Tilia Fiduciary Partners

Tilia Fiduciary Partners as of June 30, 2025

Portfolio Holdings for Tilia Fiduciary Partners

Tilia Fiduciary Partners holds 115 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 4.0 $6.6M 32k 205.17
Microsoft Stock (MSFT) 4.0 $6.5M 13k 497.41
Vanguard International Dividend Appreciation Etf Etf (VIGI) 2.9 $4.7M 52k 90.12
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.8 $4.6M 9.4k 485.77
Visa Stock (V) 2.6 $4.2M 12k 355.05
Google Stock (GOOGL) 2.4 $4.0M 23k 176.23
Mckesson Corp Stock (MCK) 2.4 $3.9M 5.3k 732.72
Walmart Stock (WMT) 2.3 $3.8M 39k 97.78
Gallagher Arthur J & Co Stock (AJG) 2.0 $3.3M 10k 320.12
Kla-tencor Corp Stock (KLAC) 1.9 $3.1M 3.4k 895.71
Advanced Micro Devices Stock (AMD) 1.8 $3.0M 21k 141.90
Hca Stock (HCA) 1.8 $3.0M 7.8k 383.09
Oracle Corporation Stock (ORCL) 1.8 $3.0M 14k 218.63
Broadridge Fin Sol Stock (BR) 1.8 $2.9M 12k 243.03
Stryker Corporation Stock (SYK) 1.8 $2.9M 7.3k 395.65
Carlisle Cos Stock (CSL) 1.8 $2.9M 7.7k 373.40
Marriott Intl Inc New Cl A Stock (MAR) 1.7 $2.8M 10k 273.21
Bjs Whsl Club Hldgs Stock (BJ) 1.7 $2.8M 26k 107.83
Tractor Supply Stock (TSCO) 1.7 $2.7M 52k 52.77
Palo Alto Networks Stock (PANW) 1.6 $2.7M 13k 204.64
Lennox Intl Stock (LII) 1.6 $2.6M 4.6k 573.21
Intuit Stock (INTU) 1.6 $2.6M 3.3k 787.75
Canadian Pacific Kansas City Stock (CP) 1.6 $2.6M 32k 79.27
Lowes Cos Stock (LOW) 1.5 $2.5M 11k 221.87
Amazon Stock (AMZN) 1.5 $2.4M 11k 219.39
Meta Platforms Inc Cl A Stock (META) 1.5 $2.4M 3.3k 738.00
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 1.5 $2.4M 23k 104.13
Valero Energy Corp Stock (VLO) 1.5 $2.4M 18k 134.42
Emcor Group Stock (EME) 1.4 $2.3M 4.3k 534.83
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 1.4 $2.3M 43k 52.76
Lululemon Athletica Stock (LULU) 1.3 $2.2M 9.3k 237.58
American Express Stock (AXP) 1.3 $2.2M 6.9k 318.96
Nextera Energy Stock (NEE) 1.3 $2.1M 31k 69.42
Intl Business Machines Stock (IBM) 1.3 $2.1M 7.1k 294.80
Fti Consulting Stock (FCN) 1.2 $2.0M 12k 161.50
Eaton Corp Stock (ETN) 1.2 $2.0M 5.6k 356.99
Jpmorgan Chase & Co Stock (JPM) 1.2 $2.0M 6.7k 289.91
PTC Stock (PTC) 1.2 $1.9M 11k 172.34
Thermo Fisher Scientific Stock (TMO) 1.1 $1.8M 4.5k 405.45
Williams Sonoma Stock (WSM) 1.0 $1.6M 9.9k 163.38
Costco Wholesale Corp Stock (COST) 1.0 $1.6M 1.6k 990.12
Parker-hannifin Corp Stock (PH) 1.0 $1.6M 2.3k 698.51
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.9 $1.5M 18k 82.92
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.9 $1.4M 27k 54.38
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 0.9 $1.4M 58k 24.44
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.9 $1.4M 28k 50.27
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.8 $1.3M 12k 109.29
Dover Corp Stock (DOV) 0.7 $1.2M 6.6k 183.23
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $1.2M 6.8k 177.38
Unitedhealth Group Stock (UNH) 0.7 $1.2M 3.7k 311.93
Lincoln Elec Hldgs Stock (LECO) 0.7 $1.1M 5.5k 207.32
Boot Barn Hldgs Stock (BOOT) 0.6 $1.1M 6.9k 152.00
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.6 $1.1M 20k 53.29
Mastercard Stock (MA) 0.6 $982k 1.7k 562.02
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 0.6 $978k 5.4k 181.75
Sherwin Williams Stock (SHW) 0.5 $900k 2.6k 343.41
