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Portfolio (Quarterly) Guide ↗

Tilson Financial Group, Inc.

· CIK 0001964820
13F Portfolio $325M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 83 New
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOO VANGUARD INDEX FDS 339.0 $212K 0.07% NEW $626.54 +7.9%
82 AVGO BROADCOM INC Technology 594.0 $206K 0.06% NEW $346.12 +9.5%
83 BLACKROCK MUNIVEST FD INC 14,701.0 $102K 0.03% NEW $6.93
Page 5 of 5  ·  83 positions

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 34.2%
Technology 20.6%
Energy 15.9%
Industrials 8.7%
Healthcare 6.0%
Communication Services 5.4%
Utilities 4.5%
Consumer Cyclical 2.9%
Consumer Defensive 1.9%