Tilia Fiduciary Partners

Tilia Fiduciary Partners as of June 30, 2026

Portfolio Holdings for Tilia Fiduciary Partners

Tilia Fiduciary Partners holds 127 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Advanced Micro Devices Stock (AMD) 5.3 $11M 19k 580.91
Vanguard International Dividend Appreciation Etf Etf (VIGI) 5.3 $11M 119k 93.38
Kla-tencor Corp Stock (KLAC) 4.8 $10M 33k 301.71
Apple Stock (AAPL) 4.2 $9.0M 31k 289.36
Google Stock (GOOGL) 3.5 $7.3M 20k 357.37
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 2.9 $6.2M 74k 83.75
Microsoft Stock (MSFT) 2.4 $5.1M 14k 373.03
Valero Energy Corp Stock (VLO) 2.3 $4.9M 19k 260.43
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.1 $4.5M 9.0k 500.39
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 2.1 $4.4M 66k 67.56
Visa Stock (V) 2.1 $4.4M 13k 343.09
Walmart Stock (WMT) 2.0 $4.2M 37k 113.26
Marriott Intl Inc New Cl A Stock (MAR) 2.0 $4.1M 11k 370.58
Mckesson Corp Stock (MCK) 1.9 $4.0M 5.3k 755.60
Emcor Group Stock (EME) 1.7 $3.6M 4.3k 829.90
Vanguard S&p 500 Etf Etf (VOO) 1.5 $3.2M 4.7k 686.86
Nextera Energy Stock (NEE) 1.5 $3.2M 37k 87.77
Carlisle Cos Stock (CSL) 1.5 $3.2M 8.7k 362.75
Hca Stock (HCA) 1.5 $3.1M 8.0k 389.89
Eaton Corp Stock (ETN) 1.4 $3.0M 7.1k 426.12
Lennox Intl Stock (LII) 1.4 $2.9M 5.1k 572.96
Unitedhealth Group Stock (UNH) 1.4 $2.9M 7.0k 415.64
Gallagher Arthur J & Co Stock (AJG) 1.4 $2.9M 12k 229.58
Lowes Cos Stock (LOW) 1.3 $2.7M 12k 220.49
Gilead Sciences Stock (GILD) 1.3 $2.7M 21k 126.34
American Express Stock (AXP) 1.3 $2.7M 7.9k 338.27
Thermo Fisher Scientific Stock (TMO) 1.3 $2.7M 5.3k 501.35
Stryker Corporation Stock (SYK) 1.2 $2.6M 8.2k 314.85
Bjs Whsl Club Hldgs Stock (BJ) 1.2 $2.6M 30k 87.22
Amazon Stock (AMZN) 1.2 $2.5M 11k 238.34
Intl Business Machines Stock (IBM) 1.2 $2.5M 8.9k 281.22
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.1 $2.3M 6.6k 353.35
Expedia Group Stock (EXPE) 1.1 $2.3M 9.0k 255.87
Fti Consulting Stock (FCN) 1.1 $2.3M 15k 149.01
Copart Stock (CPRT) 0.9 $2.0M 71k 28.19
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 0.9 $2.0M 38k 52.41
Jpmorgan Chase & Co Stock (JPM) 0.9 $1.9M 5.9k 327.34
Broadridge Fin Sol Stock (BR) 0.9 $1.9M 14k 136.95
Tractor Supply Stock (TSCO) 0.9 $1.8M 58k 31.61
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.9 $1.8M 30k 60.67
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.8 $1.8M 36k 50.23
Parker-hannifin Corp Stock (PH) 0.8 $1.6M 1.7k 977.96
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 0.8 $1.6M 55k 29.43
Meta Platforms Inc Cl A Stock (META) 0.8 $1.6M 2.9k 563.19
PTC Stock (PTC) 0.7 $1.6M 14k 113.61
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.7 $1.5M 10k 148.31
Williams Sonoma Stock (WSM) 0.7 $1.5M 6.3k 233.11
Lincoln Elec Hldgs Stock (LECO) 0.7 $1.5M 5.5k 265.51
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.6 $1.3M 15k 82.65
Lululemon Athletica Stock (LULU) 0.6 $1.2M 11k 114.18
Intuit Stock (INTU) 0.5 $1.2M 4.4k 261.02
Eli Lilly & Co Stock (LLY) 0.5 $1.1M 928.00 1199.13
Powershares Qqq Tr Etf (QQQ) 0.5 $1.1M 1.5k 736.23
Vanguard Morningstar Total Stock Market Etf Etf (VTI) 0.5 $1.0M 2.8k 370.02
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.5 $1.0M 19k 53.17
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 0.5 $1.0M 4.8k 212.75
Spdr Ser Tr Lehman Intermediate Term Cr Bd Etf Etf (SPIB) 0.5 $1.0M 30k 33.46
Costco Wholesale Corp Stock (COST) 0.5 $983k 1.1k 935.89
Nvidia Corporation Stock (NVDA) 0.4 $930k 4.6k 200.08
Boot Barn Hldgs Stock (BOOT) 0.4 $841k 5.1k 164.27
Mastercard Stock (MA) 0.4 $833k 1.6k 513.48
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.4 $826k 11k 77.11
