StockDriftsStockDriftsTop 50 Tilia Fiduciary Partners, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 6.09% | 125.3K | $11.1M | +1.30%(+1.61K) | $86.61(+6.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.22% | 30.2K | $7.7M | +0.35%(+106) | $167.05(+70.12%) | 2026-03-31 | |
| GOOGL | GOOGLE INC | 3.2% | 20.2K | $5.8M | -2.42%(-502) | $137.31(+182.88%) | 2026-03-31 | |
| MSFT | MICROSOFT | 2.75% | 13.5K | $5.0M | +6.73%(+852) | $322.48(+27.57%) | 2026-03-31 | |
| KLAC | KLA-TENCOR CORP | 2.72% | 3.4K | $4.9M | +0.30%(+10) | $665.75(+160.29%) | 2026-03-31 | |
| WMT | WALMART INC COM | 2.51% | 36.7K | $4.6M | +1.43%(+516) | $51.11(+155.88%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 2.49% | 18.3K | $4.5M | +2.35%(+421) | $144.29(+75.65%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 2.46% | 5.2K | $4.5M | +1.27%(+65) | $489.35(+63.69%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.32% | 8.8K | $4.2M | -0.12%(-11) | $355.95(+30.78%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC COM | 2.16% | 19.3K | $3.9M | -0.27%(-52) | $118.29(+200.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.49% | +42.33% |
| Top 20 Holdings Unweighted | +12.97% | +44.19% |
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