Tilia Fiduciary Partners, Inc.

13F filer · CIK 0001910210

Reported Aug 18, 2026

Net buyer this quarter

13F portfolio value$211MU.S. long equity reported on 13F

Positions969 new · 2 closed

Net flow last quarter+$5.6MBuys minus sells

Top 10 positions weight30.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 18, 202696 positions
AMDAdvanced Micro Devices Inc	$11.2M	5.32%	0.00%	+0.1%	Q4 2021
KLACKla Corp	$10.1M	4.77%	0.00%	-0.7%	Q4 2021
AAPLApple Inc.	$8.96M	4.25%	0.00%	+2.4%	Q4 2021
GOOGLAlphabet Inc.	$7.3M	3.46%	0.00%	+0.9%	Q4 2021
MSFTMicrosoft Corp	$5.15M	2.44%	0.00%	+2.0%	Q4 2021
VLOValero Energy Corp	$4.86M	2.30%	0.01%	+1.8%	Q4 2021
BRK.BBerkshire Hathaway Inc	$4.52M	2.14%	Not reported	+2.6%	Q4 2021
SPMDSupermedia Inc.	$4.44M	2.11%	Not reported	+16.8%	Q4 2021
VVisa Inc.	$4.4M	2.08%	0.00%	+3.6%	Q4 2021
WMTWalmart Inc.	$4.23M	2.00%	0.00%	+1.8%	Q4 2021
MARMarriott International Inc	$4.12M	1.95%	0.00%	+0.9%	Q4 2021
MCKMckesson Corp	$4.02M	1.90%	0.00%	+2.8%	Q4 2021
EMEEMCOR Group, Inc.	$3.59M	1.70%	0.01%	+1.7%	Q1 2025
NEENextera Energy Inc	$3.2M	1.52%	0.00%	+4.6%	Q4 2021
CSLCarlisle Companies Inc	$3.17M	1.50%	0.02%	+4.5%	Q4 2021
HCAHCA Healthcare, Inc.	$3.13M	1.48%	0.00%	+3.0%	Q4 2021
ETNEaton Corp plc	$3.02M	1.43%	0.00%	+3.8%	Q1 2022
LIILennox International Inc	$2.95M	1.40%	0.01%	+3.6%	Q4 2021
UNHUnitedhealth Group Inc	$2.92M	1.38%	0.00%	+4.1%	Q4 2021
AJGArthur J. Gallagher & Co.	$2.85M	1.35%	0.00%	+5.8%	Q4 2021
LOWLowes Companies Inc	$2.72M	1.29%	0.00%	+4.6%	Q4 2021
GILDGilead Sciences, Inc.	$2.69M	1.27%	0.00%	+3.8%	Q1 2026
AXPAmerican Express Co	$2.68M	1.27%	0.00%	+4.9%	Q4 2021
TMOThermo Fisher Scientific Inc.	$2.67M	1.27%	0.00%	+4.2%	Q4 2021
SYKStryker Corp	$2.58M	1.22%	0.00%	+4.3%	Q4 2021
BJBJ's Wholesale Club Holdings, Inc.	$2.57M	1.22%	0.02%	+2.8%	Q1 2025
AMZNAmazon Com Inc	$2.53M	1.20%	0.00%	-1.2%	Q4 2021
IBMInternational Business Machines Corp	$2.52M	1.19%	0.00%	+5.9%	Q4 2021
GOOGAlphabet Inc.	$2.35M	1.11%	Not reported	+1.1%	Q4 2021
EXPEExpedia Group, Inc.	$2.3M	1.09%	0.01%	+5.9%	Q1 2026
FCNFti Consulting, Inc	$2.26M	1.07%	0.05%	+3.9%	Q3 2022
CPRTCopart Inc	$2M	0.95%	0.01%	+6.0%	Q1 2026
JPMJPMorgan Chase & Co	$1.93M	0.92%	0.00%	+1.2%	Q4 2021
BRBroadridge Financial Solutions, Inc.	$1.9M	0.90%	0.01%	+4.9%	Q4 2021
TSCOTractor Supply Co	$1.84M	0.87%	0.01%	+5.7%	Q4 2021
BAHBooz Allen Hamilton Holding Corp	$1.81M	0.86%	0.02%	+5.0%	Q4 2021
PHParker-Hannifin Corp	$1.62M	0.77%	0.00%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$1.61M	0.76%	Not reported	-4.0%	Q4 2021
PTCPTC Inc.	$1.55M	0.74%	0.01%	+7.1%	Q4 2021
WSMWilliams Sonoma Inc	$1.47M	0.69%	0.01%	-2.3%	Q4 2021
LECOLincoln Electric Holdings Inc	$1.46M	0.69%	0.01%	Not reported	Q4 2021
LULUlululemon athletica inc.	$1.22M	0.58%	0.01%	-4.3%	Q4 2021
INTUIntuit Inc.	$1.15M	0.55%	0.00%	+9.3%	Q4 2021
LLYELI LILLY & Co	$1.11M	0.53%	0.00%	-8.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.1M	0.52%	Not reported	-1.5%	Q4 2021
COSTCostco Wholesale Corp	$983K	0.47%	0.00%	-3.1%	Q4 2021
NVDANvidia Corp	$930K	0.44%	0.00%	-0.8%	Q4 2021
BOOTBoot Barn Holdings, Inc.	$841K	0.40%	0.02%	-1.4%	Q2 2023
MAMastercard Inc	$833K	0.39%	0.00%	+2.0%	Q4 2021
DOVDOVER Corp	$800K	0.38%	0.00%	-4.0%	Q4 2021

