Tilia Fiduciary Partners, Inc. Top Holdings and 13F Report (2026) About Tilia Fiduciary Partners, Inc.Investment ActivityTilia Fiduciary Partners, Inc. has $181.99 million in total holdings as of March 31, 2026.Tilia Fiduciary Partners, Inc. owns shares of 115 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 8.02% of the portfolio was purchased this quarter.About 4.53% of the portfolio was sold this quarter.This quarter, Tilia Fiduciary Partners, Inc. has purchased 115 new stocks and bought additional shares in 58 stocks.Tilia Fiduciary Partners, Inc. sold shares of 44 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard International Dividend Appreciation ETF $11,085,657Apple $7,672,748Alphabet $5,822,313Microsoft $5,004,372KLA $4,944,573 Largest New Holdings this Quarter 375558103 - Gilead Sciences $2,858,373 Holding217204106 - Copart $2,218,490 Holding30212P303 - Expedia Group $1,957,902 Holding166764100 - Chevron $256,611 HoldingG54950103 - LINDE PLC SHS $231,514 Holding Largest Purchases this Quarter Gilead Sciences 20,509 shares (about $2.86M)Copart 66,822 shares (about $2.22M)Expedia Group 8,480 shares (about $1.96M)Vanguard FTSE All-World ex-US ETF 20,552 shares (about $1.54M)SPDR Portfolio S&P 400 Mid Cap ETF 6,652 shares (about $393.93K) Largest Sales this Quarter Oracle 11,178 shares (about $1.64M)Alphabet 502 shares (about $144.36K)Costco Wholesale 108 shares (about $107.63K)Parker-Hannifin 103 shares (about $92.21K)Vanguard Short-Term Inflation-Protected Securities ETF 1,428 shares (about $71.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTilia Fiduciary Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGIVanguard International Dividend Appreciation ETF$11,085,657$142,509 ▲1.3%125,3186.1%ETFAAPLApple$7,672,748$26,901 ▲0.4%30,2334.2%Computer and TechnologyGOOGLAlphabet$5,822,313$144,357 ▼-2.4%20,2473.2%Computer and TechnologyMSFTMicrosoft$5,004,372$315,388 ▲6.7%13,5192.7%Computer and TechnologyKLACKLA$4,944,573$14,725 ▲0.3%3,3582.7%Computer and TechnologyWALMART INC COM$4,561,252$64,129 ▲1.4%36,7012.5%StockVLOValero Energy$4,531,587$104,018 ▲2.3%18,3412.5%EnergyMCKMcKesson$4,474,813$56,249 ▲1.3%5,1712.5%MedicalBRK.BBerkshire Hathaway$4,223,190$5,271 ▼-0.1%8,8132.3%FinanceAMDAdvanced Micro Devices$3,926,809$10,578 ▼-0.3%19,3032.2%Computer and TechnologyVVisa$3,738,286$139,026 ▲3.9%12,3692.1%Business ServicesHCAHCA Healthcare$3,691,840$49,218 ▲1.4%7,8012.0%MedicalMARMarriott International$3,605,718$86,676 ▲2.5%11,0242.0%Consumer DiscretionarySPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,333,888$393,929 ▲13.4%56,2971.8%ETFVEUVanguard FTSE All-World ex-US ETF$3,260,141$1,543,443 ▲89.9%43,4111.8%ETFNEENextEra Energy$3,243,209$145,730 ▲4.7%34,9181.8%UtilitiesEMEEMCOR