Fiduciary 13F annual report
Fiduciary is an investment fund managing more than $927 billion ran by Joel Goodman. There are currently 221 companies in Mr. Goodman’s portfolio. The largest investments include Apple Inc and Microsoft, together worth $89.6 billion.
$927 billion Assets Under Management (AUM)
As of 1st August 2024, Fiduciary’s top holding is 222,147 shares of Apple Inc currently worth over $46.8 billion and making up 5.0% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Fiduciary owns more than approximately 0.1% of the company.
In addition, the fund holds 95,866 shares of Microsoft worth $42.8 billion, whose value fell 3.8% in the past six months.
The third-largest holding is Ishares Tr worth $104 billion and the next is Vanguard Index Fds worth $54.5 billion, with 160,207 shares owned.
Currently, Fiduciary's portfolio is worth at least $927 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Fiduciary
The Fiduciary office and employees reside in Savannah, Georgia. According to the last 13-F report filed with the SEC, Joel Goodman serves as the Chief Investment Officer at Fiduciary.
Recent trades
In the most recent 13F filing, Fiduciary revealed that it had opened a new position in
Ishares Tr and bought 52,096 shares worth $5.85 billion.
The investment fund also strengthened its position in Vanguard Index Fds by buying
538 additional shares.
This makes their stake in Vanguard Index Fds total 160,207 shares worth $54.5 billion.
On the other hand, there are companies that Fiduciary is getting rid of from its portfolio.
Fiduciary closed its position in JPMorgan Chase & Co on 8th August 2024.
It sold the previously owned 21,400 shares for $610 million.
Joel Goodman also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $46.8 billion and 222,147 shares.
One of the average hedge funds
The two most similar investment funds to Fiduciary are Austin Private Wealth and Intrust Bank Na. They manage $927 billion and $926 billion respectively.
Joel Goodman investment strategy
Fiduciary’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 14.3% of
the total portfolio value.
The fund focuses on investments in the United States as
54.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
56% of the total holdings value.
On the other hand, small-cap stocks make up only 1.8% of the portfolio.
The average market cap of the portfolio companies is close to $146 billion.
The complete list of Fiduciary trades based on 13F SEC filings
These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
0.98%
222,147
|
$46,788,586,000 | 5.05% |
| Microsoft Corporation |
0.59%
95,866
|
$42,847,086,000 | 4.62% |
| Ishares Tr |
8.12%
1,443,527
|
$103,529,563,000 | 11.17% |
| Vanguard Index Fds |
0.34%
160,207
|
$54,524,180,000 | 5.88% |
