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TILIA FIDUCIARY PARTNERS, INC. - Portfolio Stock Holdings

TILIA FIDUCIARY PARTNERS, INC. disclosed 128 stock positions in a recent SEC 13F filing. $210,983,939 of stock holdings were filed, with the largest holdings including AMD, VIGI, and KLAC. This filing represented positions held on June 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:

June 30, 2026

No. of Stocks:

128

Est. Stock Holding Value:

$210,983,939

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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