Group$3,139,522$108,539 ▲3.6%4,2521.7%ConstructionGILDGilead Sciences$2,858,373$2,858,373 ▲New Holding20,5091.6%MedicalBJBJ's Wholesale Club$2,822,587$141,331 ▲5.3%28,6791.6%Consumer StaplesLOWLowe's Companies$2,791,364$109,159 ▲4.1%11,8141.5%Retail/WholesaleCSLCarlisle Companies$2,787,168$142,795 ▲5.4%8,3541.5%Multi-Sector ConglomeratesFCNFTI Consulting$2,581,019$142,477 ▲5.8%14,6011.4%Business ServicesSYKStryker$2,578,189$112,381 ▲4.6%7,8461.4%MedicalAJGArthur J. Gallagher & Co.$2,543,763$199,039 ▲8.5%11,7451.4%FinanceTMOThermo Fisher Scientific$2,512,514$122,873 ▲5.1%5,1121.4%MedicalTSCOTractor Supply$2,491,003$156,512 ▲6.7%54,9891.4%Retail/WholesaleETNEaton$2,439,309$191,353 ▲8.5%6,8201.3%IndustrialsLIILennox International$2,304,356$124,384 ▲5.7%4,9651.3%ConstructionAXPAmerican Express$2,287,327$140,349 ▲6.5%7,5621.3%FinanceVOOVanguard S&P 500 ETF$2,260,651$2,988 ▼-0.1%3,7831.2%ETFAMZNAmazon.com$2,235,987$66,438 ▲3.1%10,7361.2%Retail/WholesaleCPRTCopart$2,218,490$2,218,490 ▲New Holding66,8221.2%Business ServicesBAHBooz Allen Hamilton$2,217,591$194,995 ▲9.6%28,4201.2%Business ServicesBRBroadridge Financial Solutions$2,149,941$133,559 ▲6.6%13,2321.2%Computer and TechnologyIBMInternational Business Machines$2,048,447$145,919 ▲7.7%8,4511.1%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,037,786$10,564 ▼-0.5%38,7711.1%ManufacturingEXPEExpedia Group$1,957,902$1,957,902 ▲New Holding8,4801.1%Retail/WholesaleGOOGAlphabet$1,886,202$16,926 ▼-0.9%6,5751.0%Computer and TechnologyUNHUnitedHealth Group$1,824,912$109,322 ▲6.4%6,7441.0%MedicalPTCPTC$1,819,312$179,680 ▲11.0%12,7681.0%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,773,873$71,329 ▼-3.9%35,5131.0%ManufacturingINTUIntuit$1,745,289$221,404 ▲14.5%4,0361.0%Computer and TechnologyJPMJPMorgan Chase & Co.$1,715,982$46,481 ▼-2.6%5,8330.9%FinanceLULUlululemon athletica$1,705,228$25,415 ▲1.5%11,1380.9%Consumer DiscretionaryMETAMeta Platforms$1,699,864$572 ▼0.0%2,9710.9%Computer and TechnologyPHParker-Hannifin$1,485,234$92,212 ▼-5.8%1,6590.8%IndustrialsSCHXSchwab US Large-Cap ETF$1,409,705$14,589 ▼-1.0%54,9810.8%ETFLECOLincoln Electric$1,373,6760.0%5,5150.8%IndustrialsIJRiShares Core S&P Small-Cap ETF$1,335,262$1,616 ▲0.1%10,7410.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,291,203$35,913 ▼-2.7%15,6040.7%ETFWSMWilliams-Sonoma$1,174,222$66,916 ▼-5.4%6,4400.6%Retail/WholesaleCOSTCostco Wholesale$1,080,283$107,630 ▼-9.1%1,0840.6%Retail/WholesaleIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,053,824$13,305 ▲1.3%19,8010.6%ManufacturingSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$954,545$38,537 ▲4.2%28,4600.5%ETFLLYEli Lilly and Company$927,741$73,557 ▲8.6%1,0090.5%MedicalVTIVanguard Total Stock Market ETF$896,584$321 ▲0.0%2,7950.5%ETFQQQInvesco QQQ$877,117$119,449 ▲15.8%1,5200.5%FinanceNVDANVIDIA$817,081$36,625 ▲4.7%4,6850.