| Alphabet Inc |
0.89%
230,358
|
$42,176,239,000 | 4.55% |
| Berkshire Hathaway Inc. |
0.81%
55,855
|
$23,863,602,000 | 2.57% |
| Vanguard Tax-managed Fds |
2.74%
418,425
|
$20,678,556,000 | 2.23% |
| Moodys Corp |
1.18%
47,567
|
$20,022,377,000 | 2.16% |
| Amazon.com Inc. |
0.34%
103,368
|
$19,975,866,000 | 2.16% |
| JPMorgan Chase & Co. |
1.42%
95,399
|
$19,295,405,000 | 2.08% |
| Palo Alto Networks Inc |
0.32%
42,660
|
$14,462,239,000 | 1.56% |
| Johnson & Johnson |
0.88%
92,553
|
$13,527,569,000 | 1.46% |
| Walmart Inc |
1.65%
198,557
|
$13,444,324,000 | 1.45% |
| Union Pac Corp |
1.40%
56,537
|
$12,792,062,000 | 1.38% |
| Pepsico Inc |
0.71%
77,155
|
$12,725,207,000 | 1.37% |
| Home Depot, Inc. |
3.67%
36,313
|
$12,500,353,000 | 1.35% |
| Visa Inc |
0.43%
44,953
|
$11,798,785,000 | 1.27% |
| Disney Walt Co |
1.47%
106,654
|
$10,589,676,000 | 1.14% |
| Intuitive Surgical Inc |
1.33%
23,307
|
$10,368,144,000 | 1.12% |
| AMGEN Inc. |
1.66%
32,385
|
$10,118,820,000 | 1.09% |
| Select Sector Spdr Tr |
4.86%
316,204
|
$30,006,373,000 | 3.24% |
| Comcast Corp New |
2.57%
252,594
|
$9,891,601,000 | 1.07% |
| RTX Corp |
1.22%
87,292
|
$8,763,240,000 | 0.95% |
| The Southern Co. |
3.00%
105,507
|
$8,184,164,000 | 0.88% |
| Meta Platforms Inc |
0.99%
15,971
|
$8,052,898,000 | 0.87% |
| Mastercard Incorporated |
1.07%
17,914
|
$7,902,750,000 | 0.85% |
| Coca-Cola Co |
1.72%
116,673
|
$7,426,249,000 | 0.80% |
| Procter And Gamble Co |
0.06%
44,829
|
$7,393,120,000 | 0.80% |
| American Tower Corp. |
0.77%
37,719
|
$7,331,819,000 | 0.79% |
| Aon plc. |
5.85%
23,126
|
$6,789,225,000 | 0.73% |
| Costco Whsl Corp New |
1.60%
7,934
|
$6,744,055,000 | 0.73% |
| Oracle Corp. |
0.60%
46,610
|
$6,581,394,000 | 0.71% |
| Eli Lilly & Co |
2.24%
7,152
|
$6,475,278,000 | 0.70% |
| Starbucks Corp. |
1.57%
81,811
|
$6,368,995,000 | 0.69% |
| Honeywell International Inc |
1.74%
29,593
|
$6,319,324,000 | 0.68% |
| Electronic Arts, Inc. |
2.13%
44,137
|
$6,149,608,000 | 0.66% |
| Exxon Mobil Corp. |
1.14%
53,108
|
$6,113,767,000 | 0.66% |
| Becton Dickinson & Co. |
1.74%
25,690
|
$6,004,000,000 | 0.65% |
| Blackstone Inc |
0.37%
46,893
|
$5,805,353,000 | 0.63% |
| Vanguard Intl Equity Index F |
0.34%
132,849
|
$6,005,134,000 | 0.65% |
| Texas Instrs Inc |
2.30%
28,661
|
$5,575,289,000 | 0.60% |
| Wisdomtree Tr |
18.60%
84,741
|
$6,262,939,000 | 0.68% |
| Verizon Communications Inc |
2.52%
134,221
|
$5,535,293,000 | 0.60% |
| NVIDIA Corp |
920.09%
41,834
|
$5,168,116,000 | 0.56% |
| American Express Co. |
0.23%
21,558
|
$4,991,755,000 | 0.54% |
| Danaher Corp. |
1.65%
19,977
|
$4,991,259,000 | 0.54% |
| Invesco Exchange Traded Fd T |
28.61%
28,077
|
$4,612,504,000 | 0.50% |
| Ishares Tr |
Opened
52,096
|
$5,847,967,000 | 0.63% |
