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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 $181,990,637
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Whitehall Funds
 125,318 $11,085,657 6.09%
2.
Apple Inc.
 AAPL 30,233 $7,672,748 4.22%
3.
Alphabet Inc.
 GOOGL 20,247 $5,822,313 3.2%
4.
Microsoft Corp
 MSFT 13,519 $5,004,372 2.75%
5.
Kla Corp
 KLAC 3,358 $4,944,573 2.72%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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