Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fiduciary Trust Co (CIK 35442) reported $9.19B across 892 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($1.13B, 12.28%), BRK/A ($481.5M, 5.24%), IEFA ($441.1M, 4.80%), TJX ($429.2M, 4.67%), AAPL ($407.8M, 4.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $1.13B | 12.28% | 1.5M | Trimmed |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $481.5M | 5.24% | 643 | Hold |
| 3 | IEFA | ISHARES TR | $441.1M | 4.80% | 4.6M | Trimmed |
| 4 | TJX | TJX COS INC NEW | $429.2M | 4.67% | 2.8M | Trimmed |
| 5 | AAPL | APPLE INC | $407.8M | 4.44% | 1.4M | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $338.9M | 3.69% | 4.8M | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $238.1M | 2.59% | 638,426 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $234.6M | 2.55% | 656,486 | Trimmed |
| 9 | CPNG | COUPANG INC | $198.2M | 2.16% | 11.4M | Trimmed |
| 10 | EIPX | FIRST TR EXCHANGE-TRADED FD | $153.8M | 1.67% | 4.9M | Trimmed |
| 11 | AMZN | AMAZON COM INC | $141.0M | 1.53% | 591,388 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $139.5M | 1.52% | 697,152 | Added |
| 13 | EPS | WISDOMTREE TR | $138.4M | 1.50% | 1.8M | Trimmed |
| 14 | IJH | ISHARES TR | $133.1M | 1.45% | 1.7M | Trimmed |
| 15 | GOOG | ALPHABET INC | $119.1M | 1.29% | 336,941 | Trimmed |
| 16 | ESGU | ISHARES TR | $116.0M | 1.26% | 708,529 | Added |
| 17 | KRE | SPDR SERIES TRUST | $115.2M | 1.25% | 1.5M | Added |
| 18 | KLAC | KLA CORP | $112.5M | 1.22% | 372,949 | Added |
| 19 | AVGO | BROADCOM INC | $111.0M | 1.21% | 293,841 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $100.9M | 1.10% | 308,296 | Trimmed |
| 21 | WCMI | FIRST TR EXCHANGE-TRADED FD | $88.1M | 0.96% | 4.5M | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $80.5M | 0.88% | 317,105 | Trimmed |
| 23 | XOM | EXXON MOBIL CORP | $80.1M | 0.87% | 585,882 | Trimmed |
| 24 | HD | HOME DEPOT INC | $78.4M | 0.85% | 222,309 | Trimmed |
| 25 | ABBV | ABBVIE INC | $76.3M | 0.83% | 303,294 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30