| Vanguard Bd Index Fds |
26.52%
57,156
|
$4,383,865,000 | 0.47% |
| Bank America Corp |
0.06%
109,417
|
$4,351,524,000 | 0.47% |
| Vanguard Scottsdale Fds |
12.37%
54,628
|
$4,221,379,000 | 0.46% |
| Abbvie Inc |
1.17%
24,168
|
$4,145,243,000 | 0.45% |
| Marriott Intl Inc New |
3.27%
16,446
|
$3,976,162,000 | 0.43% |
| Vanguard Star Fds |
0.81%
65,664
|
$3,959,521,000 | 0.43% |
| Simon Ppty Group Inc New |
2.26%
25,312
|
$3,842,362,000 | 0.41% |
| Schwab Charles Corp |
4.05%
51,739
|
$3,812,630,000 | 0.41% |
| Cisco Sys Inc |
1.83%
77,825
|
$3,697,464,000 | 0.40% |
| Astrazeneca plc |
0.24%
46,681
|
$3,640,661,000 | 0.39% |
| Pgim Etf Tr |
Opened
70,792
|
$3,617,808,000 | 0.39% |
| Dow Inc |
5.40%
65,463
|
$3,472,809,000 | 0.37% |
| Nike, Inc. |
6.74%
45,868
|
$3,457,095,000 | 0.37% |
| Automatic Data Processing In |
3.62%
14,307
|
$3,414,821,000 | 0.37% |
| Markel Group Inc |
3.01%
1,995
|
$3,143,442,000 | 0.34% |
| Air Prods & Chems Inc |
2.17%
11,344
|
$2,927,319,000 | 0.32% |
| Illinois Tool Wks Inc |
0.34%
12,290
|
$2,912,238,000 | 0.31% |
| Merck & Co Inc |
2.95%
23,518
|
$2,911,528,000 | 0.31% |
| Equinix Inc |
1.15%
3,510
|
$2,655,666,000 | 0.29% |
| Pfizer Inc. |
7.39%
93,616
|
$2,619,382,000 | 0.28% |
| Eaton Corp Plc |
0.63%
8,324
|
$2,609,990,000 | 0.28% |
| Clorox Co. |
0.38%
19,050
|
$2,599,754,000 | 0.28% |
| Chevron Corp. |
3.35%
16,046
|
$2,509,915,000 | 0.27% |
| AT&T Inc. |
0.35%
129,324
|
$2,471,373,000 | 0.27% |
| Schwab Strategic Tr |
0.91%
55,894
|
$3,089,606,000 | 0.33% |
| Blackrock Inc. |
0.28%
2,869
|
$2,258,821,000 | 0.24% |
| Mcdonalds Corp |
0.87%
8,674
|
$2,210,482,000 | 0.24% |
| Salesforce Inc |
1.06%
8,434
|
$2,168,381,000 | 0.23% |
| Aflac Inc. |
2.30%
24,014
|
$2,144,728,000 | 0.23% |
| General Dynamics Corp. |
0.13%
7,127
|
$2,067,828,000 | 0.22% |
| Norfolk Southn Corp |
0.59%
9,440
|
$2,026,674,000 | 0.22% |
| Spdr Ser Tr |
61.72%
129,836
|
$4,788,889,000 | 0.52% |
| Adobe Inc |
37.54%
3,510
|
$1,949,945,000 | 0.21% |
| Qualcomm, Inc. |
1.01%
9,783
|
$1,948,578,000 | 0.21% |
| Kenvue Inc |
10.17%
106,478
|
$1,935,768,000 | 0.21% |
| Vanguard Whitehall Fds |
65.68%
43,114
|
$3,705,402,000 | 0.40% |
| Lowes Cos Inc |
No change
8,731
|
$1,924,836,000 | 0.21% |
| Ishares Inc |
1.20%
35,280
|
$1,888,550,000 | 0.20% |
| Unitedhealth Group Inc |
0.49%
3,695
|
$1,881,716,000 | 0.20% |
| Tjx Cos Inc New |
5.24%
16,036
|
$1,765,564,000 | 0.19% |
| Harbor ETF Trust |
36.57%
63,285
|
$1,750,463,000 | 0.19% |
| Abbott Labs |
1.61%
16,424
|
$1,706,618,000 | 0.18% |
| Accenture Plc Ireland |
0.08%
5,276
|
$1,600,791,000 | 0.17% |
| Wells Fargo Co New |
1.00%
26,524
|
$1,575,251,000 | 0.17% |
| Fedex Corp |
0.08%
5,227
|
$1,567,264,000 | 0.17% |
| Cummins Inc. |
No change
5,425
|
