Portfolio (Quarterly) Guide ↗

Tilson Financial Group, Inc.

· CIK 0001964820

13F Portfolio $364M AUM 86 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 39 Added 15 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	35,541	$6.0M	1.81%	SOLD

Sector Allocation

Financial Services 38.8%

Technology 26.3%

Industrials 10.1%

Utilities 6.8%

Healthcare 6.5%

Communication Services 6.4%

Consumer Cyclical 2.8%

Consumer Defensive 2.4%