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Home > Institutional Investor > Tilia Fiduciary Partners, Inc. > Profile

Instuitional Investor - Tilia Fiduciary Partners, Inc.

Fund Profile
Filing Period:
Fund Name: Tilia Fiduciary Partners, Inc.
Portfolio Value $163,815,168
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 32,155 $6,597,324 4.03%
2.
Microsoft Corp
 MSFT 13,152 $6,541,951 3.99%
3.
Vanguard Whitehall Funds
 52,340 $4,716,858 2.88%
4.
Berkshire Hathaway Inc
 BRK.A 9,381 $4,557,008 2.78%
5.
Visa Inc.
 V 11,811 $4,193,506 2.56%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)