Fiduciary Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 304 distinct positions held by the firm, managed by Chief Investment Officer Joel P Goodman, who is based in Savannah, Georgia.
The portfolio is diversified across a wide range of sectors, with the largest positions including Apple Inc., Microsoft Corporation, and NVIDIA Corporation. Apple holds the top spot with 74,247,364 shares, followed by Microsoft with 45,047,700 shares and NVIDIA with 19,776,853 shares. Other significant holdings include Alphabet Inc. Class C shares (15,609,300 shares), Amazon.com Inc. (10,621,400 shares), and Johnson & Johnson (21,970,578 shares).
The filing also details substantial positions in financial services and energy sectors. JPMorgan Chase & Co. is listed with 28,234,857 shares, while Berkshire Hathaway Inc. Class B holds 25,984,027 shares. In the energy sector, ExxonMobil Holdings Corp. is reported with 8,584,375 shares, and Kinder Morgan Inc. with 574,576 shares.
Additionally, the portfolio includes various exchange-traded funds (ETFs) and other investment vehicles. Notable ETF holdings include the iShares Core S&P 500 ETF (7,079,292 shares), the iShares Core MSCI EAFE ETF (8,789,813 shares), and the Vanguard S&P 500 ETF (5,738,340 shares). The filing indicates that all positions are held for investment purposes.
