Tilia Fiduciary Partners

Tilia Fiduciary Partners as of March 31, 2026

Portfolio Holdings for Tilia Fiduciary Partners

Tilia Fiduciary Partners holds 115 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard International Dividend Appreciation Etf Etf (VIGI) 6.1 $11M 125k 88.46
Apple Stock (AAPL) 4.2 $7.7M 30k 253.79
Google Stock (GOOGL) 3.2 $5.8M 20k 287.56
Microsoft Stock (MSFT) 2.7 $5.0M 14k 370.17
Kla-tencor Corp Stock (KLAC) 2.7 $4.9M 3.4k 1472.48
Walmart Stock (WMT) 2.5 $4.6M 37k 124.28
Valero Energy Corp Stock (VLO) 2.5 $4.5M 18k 247.07
Mckesson Corp Stock (MCK) 2.5 $4.5M 5.2k 865.37
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.3 $4.2M 8.8k 479.20
Advanced Micro Devices Stock (AMD) 2.2 $3.9M 19k 203.43
Visa Stock (V) 2.1 $3.7M 12k 302.23
Hca Stock (HCA) 2.0 $3.7M 7.8k 473.25
Marriott Intl Inc New Cl A Stock (MAR) 2.0 $3.6M 11k 327.08
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 1.8 $3.3M 56k 59.22
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 1.8 $3.3M 43k 75.10
Nextera Energy Stock (NEE) 1.8 $3.2M 35k 92.88
Emcor Group Stock (EME) 1.7 $3.1M 4.3k 738.36
Gilead Sciences Stock (GILD) 1.6 $2.9M 21k 139.37
Bjs Whsl Club Hldgs Stock (BJ) 1.6 $2.8M 29k 98.42
Lowes Cos Stock (LOW) 1.5 $2.8M 12k 236.28
Carlisle Cos Stock (CSL) 1.5 $2.8M 8.4k 333.63
Fti Consulting Stock (FCN) 1.4 $2.6M 15k 176.77
Stryker Corporation Stock (SYK) 1.4 $2.6M 7.8k 328.60
Gallagher Arthur J & Co Stock (AJG) 1.4 $2.5M 12k 216.58
Thermo Fisher Scientific Stock (TMO) 1.4 $2.5M 5.1k 491.49
Tractor Supply Stock (TSCO) 1.4 $2.5M 55k 45.30
Eaton Corp Stock (ETN) 1.3 $2.4M 6.8k 357.67
Lennox Intl Stock (LII) 1.3 $2.3M 5.0k 464.12
American Express Stock (AXP) 1.3 $2.3M 7.6k 302.48
Vanguard S&p 500 Etf Etf (VOO) 1.2 $2.3M 3.8k 597.58
Amazon Stock (AMZN) 1.2 $2.2M 11k 208.27
Copart Stock (CPRT) 1.2 $2.2M 67k 33.20
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 1.2 $2.2M 28k 78.03
Broadridge Fin Sol Stock (BR) 1.2 $2.1M 13k 162.48
Intl Business Machines Stock (IBM) 1.1 $2.0M 8.5k 242.39
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 1.1 $2.0M 39k 52.56
Expedia Group Stock (EXPE) 1.1 $2.0M 8.5k 230.88
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.0 $1.9M 6.6k 286.87
Unitedhealth Group Stock (UNH) 1.0 $1.8M 6.7k 270.60
PTC Stock (PTC) 1.0 $1.8M 13k 142.49
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 1.0 $1.8M 36k 49.95
Intuit Stock (INTU) 1.0 $1.7M 4.0k 432.43
Jpmorgan Chase & Co Stock (JPM) 0.9 $1.7M 5.8k 294.19
Lululemon Athletica Stock (LULU) 0.9 $1.7M 11k 153.10
Meta Platforms Inc Cl A Stock (META) 0.9 $1.7M 3.0k 572.15
Parker-hannifin Corp Stock (PH) 0.8 $1.5M 1.7k 895.26
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 0.8 $1.4M 55k 25.64
Lincoln Elec Hldgs Stock (LECO) 0.8 $1.4M 5.5k 249.08
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.7 $1.3M 11k 124.31
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.7 $1.3M 16k 82.75
Williams Sonoma Stock (WSM) 0.6 $1.2M 6.4k 182.33
Costco Wholesale Corp Stock (COST) 0.6 $1.1M 1.1k 996.57
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.6 $1.1M 20k 53.22
Spdr Ser Tr Lehman Intermediate Term Cr Bd Etf Etf (SPIB) 0.5 $955k 29k 33.54
Eli Lilly & Co Stock (LLY) 0.5 $928k 1.0k 919.47
Vanguard Total Stock Market Etf Etf (VTI) 0.5 $897k 2.8k 320.78
