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Portfolio (Quarterly) Guide ↗

Tilson Financial Group, Inc.

· CIK 0001964820
13F Portfolio $333M AUM 79 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 27 Added 18 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MBBA BLACKROCK ETF TRUST II 8,058.0 $401K 0.12% NEW $49.78 +0.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.5%
Energy 22.6%
Technology 18.5%
Industrials 8.4%
Communication Services 5.3%
Healthcare 5.3%
Utilities 4.4%
Consumer Cyclical 2.9%
Consumer Defensive 2.0%