Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

FIDUCIARY TRUST CO

•CIK: 35442•Filing: Q4 2025

Fiduciary Trust Co. manages $8.8 billion, focusing on a diversified portfolio with top holdings in IVV, BRK/A, and AAPL, reflecting a preference for blue-chip stability and growth potential. Recently, the fund has made notable shifts by adding SLB and IEMG significantly, while cutting FISV and GBTC, indicating a strategic pivot towards energy and emerging markets amidst a broader market reassessment.

Total AUM

$8.8B

QoQ Performance

-0.3%

Positions

729

Top 10 Concentration

50.1%

Latest Filing

Q4 2025

Top Holdings Allocation

IVV

BRK/A

TJX

IVV12.1%

BRK/A5.5%

TJX5.1%

AAPL4.7%

IEFA4.6%

MSFT3.6%

VEA3.4%

CPNG3.3%

📈 Biggest Buys

SPDR SERIES TRUST

+57.1%

0.7% of portfolio

FIRST TR EXCHANGE-TRADED FD

+25.5%

0.5% of portfolio

UNILEVER PLC

NEW

0.1% of portfolio

NETFLIX INC

+910.9%

0.1% of portfolio

SERVICENOW INC

+380.4%

0.1% of portfolio

📉 Biggest Sells

WISDOMTREE TR EARNING 500

-10.4%

1.5% of portfolio

APPLE INC

-3.2%

4.7% of portfolio

ISHARES TR

-1.2%

12.1% of portfolio

INVESCO EXCHNG TRADED FD TR

-18.3%

0.6% of portfolio

ALPHABET INC

-3.7%

2.6% of portfolio

Sector Breakdown

Other44.6%

Technology18.3%

ETF14.0%

Financial10.2%

Healthcare4.4%

Consumer4.2%

Industrial1.6%

Energy1.1%

🚪 Exited Positionssold since Q3 2025

UNILEVER PLC SPON

SOLD

$7.0M

GRAYSCALE BITCOIN TR BTC

SOLD

$6.5M

FISERV INC

SOLD

$5.1M

ZOETIS INC

SOLD

$5.0M

BECTON DICKINSON & CO

SOLD

$4.6M

+643 more exited positions

Changes from Q3 2025

NEW1 new position

↑31 increased

↓163 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

BERKSHIRE HATHAWAY INC DEL

TJX COS INC NEW

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