Fiduciary Trust Co.
Annual return
—
SPY
—
Alpha
—
Invested
$8.5B
Holdings
864
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 99.6% (330.5k → 1.4k shares)
11.7%
02
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 98.8% (644 → 8 shares)
5.5%
03
$TJX
TJX COS INC NEW
Q1 2026: Exited (was 5.37M shares)
5.4%
04
$IEFA
ISHARES TR
Q1 2026: Exited (was 843.0k shares)
4.9%
05
$AAPL
APPLE INC
Q1 2026: Sold 81.8% (490.8k → 89.5k shares)
4.4%
06
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 789.2k shares)
3.6%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 81.0% (191.2k → 36.3k shares)
2.8%
08
$CPNG
COUPANG INC
Q1 2026: Exited (was 24.62M shares)
2.6%
09
$GOOGL
ALPHABET INC
Q1 2026: Sold 85.8% (213.1k → 30.2k shares)
2.3%
10
$EIPX
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 1.01M shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 09:25 UTC.