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TILIA FIDUCIARY PARTNERS, INC. - Portfolio Stock Holdings

TILIA FIDUCIARY PARTNERS, INC. disclosed 133 stock positions in a recent SEC 13F filing. $216,942,249 of stock holdings were filed, with the largest holdings including AMD, AAPL, and VEU. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $403,650,829 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

133

Est. Stock Holding Value:

$216,942,249

Top Stock Holdings By Sector

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Portfolio Stock Holdings - TILIA FIDUCIARY PARTNERS, INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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