FIDUCIARY FAMILY OFFICE, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2020280
Institutional-grade research for retail investors
13F Reported Value
ⓘ$350.8M
Holdings
179
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
FIDUCIARY FAMILY OFFICE, LLC disclosed 179 positions worth $350.8M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 32.3% of the equity portfolio, followed by $NVDA. During the quarter the fund opened 18 new positions and exited 20 — including a new stake in $FXF and a full exit from $ADBE. The portfolio is most concentrated in Technology (51.0% of disclosed assets). All figures are sourced directly from FIDUCIARY FAMILY OFFICE, LLC’s Form 13F-HR filing with the SEC under CIK 2020280.
AI Fund Analysis
Diversifying
$AAPL32.3% weight
Held 6 quarters
$NVDA3.8% weight
Held 6 quarters
J P MORGAN EXCHANGE TRADED
2.8% weight
Held 5 quarters
$GOOG2.8% weight
Held 5 quarters
$MSFT2.3% weight
Held 6 quarters
$CNP5 quarters accumulating
$TT4 quarters accumulating
$NVDA3 quarters accumulating
$AMZN3 quarters accumulating
$ABBV3 quarters accumulating
Sector Allocation
TechnologyFinancialsOtherHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$113.3M446,402 sh - 90.2#1
Quality
$13.4M76,744 sh J P MORGAN EXCHANGE TRADED F
—Quality
$9.8M173,778 sh- 80.2
Quality
$9.7M33,800 sh - 83.7
Quality
$8.0M21,684 sh - 74.6
Quality
$7.0M33,394 sh - 89.3
Quality
$5.6M6,070 sh - —
Quality
$4.8M11,223 sh - 86.4
Quality
$4.6M14,770 sh - 35.6
Quality
$4.3M14,644 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $113.3M | 446,402 |
| NVIDIA CORP$NVDA | 90.2#1 | $13.4M | 76,744 |
| J P MORGAN EXCHANGE TRADED F | — | $9.8M | 173,778 |
| Alphabet Inc.$GOOG | 80.2 | $9.7M | 33,800 |
| MICROSOFT CORP$MSFT | 83.7 | $8.0M | 21,684 |
| AMAZON COM INC$AMZN | 74.6 | $7.0M | 33,394 |
 ELI LILLY & Co$LLY | 89.3 | $5.6M | 6,070 |
 SPDR GOLD TRUST$GLD | — | $4.8M | 11,223 |
 Broadcom Inc.$AVGO | 86.4 | $4.6M | 14,770 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $4.3M | 14,644 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FIDUCIARY FAMILY OFFICE, LLC's 179 positions.
Showing top 10 of 179 holdings.
Sector Allocation
Technology
$178.9M
Financials
$40.9M
Other
$34.0M
Healthcare
$21.8M
Consumer Discretionary
$20.6M
Industrials
$19.5M
Consumer Staples
$14.5M
Energy
$6.5M
Full Holdings — FIDUCIARY FAMILY OFFICE, LLC (Q1 2026)
All 179 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $113.3M | 32.3% | +1% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $13.4M | 3.8% | +18% | 90.2 |
| 3 | — | J P MORGAN EXCHANGE TRADED F | $9.8M | 2.8% | -6% | — |