$1,502,345,000 | 0.16% |
| International Business Machs |
3.24%
8,323
|
$1,439,463,000 | 0.16% |
| CSX Corp. |
0.60%
41,648
|
$1,393,126,000 | 0.15% |
| Acuity Brands, Inc. |
0.57%
5,725
|
$1,382,244,000 | 0.15% |
| Deere & Co. |
0.19%
3,683
|
$1,376,079,000 | 0.15% |
| Stryker Corp. |
0.50%
3,996
|
$1,359,639,000 | 0.15% |
| Roper Technologies Inc |
41.30%
2,330
|
$1,313,328,000 | 0.14% |
| T-Mobile US Inc |
0.13%
7,174
|
$1,263,842,000 | 0.14% |
| United Parcel Service, Inc. |
26.14%
9,095
|
$1,244,651,000 | 0.13% |
| Cigna Group (The) |
0.06%
3,633
|
$1,200,961,000 | 0.13% |
| Spdr S&p 500 Etf Tr |
0.77%
2,204
|
$1,199,521,000 | 0.13% |
| Lockheed Martin Corp. |
0.16%
2,561
|
$1,196,243,000 | 0.13% |
| Heico Corp. |
1.01%
6,737
|
$1,195,954,000 | 0.13% |
| Us Bancorp Del |
2.93%
30,101
|
$1,195,018,000 | 0.13% |
| Philip Morris International Inc |
2.99%
11,290
|
$1,144,016,000 | 0.12% |
| Phillips 66 |
1.15%
7,959
|
$1,123,527,000 | 0.12% |
| Mckesson Corporation |
No change
1,881
|
$1,098,579,000 | 0.12% |
| Broadcom Inc |
1.02%
677
|
$1,086,944,000 | 0.12% |
| Bristol-Myers Squibb Co. |
9.98%
25,226
|
$1,047,636,000 | 0.11% |
| Chubb Limited |
1.26%
4,092
|
$1,043,787,000 | 0.11% |
| Mondelez International Inc. |
1.56%
15,747
|
$1,030,484,000 | 0.11% |
| Vanguard World Fd |
No change
7,859
|
$1,002,573,000 | 0.11% |
| Emerson Elec Co |
0.55%
8,962
|
$987,254,000 | 0.11% |
| GE Aerospace |
0.45%
6,203
|
$986,015,000 | 0.11% |
| Fastenal Co. |
3.43%
15,172
|
$953,408,000 | 0.10% |
| Boeing Co. |
No change
5,129
|
$933,529,000 | 0.10% |
| Vanguard Specialized Funds |
No change
5,046
|
$921,147,000 | 0.10% |
| KKR & Co. Inc |
No change
8,700
|
$915,588,000 | 0.10% |
| Intel Corp. |
0.18%
28,863
|
$893,891,000 | 0.10% |
| Genuine Parts Co. |
No change
6,458
|
$893,271,000 | 0.10% |
| Global X Fds |
6.40%
50,239
|
$887,723,000 | 0.10% |
| Medtronic Plc |
0.35%
11,258
|
$886,117,000 | 0.10% |
| Amphenol Corp. |
87.94%
13,124
|
$884,164,000 | 0.10% |
| Equifax, Inc. |
0.69%
3,598
|
$872,371,000 | 0.09% |
| Blackstone Secd Lending Fd |
24.36%
27,987
|
$856,962,000 | 0.09% |
| Northern Tr Corp |
9.10%
10,199
|
$856,541,000 | 0.09% |
| Colgate-Palmolive Co. |
1.56%
8,811
|
$855,019,000 | 0.09% |
| Apollo Global Mgmt Inc |
1.24%
7,196
|
$849,632,000 | 0.09% |
| Blackstone Mtg Tr Inc |
18.51%
47,917
|
$834,714,000 | 0.09% |
| Dominos Pizza Inc |
0.66%
1,534
|
$792,050,000 | 0.09% |
| Duke Energy Corp. |
4.69%
7,696
|
$771,370,000 | 0.08% |
| Caterpillar Inc. |
1.37%
2,167
|
$721,668,000 | 0.08% |
| Grainger W W Inc |
6.44%
785
|
$708,645,000 | 0.08% |
| Iron Mtn Inc Del |
No change
7,250
|
$649,745,000 | 0.07% |
| Analog Devices Inc. |
32.94%
2,829
|
$645,748,000 | 0.07% |
| Altria Group Inc. |
No change
13,901
|
$633,191,000 | 0.07% |
| DuPont de Nemours Inc |
0.13%
7,821
|
$629,512,000 | 0.07% |
| Progressive Corp. |
3.21%
2,981
|
$619,184,000 | 0.07% |
| JPMorgan Chase & Co. |
Closed
21,400
|
$609,686,000 | |
| Carrier Global Corporation |
0.10%
9,573
|
$603,865,000 | 0.07% |
| ServiceNow Inc |
Opened
764
|
$601,016,000 | 0.06% |
| Conocophillips |
0.71%
5,229
|
$598,055,000 | 0.06% |
| Micron Technology Inc. |
2.73%
4,528
|
$595,568,000 | 0.06% |
| NextEra Energy Inc |
2.61%
8,410
|
$595,512,000 | 0.06% |
| Equity Residential |
No change
8,447
|
$585,715,000 | 0.06% |
| Johnson Ctls Intl Plc |
4.80%
8,691
|
$577,691,000 | 0.06% |
| Energy Transfer L P |
14.89%
35,058
|
$568,641,000 | 0.06% |
| Paychex Inc. |
No change
4,791
|
$568,021,000 | 0.06% |
| Truist Finl Corp |
4.73%
14,329
|
$556,682,000 | 0.06% |
| General Mls Inc |
1.41%
8,732
|
$552,386,000 | 0.06% |
| Enterprise Prods Partners L |
1.00%
18,247
|
$528,801,000 | 0.06% |
| Fidelity Covington Trust |
0.02%
18,261
|
$517,528,000 | 0.06% |
| Trane Technologies plc |
No change
1,543
|
$507,539,000 | 0.05% |
| Henry Schein Inc. |
No change
7,712
|
$494,339,000 | 0.05% |
| Alps Etf Tr |
103.00%
10,150
|
$486,997,000 | 0.05% |
| Seagate Technology Hldngs Pl |
No change
4,400
|
$454,388,000 | 0.05% |
| Dominion Energy Inc |
0.11%
9,179
|
$449,771,000 | 0.05% |
| Floor & Decor Holdings Inc |
No change
4,475
|
$444,860,000 | 0.05% |
| Prologis Inc |
7.53%
3,858
|
$433,292,000 | 0.05% |
| Regions Financial Corp. |
5.08%
21,429
|
$429,437,000 | 0.05% |
| 3M Co. |
10.22%
4,165
|
$425,621,000 | 0.05% |
| Public Svc Enterprise Grp In |
No change
5,765
|
$424,881,000 | 0.05% |
| S&P Global Inc |
0.53%
945
|
$421,470,000 | 0.05% |
| Advanced Micro Devices Inc. |
0.20%
2,552
|
$413,960,000 | 0.04% |
| Booking Holdings Inc |
No change
102
|
$404,054,000 | 0.04% |
| Otis Worldwide Corporation |
No change
4,086
|
$393,318,000 | 0.04% |
| Linde Plc. |
0.45%
884
|
$387,905,000 | 0.04% |
| Asml Holding N V |
No change
377
|
$385,569,000 | 0.04% |
| American Intl Group Inc |
No change
5,143
|
$381,816,000 | 0.04% |
| Diageo plc |
1.34%
2,935
|
$370,045,000 | 0.04% |
| Starwood Ppty Tr Inc |
10.21%
19,130
|
$362,322,000 | 0.04% |
| CVS Health Corp |
14.02%
6,040
|
$356,722,000 | 0.04% |
| Baxter International Inc. |
22.60%
10,330
|
$345,539,000 | 0.04% |
| Oneok Inc. |
2.44%
4,200
|
$342,510,000 | 0.04% |
| Carlyle Group Inc (The) |
1.19%
8,500
|
$341,275,000 | 0.04% |
| Ameris Bancorp |
No change
6,700
|
$337,345,000 | 0.04% |
| Northrop Grumman Corp. |
7.01%
763
|
$332,630,000 | 0.04% |
| Travelers Companies Inc. |
0.97%
1,633
|
$332,054,000 | 0.04% |
| Extra Space Storage Inc. |
1.41%
2,088
|
$324,496,000 | 0.04% |
| Ares Capital Corp |
12.27%
15,550
|
$324,062,000 | 0.03% |
