Fiduciary Trust Co holds a focused book of 865 stocks worth $8.5B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Amcor PLC and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 12% of the equity book. Cloning the disclosed picks since 2013 would be +306% (+11.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/35442/holdings"
Use Arkolith to show FIDUCIARY TRUST CO's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 13.2 points over this window.
Growth of $10,000 cloning Fiduciary Trust Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
59% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Fiduciary Trust Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $648.8B |
| UBS Group AG | 80 / 80 | $178.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $21.4B |
| JPMORGAN CHASE & CO | 79 / 80 | $621.6B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $196.9B |
| ROYAL BANK OF CANADA | 79 / 80 | $189.2B |
| FRANKLIN RESOURCES INC | 79 / 80 | $165.3B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $117.4B |
Ranked by how many of Fiduciary Trust Co's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $991.3M | 1.52M | 11.7% | ▼−2.7% Reduced · −42K sh | |
| 2 | Berkshire Hathaway Inc Del CL A | $461.8M | 643 | 5.5% | ▼−0.1% Reduced · −1 sh | |
| 3 | TJX Cos Inc New COM | $456.4M | 2.86M | 5.4% | ▼−2.4% Reduced · −69K sh | |
| 4 | Ishares TR CORE MSCI EAFE | $414.2M | 4.57M | 4.9% | ▲+0.9% Added · +41K sh | |
| 5 | Apple Inc COM | $370.8M | 1.46M | 4.4% | ▼−3.3% Reduced · −50K sh | |
| 6 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $306.1M | 4.78M | 3.6% | ▼−0.9% Reduced · −46K sh | |
| 7 | Microsoft Corp COM | $237.8M | 642.3K | 2.8% | ▼−2.9% Reduced · −19K sh | |
| 8 | Coupang Inc CL A | $220.4M | 11.67M | 2.6% | ▼−5.8% Reduced · −713K sh | |
| 9 | Alphabet Inc CAP STK CL A | $196.0M | 681.7K | 2.3% | ▼−5.5% Reduced · −40K sh | |
| 10 | First TR Exchange-Traded FD ENERGY INM PARTN | $162.2M | 5.04M | 1.9% | ▼−2.9% Reduced · −151K sh | |
| 11 | Wisdomtree TR US LARGECAP FUND | $126.6M | 1.86M | 1.5% | ▼−2.0% Reduced · −37K sh | |
| 12 | Amazon Com Inc COM | $126.1M | 605.3K | 1.5% | ▼−1.2% Reduced · −7K sh | |
| 13 | Nvidia Corporation COM | $121.2M | 694.7K | 1.4% | ▼−3.5% Reduced · −25K sh | |
| 14 | Ishares TR CORE S&P MCP ETF | $119.6M | 1.77M | 1.4% | ▼−1.9% Reduced · −34K sh | |
| 15 | Exxon Mobil Corp COM | $100.3M | 591.3K | 1.2% | ▼−3.8% Reduced · −23K sh | |
| 16 | Alphabet Inc CAP STK CL C | $100.0M | 348.6K | 1.2% | ▼−3.4% Reduced · −12K sh | |
| 17 | Ishares TR ESG AWR MSCI USA | $98.6M | 697.2K | 1.2% | ▲+2.8% Added · +19K sh | |
| 18 | Broadcom Inc COM | $94.6M | 305.8K | 1.1% | ▼−3.4% Reduced · −11K sh | |
| 19 | JPMorgan Chase & Co COM | $92.2M | 313.4K | 1.1% | ▼−2.8% Reduced · −9K sh | |
| 20 | SPDR Series Trust STATE STREET SPD | $83.9M | 1.29M | 1.0% | ▲+36% Added · +339K sh | |
| 21 | Johnson & Johnson COM | $79.0M | 323.0K | 0.9% | ▼−3.3% Reduced · −11K sh | |
| 22 | Home Depot Inc COM | $75.0M | 227.9K | 0.9% | ▼−0.9% Reduced · −2K sh | |
| 23 | Abbvie Inc COM | $67.7M | 311.3K | 0.8% | ▼−4.7% Reduced · −15K sh | |
| 24 | First TR Exchange-Traded FD WCM INTL EQUITY | $61.9M | 3.69M | 0.7% | ▲+34% Added · +938K sh | |
| 25 | Ishares TR ESG AW MSCI EAFE | $61.6M | 643.8K | 0.7% | ▲+4.4% Added · +27K sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $60.6M | 126.4K | 0.7% | ▲+2.3% Added · +3K sh | |
| 27 | Invesco Exchange Traded FD T S&P500 EQL WGT | $60.3M | 314.2K | 0.7% | ▲+0.9% Added · +3K sh | |
| 28 | Kla Corp COM NEW | $58.2M | 39.5K | 0.7% | ▼−4.0% Reduced · −2K sh | |