| 4 | $GOOG | Alphabet Inc. | $9.7M | 2.8% | +3% | 80.2 |
| 5 | $MSFT | MICROSOFT CORP | $8.0M | 2.3% | +16% | 83.7 |
| 6 | $AMZN | AMAZON COM INC | $7.0M | 2.0% | +41% | 74.6 |
| 7 | $LLY | ELI LILLY & Co | $5.6M | 1.6% | +113% | 89.3 |
| 8 | $GLD | SPDR GOLD TRUST | $4.8M | 1.4% | +52% | — |
| 9 | $AVGO | Broadcom Inc. | $4.6M | 1.3% | +14% | 86.4 |
| 10 | $JPM | JPMORGAN CHASE & CO | $4.3M | 1.2% | +3% | 35.6 |
| 11 |  $META | Meta Platforms, Inc. | $4.1M | 1.2% | +17% | 80.9 |
| 12 | — | VANGUARD INDEX FDS | $4.0M | 1.1% | +0% | — |
| 13 |  $JNJ | JOHNSON & JOHNSON | $3.8M | 1.1% | +66% | 72.8 |
| 14 | — | VANGUARD INDEX FDS | $3.7M | 1.1% | +0% | — |
| 15 |  $AXP | AMERICAN EXPRESS CO | $3.7M | 1.1% | +37% | 73.2 |
| 16 |  $LRCX | LAM RESEARCH CORP | $3.5M | 1.0% | -1% | 82.4 |
| 17 |  $PM | Philip Morris International Inc. | $3.2M | 0.9% | +19% | 80.5 |
| 18 | $ABBV | AbbVie Inc. | $3.1M | 0.9% | +43% | 59.3 |
| 19 |  $GOOGL | Alphabet Inc. | $3.1M | 0.9% | +39% | 80.2 |
| 20 |  $WFC | WELLS FARGO & COMPANY/MN | $3.0M | 0.9% | +8% | — |
| 21 |  $V | VISA INC. | $3.0M | 0.8% | -8% | 83.5 |
| 22 |  $ORCL | ORACLE CORP | $2.6M | 0.7% | +42% | 67.2 |
| 23 |  $VRT | Vertiv Holdings Co | $2.6M | 0.7% | -1% | 82.7 |
| 24 |  $PH | Parker-Hannifin Corp | $2.4M | 0.7% | +13% | 73.8 |
| 25 |  $FXF | Invesco CurrencyShares Swiss Franc Trust | $2.4M | 0.7% | NEW | — |
| 26 | — | VANGUARD INDEX FDS | $2.4M | 0.7% | +0% | — |
| 27 |  $CSCO | CISCO SYSTEMS, INC. | $2.4M | 0.7% | +4% | 72.3 |
| 28 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.3M | 0.6% | +25% | 68.4 |
| 29 | — | ISHARES TR | $2.2M | 0.6% | -7% | — |
| 30 |  $MCK | MCKESSON CORP | $2.2M | 0.6% | +8% | 63.7 |
| 31 |  $IBKR | Interactive Brokers Group, Inc. | $2.1M | 0.6% | -7% | 75.5 |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.1M | 0.6% | +5% | 64.5 |
| 33 |  $QSR | Restaurant Brands International Inc. | $2.1M | 0.6% | +21% | 71.2 |
| 34 |  $PG | PROCTER & GAMBLE Co | $2.0M | 0.6% | +171% | 72.9 |
| 35 |  $XOM | EXXON MOBIL CORP | $2.0M | 0.6% | +62% | 61.8 |
| 36 |  $SPY | SPDR S&P 500 ETF TRUST | $2.0M | 0.6% | +0% | — |
| 37 |  $__PARK_1390777 | Bank of New York Mellon Corp | $1.9M | 0.5% | +2% | 36.7 |
| 38 | — | VANGUARD INDEX FDS | $1.9M | 0.5% | -18% | — |
| 39 |  $WMT | Walmart Inc. | $1.9M | 0.5% | -31% | 63.2 |
| 40 |  $PLTR | Palantir Technologies Inc. | $1.8M | 0.5% | -2% | 85.8 |
| 41 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.8M | 0.5% | +0% | 67 |
| 42 |  $TMUS | T-Mobile US, Inc. | $1.7M | 0.5% | +10% | 72.7 |
| 43 |  $ADI | ANALOG DEVICES INC | $1.7M | 0.5% | +8% | 76.2 |
