Fiduciary Trust Co holds a focused book of 722 stocks worth $8.5B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ANGEL OAK FUNDS TRUST and trimmed ISHR IBX USD INVGD CB ETF-UI. Their largest long position is ISHR IBX USD INVGD CB ETF-UI at 15% of the equity book.
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.
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.
13% 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
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 ~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.