Tilia Fiduciary Partners, Inc. Top Holdings and 13F Report (2026)

About Tilia Fiduciary Partners, Inc.

Investment Activity

Tilia Fiduciary Partners, Inc. has $210.98 million in total holdings as of June 30, 2026.
Tilia Fiduciary Partners, Inc. owns shares of 127 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
Approximately 10.35% of the portfolio was purchased this quarter.
About 1.31% of the portfolio was sold this quarter.
This quarter, Tilia Fiduciary Partners, Inc. has purchased 115 new stocks and bought additional shares in 65 stocks.
Tilia Fiduciary Partners, Inc. sold shares of 37 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Advanced Micro Devices: $11,219,115
Vanguard International Dividend Appreciation ETF: $11,133,896
KLA: $10,063,678
Apple: $8,956,472
Alphabet: $7,303,613

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS: $508,394 Holding
464287200 - iShares Core S&P 500 ETF: $409,740 Holding
512807306 - LAM RESEARCH CORP: $355,331 Holding
038222105 - Applied Materials: $354,993 Holding
093712107 - Bloom Energy: $302,700 Holding

Largest Purchases this Quarter

KLA: 29,997 shares (about $9.05M)
Vanguard FTSE All-World ex-US ETF: 30,801 shares (about $2.58M)
SPDR Portfolio S&P 400 Mid Cap ETF: 9,459 shares (about $639.05K)
Vanguard S&P 500 ETF: 885 shares (about $607.87K)
EXXONMOBIL HOLDINGS CORP COM SHS: 3,719 shares (about $508.39K)

