Tilia Fiduciary Partners

Tilia Fiduciary Partners as of Sept. 30, 2025

Portfolio Holdings for Tilia Fiduciary Partners

Tilia Fiduciary Partners holds 114 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard International Dividend Appreciation Etf Etf (VIGI) 5.5 $9.5M 106k 89.57
Apple Stock (AAPL) 4.4 $7.6M 30k 254.63
Microsoft Stock (MSFT) 3.8 $6.5M 13k 517.95
Google Stock (GOOGL) 2.9 $5.1M 21k 243.10
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.5 $4.4M 8.7k 502.74
Visa Stock (V) 2.3 $4.0M 12k 341.39
Mckesson Corp Stock (MCK) 2.3 $3.9M 5.1k 772.55
Walmart Stock (WMT) 2.2 $3.7M 36k 103.06
Oracle Corporation Stock (ORCL) 2.2 $3.7M 13k 281.25
Kla-tencor Corp Stock (KLAC) 2.1 $3.6M 3.3k 1078.45
Hca Stock (HCA) 1.9 $3.2M 7.6k 426.20
Advanced Micro Devices Stock (AMD) 1.9 $3.2M 20k 161.79
Gallagher Arthur J & Co Stock (AJG) 1.9 $3.2M 10k 309.73
Valero Energy Corp Stock (VLO) 1.7 $3.0M 18k 170.26
Broadridge Fin Sol Stock (BR) 1.6 $2.8M 12k 238.17
Tractor Supply Stock (TSCO) 1.6 $2.8M 50k 56.87
Lowes Cos Stock (LOW) 1.6 $2.8M 11k 251.31
Marriott Intl Inc New Cl A Stock (MAR) 1.6 $2.7M 11k 260.43
Stryker Corporation Stock (SYK) 1.5 $2.7M 7.2k 369.65
Emcor Group Stock (EME) 1.5 $2.6M 4.0k 649.50
Palo Alto Networks Stock (PANW) 1.5 $2.6M 13k 203.62
Carlisle Cos Stock (CSL) 1.4 $2.5M 7.5k 328.95
Bjs Whsl Club Hldgs Stock (BJ) 1.4 $2.5M 26k 93.25
Lennox Intl Stock (LII) 1.4 $2.4M 4.6k 529.36
Nextera Energy Stock (NEE) 1.4 $2.4M 32k 75.49
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 1.4 $2.4M 24k 99.95
Canadian Pacific Kansas City Stock (CP) 1.4 $2.4M 32k 74.49
Amazon Stock (AMZN) 1.4 $2.3M 11k 219.57
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 1.3 $2.3M 41k 57.19
Intuit Stock (INTU) 1.3 $2.3M 3.4k 682.84
American Express Stock (AXP) 1.3 $2.3M 6.9k 332.15
Thermo Fisher Scientific Stock (TMO) 1.3 $2.3M 4.7k 485.01
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 1.3 $2.3M 43k 53.03
Meta Platforms Inc Cl A Stock (META) 1.3 $2.3M 3.1k 734.48
Eaton Corp Stock (ETN) 1.3 $2.2M 6.0k 374.25
PTC Stock (PTC) 1.3 $2.2M 11k 203.02
Intl Business Machines Stock (IBM) 1.2 $2.1M 7.5k 282.14
Fti Consulting Stock (FCN) 1.2 $2.1M 13k 161.65
Unitedhealth Group Stock (UNH) 1.1 $2.0M 5.7k 345.29
Jpmorgan Chase & Co Stock (JPM) 1.1 $1.9M 6.1k 315.44
Lululemon Athletica Stock (LULU) 1.1 $1.9M 10k 177.93
Vanguard S&p 500 Etf Etf (VOO) 1.0 $1.7M 2.8k 612.45
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.9 $1.6M 32k 50.63
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.9 $1.6M 6.6k 243.55
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 0.9 $1.5M 57k 26.34
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.8 $1.5M 17k 84.11
Williams Sonoma Stock (WSM) 0.8 $1.4M 7.4k 195.46
Parker-hannifin Corp Stock (PH) 0.8 $1.4M 1.9k 758.13
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.8 $1.3M 11k 118.83
Lincoln Elec Hldgs Stock (LECO) 0.8 $1.3M 5.5k 235.83
Costco Wholesale Corp Stock (COST) 0.7 $1.2M 1.3k 925.71
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.6 $1.1M 21k 54.09
Mastercard Stock (MA) 0.5 $939k 1.7k 568.87
Boot Barn Hldgs Stock (BOOT) 0.5 $915k 5.5k 165.72
Vanguard Total Stock Market Etf Etf (VTI) 0.5 $905k 2.8k 328.23
Nvidia Corporation Stock (NVDA) 0.5 $871k 4.7k 186.57
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 0.5 $820k 4.3k 189.72
Home Depot Stock (HD) 0.5 $816k 2.0k 405.18
Powershares Qqq Tr Etf (QQQ) 0.5 $797k 1.3k 600.55
Eli Lilly & Co Stock (LLY) 0.4 $764k 1.0k 763.34
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $754k 1.00 754200.00
Sherwin Williams Stock (SHW) 0.4 $750k 2.2k 346.33
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.4 $746k 11k 65.26
Dover Corp Stock (DOV) 0.4 $720k 4.3k 166.83
General Dynamics Corp Stock (GD) 0.4 $700k 2.1k 341.08
Lockheed Martin Corp Stock (LMT) 0.4 $663k 1.3k 499.40
Emerson Elec Stock (EMR) 0.4 $645k 4.9k 131.18
Abbvie Stock (ABBV) 0.3 $576k 2.5k 231.50
Ishares Tips Bond Etf Etf (TIP) 0.3 $570k 5.1k 111.23
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.3 $561k 7.0k 79.93
Johnson & Johnson Stock (JNJ) 0.3 $555k 3.0k 185.41
Chubb Stock (CB) 0.3 $514k 1.8k 282.29
Axon Enterprise Stock (AXON) 0.3 $497k 693.00 717.64
Dimensional International Core Equity Market Etf Etf (DFAI) 0.3 $475k 13k 36.35
Mcdonalds Corp Stock (MCD) 0.3 $464k 1.5k 303.95
Rtx Corporation Stock (RTX) 0.3 $464k 2.8k 167.34
Trane Technologies Stock (TT) 0.3 $452k 1.1k 421.96
S&p Global Stock (SPGI) 0.3 $436k 897.00 486.55
Taiwan Semiconductor Manufacturing Adr (TSM) 0.2 $425k 1.5k 279.29
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.2 $416k 5.8k 71.37
Spdr Ser Tr Lehman Intermediate Term Cr Bd Etf Etf (SPIB) 0.2 $409k 12k 33.89
Northrop Grumman Corp Stock (NOC) 0.2 $409k 671.00 609.22
Spdr S&p 500 Etf Etf (SPY) 0.2 $400k 601.00 665.69
Schwab Us Mid-cap Etf Etf (SCHM) 0.2 $388k 13k 29.64
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE) 0.2 $381k 3.7k 101.61
Honeywell Intl Stock (HON) 0.2 $377k 1.8k 210.46
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $374k 1.7k 215.78
Vanguard Mid Cap Etf (VO) 0.2 $366k 1.2k 293.83
Vanguard Information Technology Etf (VGT) 0.2 $362k 485.00 746.63
Waste Mgmt Inc Del Stock (WM) 0.2 $341k 1.5k 220.83
Exxon Mobil Corp Stock (XOM) 0.2 $341k 3.0k 112.74
Qxo Stock (QXO) 0.2 $340k 18k 19.06
Pepsico Stock (PEP) 0.2 $332k 2.4k 140.44
Illinois Tool Wks Stock (ITW) 0.2 $320k 1.2k 260.86
Amgen Stock (AMGN) 0.2 $314k 1.1k 282.13
Air Prods & Chems Stock (APD) 0.2 $303k 1.1k 272.67
Norfolk Southern Crp Stock (NSC) 0.2 $300k 997.00 300.46
Ishares Bitcoin Trust Etf Etf (IBIT) 0.2 $295k 4.5k 65.00
Take-two Interactive Software Stock (TTWO) 0.2 $295k 1.1k 258.36
Duke Energy Corp Stock (DUK) 0.2 $284k 2.3k 123.76
Procter And Gamble Stock (PG) 0.2 $280k 1.8k 153.67
Schwab Us Tips Etf Etf (SCHP) 0.2 $269k 10k 26.95
Automatic Data Processing Stock (ADP) 0.2 $269k 915.00 293.40
Tesla Motors Stock (TSLA) 0.1 $257k 577.00 444.72
Abbott Labs Stock (ABT) 0.1 $255k 1.9k 133.93
Caterpillar Stock (CAT) 0.1 $238k 499.00 477.56
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.1 $236k 7.4k 31.84
Esco Technologies Stock (ESE) 0.1 $232k 1.1k 211.11
Linde Stock (LIN) 0.1 $225k 474.00 474.99
Broadcom Stock (AVGO) 0.1 $216k 655.00 329.92
Philip Morris Intl Stock (PM) 0.1 $213k 1.3k 162.24
Vanguard Small Cap Etf Etf (VB) 0.1 $212k 834.00 254.27
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.1 $205k 749.00 273.65
Tjx Cos Stock (TJX) 0.1 $204k 1.4k 144.56