Tilia Fiduciary Partners

Tilia Fiduciary Partners as of Dec. 31, 2025

Portfolio Holdings for Tilia Fiduciary Partners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard International Dividend Appreciation Etf Etf (VIGI) 6.2 $11M 124k 91.45
Apple Stock (AAPL) 4.5 $8.2M 30k 271.86
Google Stock (GOOGL) 3.6 $6.5M 21k 313.00
Microsoft Stock (MSFT) 3.4 $6.1M 13k 483.62
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.4 $4.4M 8.8k 502.65
Mckesson Corp Stock (MCK) 2.3 $4.2M 5.1k 820.26
Visa Stock (V) 2.3 $4.2M 12k 350.72
Advanced Micro Devices Stock (AMD) 2.3 $4.1M 19k 214.16
Kla-tencor Corp Stock (KLAC) 2.2 $4.1M 3.3k 1215.23
Walmart Stock (WMT) 2.2 $4.0M 36k 111.41
Hca Stock (HCA) 2.0 $3.6M 7.7k 466.84
Marriott Intl Inc New Cl A Stock (MAR) 1.8 $3.3M 11k 310.24
Valero Energy Corp Stock (VLO) 1.6 $2.9M 18k 162.79
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 1.6 $2.9M 50k 57.91
Thermo Fisher Scientific Stock (TMO) 1.6 $2.8M 4.9k 579.51
Gallagher Arthur J & Co Stock (AJG) 1.5 $2.8M 11k 258.78
Broadridge Fin Sol Stock (BR) 1.5 $2.8M 12k 223.16
Lowes Cos Stock (LOW) 1.5 $2.7M 11k 241.17
Nextera Energy Stock (NEE) 1.5 $2.7M 33k 80.28
Stryker Corporation Stock (SYK) 1.5 $2.6M 7.5k 351.47
American Express Stock (AXP) 1.4 $2.6M 7.1k 369.93
Tractor Supply Stock (TSCO) 1.4 $2.6M 52k 50.01
Carlisle Cos Stock (CSL) 1.4 $2.5M 7.9k 319.87
Emcor Group Stock (EME) 1.4 $2.5M 4.1k 611.80
Oracle Corporation Stock (ORCL) 1.4 $2.5M 13k 194.91
Bjs Whsl Club Hldgs Stock (BJ) 1.4 $2.5M 27k 90.03
Amazon Stock (AMZN) 1.3 $2.4M 10k 230.82
Vanguard S&p 500 Etf Etf (VOO) 1.3 $2.4M 3.8k 627.17
Palo Alto Networks Stock (PANW) 1.3 $2.4M 13k 184.20
Fti Consulting Stock (FCN) 1.3 $2.4M 14k 170.83
Intuit Stock (INTU) 1.3 $2.3M 3.5k 662.50
Intl Business Machines Stock (IBM) 1.3 $2.3M 7.8k 296.21
Lennox Intl Stock (LII) 1.3 $2.3M 4.7k 485.59
Lululemon Athletica Stock (LULU) 1.3 $2.3M 11k 207.81
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 1.2 $2.2M 26k 84.36
Canadian Pacific Kansas City Stock (CP) 1.2 $2.1M 29k 73.63
Unitedhealth Group Stock (UNH) 1.2 $2.1M 6.3k 330.10
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.1 $2.1M 6.6k 313.78
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 1.1 $2.1M 39k 52.88
PTC Stock (PTC) 1.1 $2.0M 12k 174.21
Eaton Corp Stock (ETN) 1.1 $2.0M 6.3k 318.51
Meta Platforms Inc Cl A Stock (META) 1.1 $2.0M 3.0k 660.16
Jpmorgan Chase & Co Stock (JPM) 1.1 $1.9M 6.0k 322.21
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 1.0 $1.8M 37k 49.46
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.9 $1.7M 23k 73.56
Parker-hannifin Corp Stock (PH) 0.9 $1.5M 1.8k 879.01
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 0.8 $1.5M 56k 26.91
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.7 $1.3M 16k 83.75
Lincoln Elec Hldgs Stock (LECO) 0.7 $1.3M 5.5k 239.64
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.7 $1.3M 11k 120.18
Williams Sonoma Stock (WSM) 0.7 $1.2M 6.8k 178.58
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.6 $1.1M 20k 53.88
Costco Wholesale Corp Stock (COST) 0.6 $1.0M 1.2k 862.01
Eli Lilly & Co Stock (LLY) 0.6 $998k 929.00 1074.16
Boot Barn Hldgs Stock (BOOT) 0.5 $956k 5.4k 176.47
Vanguard Total Stock Market Etf Etf (VTI) 0.5 $937k 2.8k 335.24
Spdr Ser Tr Lehman Intermediate Term Cr Bd Etf Etf (SPIB) 0.5 $923k 27k 33.81
Mastercard Stock (MA) 0.5 $908k 1.6k 571.01
Nvidia Corporation Stock (NVDA) 0.5 $835k 4.5k 186.50
Powershares Qqq Tr Etf (QQQ) 0.4 $807k 1.3k 614.27
Dover Corp Stock (DOV) 0.4 $788k 4.0k 195.24
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $755k 1.00 754800.00
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.4 $743k 11k 66.00
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 0.4 $732k 3.8k 191.58
Home Depot Stock (HD) 0.4 $693k 2.0k 344.06
General Dynamics Corp Stock (GD) 0.4 $644k 1.9k 336.63
Emerson Elec Stock (EMR) 0.4 $640k 4.8k 132.73
Johnson & Johnson Stock (JNJ) 0.4 $635k 3.1k 206.95
Lockheed Martin Corp Stock (LMT) 0.3 $629k 1.3k 483.80
Sherwin Williams Stock (SHW) 0.3 $595k 1.8k 324.01
Abbvie Stock (ABBV) 0.3 $555k 2.4k 228.45
Chubb Stock (CB) 0.3 $538k 1.7k 312.17
Ishares Tips Bond Etf Etf (TIP) 0.3 $529k 4.8k 109.91
Rtx Corporation Stock (RTX) 0.3 $509k 2.8k 183.43
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.3 $498k 6.2k 79.73
Dimensional International Core Equity Market Etf Etf (DFAI) 0.3 $493k 13k 38.11
Mcdonalds Corp Stock (MCD) 0.3 $457k 1.5k 305.57
S&p Global Stock (SPGI) 0.2 $450k 861.00 522.54
Taiwan Semiconductor Manufacturing Adr (TSM) 0.2 $448k 1.5k 303.89
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $443k 2.0k 219.74
Vanguard Mid Cap Etf (VO) 0.2 $416k 1.4k 290.13
Vanguard Information Technology Etf (VGT) 0.2 $411k 545.00 753.28
Trane Technologies Stock (TT) 0.2 $409k 1.1k 389.20
Spdr S&p 500 Etf Etf (SPY) 0.2 $408k 598.00 681.82
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB) 0.2 $407k 14k 30.20
Schwab Us Mid-cap Etf Etf (SCHM) 0.2 $380k 13k 30.07
Northrop Grumman Corp Stock (NOC) 0.2 $377k 662.00 570.13
Exxon Mobil Corp Stock (XOM) 0.2 $376k 3.1k 120.33
Axon Enterprise Stock (AXON) 0.2 $373k 656.00 567.93
Amgen Stock (AMGN) 0.2 $355k 1.1k 327.18
Honeywell Intl Stock (HON) 0.2 $348k 1.8k 195.14
Tesla Motors Stock (TSLA) 0.2 $345k 766.00 449.72
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE) 0.2 $342k 3.3k 102.31
Waste Mgmt Inc Del Stock (WM) 0.2 $340k 1.5k 219.71
Qxo Stock (QXO) 0.2 $321k 17k 19.29
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.2 $311k 6.6k 46.86
Illinois Tool Wks Stock (ITW) 0.2 $296k 1.2k 246.40
Norfolk Southern Crp Stock (NSC) 0.2 $286k 990.00 288.70
Take-two Interactive Software Stock (TTWO) 0.2 $279k 1.1k 256.03
Duke Energy Corp Stock (DUK) 0.1 $269k 2.3k 117.23
Air Prods & Chems Stock (APD) 0.1 $263k 1.1k 247.09
Caterpillar Stock (CAT) 0.1 $261k 455.00 573.40
Procter And Gamble Stock (PG) 0.1 $250k 1.7k 143.28
Schwab Us Tips Etf Etf (SCHP) 0.1 $248k 9.4k 26.49
Pepsico Stock (PEP) 0.1 $240k 1.7k 143.54
Abbott Labs Stock (ABT) 0.1 $238k 1.9k 125.30
Automatic Data Processing Stock (ADP) 0.1 $235k 915.00 257.15
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.1 $229k 7.0k 32.89
Broadcom Stock (AVGO) 0.1 $227k 655.00 346.16
Tjx Cos Stock (TJX) 0.1 $222k 1.4k 153.61
Vanguard Small Cap Etf Etf (VB) 0.1 $219k 849.00 257.84
Esco Technologies Stock (ESE) 0.1 $215k 1.1k 195.39
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.1 $212k 767.00 276.94
Philip Morris Intl Stock (PM) 0.1 $211k 1.3k 160.40
Analog Devices Stock (ADI) 0.1 $202k 743.00 271.20