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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 $146,583,378
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 32,558 $8,153,270 5.56%
2.
Microsoft Corp
 MSFT 12,505 $5,270,665 3.59%
3.
Berkshire Hathaway Inc
 BRK.A 10,384 $4,706,860 3.21%
4.
Alphabet Inc.
 GOOGL 22,346 $4,230,010 2.88%
5.
Vanguard Whitehall Funds
 47,816 $3,824,772 2.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)