Largest Sales this Quarter

Vanguard International Dividend Appreciation ETF: 6,086 shares (about $568.31K)
iShares Core S&P Small-Cap ETF: 672 shares (about $99.66K)
Eli Lilly and Company: 81 shares (about $97.13K)
Quanta Services: 100 shares (about $72.00K)
Meta Platforms: 119 shares (about $67.02K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMD Advanced Micro Devices	$11,219,115	$5,809 â–²	0.1%	19,313	5.3%	Technology
VIGI Vanguard International Dividend Appreciation ETF	$11,133,896	$568,311 â–¼	-4.9%	119,232	5.3%	ETF
KLAC KLA	$10,063,678	$9,050,522 â–²	893.3%	33,355	4.8%	Technology
AAPL Apple	$8,956,472	$208,337 â–²	2.4%	30,953	4.2%	Technology
GOOGL Alphabet	$7,303,613	$67,901 â–²	0.9%	20,437	3.5%	Communication Services
VEU Vanguard FTSE All-World ex-US ETF	$6,215,257	$2,579,585 â–²	71.0%	74,212	2.9%	ETF
MSFT Microsoft	$5,145,509	$102,582 â–²	2.0%	13,794	2.4%	Technology
VLO Valero Energy	$4,861,795	$85,162 â–²	1.8%	18,668	2.3%	Energy
BRK.B Berkshire Hathaway	$4,524,526	$114,589 â–²	2.6%	9,042	2.1%	Finance
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$4,442,445	$639,046 â–²	16.8%	65,756	2.1%	ETF
V Visa	$4,397,076	$153,362 â–²	3.6%	12,816	2.1%	Finance
WALMART INC COM	$4,229,654	$72,939 â–²	1.8%	37,345	2.0%	Stock
MAR Marriott International	$4,122,008	$36,688 â–²	0.9%	11,123	2.0%	Consumer Discretionary
MCK McKesson	$4,015,282	$108,051 â–²	2.8%	5,314	1.9%	Healthcare
EME EMCOR Group	$3,590,140	$61,412 â–²	1.7%	4,326	1.7%	Industrials
VOO Vanguard S&P 500 ETF	$3,206,269	$607,872 â–²	23.4%	4,668	1.5%	ETF
NEE NextEra Energy	$3,204,912	$140,168 â–²	4.6%	36,515	1.5%	Utilities
CSL Carlisle Companies	$3,166,813	$136,394 â–²	4.5%	8,730	1.5%	Industrials
HCA HCA Healthcare	$3,132,025	$90,456 â–²	3.0%	8,033	1.5%	Healthcare
ETN Eaton	$3,016,077	$109,939 â–²	3.8%	7,078	1.4%	Industrials
LII Lennox International	$2,947,284	$102,559 â–²	3.6%	5,144	1.4%	Industrials
UNH UnitedHealth Group	$2,917,819	$114,718 â–²	4.1%	7,020	1.4%	Healthcare
AJG Arthur J. Gallagher & Co.	$2,852,702	$156,341 â–²	5.8%	12,426	1.4%	Finance
LOW Lowe's Companies	$2,723,769	$118,847 â–²	4.6%	12,353	1.3%	Consumer Discretionary
GILD Gilead Sciences	$2,688,270	$97,156 â–²	3.7%	21,278	1.3%	Healthcare
AXP American Express	$2,683,139	$125,159 â–²	4.9%	7,932	1.3%	Finance
TMO Thermo Fisher Scientific	$2,669,672	$106,787 â–²	4.2%	5,325	1.3%	Healthcare
SYK Stryker	$2,577,050	$106,734 â–²	4.3%	8,185	1.2%	Healthcare
BJ BJ's Wholesale Club	$2,570,112	$68,729 â–²	2.7%	29,467	1.2%	Consumer Staples
AMZN Amazon.com	$2,527,119	$31,699 â–¼	-1.2%	10,603	1.2%	Consumer Discretionary
IBM International Business Machines	$2,515,518	$138,923 â–²	5.8%	8,945	1.2%	Technology
GOOG Alphabet	$2,348,711	$25,441 â–²	1.1%	6,647	1.1%	Communication Services
EXPE Expedia Group	$2,296,933	$127,167 â–²	5.9%	8,977	1.1%	Consumer Discretionary
FCN FTI Consulting	$2,260,631	$84,936 â–²	3.9%	15,171	1.1%	Industrials
CPRT Copart	$1,997,431	$113,718 â–²	6.0%	70,856	0.9%	Industrials
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,985,911	$46,068 â–¼	-2.3%	37,892	0.9%	ETF
JPM JPMorgan Chase & Co.	$1,931,640	$22,259 â–²	1.2%	5,901	0.9%	Finance
BR Broadridge Financial Solutions	$1,901,352	$89,288 â–²	4.9%	13,884	0.9%	Industrials
TSCO Tractor Supply	$1,836,751	$98,559 â–²	5.7%	58,107	0.9%	Consumer Discretionary
BAH Booz Allen Hamilton	$1,810,147	$85,909 â–²	5.0%	29,836	0.9%	Industrials
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$1,788,152	$4,320 â–²	0.2%	35,599	0.8%	ETF
PH Parker-Hannifin	$1,622,430		0.0%	1,659	0.8%	Industrials
SCHX Schwab US Large-Cap ETF	$1,621,507	$3,414 â–²	0.2%	55,097	0.8%	ETF
META Meta Platforms	$1,606,226	$67,020 â–¼	-4.0%	2,852	0.8%	Communication Services
PTC PTC	$1,554,185	$103,612 â–²	7.1%	13,680	0.7%	Technology
IJR iShares Core S&P Small-Cap ETF	$1,493,335	$99,664 â–¼	-6.3%	10,069	0.7%	ETF
WSM Williams-Sonoma	$1,466,037	$35,200 â–¼	-2.3%	6,289	0.7%	Consumer Discretionary
LECO Lincoln Electric	$1,464,288		0.0%	5,515	0.7%	Industrials
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,270,307	$19,340 â–¼	-1.5%	15,370	0.6%	ETF
LULU lululemon athletica	$1,216,702	$55,035 â–¼	-4.3%	10,656	0.6%	Consumer Discretionary
