Tilia Fiduciary Partners
Tilia Fiduciary Partners reported 114 stocks worth $217M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are AMD (4.9%), AAPL (4.8%) and VEU (4.7%). Compared with Q2 2026, the fund opened new positions in DELL, PEP and DVY, added to VEU, XLK and AMZN, trimmed AMD, VIGI and MSFT and sold out of LII, TMO and SYK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMD Advanced Micro Devices Inc | $10.6M | 4.9% | 17K | −2,055 (−11%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $10.3M | 4.8% | 31K | No change | 8 of 8 | |
| 3 |  VEU Vanguard Intl Equity Index F | $10.1M | 4.7% | 122K | +48K (+64%) | 5 of 8 | |
| 4 |  VIGI Vanguard Whitehall Fds | $10.1M | 4.6% | 107K | −13K (−11%) | 8 of 8 | |
| 5 |  XLK Select Sector Spdr TR | $7.8M | 3.6% | 40K | +39K (+3459%) | 2 of 8 | |
| 6 |  MSFT Microsoft Corp | $7M | 3.3% | 14K | −52 (−0%) | 8 of 8 | |
| 7 |  VLO Valero Energy Corp | $7M | 3.2% | 18K | −620 (−3%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $6.8M | 3.1% | 20K | −573 (−3%) | 8 of 8 | |
| 9 |  KLAC Kla Corp | $6.2M | 2.9% | 32K | −1,598 (−5%) | 7 of 8 | |
| 10 |  AMZN Amazon Com Inc | $4.8M | 2.2% | 19K | +8,741 (+82%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LII Lennox Intl Inc | $2.9M | 5,144 |
 TMO Thermo Fisher Scientific Inc | $2.7M | 5,325 |
 SYK Stryker Corporation | $2.6M | 8,185 |
 BJ Bjs Whsl Club Hldgs Inc | $2.6M | 29K |
 FCN Fti Consulting Inc | $2.3M | 15K |
🔒 Free account: see all 19.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR/A Amendment | Q3 2026 | SEC filing ↗ |
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Tilia Fiduciary Partners 13F FAQ
What does Tilia Fiduciary Partners own?
Tilia Fiduciary Partners reported 114 stocks worth $217M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are AMD (4.9%), AAPL (4.8%) and VEU (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Tilia Fiduciary Partners buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 43 added to, 54 trimmed and 19 sold out. New positions include DELL, PEP and DVY. It sold all of LII, TMO and SYK.
When will Tilia Fiduciary Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Tilia Fiduciary Partners's portfolio worth?
The Q3 2026 filing reports $217M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.