| 44 |  $LIN | LINDE PLC | $1.7M | 0.5% | +40% | — |
| 45 |  $SPGI | S&P Global Inc. | $1.6M | 0.5% | +218% | 79.4 |
| 46 | $CNP | CENTERPOINT ENERGY INC | $1.6M | 0.5% | +2% | 55.9 |
| 47 |  $CAT | CATERPILLAR INC | $1.6M | 0.5% | +0% | 67.8 |
| 48 |  $IQV | IQVIA HOLDINGS INC. | $1.6M | 0.5% | +14% | 59.7 |
| 49 |  $DIS | Walt Disney Co | $1.5M | 0.4% | +80% | 68.9 |
| 50 |  $BSX | BOSTON SCIENTIFIC CORP | $1.4M | 0.4% | +133% | 79.9 |
| 51 |  $DAL | DELTA AIR LINES, INC. | $1.4M | 0.4% | +37% | 64.4 |
| 52 |  $KO | COCA COLA CO | $1.4M | 0.4% | +16% | 74 |
| 53 |  $NEE | NEXTERA ENERGY INC | $1.3M | 0.4% | +34% | 71.7 |
| 54 |  $HSY | HERSHEY CO | $1.3M | 0.4% | +300% | 59.4 |
| 55 |  $MRK | Merck & Co., Inc. | $1.3M | 0.4% | -23% | 70.9 |
| 56 | — | VANGUARD INDEX FDS | $1.3M | 0.4% | +0% | — |
| 57 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.3M | 0.4% | +41% | 69.8 |
| 58 |  $HD | HOME DEPOT, INC. | $1.3M | 0.4% | +6% | 69.2 |
| 59 | — | VANGUARD SPECIALIZED FUNDS | $1.2M | 0.3% | -7% | — |
| 60 |  $ACN | Accenture plc | $1.2M | 0.3% | +58% | — |
| 61 |  $MA | Mastercard Inc | $1.2M | 0.3% | +35% | 81.7 |
| 62 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.2M | 0.3% | +11% | 66.5 |
| 63 |  $TJX | TJX COMPANIES INC /DE/ | $1.2M | 0.3% | +34% | 70.7 |
| 64 |  $PEP | PEPSICO INC | $1.1M | 0.3% | -19% | 62.7 |
| 65 |  $KR | KROGER CO | $1.1M | 0.3% | -43% | 51.1 |
| 66 |  $FANG | Diamondback Energy, Inc. | $1.1M | 0.3% | +21% | 81.4 |
| 67 |  $RTX | RTX Corp | $1.1M | 0.3% | -8% | 70 |
| 68 |  $CCL | Carnival Corp Ltd. | $1.0M | 0.3% | +259% | — |
| 69 |  $PHM | PULTEGROUP INC/MI/ | $1.0M | 0.3% | +16% | 65.1 |
| 70 |  $CMI | CUMMINS INC | $1.0M | 0.3% | -27% | 58.9 |
| 71 |  $SLB | SLB LIMITED/NV | $1.0M | 0.3% | +49% | 63.2 |
| 72 |  $ABT | ABBOTT LABORATORIES | $975,254 | 0.3% | -8% | 67 |
| 73 |  $UBER | Uber Technologies, Inc | $971,990 | 0.3% | +19% | 79.3 |
| 74 |  $IBIT | iShares Bitcoin Trust ETF | $926,690 | 0.3% | +0% | — |
| 75 |  $ALL | ALLSTATE CORP | $913,125 | 0.3% | +68% | 76.6 |
| 76 |  $LOW | LOWES COMPANIES INC | $898,809 | 0.3% | +24% | 63.5 |
| 77 |  $AMD | ADVANCED MICRO DEVICES INC | $897,940 | 0.3% | -0% | 78.8 |
| 78 | $TT | Trane Technologies plc | $888,414 | 0.3% | +36% | — |
| 79 |  $CVX | CHEVRON CORP | $875,187 | 0.3% | -10% | 54.7 |
| 80 |  $MS | MORGAN STANLEY | $861,030 | 0.3% | +89% | — |
| 81 | — | SCHWAB STRATEGIC TR | $850,658 | 0.2% | +0% | — |
| 82 |  $COF | CAPITAL ONE FINANCIAL CORP | $848,199 | 0.2% | +6% | 71 |
| 83 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $829,815 | 0.2% | +10% | 75.1 |
