TIFF ADVISORY SERVICES, LLC

Portfolio Overview

TIFF ADVISORY SERVICES, LLC disclosed 25 positions worth $443.8M in its Form 13F-HR for Q1 2026, led by $DOV (DOVER Corp) at 19.1% of the equity portfolio. During the quarter the fund opened 4 new positions and exited 5 — including a new stake in $IVZ. The portfolio is most concentrated in Other (47.4% of disclosed assets). All figures are sourced directly from TIFF ADVISORY SERVICES, LLC’s Form 13F-HR filing with the SEC under CIK 1271347.

• 

  DOVER Corp

  $DOV

  63.1#695

  Quality

  $85.0M614,236 sh

• SELECT SECTOR SPDR TR

  —

  Quality

  $77.0M1,559,062 sh

• VANGUARD SCOTTSDALE FDS

  —

  Quality

  $41.5M749,145 sh
• 

  Invesco Ltd.

  $IVZ

  —

  Quality

  $41.3M522,543 sh
• 

  Apple Inc.

  $AAPL

  76.1

  Quality

  $35.5M139,696 sh

• VANGUARD INDEX FDS

  —

  Quality

  $26.6M44,435 sh
• 

  NVIDIA CORP

  $NVDA

  90.2

  Quality

  $25.8M147,977 sh

• VANGUARD BD INDEX FDS

  —

  Quality

  $16.4M223,152 sh
• 

  Permian Resources Corp

  $PR

  75.6

  Quality

  $15.9M727,783 sh

• ISHARES TR

  —

  Quality

  $14.3M131,139 sh

Company	Quality	Value	Shares
DOVER Corp$DOV	63.1#695	$85.0M	614,236
SELECT SECTOR SPDR TR	—	$77.0M	1,559,062
VANGUARD SCOTTSDALE FDS	—	$41.5M	749,145
Invesco Ltd.$IVZ	—	$41.3M	522,543
Apple Inc.$AAPL	76.1	$35.5M	139,696
VANGUARD INDEX FDS	—	$26.6M	44,435
NVIDIA CORP$NVDA	90.2	$25.8M	147,977
VANGUARD BD INDEX FDS	—	$16.4M	223,152
Permian Resources Corp$PR	75.6	$15.9M	727,783
ISHARES TR	—	$14.3M	131,139

Showing top 10 of 25 holdings.

Full Holdings — TIFF ADVISORY SERVICES, LLC (Q1 2026)

All 25 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$DOV	DOVER Corp	$85.0M	19.1%	+2%	63.1
2	—	SELECT SECTOR SPDR TR	$77.0M	17.4%	-45%	—
3	—	VANGUARD SCOTTSDALE FDS	$41.5M	9.3%	+40%	—
4	$IVZ	Invesco Ltd.	$41.3M	9.3%	NEW	—
5	$AAPL	Apple Inc.	$35.5M	8.0%	-20%	76.1
6	—	VANGUARD INDEX FDS	$26.6M	6.0%	NEW	—
7	$NVDA	NVIDIA CORP	$25.8M	5.8%	-44%	90.2
8	—	VANGUARD BD INDEX FDS	$16.4M	3.7%	+1%	—
9	$PR	Permian Resources Corp	$15.9M	3.6%	-50%	75.6
10	—	ISHARES TR	$14.3M	3.2%	NEW	—
11	—	VANGUARD INTL EQUITY INDEX F	$11.4M	2.6%	-75%	—
12	—	SELECT SECTOR SPDR TR	$10.8M	2.4%	NEW	—
13	$GOOGL	Alphabet Inc.	$8.3M	1.9%	-21%	80.2
14	$BARK	Bark, Inc.	$7.1M	1.6%	+0%	21.2
15	—	SPDR SERIES TRUST	$4.5M	1.0%	-2%	—
16	$AMZN	AMAZON COM INC	$3.1M	0.7%	+6%	74.6
17	—	VANGUARD SCOTTSDALE FDS	$3.0M	0.7%	+0%	—
18	$V	VISA INC.	$2.9M	0.7%	-2%	83.5
19	$MSFT	MICROSOFT CORP	$2.8M	0.6%	-82%	83.7
20	$GE	GENERAL ELECTRIC CO	$2.6M	0.6%	-13%	74.8
21	$FNF	Fidelity National Financial, Inc.	$2.6M	0.6%	+2%	69.7
22	—	VANGUARD INTL EQUITY INDEX F	$2.6M	0.6%	-92%	—
23	—	SPDR INDEX SHS FDS	$1.6M	0.4%	-2%	—
24	—	SPDR INDEX SHS FDS	$688,223	0.2%	-2%	—
25	$TOI	Oncology Institute, Inc.	$564,905	0.1%	-0%	37.8