INTU Intuit	$1,151,352	$97,882 â–²	9.3%	4,411	0.5%	Technology
LLY Eli Lilly and Company	$1,112,792	$97,129 â–¼	-8.0%	928	0.5%	Healthcare
QQQ Invesco QQQ	$1,102,876	$16,197 â–¼	-1.4%	1,498	0.5%	ETF
VTI Vanguard Total Stock Market ETF	$1,043,076	$8,880 â–²	0.9%	2,819	0.5%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$1,024,783	$28,020 â–¼	-2.7%	19,274	0.5%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$1,024,607	$121,055 â–²	13.4%	4,816	0.5%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$1,003,314	$51,027 â–²	5.4%	29,985	0.5%	ETF
COST Costco Wholesale	$982,685	$31,820 â–¼	-3.1%	1,050	0.5%	Consumer Staples
NVDA NVIDIA	$929,990	$7,403 â–¼	-0.8%	4,648	0.4%	Technology
BOOT Boot Barn	$841,062	$11,827 â–¼	-1.4%	5,120	0.4%	Consumer Discretionary
MA Mastercard	$833,385	$15,918 â–²	1.9%	1,623	0.4%	Finance
IJH iShares Core S&P Mid-Cap ETF	$826,329	$7,249 â–²	0.9%	10,716	0.4%	ETF
DOV Dover	$800,126	$33,413 â–¼	-4.0%	3,568	0.4%	Industrials
JNJ Johnson & Johnson	$769,188	$5,587 â–²	0.7%	3,029	0.4%	Healthcare
BRK.A Berkshire Hathaway	$748,850		0.0%	1	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$709,669	$10,507 â–²	1.5%	1,486	0.3%	Technology
HD Home Depot	$704,649	$9,522 â–¼	-1.3%	1,998	0.3%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$693,440	$8,211 â–²	1.2%	929	0.3%	ETF
EMR Emerson Electric	$674,400	$143 â–²	0.0%	4,711	0.3%	Industrials
GD General Dynamics	$666,855	$354 â–²	0.1%	1,882	0.3%	Industrials
LMT Lockheed Martin	$637,255	$6,622 â–¼	-1.0%	1,251	0.3%	Industrials
SHW Sherwin-Williams	$619,611	$4,131 â–¼	-0.7%	1,800	0.3%	Materials
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$613,202	$154,643 â–²	33.7%	20,433	0.3%	ETF
ABBV AbbVie	$611,387		0.0%	2,430	0.3%	Healthcare
CB Chubb	$572,786	$7,837 â–¼	-1.3%	1,681	0.3%	Finance
RTX RTX	$526,744		0.0%	2,776	0.2%	Industrials
VCSH Vanguard Short-Term Corporate Bond ETF	$524,254	$2,608 â–¼	-0.5%	6,634	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$522,994	$26,505 â–¼	-4.8%	2,210	0.2%	ETF
EXXONMOBIL HOLDINGS CORP COM SHS	$508,394	$508,394 â–²	New Holding	3,719	0.2%	Stock
TT Trane Technologies	$505,404		0.0%	1,029	0.2%	Industrials
VO Vanguard Mid-Cap ETF	$501,820	$376,768 â–²	301.3%	6,228	0.2%	ETF
DFAI Dimensional International Core Equity Market ETF	$496,117	$15,098 â–¼	-3.0%	12,027	0.2%	ETF
CAT Caterpillar	$469,007	$15,989 â–¼	-3.3%	440	0.2%	Industrials
TIP iShares TIPS Bond ETF	$461,319	$36,656 â–¼	-7.4%	4,216	0.2%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$456,255	$10,028 â–¼	-2.2%	12,375	0.2%	ETF
VGT Vanguard Information Technology ETF	$443,419	$385,452 â–²	664.9%	3,710	0.2%	ETF
IVV iShares Core S&P 500 ETF	$409,740	$409,740 â–²	New Holding	547	0.2%	ETF
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	$407,666	$610 â–¼	-0.1%	3,341	0.2%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$403,739	$13,552 â–²	3.5%	7,001	0.2%	ETF
MCD McDonald's	$384,700	$4,055 â–¼	-1.0%	1,423	0.2%	Consumer Discretionary
ESE ESCO Technologies	$374,543	$10,501 â–¼	-2.7%	1,070	0.2%	Industrials
AMGN Amgen	$363,727		0.0%	1,004	0.2%	Healthcare
LAM RESEARCH CORP	$355,331	$355,331 â–²	New Holding	820	0.2%	Stock
AMAT Applied Materials	$354,993	$354,993 â–²	New Holding	491	0.2%	Technology
WM Waste Management	$352,150	$10,698 â–¼	-2.9%	1,580	0.2%	Industrials
SPGI S&P Global	$343,274	$814 â–²	0.2%	843	0.2%	Finance
AXON Axon Enterprise	$338,608		0.0%	604	0.2%	Industrials
ITW Illinois Tool Works	$330,101	$6,223 â–²	1.9%	1,220	0.2%	Industrials
PM Philip Morris International	$323,516	$25,331 â–²	8.5%	1,788	0.2%	Consumer Staples
NOC Northrop Grumman	$312,834	$6,624 â–¼	-2.1%	614	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

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Tilia Fiduciary Partners, Inc. Top Holdings and 13F Report (2026)

About Tilia Fiduciary Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Tilia Fiduciary Partners, Inc. Top Holdings and 13F Report (2026)

About Tilia Fiduciary Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTilia Fiduciary Partners, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools