FIDUCIARY FINANCIAL GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 195K | $49.63M |
 | OCSL | 79K | $1.03M |
 | NVDA | 71K | $13.34M |
 | SCHW | 45K | $4.27M |
 | AMCR | 37K | $300.25K |
 | HLIT | 34K | $350.18K |
 | ET | 27K | $471.88K |
 | T | 23K | $648.75K |
 | Z | 17K | $1.34M |
 | SAN | 17K | $173.49K |
 | KMI | 15K | $437.08K |
 | GOOG | 15K | $3.74M |
 | LYG | 15K | $68.60K |
 | BAC | 14K | $737.41K |
 | BMRC | 14K | $341.60K |
 | MFG | 14K | $93.61K |
 | TRN | 14K | $379.91K |
 | WFC | 13K | $1.12M |
 | PAGP | 12K | $221.01K |
 | AMZN | 12K | $2.61M |
Apple Inc.
AAPL
Shares Held
195K
Value
$49.63M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
79K
Value
$1.03M
NVIDIA Corporation
NVDA
Shares Held
71K
Value
$13.34M
The Charles Schwab Corporation
SCHW
Shares Held
45K
Value
$4.27M
Amcor plc
AMCR
Shares Held
37K
Value
$300.25K
Harmonic Inc.
HLIT
Shares Held
34K
Value
$350.18K
Energy Transfer LP
ET
Shares Held
27K
Value
$471.88K
AT&T Inc.
T
Shares Held
23K
Value
$648.75K
Zillow Group, Inc. Class C
Z
Shares Held
17K
Value
$1.34M
Banco Santander, S.A.
SAN
Shares Held
17K
Value
$173.49K
Kinder Morgan, Inc.
KMI
Shares Held
15K
Value
$437.08K
Alphabet Inc.
GOOG
Shares Held
15K
Value
$3.74M
Lloyds Banking Group plc
LYG
Shares Held
15K
Value
$68.60K
Bank of America Corporation
BAC
Shares Held
14K
Value
$737.41K
Bank of Marin Bancorp
BMRC
Shares Held
14K
Value
$341.60K
Mizuho Financial Group, Inc.
MFG
Shares Held
14K
Value
$93.61K
Trinity Industries, Inc.
TRN
Shares Held
14K
Value
$379.91K
Wells Fargo & Company
WFC
Shares Held
13K
Value
$1.12M
Plains GP Holdings, L.P.
PAGP
Shares Held
12K
Value
$221.01K
Amazon.com, Inc.
AMZN
Shares Held
12K
Value
$2.61M