| 84 |  $PFE | PFIZER INC | $796,545 | 0.2% | +156% | 69 |
| 85 |  $SYY | SYSCO CORP | $778,638 | 0.2% | +17% | 58.4 |
| 86 |  $APH | AMPHENOL CORP /DE/ | $774,146 | 0.2% | -7% | 80.5 |
| 87 |  $CSX | CSX CORP | $763,735 | 0.2% | +52% | 66.4 |
| 88 |  $TXN | TEXAS INSTRUMENTS INC | $738,509 | 0.2% | +28% | 70.4 |
| 89 |  $PPL | PPL Corp | $732,791 | 0.2% | +14% | 70.3 |
| 90 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $720,077 | 0.2% | +15% | 63.7 |
| 91 |  $RSG | REPUBLIC SERVICES, INC. | $712,284 | 0.2% | -30% | 72 |
| 92 |  $MCO | MOODYS CORP /DE/ | $697,564 | 0.2% | +14% | 81.3 |
| 93 |  $MCD | MCDONALDS CORP | $694,894 | 0.2% | +43% | 73.9 |
| 94 |  $EMR | EMERSON ELECTRIC CO | $666,892 | 0.2% | NEW | 65.9 |
| 95 |  $NOW | ServiceNow, Inc. | $637,755 | 0.2% | +36% | 76 |
| 96 |  $HUBB | HUBBELL INC | $625,203 | 0.2% | NEW | 68.7 |
| 97 |  $AZO | AUTOZONE INC | $621,512 | 0.2% | +6% | 66.5 |
| 98 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $614,728 | 0.2% | -14% | 66.7 |
| 99 |  $SJM | J M SMUCKER Co | $581,437 | 0.2% | NEW | 46.4 |
| 100 |  $DELL | Dell Technologies Inc. | $548,358 | 0.2% | -9% | 76 |
| 101 |  $WM | WASTE MANAGEMENT INC | $540,007 | 0.1% | -8% | 70.7 |
| 102 |  $UNP | UNION PACIFIC CORP | $534,689 | 0.1% | -53% | 74 |
| 103 |  $LMT | LOCKHEED MARTIN CORP | $489,537 | 0.1% | -46% | 65 |
| 104 |  $FERG | Ferguson Enterprises Inc. /DE/ | $482,848 | 0.1% | -40% | 58.9 |
| 105 |  $STE | STERIS plc | $474,909 | 0.1% | -53% | — |
| 106 |  $EOG | EOG RESOURCES INC | $467,106 | 0.1% | +40% | 71.1 |
| 107 |  $IAU | ISHARES GOLD TRUST | $462,752 | 0.1% | +0% | — |
| 108 |  $MPC | Marathon Petroleum Corp | $461,256 | 0.1% | +17% | 50.7 |
| 109 | — | SCHWAB STRATEGIC TR | $460,200 | 0.1% | +0% | — |
| 110 | — | SPDR SERIES TRUST | $459,857 | 0.1% | +0% | — |
| 111 |  $GE | GENERAL ELECTRIC CO | $455,735 | 0.1% | NEW | 74.8 |
| 112 |  $TFC | TRUIST FINANCIAL CORP | $450,414 | 0.1% | -18% | — |
| 113 | — | ETF SER SOLUTIONS | $439,930 | 0.1% | +0% | — |
| 114 |  $BX | Blackstone Inc. | $438,112 | 0.1% | -1% | 68 |
| 115 |  $NSC | NORFOLK SOUTHERN CORP | $434,805 | 0.1% | -19% | 70.8 |
| 116 |  $IRM | IRON MOUNTAIN INC | $432,665 | 0.1% | -3% | 50.7 |
| 117 |  $EFX | EQUIFAX INC | $432,168 | 0.1% | NEW | 69.4 |
| 118 |  $MSI | Motorola Solutions, Inc. | $416,611 | 0.1% | -46% | 73.8 |
| 119 |  $GD | GENERAL DYNAMICS CORP | $414,463 | 0.1% | -23% | 73 |
| 120 |  $UNH | UNITEDHEALTH GROUP INC | $411,550 | 0.1% | +95% | 66.8 |
| 121 |  $CRM | Salesforce, Inc. | $408,950 | 0.1% | -12% | 75.2 |
| 122 |  $CZR | Caesars Entertainment, Inc. | $408,370 | 0.1% | +44% | 44.3 |
