16%
SHS
SYK
0.16%
COM
ACN
0.16%
SHS CLASS A
EMR
0.16%
COM
COST
0.15%
COM
AET
0.14%
COM
PM
0.14%
COM
DEO
0.14%
SPON ADR NEW
EFX
0.14%
COM
MDLZ
0.13%
CL A
EQR
0.13%
SH BEN INT
GIS
0.13%
COM
DUK
0.13%
COM NEW
VIG
0.12%
DIV APP ETF
GPC
0.12%
COM
CSJ
0.12%
1-3 YR CR BD ETF
ETP
0.12%
UNIT LTD PRT INT
SLB
0.12%
COM
STI
0.12%
COM
TMUS
0.11%
COM
RF
0.11%
COM
KMB
0.11%
COM
LBTYK
0.11%
SHS CL C
FAST
0.11%
COM
TJX
0.11%
COM
BX
0.11%
COM UNIT LTD
CL
0.11%
COM
XLI
0.1%
SBI INT-INDS
TXN
0.1%
COM
CB
0.1%
COM
PNC
0.1%
COM
HDV
0.1%
HIGH DIVIDND ETF
IDV
0.09%
INTL SEL DIV ETF
OPP
0.09%
COM
PAYX
0.09%
COM
PPG
0.09%
COM
MO
0.08%
COM
DE
0.08%
COM
RTN
0.08%
COM NEW
IWM
0.08%
RUSSELL 2000 ETF
FRT
0.08%
SH BEN INT NEW
MAR
0.07%
CL A
MCK
0.07%
COM
SCHE
0.07%
EMRG MKTEQ ETF
VUG
0.07%
GROWTH ETF
IJH
0.07%
CORE S&P MCP ETF
SCHA
0.07%
US SML CAP ETF
IJR
0.06%
CORE S&P SCP ETF
PFF
0.06%
U.S. PFD STK ETF
UNH
0.06%
COM
TRV
0.06%
COM
PCI
0.06%
COM SHS
DSL
0.06%
COM
ED
0.06%
COM
IDXX
0.06%
COM
AB
0.06%
UNIT LTD PARTN
O
0.06%
COM
XLB
0.06%
SBI MATERIALS
BK
0.06%
COM
MNR
0.05%
CL A
UMH
0.05%
COM
DES
0.05%
SMALLCAP DIVID
VTI
0.05%
TOTAL STK MKT
SPG
0.05%
COM
LNC
0.05%
COM
AEP
0.05%
COM
JQC
0.05%
COM SHS
VTV
0.05%
VALUE ETF
BIT
0.05%
COM
MS
0.05%
COM NEW
CAT
0.04%
COM
IWR
0.04%
RUS MID-CAP ETF
LOW
0.04%
COM
CHE
0.04%
COM
KKR
0.04%
CL A
DHR
0.04%
COM
HAL
0.04%
COM
AMLP
0.03%
ALERIAN MLP
LBRDA
0.03%
COM SER A
CUZ
0.02%
COM
NLY
0.02%
COM
LBRDK
0.02%
COM SER C
BAC/WS/A
0.01%
*W EXP 01/16/201
AIG/WS
< 0.01%
*W EXP 01/19/202
JPM/WS
0.01%
*W EXP 10/28/201