Vanguard S&p 500 Etf Etf (VOO) 0.5 $873k 1.5k 567.90
Vanguard Total Stock Market Etf Etf (VTI) 0.5 $867k 2.9k 303.97
General Dynamics Corp Stock (GD) 0.5 $841k 2.9k 291.70
Eli Lilly & Co Stock (LLY) 0.5 $785k 1.0k 779.77
Lockheed Martin Corp Stock (LMT) 0.5 $754k 1.6k 463.17
Powershares Qqq Tr Etf (QQQ) 0.5 $748k 1.4k 551.64
Home Depot Stock (HD) 0.4 $737k 2.0k 366.56
Nvidia Corporation Stock (NVDA) 0.4 $737k 4.7k 157.98
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $729k 1.00 728800.00
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.4 $713k 12k 62.02
Axon Enterprise Stock (AXON) 0.4 $712k 860.00 827.94
Emerson Elec Stock (EMR) 0.4 $708k 5.3k 133.32
Chubb Stock (CB) 0.4 $701k 2.4k 289.73
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.4 $666k 8.4k 79.50
Ishares Tips Bond Etf Etf (TIP) 0.4 $619k 5.6k 110.03
Trane Technologies Stock (TT) 0.4 $591k 1.4k 437.41
Mcdonalds Corp Stock (MCD) 0.3 $565k 1.9k 292.11
S&p Global Stock (SPGI) 0.3 $563k 1.1k 527.32
Abbvie Stock (ABBV) 0.3 $495k 2.7k 185.59
Johnson & Johnson Stock (JNJ) 0.3 $460k 3.0k 152.74
Spdr S&p 500 Etf Etf (SPY) 0.3 $459k 744.00 617.54
Exxon Mobil Corp Stock (XOM) 0.3 $449k 4.2k 107.79
Honeywell Intl Stock (HON) 0.3 $438k 1.9k 232.86
Schwab Us Mid-cap Etf Etf (SCHM) 0.3 $427k 15k 28.05
Northrop Grumman Corp Stock (NOC) 0.3 $426k 851.00 500.22
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE) 0.3 $424k 4.3k 98.32
Rtx Corporation Stock (RTX) 0.3 $423k 2.9k 146.00
Pepsico Stock (PEP) 0.3 $410k 3.1k 132.06
Qxo Stock (QXO) 0.2 $408k 19k 21.54
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $394k 1.9k 204.66
Air Prods & Chems Stock (APD) 0.2 $387k 1.4k 282.10
Dimensional International Core Equity Market Etf Etf (DFAI) 0.2 $374k 11k 34.57
Taiwan Semiconductor Manufacturing Adr (TSM) 0.2 $359k 1.6k 226.49
Waste Mgmt Inc Del Stock (WM) 0.2 $356k 1.6k 228.82
Illinois Tool Wks Stock (ITW) 0.2 $342k 1.4k 247.21
Procter And Gamble Stock (PG) 0.2 $328k 2.1k 159.32
Amgen Stock (AMGN) 0.2 $328k 1.2k 279.11
Schwab Us Tips Etf Etf (SCHP) 0.2 $323k 12k 26.68
Vanguard Information Technology Etf (VGT) 0.2 $322k 485.00 663.28
Take-two Interactive Software Stock (TTWO) 0.2 $319k 1.3k 242.85
Vanguard Mid Cap Etf (VO) 0.2 $304k 1.1k 279.88
Automatic Data Processing Stock (ADP) 0.2 $298k 965.00 308.25
Tesla Motors Stock (TSLA) 0.2 $291k 917.00 317.66
Duke Energy Corp Stock (DUK) 0.2 $280k 2.4k 118.00
Abbott Labs Stock (ABT) 0.2 $273k 2.0k 135.98
Ishares Bitcoin Trust Etf Etf (IBIT) 0.2 $272k 4.4k 61.21
Norfolk Southern Crp Stock (NSC) 0.2 $265k 1.0k 256.09
Caterpillar Stock (CAT) 0.2 $261k 673.00 388.45
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.2 $253k 8.6k 29.43
Philip Morris Intl Stock (PM) 0.1 $239k 1.3k 182.16
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.1 $237k 3.7k 63.71
Travelers Companies Stock (TRV) 0.1 $227k 848.00 267.66
Chevron Corp Stock (CVX) 0.1 $225k 1.6k 143.23
Linde Stock (LIN) 0.1 $224k 478.00 469.17
Factset Research Sys Stock (FDS) 0.1 $221k 494.00 447.28
Merck & Co Stock (MRK) 0.1 $221k 2.8k 79.16
Cintas Corp Stock (CTAS) 0.1 $217k 974.00 222.87
Esco Technologies Stock (ESE) 0.1 $211k 1.1k 191.87
Analog Devices Stock (ADI) 0.1 $202k 850.00 238.02