Filed: 10/10/2025ACC: 0001910210-25-000005
📋 What this filing means
TILIA FIDUCIARY PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $172.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$172.89M
Total AUM (reported)
1.07M
Total Shares
Allocation by class
STOCK$140.47M81.2%
ETF$32.00M18.5%
ADR$425.4K0.2%
Portfolio Concentration
Top 3$23.59M13.6%
4–10$28.44M16.5%
11–25$41.48M24.0%
Rest$79.39M45.9%
Top 3 weight
13.6%
Top 10 weight
30.1%
Voting Authority Distribution
Total shares with voting rights: 1.07M
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
1.07M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole114
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings114
Rows:
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
SOLEShares105.62K
TypeSH
Market value$9.46M
5.47%
Sole
0.00
Shared
0.00
None
105.62K
APPLE INC
SOLEShares29.87K
TypeSH
Market value$7.61M
4.40%
Sole
0.00
Shared
0.00
None
29.87K
MICROSOFT
SOLEShares12.59K
TypeSH
Market value$6.52M
3.77%
Sole
0.00
Shared
0.00
None
12.59K
GOOGLE INC
SOLEShares20.88K
TypeSH
Market value$5.08M
2.94%
Sole
0.00
Shared
0.00
None
20.88K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares8.75K
TypeSH
Market value$4.40M
2.54%
Sole
0.00
Shared
0.00
None
8.75K
VISA INC
SOLEShares11.68K
TypeSH
Market value$3.99M
2.31%
Sole
0.00
Shared
0.00
None
11.68K
MCKESSON CORP
SOLEShares5.07K
TypeSH
Market value$3.92M
2.26%
Sole
0.00
Shared
0.00
None
5.07K
WALMART INC COM
SOLEShares36.38K
TypeSH
Market value$3.75M
2.17%
Sole
0.00
Shared
0.00
None
36.38K
ORACLE CORPORATION
SOLEShares13.28K
TypeSH
Market value$3.73M
2.16%
Sole
0.00
Shared
0.00
None
13.28K
KLA-TENCOR CORP
SOLEShares3.32K
TypeSH
Market value$3.58M
2.07%
Sole
0.00
Shared
0.00
None
3.32K
HCA INC
SOLEShares7.62K
TypeSH
Market value$3.25M
1.88%
Sole
0.00
Shared
0.00
None
7.62K
ADVANCED MICRO DEVICES INC COM
SOLEShares20.01K
TypeSH
Market value$3.24M
1.87%
Sole
0.00
Shared
0.00
None
20.01K
GALLAGHER ARTHUR J & CO COM
SOLEShares10.39K
TypeSH
Market value$3.22M
1.86%
Sole
0.00
Shared
0.00
None
10.39K
VALERO ENERGY CORP
SOLEShares17.50K
TypeSH
Market value$2.98M
1.72%
Sole
0.00
Shared
0.00
None
17.50K
BROADRIDGE FIN SOL
SOLEShares11.89K
TypeSH
Market value$2.83M
1.64%
Sole
0.00
Shared
0.00
None
11.89K
TRACTOR SUPPLY CO
SOLEShares49.77K
TypeSH
Market value$2.83M
1.64%
Sole
0.00
Shared
0.00
None
49.77K
LOWES COS INC COM
SOLEShares11.03K
TypeSH
Market value$2.77M
1.60%
Sole
0.00
Shared
0.00
None
11.03K
MARRIOTT INTL INC NEW CL A
SOLEShares10.45K
TypeSH
Market value$2.72M
1.57%
Sole
0.00
Shared
0.00
None
10.45K
STRYKER CORPORATION COM
SOLEShares7.24K
TypeSH
Market value$2.68M
1.55%
Sole
0.00
Shared
0.00
None
7.24K
EMCOR GROUP INC COM
SOLEShares4.03K
TypeSH
Market value$2.62M
1.52%
Sole
0.00
Shared
