Filed: 7/21/2025ACC: 0001910210-25-000004
📋 What this filing means
TILIA FIDUCIARY PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $163.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$163.82M
Total AUM (reported)
1.02M
Total Shares
Allocation by class
STOCK$139.12M84.9%
ETF$24.34M14.9%
ADR$358.8K0.2%
Portfolio Concentration
Top 3$17.86M10.9%
4–10$26.79M16.4%
11–25$41.27M25.2%
Rest$77.91M47.6%
Top 3 weight
10.9%
Top 10 weight
27.3%
Voting Authority Distribution
Total shares with voting rights: 1.02M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.02M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole115
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings115
Rows:
APPLE INC
SOLEShares32.16K
TypeSH
Market value$6.60M
4.03%
Sole
0.00
Shared
0.00
None
32.16K
MICROSOFT
SOLEShares13.15K
TypeSH
Market value$6.54M
3.99%
Sole
0.00
Shared
0.00
None
13.15K
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
SOLEShares52.34K
TypeSH
Market value$4.72M
2.88%
Sole
0.00
Shared
0.00
None
52.34K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares9.38K
TypeSH
Market value$4.56M
2.78%
Sole
0.00
Shared
0.00
None
9.38K
VISA INC
SOLEShares11.81K
TypeSH
Market value$4.19M
2.56%
Sole
0.00
Shared
0.00
None
11.81K
GOOGLE INC
SOLEShares22.68K
TypeSH
Market value$4.00M
2.44%
Sole
0.00
Shared
0.00
None
22.68K
MCKESSON CORP
SOLEShares5.31K
TypeSH
Market value$3.89M
2.37%
Sole
0.00
Shared
0.00
None
5.31K
WALMART INC COM
SOLEShares39.03K
TypeSH
Market value$3.82M
2.33%
Sole
0.00
Shared
0.00
None
39.03K
GALLAGHER ARTHUR J & CO COM
SOLEShares10.21K
TypeSH
Market value$3.27M
2.00%
Sole
0.00
Shared
0.00
None
10.21K
KLA-TENCOR CORP
SOLEShares3.42K
TypeSH
Market value$3.07M
1.87%
Sole
0.00
Shared
0.00
None
3.42K
ADVANCED MICRO DEVICES INC COM
SOLEShares21.17K
TypeSH
Market value$3.00M
1.83%
Sole
0.00
Shared
0.00
None
21.17K
HCA INC
SOLEShares7.83K
TypeSH
Market value$3.00M
1.83%
Sole
0.00
Shared
0.00
None
7.83K
ORACLE CORPORATION
SOLEShares13.50K
TypeSH
Market value$2.95M
1.80%
Sole
0.00
Shared
0.00
None
13.50K
BROADRIDGE FIN SOL
SOLEShares12.08K
TypeSH
Market value$2.93M
1.79%
Sole
0.00
Shared
0.00
None
12.07K
STRYKER CORPORATION COM
SOLEShares7.27K
TypeSH
Market value$2.87M
1.75%
Sole
0.00
Shared
0.00
None
7.27K
CARLISLE COS INC COM
SOLEShares7.69K
TypeSH
Market value$2.87M
1.75%
Sole
0.00
Shared
0.00
None
7.69K
MARRIOTT INTL INC NEW CL A
SOLEShares10.24K
TypeSH
Market value$2.80M
1.71%
Sole
0.00
Shared
0.00
None
10.24K
BJS WHSL CLUB HLDGS INC COM
SOLEShares25.52K
TypeSH
Market value$2.75M
1.68%
Sole
0.00
Shared
0.00
None
25.52K
TRACTOR SUPPLY CO
SOLEShares51.48K
TypeSH
Market value$2.72M
1.66%
Sole
0.00
Shared
0.00
None
51.48K
PALO ALTO NETWORKS INC COM
SOLEShares13.10K
TypeSH
Market value$2.68M
1.64%
Sole
0.00
Shared
0.00
