Long-term investor
Tilia Fiduciary Partners, Inc. @tiliafiduciarypartnersin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910210).
Record
- Tracked since 2025-06-30 (450 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +16.6% · 1 year n/a · all +7.8%
- Max drawdown n/a · win rate 55% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMD · 5.3% · long · since 2025-06-30
- 921946810 · 5.3% · long · since 2025-06-30
- 482480100 · 4.8% · long · since 2025-06-30
- AAPL · 4.2% · long · since 2025-06-30
- 02079K305 · 3.5% · long · since 2025-06-30
- 922042775 · 2.9% · long · since 2025-09-30
- MSFT · 2.4% · long · since 2025-06-30
- VLO · 2.3% · long · since 2025-06-30
- BRK-B · 2.1% · long · since 2025-06-30
- 78464A847 · 2.1% · long · since 2025-06-30
- V · 2.1% · long · since 2025-06-30
- WMT · 2.0% · long · since 2025-06-30