StockDriftsStockDriftsTop 50 Tilia Fiduciary Partners INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC COM | 4.87% | 17.3K | $10.6M | -10.64%(-2.06K) | $118.43(+354.32%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.75% | 30.9K | $10.3M | -0.03%(-10) | $168.23(+103.85%) | 2026-09-30 | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 4.66% | 121.8K | $10.1M | +64.07%(+47.55K) | $78.35(+3.86%) | 2026-09-30 | |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 4.64% | 106.5K | $10.1M | -10.65%(-12.70K) | $86.61(+11.16%) | 2026-09-30 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 3.58% | 39.7K | $7.8M | +3459.14%(+38.60K) | $192.18(-3.23%) | 2026-09-30 | |
| MSFT | MICROSOFT | 3.25% | 13.7K | $7.0M | -0.38%(-52) | $323.35(+65.00%) | 2026-09-30 | |
| VLO | VALERO ENERGY CORP | 3.22% | 18.0K | $7.0M | -3.32%(-620) | $146.24(+196.31%) | 2026-09-30 | |
| GOOGL | GOOGLE INC | 3.15% | 19.9K | $6.8M | -2.80%(-573) | $139.01(+147.60%) | 2026-09-30 | |
| KLAC | KLA-TENCOR CORP | 2.85% | 31.8K | $6.2M | -4.79%(-1.60K) | $66.58(+149.94%) | 2026-09-30 | |
| AMZN | AMAZON COM INC COM | 2.22% | 19.3K | $4.8M | +82.44%(+8.74K) | $200.63(+30.81%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.17% | +65.02% | — | — | +43.51% |
| Top 20 Holdings Unweighted | +18.66% | +67.06% | — | — | +41.84% |
Tilia Fiduciary Partners INC reports $216.94M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are AMD (4.9%), AAPL (4.8%) and VEU (4.7%). The top 20 holdings account for 56.41% of reported assets. Its disclosed equity book has returned +65.02% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tilia Fiduciary Partners INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910210). View Tilia Fiduciary Partners INC’s 13F filings on SEC