Holdings
Tilia Fiduciary Partners, Inc.
As of Sep 30, 2026, Tilia Fiduciary Partners, Inc. reported 74 positions worth US$152M. Largest: Advanced Micro Devices Inc, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Advanced Micro Devices Inc | 17,258 | US$10.6M | −2,055 | Sep 30, 2026 |
| Apple Inc | 30,943 | US$10.3M | −10 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 26,340 | US$9.04M | −669 | Sep 30, 2026 |
| Microsoft Corp. | 13,742 | US$7.05M | −52 | Sep 30, 2026 |
| Valero Energy Corporation | 18,048 | US$7M | −620 | Sep 30, 2026 |
| Kla Corporation | 31,757 | US$6.19M | −1,598 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 9,289 | US$5.37M | −1,250 | Sep 30, 2026 |
| Amazon.com, Inc. | 19,344 | US$4.82M | +8,741 | Sep 30, 2026 |
| Visa Inc. | 12,951 | US$4.65M | +135 | Sep 30, 2026 |
| Mckesson Corporation | 5,344 | US$4.56M | +30 | Sep 30, 2026 |