StockDriftsStockDriftsTop 50 Tilia Fiduciary Partners INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC COM | 5.32% | 19.3K | $11.2M | +0.05%(+10) | $118.43(+294.48%) | 2026-06-30 | |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 5.28% | 119.2K | $11.1M | -4.86%(-6.09K) | $86.61(+13.43%) | 2026-06-30 | |
| KLAC | KLA-TENCOR CORP | 4.77% | 33.4K | $10.1M | -0.67%(-225) | $66.58(+198.29%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.25% | 31.0K | $9.0M | +2.38%(+720) | $168.23(+88.18%) | 2026-06-30 | |
| GOOGL | GOOGLE INC | 3.46% | 20.4K | $7.3M | +0.94%(+190) | $139.01(+148.60%) | 2026-06-30 | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 2.95% | 74.2K | $6.2M | +70.95%(+30.80K) | $75.13(+13.15%) | 2026-06-30 | |
| MSFT | MICROSOFT | 2.44% | 13.8K | $5.1M | +2.03%(+275) | $323.35(+50.68%) | 2026-06-30 | |
| VLO | VALERO ENERGY CORP | 2.3% | 18.7K | $4.9M | +1.78%(+327) | $146.24(+136.72%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.14% | 9.0K | $4.5M | +2.60%(+229) | $359.21(+39.57%) | 2026-06-30 | |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 2.11% | 65.8K | $4.4M | +16.80%(+9.46K) | $56.13(+20.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.57% | +58.42% | — | — | +41.39% |
| Top 20 Holdings Unweighted | +16.25% | +57.09% | — | — | +38.76% |
Tilia Fiduciary Partners INC reports $210.98M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are AMD (5.3%), VIGI (5.3%) and KLAC (4.8%). The top 20 holdings account for 52.1% of reported assets. Its disclosed equity book has returned +58.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Tilia Fiduciary Partners INC, compare funds side by side, and get alerts the moment positions change.
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