Dover Corp Stock (DOV) 0.4 $800k 3.6k 224.25
Johnson & Johnson Stock (JNJ) 0.4 $769k 3.0k 253.94
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $749k 1.00 748850.00
Taiwan Semiconductor Manufacturing Adr (TSM) 0.3 $710k 1.5k 477.57
Home Depot Stock (HD) 0.3 $705k 2.0k 352.68
Spdr S&p 500 Etf Etf (SPY) 0.3 $693k 929.00 746.44
Emerson Elec Stock (EMR) 0.3 $674k 4.7k 143.15
General Dynamics Corp Stock (GD) 0.3 $667k 1.9k 354.33
Lockheed Martin Corp Stock (LMT) 0.3 $637k 1.3k 509.40
Sherwin Williams Stock (SHW) 0.3 $620k 1.8k 344.23
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB) 0.3 $613k 20k 30.01
Abbvie Stock (ABBV) 0.3 $611k 2.4k 251.60
Chubb Stock (CB) 0.3 $573k 1.7k 340.74
Rtx Corporation Stock (RTX) 0.2 $527k 2.8k 189.75
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.2 $524k 6.6k 79.03
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $523k 2.2k 236.65
Exxonmobil Holdings Corp Stock 0.2 $508k 3.7k 136.70
Trane Technologies Stock (TT) 0.2 $505k 1.0k 491.16
Vanguard Mid Cap Etf (VO) 0.2 $502k 6.2k 80.57
Dimensional International Core Equity Market Etf Etf (DFAI) 0.2 $496k 12k 41.25
Caterpillar Stock (CAT) 0.2 $469k 440.00 1065.92
Ishares Tips Bond Etf Etf (TIP) 0.2 $461k 4.2k 109.42
Schwab Us Mid-cap Etf Etf (SCHM) 0.2 $456k 12k 36.87
Vanguard Information Technology Etf (VGT) 0.2 $443k 3.7k 119.52
Ishares S&p 500 Index Etf (IVV) 0.2 $410k 547.00 749.07
Direxion Nasdaq-100 Equal Weighted Index Etf Etf (QQQE) 0.2 $408k 3.3k 122.02
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.2 $404k 7.0k 57.67
Mcdonalds Corp Stock (MCD) 0.2 $385k 1.4k 270.34
Esco Technologies Stock (ESE) 0.2 $375k 1.1k 350.04
Amgen Stock (AMGN) 0.2 $364k 1.0k 362.28
Lam Research Corp Stock (LRCX) 0.2 $355k 820.00 433.33
Applied Matls Stock (AMAT) 0.2 $355k 491.00 723.00
Waste Mgmt Inc Del Stock (WM) 0.2 $352k 1.6k 222.88
S&p Global Stock (SPGI) 0.2 $343k 843.00 407.21
Axon Enterprise Stock (AXON) 0.2 $339k 604.00 560.61
Illinois Tool Wks Stock (ITW) 0.2 $330k 1.2k 270.57
Philip Morris Intl Stock (PM) 0.2 $324k 1.8k 180.94
Northrop Grumman Corp Stock (NOC) 0.1 $313k 614.00 509.50
Analog Devices Stock (ADI) 0.1 $308k 775.00 397.17
Bloom Energy Corp Com Cl A Stock (BE) 0.1 $303k 1.0k 302.70
Corning Stock (GLW) 0.1 $295k 1.2k 255.43
Vanguard Small Cap Etf Etf (VB) 0.1 $290k 955.00 303.14
Qxo Stock (QXO) 0.1 $286k 17k 17.28
Air Products And Chemicals Stock (APD) 0.1 $282k 962.00 293.17
Norfolk Southern Crp Stock (NSC) 0.1 $276k 876.00 314.53
Take-two Interactive Software Stock (TTWO) 0.1 $273k 1.1k 249.98
Duke Energy Corp Stock (DUK) 0.1 $269k 2.1k 126.55
Tesla Motors Stock (TSLA) 0.1 $267k 636.00 420.42
Micron Technology Stock (MU) 0.1 $265k 230.00 1154.05
Procter & Gamble Stock (PG) 0.1 $252k 1.7k 146.66
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.1 $251k 6.5k 38.79
Broadcom Stock (AVGO) 0.1 $243k 644.00 377.93
Linde Stock (LIN) 0.1 $242k 467.00 518.93
Oracle Corporation Stock (ORCL) 0.1 $239k 1.6k 146.54
Comfort Sys Usa Stock (FIX) 0.1 $236k 119.00 1981.79
Vanguard Morningstar Growth Etf Etf (VUG) 0.1 $235k 2.7k 86.13
Quanta Svcs Stock (PWR) 0.1 $223k 310.00 720.04
Morgan Stanley Stock (MS) 0.1 $221k 1.1k 209.04
Schwab Us Tips Etf Etf (SCHP) 0.1 $218k 8.2k 26.50
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $215k 2.2k 96.58
Tjx Cos Stock (TJX) 0.1 $215k 1.4k 151.47
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $213k 1.1k 190.52
Chevron Corporation Stock (CVX) 0.1 $206k 1.2k 165.76
Schwab International Equity Etf Etf (SCHF) 0.1 $201k 7.3k 27.70
Automatic Data Processing Stock (ADP) 0.1 $200k 894.00 223.92