| 123 |  $SCHW | SCHWAB CHARLES CORP | $408,343 | 0.1% | +16% | 77.2 |
| 124 |  $MMM | 3M CO | $407,080 | 0.1% | NEW | 60.7 |
| 125 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $403,985 | 0.1% | -45% | 60.7 |
| 126 |  $ETN | Eaton Corp plc | $397,715 | 0.1% | +57% | — |
| 127 |  $BLK | BlackRock, Inc. | $390,454 | 0.1% | -15% | 70.3 |
| 128 |  $ITW | ILLINOIS TOOL WORKS INC | $388,092 | 0.1% | -33% | 71.2 |
| 129 |  $CB | Chubb Ltd | $383,620 | 0.1% | +18% | — |
| 130 |  $GEV | GE Vernova Inc. | $380,637 | 0.1% | NEW | 70.1 |
| 131 | — | BLACKROCK ETF TRUST | $379,212 | 0.1% | +1% | — |
| 132 |  $YUM | YUM BRANDS INC | $376,417 | 0.1% | NEW | 71.7 |
| 133 |  $COP | CONOCOPHILLIPS | $375,694 | 0.1% | +0% | 74.8 |
| 134 |  $MDT | Medtronic plc | $375,454 | 0.1% | -48% | — |
| 135 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $373,613 | 0.1% | -4% | 53.3 |
| 136 |  $GPC | GENUINE PARTS CO | $369,279 | 0.1% | +41% | 54.2 |
| 137 |  $DOV | DOVER Corp | $368,540 | 0.1% | -5% | 63.1 |
| 138 |  $CL | COLGATE PALMOLIVE CO | $367,312 | 0.1% | +10% | 72.4 |
| 139 |  $GLW | CORNING INC /NY | $367,119 | 0.1% | NEW | 72.7 |
| 140 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $366,748 | 0.1% | +29% | 65.3 |
| 141 | — | VANGUARD ADMIRAL FDS INC | $364,681 | 0.1% | +0% | — |
| 142 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $353,838 | 0.1% | +46% | 71.5 |
| 143 |  $MDLZ | Mondelez International, Inc. | $352,007 | 0.1% | +5% | 53.9 |
| 144 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $326,798 | 0.1% | NEW | — |
| 145 |  $APD | Air Products & Chemicals, Inc. | $319,249 | 0.1% | +15% | 41.2 |
| 146 |  $PKG | PACKAGING CORP OF AMERICA | $318,967 | 0.1% | +12% | 70 |
| 147 |  $ADP | AUTOMATIC DATA PROCESSING INC | $315,539 | 0.1% | -39% | 77.9 |
| 148 |  $KMB | KIMBERLY CLARK CORP | $309,669 | 0.1% | +48% | 61.7 |
| 149 | — | DIMENSIONAL ETF TRUST | $308,496 | 0.1% | +0% | — |
| 150 |  $DD | DuPont de Nemours, Inc. | $298,433 | 0.1% | NEW | 31.1 |
| 151 |  $TSLA | Tesla, Inc. | $292,329 | 0.1% | -2% | 50.1 |
| 152 |  $AXSM | Axsome Therapeutics, Inc. | $282,094 | 0.1% | -27% | 36.6 |
| 153 |  $GWW | W.W. GRAINGER, INC. | $279,247 | 0.1% | -26% | 69.5 |
| 154 |  $MCHP | MICROCHIP TECHNOLOGY INC | $267,421 | 0.1% | +16% | 40 |
| 155 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $266,792 | 0.1% | -29% | 77.6 |
| 156 |  $DTB | DTE ENERGY CO | $266,559 | 0.1% | +2% | — |
| 157 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $266,265 | 0.1% | -5% | 71.2 |
| 158 | — | ISHARES TR | $265,015 | 0.1% | +0% | — |
