StockDriftsStockDriftsTop 50 Fiduciary Trust CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.28% | 1.51M | $1.13B | -0.69%(-10.49K) | $200.35(+288.78%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5.24% | 643 | $481.5M | +0.00%(+0) | $679549.70(+9.98%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.8% | 4.57M | $441.1M | -0.16%(-7.19K) | $67.48(+50.15%) | 2026-06-30 | |
| TJX | TJX COS INC NEW | 4.67% | 2.83M | $429.2M | -0.88%(-25.20K) | $40.89(+271.57%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.44% | 1.41M | $407.8M | -3.55%(-51.83K) | $52.02(+487.09%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.69% | 4.76M | $338.9M | -0.42%(-20.00K) | $42.19(+75.43%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.59% | 638.4K | $238.1M | -0.60%(-3.85K) | $57.97(+738.51%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.55% | 656.5K | $234.6M | -3.71%(-25.26K) | $36.75(+838.05%) | 2026-06-30 | |
| CPNG | COUPANG INC | 2.16% | 11.41M | $198.2M | -2.28%(-265.78K) | $34.54(-53.34%) | 2026-06-30 | |
| EIPX | FIRST TR EXCHANGE-TRADED FD | 1.67% | 4.91M | $153.8M | -2.61%(-131.84K) | $20.04(+64.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.17% | +52.78% | +7.85% | +45.92% |
| Top 20 Holdings Unweighted | +14.44% | +49.88% | +7.41% | +42.99% |
Fiduciary Trust CO reports $9.19B in US-listed equity holdings across 892 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.3%), BRK.A (5.2%) and IEFA (4.8%). The top 20 holdings account for 57.42% of reported assets. Its disclosed equity book has returned +52.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fiduciary Trust CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 35442). View Fiduciary Trust CO’s 13F filings on SEC