| 29 | Morgan Stanley COM NEW | $55.9M | 339.9K | 0.7% | ▼−0.5% Reduced · −2K sh | |
| 30 | Ishares TR CORE S&P SCP ETF | $52.9M | 425.6K | 0.6% | ▼−3.3% Reduced · −15K sh | |
| 31 | Procter & Gamble Co COM | $50.6M | 350.3K | 0.6% | ▼−3.4% Reduced · −12K sh | |
| 32 | Merck & Co Inc COM | $48.9M | 406.4K | 0.6% | ▼−4.1% Reduced · −18K sh | |
| 33 | Vanguard Index FDS S&P 500 ETF SHS | $46.9M | 78.5K | 0.6% | ▼−1.7% Reduced · −1K sh | |
| 34 | Ishares TR ISHS 1-5YR INVS | $44.5M | 846.0K | 0.5% | ▼−1.0% Reduced · −9K sh | |
| 35 | Cisco Sys Inc COM | $44.2M | 569.0K | 0.5% | ▼−2.1% Reduced · −12K sh | |
| 36 | Caterpillar Inc COM | $43.4M | 61.3K | 0.5% | ▼−0.9% Reduced · −559 sh | |
| 37 | Visa Inc COM CL A | $42.3M | 139.9K | 0.5% | ▼−3.3% Reduced · −5K sh | |
| 38 | Costco Wholesale Corporation COM | $41.2M | 41.3K | 0.5% | ▼−1.9% Reduced · −809 sh | |
| 39 | Cabot Corp COM | $40.4M | 536.7K | 0.5% | —Held | |
| 40 | Ishares TR ESG AWARE MSCI | $40.2M | 854.2K | 0.5% | ▼−0.8% Reduced · −7K sh | |
| 41 | Ishares TR ISHS 5-10YR INVT | $39.5M | 741.5K | 0.5% | ▲+2.2% Added · +16K sh | |
| 42 | Invesco Exch Traded FD TR II KBW BK ETF | $38.1M | 481.6K | 0.5% | ▼−24% Reduced · −153K sh | |
| 43 | Amphenol Corp CL A | $37.0M | 293.0K | 0.4% | ▼−5.7% Reduced · −18K sh | |
| 44 | Abbott Laboratories COM | $37.0M | 360.5K | 0.4% | ▼−3.9% Reduced · −15K sh | |
| 45 | RTX Corporation COM | $35.3M | 182.8K | 0.4% | ▼−2.2% Reduced · −4K sh | |
| 46 | Pepsico Inc COM | $33.5M | 216.0K | 0.4% | ▼−3.0% Reduced · −7K sh | |
| 47 | Coterra Energy Inc COM | $31.9M | 908.9K | 0.4% | ▲~0% Added · +260 sh | |
| 48 | McDonalds Corp COM | $29.8M | 95.8K | 0.4% | ▼−1.7% Reduced · −2K sh | |
| 49 | Thermo Fisher Scientific Inc COM | $29.6M | 60.2K | 0.3% | ▼−5.8% Reduced · −4K sh | |
| 50 | State STR SPDR S&P 500 ETF T TR UNIT | $29.3M | 45.0K | 0.3% | ▼−0.3% Reduced · −136 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 1,564 | $8.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 1,555 | $8.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 1,534 | $8.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 1,480 | $8.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 1,453 | $7.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 1,246 | $7.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 1,173 | $7.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 1,127 | $6.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 1,143 | $6.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 1,112 | $6.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 1,093 | $5.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 1, 2023 | 1,118 | $5.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 1,108 | $5.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 1,120 | $5.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 1,087 | $4.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 1,091 | $4.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 1,148 | $5.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 1,139 | $6.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 1,118 | $5.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 1,109 | $5.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 19, 2021 | 1,052 | $4.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 26, 2021 | 1,003 | $4.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 967 | $4.2B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 941 | $4.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.