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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 $210,984,086
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Advanced Micro Devices Inc
 AMD 19,313 $11,219,115 5.32%
2.
Vanguard Whitehall Funds
 VYM 119,232 $11,133,896 5.28%
3.
Kla Corp
 KLAC 33,355 $10,063,678 4.77%
4.
Apple Inc.
 AAPL 30,953 $8,956,472 4.25%
5.
Alphabet Inc.
 GOOGL 20,437 $7,303,613 3.46%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.