TIFF ADVISORY SERVICES, LLC

CIK 0001271347 · Q1 2026

13F Equity AUM

$443.8M

-23.6% QoQ

Positions

+1 QoQ

AUM Rank

#4,642

Top 37%

Skill Alpha (FF)

-3.5%/yr^ns

No Clear Edge

Rank #6,710 · Top 82%

vs S&P -6.3%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 63.1%Top 10: 85.4%Top 20: 98.2%

VT19.1%

XLF17.4%

VGLT9.3%

KBWB9.3%

AAPL8.0%

VOO6.0%

NVDA5.8%

BND3.7%

PR3.6%

LQD3.2%

Others (15)14.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services77.1%

Technology14.4%

Energy3.6%

Other4.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 25Median: 1.87%Avg: 4.00%

0–0.5%

3(0.6%)

0.5–1%

7(4.4%)

1–3%

5(9.5%)

3–5%

3(10.5%)

5%+

7(74.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 25Unique: 0vs 20 funds

0.3%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

0.5%

BANK OF AMERICA CORP /DE/

0.5%

0.4%

0.5%

0.7%

0.4%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New6Increased5Decreased12Exited5

New Positions

KBWB9.3%

+523K

VOO6.0%

+44K

LQD3.2%

+131K

VEU2.6%

+152K

XLE2.4%

+176K

VWO0.6%

+47K

Increased

VGLT9.3%

+213K(+40%)

VT19.1%

+10K(+2%)

BND3.7%

+1K(+1%)

FNF0.6%

+1K(+2%)

AMZN0.7%

+830(+6%)

Decreased

XLF17.4%

-1,291,929(-45%)

PR3.6%

-727,784(-50%)

NVDA5.8%

-117,234(-44%)

MSFT0.6%

-34,625(-82%)

AAPL8.0%

-34,306(-20%)

GOOG1.9%

-7,735(-21%)

SPYX1.0%

-2,090(-2%)

GE0.6%

-1,345(-13%)

EFAX0.4%

-792(-2%)

EEMX0.2%

-356(-2%)

Exited

XLK

-621,654

VFH

-213,451

-3,279

URTH

-202

CMCSA

-17

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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