| Kimberly-Clark Corp. |
11.06%
2,324
|
$321,177,000 | 0.03% |
| International Paper Co. |
No change
7,269
|
$313,657,000 | 0.03% |
| Federal Rlty Invt Tr New |
No change
3,075
|
$310,483,000 | 0.03% |
| Kinder Morgan Inc |
29.18%
15,493
|
$307,851,000 | 0.03% |
| Enbridge Inc |
7.44%
8,494
|
$302,301,000 | 0.03% |
| Costar Group, Inc. |
2.54%
4,030
|
$298,784,000 | 0.03% |
| Unilever plc |
10.82%
5,257
|
$289,082,000 | 0.03% |
| Spdr Ser Tr |
Closed
5,364
|
$286,116,000 | |
| Ingersoll Rand Inc. |
3.13%
3,099
|
$281,513,000 | 0.03% |
| Pnc Finl Svcs Group Inc |
11.75%
1,810
|
$281,419,000 | 0.03% |
| Blackrock Multi Sector Inc T |
1.59%
19,190
|
$279,790,000 | 0.03% |
| Prudential Finl Inc |
No change
2,326
|
$272,584,000 | 0.03% |
| Goldman Sachs Group, Inc. |
No change
593
|
$268,226,000 | 0.03% |
| L3Harris Technologies Inc |
1.74%
1,170
|
$262,759,000 | 0.03% |
| Ge Vernova Inc |
Opened
1,531
|
$262,582,000 | 0.03% |
| Allstate Corp (The) |
No change
1,616
|
$258,011,000 | 0.03% |
| Toronto Dominion Bk Ont |
No change
4,644
|
$255,240,000 | 0.03% |
| Monroe Cap Corp |
24.72%
33,500
|
$254,935,000 | 0.03% |
| Bank New York Mellon Corp |
No change
4,162
|
$249,262,000 | 0.03% |
| GSK Plc |
Closed
5,801
|
$248,689,000 | |
| Ppg Inds Inc |
5.11%
1,948
|
$245,234,000 | 0.03% |
| Marathon Pete Corp |
3.73%
1,392
|
$241,484,000 | 0.03% |
| Shell Plc |
No change
3,286
|
$237,183,000 | 0.03% |
| Corteva Inc |
No change
4,369
|
$235,664,000 | 0.03% |
| Ares Management Corp |
No change
1,765
|
$235,239,000 | 0.03% |
| Blue Owl Capital Corporation |
42.39%
15,237
|
$234,040,000 | 0.03% |
| Idexx Labs Inc |
Closed
427
|
$230,550,000 | |
| Royal Bk Cda |
No change
2,158
|
$229,523,000 | 0.02% |
| NEOS ETF Trust |
4.42%
4,565
|
$227,165,000 | 0.02% |
| Waste Mgmt Inc Del |
0.10%
1,041
|
$222,009,000 | 0.02% |
| Sherwin-Williams Co. |
11.33%
728
|
$217,257,000 | 0.02% |
| Celanese Corp |
No change
1,601
|
$215,959,000 | 0.02% |
| Fiserv, Inc. |
Closed
1,328
|
$212,241,000 | |
| Garmin Ltd |
Opened
1,300
|
$211,796,000 | 0.02% |
| Lyondellbasell Industries N |
6.47%
2,204
|
$210,800,000 | 0.02% |
| Microchip Technology, Inc. |
1.46%
2,300
|
$210,450,000 | 0.02% |
| Xylem Inc |
No change
1,549
|
$210,091,000 | 0.02% |
| Yum Brands Inc. |
2.59%
1,584
|
$209,817,000 | 0.02% |
| American Elec Pwr Co Inc |
No change
2,389
|
$209,611,000 | 0.02% |
| Digital Rlty Tr Inc |
Opened
1,375
|
$209,069,000 | 0.02% |
| Rivernorth Doubleline Strate |
No change
13,000
|
$112,450,000 | 0.01% |
| Nuveen Cr Strategies Income |
No change
13,900
|
$77,145,000 | 0.01% |
| Cbre Gbl Real Estate Inc Fd |
22.99%
14,980
|
$75,499,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 226 holdings | |||
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