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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
Page 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 META META PLATFORMS INC Communication Services 410.0 $231K 0.06% +19.0 +4.9% $563.69 +2.5%
82 VOO VANGUARD INDEX FDS 335.0 $230K 0.06% NEW $685.79 +3.1%
83 PG PROCTER & GAMBLE CO Consumer Defensive 1,520.0 $223K 0.06% +10.0 +0.7% $146.66 -2.0%
84 EEM ISHARES TR 3,098.0 $212K 0.06% NEW $68.41 -1.9%
85 VOOG VANGUARD ADMIRAL FDS INC 2,484.0 $205K 0.06% NEW $82.62 +1.9%
86 RGEN REPLIGEN CORP Healthcare 1,500.0 $205K 0.06% NEW $136.44 +29.2%
Page 5 of 5  ·  86 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 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%