Institutions / Tilia Fiduciary Partners, Inc.
Tilia Fiduciary Partners, Inc.
CIK 1910210 · Institution · as of Dec 31, 2025
Portfolio value
$181.16M
Positions
115
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 115 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard International Dividend Appreciation ETF | $11.31M | 6.2% |
| Apple Inc. | $8.19M | 4.5% |
| Alphabet Inc. | $6.49M | 3.6% |
| Microsoft Corp | $6.13M | 3.4% |
| Warren E. Buffett | $4.44M | 2.4% |
| McKesson Corp | $4.19M | 2.3% |
| Visa Inc | $4.18M | 2.3% |
| Advanced Micro Devices Inc | $4.15M | 2.3% |
| Kla Corp | $4.07M | 2.2% |
| Walmart Inc. | $4.03M | 2.2% |
| HCA Healthcare, Inc. | $3.59M | 2.0% |
| Marriott International Inc/MD | $3.34M | 1.8% |
| Valero Energy Corp | $2.92M | 1.6% |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF | $2.87M | 1.6% |
| Thermo Fisher Scientific Inc. | $2.82M | 1.6% |
| Arthur J. Gallagher & Co. | $2.80M | 1.5% |
| Broadridge Financial Solutions Inc | $2.77M | 1.5% |
| Lowes Companies Inc | $2.74M | 1.5% |
| Nextera Energy Inc | $2.68M | 1.5% |
| Stryker Corp | $2.64M | 1.5% |
| American Express Co | $2.63M | 1.4% |
| Tractor Supply Co /De | $2.58M | 1.4% |
| Carlisle Companies Inc | $2.54M | 1.4% |
| EMCOR Group Inc | $2.51M | 1.4% |
| Oracle Corp | $2.50M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.