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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 $181,161,790
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Whitehall Funds
 123,707 $11,313,037 6.24%
2.
Apple Inc.
 AAPL 30,127 $8,190,268 4.52%
3.
Alphabet Inc.
 GOOGL 20,749 $6,494,334 3.58%
4.
Microsoft Corp
 MSFT 12,667 $6,125,960 3.38%
5.
Berkshire Hathaway Inc
 BRK.A 8,824 $4,435,384 2.45%
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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