§ 13F · FUND PROFILE
TILIA FIDUCIARY PARTNERS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $173M (13F)Positions · 114Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 125K | $11M | 6.1% | +1% |
| 2 | AAPL | APPLE INC | 30K | $8M | 4.2% | ±0% |
| 3 | GOOGL | GOOGLE INC | 20K | $6M | 3.2% | −2% |
| 4 | MSFT | MICROSOFT | 14K | $5M | 2.7% | +7% |
| 5 | KLAC | KLA-TENCOR CORP | 3K | $5M | 2.7% | ±0% |
| 6 | WMT | WALMART INC COM | 37K | $5M | 2.5% | +1% |
| 7 | VLO | VALERO ENERGY CORP | 18K | $5M | 2.5% | +2% |
| 8 | MCK | MCKESSON CORP | 5K | $4M | 2.5% | +1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 9K | $4M | 2.3% | ±0% |
| 10 | AMD | ADVANCED MICRO DEVICES INC COM | 19K | $4M | 2.2% | ±0% |
§ 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 $173 million in assets. The fund runs a portfolio of 114 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed