FIDUCIARY COUNSELLING INC
Family Office
FIDUCIARY COUNSELLING INC is a Family Office based in St Paul, MN led by Mary Julie Mckinley, reporting $9.5B in AUM as of Q3 2025 with 40% ETF concentration, with only 7 positions, and 32% allocation to IWB.
CEOMary Julie Mckinley
- Portfolio Value
- $37.5M
- Positions
- 7
- Top Holding
- IWB at 31.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FIDUCIARY COUNSELLING INC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $11.9M | 31.62% | — | — 32.4K shares | |
Insurance - Diversified Financial Services | $11.3M | 30.16% | — | 0.00% 15.0 shares | |
REIT - Specialty Real Estate | $6.4M | 16.98% | +$9.5K Bought | 0.04% 256.9K shares | |
REIT - Specialty Real Estate | $4.8M | 12.77% | +$11.2K Bought | 0.15% 117.5K shares | |
ETF ETF | $2.8M | 7.47% | +$674.4K Bought | — 8.5K shares | |
ETF ETF | $267.3K | 0.71% | — | — 2.0K shares | |
ETF ETF | $109.2K | 0.29% | — | — 2.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FIDUCIARY COUNSELLING INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+31.7% | |
+0.23% | |
+0.15% |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for FIDUCIARY COUNSELLING INC
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