0.00
None
4.03K
PALO ALTO NETWORKS INC COM
SOLEShares12.75K
TypeSH
Market value$2.60M
1.50%
Sole
0.00
Shared
0.00
None
12.75K
CARLISLE COS INC COM
SOLEShares7.53K
TypeSH
Market value$2.48M
1.43%
Sole
0.00
Shared
0.00
None
7.53K
BJS WHSL CLUB HLDGS INC COM
SOLEShares26.29K
TypeSH
Market value$2.45M
1.42%
Sole
0.00
Shared
0.00
None
26.29K
LENNOX INTL INC COM
SOLEShares4.55K
TypeSH
Market value$2.41M
1.39%
Sole
0.00
Shared
0.00
None
4.55K
NEXTERA ENERGY INC COM
SOLEShares31.82K
TypeSH
Market value$2.40M
1.39%
Sole
0.00
Shared
0.00
None
31.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFSOLE | ETF | 105.62K | SH | $9.46M 5.47% | 0.00 | 0.00 | 105.62K |
APPLE INCSOLE | Stock | 29.87K | SH | $7.61M 4.40% | 0.00 | 0.00 | 29.87K |
MICROSOFTSOLE | Stock | 12.59K | SH | $6.52M 3.77% | 0.00 | 0.00 | 12.59K |
GOOGLE INCSOLE | Stock | 20.88K | SH | $5.08M 2.94% | 0.00 | 0.00 | 20.88K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 8.75K | SH | $4.40M 2.54% | 0.00 | 0.00 | 8.75K |
VISA INCSOLE | Stock | 11.68K | SH | $3.99M 2.31% | 0.00 | 0.00 | 11.68K |
MCKESSON CORPSOLE | Stock | 5.07K | SH | $3.92M 2.26% | 0.00 | 0.00 | 5.07K |
WALMART INC COMSOLE | Stock | 36.38K | SH | $3.75M 2.17% | 0.00 | 0.00 | 36.38K |
ORACLE CORPORATIONSOLE | Stock | 13.28K | SH | $3.73M 2.16% | 0.00 | 0.00 | 13.28K |
KLA-TENCOR CORPSOLE | Stock | 3.32K | SH | $3.58M 2.07% | 0.00 | 0.00 | 3.32K |
HCA INCSOLE | Stock | 7.62K | SH | $3.25M 1.88% | 0.00 | 0.00 | 7.62K |
ADVANCED MICRO DEVICES INC COMSOLE | Stock | 20.01K | SH | $3.24M 1.87% | 0.00 | 0.00 | 20.01K |
GALLAGHER ARTHUR J & CO COMSOLE | Stock | 10.39K | SH | $3.22M 1.86% | 0.00 | 0.00 | 10.39K |
VALERO ENERGY CORPSOLE | Stock | 17.50K | SH | $2.98M 1.72% | 0.00 | 0.00 | 17.50K |
BROADRIDGE FIN SOLSOLE | Stock | 11.89K | SH | $2.83M 1.64% | 0.00 | 0.00 | 11.89K |
TRACTOR SUPPLY COSOLE | Stock | 49.77K | SH | $2.83M 1.64% | 0.00 | 0.00 | 49.77K |
LOWES COS INC COMSOLE | Stock | 11.03K | SH | $2.77M 1.60% | 0.00 | 0.00 | 11.03K |
MARRIOTT INTL INC NEW CL ASOLE | Stock | 10.45K | SH | $2.72M 1.57% | 0.00 | 0.00 | 10.45K |
STRYKER CORPORATION COMSOLE | Stock | 7.24K | SH | $2.68M 1.55% | 0.00 | 0.00 | 7.24K |
EMCOR GROUP INC COMSOLE | Stock | 4.03K | SH | $2.62M 1.52% | 0.00 | 0.00 | 4.03K |
PALO ALTO NETWORKS INC COMSOLE | Stock | 12.75K | SH | $2.60M 1.50% | 0.00 | 0.00 | 12.75K |
CARLISLE COS INC COMSOLE | Stock | 7.53K | SH | $2.48M 1.43% | 0.00 | 0.00 | 7.53K |
BJS WHSL CLUB HLDGS INC COMSOLE | Stock | 26.29K | SH | $2.45M 1.42% | 0.00 | 0.00 | 26.29K |
LENNOX INTL INC COMSOLE | Stock | 4.55K | SH | $2.41M 1.39% | 0.00 | 0.00 | 4.55K |
NEXTERA ENERGY INC COMSOLE | Stock | 31.82K | SH | $2.40M 1.39% | 0.00 | 0.00 | 31.82K |
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