§ 13F · FUND PROFILE
TILIA FIDUCIARY PARTNERS, INC..
AUM · $211M (13F)Positions · 127Turnover · n/a · Q2Filed · Aug 18, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC COM | 19K | $11M | 5.3% | ±0% |
| 2 | VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 119K | $11M | 5.3% | −5% |
| 3 | KLAC | KLA-TENCOR CORP | 33K | $10M | 4.8% | +893% |
| 4 | AAPL | APPLE INC | 31K | $9M | 4.2% | +2% |
| 5 | GOOGL | GOOGLE INC | 20K | $7M | 3.5% | +1% |
| 6 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 74K | $6M | 2.9% | +71% |
| 7 | MSFT | MICROSOFT | 14K | $5M | 2.4% | +2% |
| 8 | VLO | VALERO ENERGY CORP | 19K | $5M | 2.3% | +2% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 9K | $5M | 2.1% | +3% |
| 10 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 66K | $4M | 2.1% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TILIA SIGNAL
AC read
TILIA FIDUCIARY PARTNERS, INC. is a Other fund managing $211 million in assets. The fund runs a portfolio of 127 positions.
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