| 159 | — | VANGUARD WORLD FD | $253,272 | 0.1% | +0% | — |
| 160 | — | ARK ETF TR | $253,125 | 0.1% | +0% | — |
| 161 |  $PPG | PPG INDUSTRIES INC | $250,313 | 0.1% | NEW | 57.1 |
| 162 |  $AMGN | AMGEN INC | $248,236 | 0.1% | +7% | 79.5 |
| 163 |  $SYK | STRYKER CORP | $247,388 | 0.1% | -34% | 69.8 |
| 164 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $247,026 | 0.1% | +7% | 74.4 |
| 165 |  $MO | ALTRIA GROUP, INC. | $244,889 | 0.1% | -2% | 72.1 |
| 166 | — | VANGUARD INTL EQUITY INDEX F | $244,144 | 0.1% | +0% | — |
| 167 |  $VICI | VICI PROPERTIES INC. | $239,842 | 0.1% | NEW | 76.2 |
| 168 |  $SBUX | STARBUCKS CORP | $239,197 | 0.1% | -20% | 54.6 |
| 169 | — | SCHWAB STRATEGIC TR | $232,894 | 0.1% | -19% | — |
| 170 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $229,310 | 0.1% | NEW | 66.4 |
| 171 | — | ISHARES TR | $221,161 | 0.1% | +0% | — |
| 172 |  $KDP | Keurig Dr Pepper Inc. | $219,092 | 0.1% | -43% | 63.1 |
| 173 | — | VANGUARD INDEX FDS | $218,395 | 0.1% | -42% | — |
| 174 |  $CRWD | CrowdStrike Holdings, Inc. | $216,678 | 0.1% | -26% | 55 |
| 175 | — | BLACKROCK ETF TRUST | $212,927 | 0.1% | -1% | — |
| 176 |  $AMP | AMERIPRISE FINANCIAL INC | $212,423 | 0.1% | NEW | 70.2 |
| 177 |  $CLX | CLOROX CO /DE/ | $207,260 | 0.1% | NEW | 63.5 |
| 178 |  $USB | US BANCORP DE | $207,188 | 0.1% | NEW | 71.4 |
| 179 |  $ARCC | ARES CAPITAL CORP | $201,572 | 0.1% | +0% | — |
New Positions (18)
$FXF Invesco CurrencyShares Swiss Franc Trust$2.4M$EMR EMERSON ELECTRIC CO$666,892$HUBB HUBBELL INC$625,203$SJM J M SMUCKER Co$581,437$GE GENERAL ELECTRIC CO$455,735$EFX EQUIFAX INC$432,168$MMM 3M CO$407,080$GEV GE Vernova Inc.$380,637$YUM YUM BRANDS INC$376,417$GLW CORNING INC /NY$367,119$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$326,798$DD DuPont de Nemours, Inc.$298,433$PPG PPG INDUSTRIES INC$250,313$VICI VICI PROPERTIES INC.$239,842$EPD ENTERPRISE PRODUCTS PARTNERS L.P.$229,310Exited Positions (20)
$ADBE ADOBE INC.
$BKNG Booking Holdings Inc.
$WDAY Workday, Inc.
$PYPL PayPal Holdings, Inc.
$KKR KKR & Co. Inc.
$ARES Ares Management Corp
$NDAQ NASDAQ, INC.
$CDW CDW Corp
$INGR Ingredion Inc
$INTU INTUIT INC.
$DG DOLLAR GENERAL CORP
$ABNB Airbnb, Inc.
$NLY ANNALY CAPITAL MANAGEMENT INC
$AJG Arthur J. Gallagher & Co.
$ELV Elevance Health, Inc.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: FIDUCIARY FAMILY OFFICE, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For FIDUCIARY FAMILY OFFICE, LLC (SEC CIK: 2020280), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in FIDUCIARY FAMILY OFFICE, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.