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$815,007$81,366 ▲11.1%4,2470.4%ETFMAMastercard$795,299$999 ▲0.1%1,5920.4%Business ServicesDOVDover$774,855$66,916 ▼-7.9%3,7170.4%IndustrialsLMTLockheed Martin$764,191$21,765 ▼-2.8%1,2640.4%AerospaceBOOTBoot Barn$759,901$32,638 ▼-4.1%5,1920.4%Retail/WholesaleJNJJohnson & Johnson$735,142$15,158 ▼-2.0%3,0070.4%MedicalBRK.ABerkshire Hathaway$718,1400.0%10.4%FinanceIJHiShares Core S&P Mid-Cap ETF$717,333$42,343 ▼-5.6%10,6220.4%ETFHDHome Depot$665,967$3,289 ▲0.5%2,0250.4%Retail/WholesaleGDGeneral Dynamics$645,497$10,638 ▼-1.6%1,8810.4%AerospaceXOMExxonMobil$644,088$114,531 ▲21.6%3,7960.4%EnergyEMREmerson Electric$617,080$14,543 ▼-2.3%4,7100.3%IndustrialsSPYSPDR S&P 500 ETF Trust$597,206$208,176 ▲53.5%9180.3%FinanceSHWSherwin-Williams$580,883$8,014 ▼-1.4%1,8120.3%Basic MaterialsCBChubb$555,430$5,867 ▼-1.0%1,7040.3%FinanceRTXRTX$535,462$193 ▲0.0%2,7760.3%AerospaceVCSHVanguard Short-Term Corporate Bond ETF$528,470$33,530 ▲6.8%6,6670.3%ETFABBVAbbVie$528,4150.0%2,4300.3%MedicalTIPiShares TIPS Bond ETF$502,218$28,692 ▼-5.4%4,5510.3%ETFVIGVanguard Dividend Appreciation ETF$499,453$65,389 ▲15.1%2,3220.3%ETFTSMTaiwan Semiconductor Manufacturing$494,759$3,380 ▼-0.7%1,4640.3%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$482,812$21,154 ▼-4.2%12,3930.3%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$459,476$54,397 ▲13.4%15,2800.3%ETFMCDMcDonald's$446,932$17,716 ▼-3.8%1,4380.2%Retail/WholesaleVOVanguard Mid-Cap ETF$445,577$34,452 ▲8.4%1,5520.2%ETFTTTrane Technologies$428,825$9,168 ▼-2.1%1,0290.2%ConstructionNOCNorthrop Grumman$427,550$23,866 ▼-5.3%6270.2%AerospaceHONHoneywell International$400,705$1,808 ▼-0.4%1,7730.2%Multi-Sector ConglomeratesSCHMSchwab U.S. Mid-Cap ETF$391,548$526 ▲0.1%12,6470.2%ETFWMWaste Management$374,098$18,843 ▲5.3%1,6280.2%Business ServicesSPGIS&P Global$357,775$8,508 ▼-2.3%8410.2%FinanceAMGNAmgen$353,167$28,141 ▼-7.4%1,0040.2%MedicalVGTVanguard Information Technology ETF$338,394$41,863 ▼-11.0%4850.2%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$329,715$296 ▲0.1%3,3460.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$326,931$6,620 ▲2.1%6,7660.2%ETFCATCaterpillar$322,6490.0%4550.2%IndustrialsQXO INC COM NEW$315,323$7,380 ▼-2.3%16,2370.2%StockITWIllinois Tool Works$311,690$1,042 ▼-0.3%1,1970.2%IndustrialsESEESCO Technologies$309,5070.0%1,1000.2%IndustrialsTSLATesla$291,452$6,692 ▲2.3%7840.2%Auto/Tires/TrucksAPDAir Products and Chemicals$279,937$29,620 ▼-9.6%9640.2%Basic MaterialsDUKDuke Energy$278,379$22,522 ▼-7.5%2,1260.2%UtilitiesShowing largest 100 holdings. 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