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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 $150,026,849
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 33,477 $7,436,352 4.96%
2.
Berkshire Hathaway Inc
 BRK.A 9,686 $5,158,570 3.44%
3.
Microsoft Corp
 MSFT 12,981 $4,873,002 3.25%
4.
Vanguard Whitehall Funds
 50,633 $4,199,533 2.8%
5.
Visa Inc.
 V 11,752 $4,118,630 2.75%
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)