None
13.10K
LENNOX INTL INC COM
SOLEShares4.56K
TypeSH
Market value$2.62M
1.60%
Sole
0.00
Shared
0.00
None
4.56K
INTUIT COM
SOLEShares3.29K
TypeSH
Market value$2.59M
1.58%
Sole
0.00
Shared
0.00
None
3.29K
CANADIAN PACIFIC KANSAS CITY COM
SOLEShares32.29K
TypeSH
Market value$2.56M
1.56%
Sole
0.00
Shared
0.00
None
32.29K
LOWES COS INC COM
SOLEShares11.19K
TypeSH
Market value$2.48M
1.52%
Sole
0.00
Shared
0.00
None
11.19K
AMAZON COM INC COM
SOLEShares11.08K
TypeSH
Market value$2.43M
1.48%
Sole
0.00
Shared
0.00
None
11.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | Stock | 32.16K | SH | $6.60M 4.03% | 0.00 | 0.00 | 32.16K |
MICROSOFTSOLE | Stock | 13.15K | SH | $6.54M 3.99% | 0.00 | 0.00 | 13.15K |
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFSOLE | ETF | 52.34K | SH | $4.72M 2.88% | 0.00 | 0.00 | 52.34K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 9.38K | SH | $4.56M 2.78% | 0.00 | 0.00 | 9.38K |
VISA INCSOLE | Stock | 11.81K | SH | $4.19M 2.56% | 0.00 | 0.00 | 11.81K |
GOOGLE INCSOLE | Stock | 22.68K | SH | $4.00M 2.44% | 0.00 | 0.00 | 22.68K |
MCKESSON CORPSOLE | Stock | 5.31K | SH | $3.89M 2.37% | 0.00 | 0.00 | 5.31K |
WALMART INC COMSOLE | Stock | 39.03K | SH | $3.82M 2.33% | 0.00 | 0.00 | 39.03K |
GALLAGHER ARTHUR J & CO COMSOLE | Stock | 10.21K | SH | $3.27M 2.00% | 0.00 | 0.00 | 10.21K |
KLA-TENCOR CORPSOLE | Stock | 3.42K | SH | $3.07M 1.87% | 0.00 | 0.00 | 3.42K |
ADVANCED MICRO DEVICES INC COMSOLE | Stock | 21.17K | SH | $3.00M 1.83% | 0.00 | 0.00 | 21.17K |
HCA INCSOLE | Stock | 7.83K | SH | $3.00M 1.83% | 0.00 | 0.00 | 7.83K |
ORACLE CORPORATIONSOLE | Stock | 13.50K | SH | $2.95M 1.80% | 0.00 | 0.00 | 13.50K |
BROADRIDGE FIN SOLSOLE | Stock | 12.08K | SH | $2.93M 1.79% | 0.00 | 0.00 | 12.07K |
STRYKER CORPORATION COMSOLE | Stock | 7.27K | SH | $2.87M 1.75% | 0.00 | 0.00 | 7.27K |
CARLISLE COS INC COMSOLE | Stock | 7.69K | SH | $2.87M 1.75% | 0.00 | 0.00 | 7.69K |
MARRIOTT INTL INC NEW CL ASOLE | Stock | 10.24K | SH | $2.80M 1.71% | 0.00 | 0.00 | 10.24K |
BJS WHSL CLUB HLDGS INC COMSOLE | Stock | 25.52K | SH | $2.75M 1.68% | 0.00 | 0.00 | 25.52K |
TRACTOR SUPPLY COSOLE | Stock | 51.48K | SH | $2.72M 1.66% | 0.00 | 0.00 | 51.48K |
PALO ALTO NETWORKS INC COMSOLE | Stock | 13.10K | SH | $2.68M 1.64% | 0.00 | 0.00 | 13.10K |
LENNOX INTL INC COMSOLE | Stock | 4.56K | SH | $2.62M 1.60% | 0.00 | 0.00 | 4.56K |
INTUIT COMSOLE | Stock | 3.29K | SH | $2.59M 1.58% | 0.00 | 0.00 | 3.29K |
CANADIAN PACIFIC KANSAS CITY COMSOLE | Stock | 32.29K | SH | $2.56M 1.56% | 0.00 | 0.00 | 32.29K |
LOWES COS INC COMSOLE | Stock | 11.19K | SH | $2.48M 1.52% | 0.00 | 0.00 | 11.19K |
AMAZON COM INC COMSOLE | Stock | 11.08K | SH | $2.43M 1.48% | 0.00 | 0.00 | 11.08K |
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