Powershares Qqq Tr Etf (QQQ) 0.5 $877k 1.5k 577.05
Nvidia Corporation Stock (NVDA) 0.4 $817k 4.7k 174.40
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 0.4 $815k 4.2k 191.90
Mastercard Stock (MA) 0.4 $795k 1.6k 499.56
Dover Corp Stock (DOV) 0.4 $775k 3.7k 208.46
Lockheed Martin Corp Stock (LMT) 0.4 $764k 1.3k 604.58
Boot Barn Hldgs Stock (BOOT) 0.4 $760k 5.2k 146.36
Johnson & Johnson Stock (JNJ) 0.4 $735k 3.0k 244.48
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $718k 1.00 718140.00
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.4 $717k 11k 67.53
Home Depot Stock (HD) 0.4 $666k 2.0k 328.87
General Dynamics Corp Stock (GD) 0.4 $646k 1.9k 343.17
Exxon Mobil Corp Stock (XOM) 0.4 $644k 3.8k 169.68
Emerson Elec Stock (EMR) 0.3 $617k 4.7k 131.01
Spdr S&p 500 Etf Etf (SPY) 0.3 $597k 918.00 650.55
Sherwin Williams Stock (SHW) 0.3 $581k 1.8k 320.58
Chubb Ltd Switz Stock (CB) 0.3 $555k 1.7k 325.96
Rtx Corporation Stock (RTX) 0.3 $536k 2.8k 192.89
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.3 $529k 6.7k 79.27
Abbvie Stock (ABBV) 0.3 $528k 2.4k 217.45
Ishares Tips Bond Etf Etf (TIP) 0.3 $502k 4.6k 110.35
Vanguard Dividend Appreciation Etf Etf (VIG) 0.3 $500k 2.3k 215.10
Taiwan Semiconductor Manufacturing Adr (TSM) 0.3 $495k 1.5k 337.95
Dimensional International Core Equity Market Etf Etf (DFAI) 0.3 $483k 12k 38.96
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB) 0.3 $460k 15k 30.07
Mcdonalds Corp Stock (MCD) 0.2 $447k 1.4k 310.80
Vanguard Mid Cap Etf (VO) 0.2 $446k 1.6k 287.10
Trane Technologies Stock (TT) 0.2 $429k 1.0k 416.74
Northrop Grumman Corp Stock (NOC) 0.2 $428k 627.00 681.90
Honeywell Intl Stock (HON) 0.2 $401k 1.8k 226.00
Schwab Us Mid-cap Etf Etf (SCHM) 0.2 $392k 13k 30.96
Waste Mgmt Inc Del Stock (WM) 0.2 $374k 1.6k 229.79
S&p Global Stock (SPGI) 0.2 $358k 841.00 425.42
Amgen Stock (AMGN) 0.2 $353k 1.0k 351.76
Vanguard Information Technology Etf (VGT) 0.2 $338k 485.00 697.72
Direxion Nasdaq-100 Equal Weighted Index Etf Etf (QQQE) 0.2 $330k 3.3k 98.54
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.2 $327k 6.8k 48.32
Caterpillar Stock (CAT) 0.2 $323k 455.00 709.12
Qxo Stock (QXO) 0.2 $315k 16k 19.42
Illinois Tool Wks Stock (ITW) 0.2 $312k 1.2k 260.39
Esco Technologies Stock (ESE) 0.2 $310k 1.1k 281.37
Tesla Motors Stock (TSLA) 0.2 $292k 784.00 371.75
Air Products And Chemicals Stock (APD) 0.2 $280k 964.00 290.39
Duke Energy Corp Stock (DUK) 0.2 $278k 2.1k 130.94
Philip Morris Intl Stock (PM) 0.1 $272k 1.6k 165.30
Chevron Corporation Stock (CVX) 0.1 $257k 1.2k 206.94
Axon Enterprise Stock (AXON) 0.1 $257k 604.00 424.69
Vanguard Small Cap Etf Etf (VB) 0.1 $249k 952.00 261.83
Procter & Gamble Stock (PG) 0.1 $248k 1.7k 144.42
Norfolk Southern Crp Stock (NSC) 0.1 $246k 856.00 286.89
Oracle Corporation Stock (ORCL) 0.1 $244k 1.7k 147.11
Schwab Us Tips Etf Etf (SCHP) 0.1 $239k 9.0k 26.61
Analog Devices Stock (ADI) 0.1 $236k 743.00 318.14
Pepsico Stock (PEP) 0.1 $235k 1.5k 155.31
Linde Stock (LIN) 0.1 $232k 467.00 495.75
Tjx Cos Stock (TJX) 0.1 $231k 1.4k 159.68
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.1 $227k 6.5k 35.04
Quanta Svcs Stock (PWR) 0.1 $225k 410.00 549.02
Take-two Interactive Software Stock (TTWO) 0.1 $215k 1.1k 197.50