Q1 2026Reported Apr 9, 202689 positions
AAPLApple Inc.	$7.67M	4.22%	0.00%	+0.4%	Q4 2021
GOOGLAlphabet Inc.	$5.82M	3.20%	0.00%	-2.4%	Q4 2021
MSFTMicrosoft Corp	$5M	2.75%	0.00%	+6.7%	Q4 2021
KLACKla Corp	$4.94M	2.72%	0.00%	+0.3%	Q4 2021
WMTWalmart Inc.	$4.56M	2.51%	0.00%	+1.4%	Q4 2021
VLOValero Energy Corp	$4.53M	2.49%	0.01%	+2.4%	Q4 2021
MCKMckesson Corp	$4.47M	2.46%	0.00%	+1.3%	Q4 2021
BRK.BBerkshire Hathaway Inc	$4.22M	2.32%	Not reported	-0.1%	Q4 2021
AMDAdvanced Micro Devices Inc	$3.93M	2.16%	0.00%	-0.3%	Q4 2021
VVisa Inc.	$3.74M	2.05%	0.00%	+3.9%	Q4 2021
HCAHCA Healthcare, Inc.	$3.69M	2.03%	0.00%	+1.4%	Q4 2021
MARMarriott International Inc	$3.61M	1.98%	0.00%	+2.5%	Q4 2021
SPMDSupermedia Inc.	$3.33M	1.83%	Not reported	+13.4%	Q4 2021
NEENextera Energy Inc	$3.24M	1.78%	0.00%	+4.7%	Q4 2021
EMEEMCOR Group, Inc.	$3.14M	1.73%	0.01%	+3.6%	Q1 2025
GILDGilead Sciences, Inc.	$2.86M	1.57%	0.00%	New	Q1 2026
BJBJ's Wholesale Club Holdings, Inc.	$2.82M	1.55%	0.02%	+5.3%	Q1 2025
LOWLowes Companies Inc	$2.79M	1.53%	0.00%	+4.1%	Q4 2021
CSLCarlisle Companies Inc	$2.79M	1.53%	0.02%	+5.4%	Q4 2021
FCNFti Consulting, Inc	$2.58M	1.42%	0.05%	+5.8%	Q3 2022
SYKStryker Corp	$2.58M	1.42%	0.00%	+4.6%	Q4 2021
AJGArthur J. Gallagher & Co.	$2.54M	1.40%	0.00%	+8.5%	Q4 2021
TMOThermo Fisher Scientific Inc.	$2.51M	1.38%	0.00%	+5.1%	Q4 2021
TSCOTractor Supply Co	$2.49M	1.37%	0.01%	+6.7%	Q4 2021
ETNEaton Corp plc	$2.44M	1.34%	0.00%	+8.5%	Q1 2022
LIILennox International Inc	$2.3M	1.27%	0.01%	+5.7%	Q4 2021
AXPAmerican Express Co	$2.29M	1.26%	0.00%	+6.5%	Q4 2021
AMZNAmazon Com Inc	$2.24M	1.23%	0.00%	+3.1%	Q4 2021
CPRTCopart Inc	$2.22M	1.22%	0.01%	New	Q1 2026
BAHBooz Allen Hamilton Holding Corp	$2.22M	1.22%	0.02%	+9.6%	Q4 2021
BRBroadridge Financial Solutions, Inc.	$2.15M	1.18%	0.01%	+6.6%	Q4 2021
IBMInternational Business Machines Corp	$2.05M	1.13%	0.00%	+7.7%	Q4 2021
EXPEExpedia Group, Inc.	$1.96M	1.08%	0.01%	New	Q1 2026
GOOGAlphabet Inc.	$1.89M	1.04%	Not reported	-0.9%	Q4 2021
UNHUnitedhealth Group Inc	$1.82M	1.00%	0.00%	+6.4%	Q4 2021
PTCPTC Inc.	$1.82M	1.00%	0.01%	+11.0%	Q4 2021
INTUIntuit Inc.	$1.75M	0.96%	0.00%	+14.5%	Q4 2021
JPMJPMorgan Chase & Co	$1.72M	0.94%	0.00%	-2.6%	Q4 2021
LULUlululemon athletica inc.	$1.71M	0.94%	0.01%	+1.5%	Q4 2021
METAMeta Platforms, Inc.	$1.7M	0.93%	Not reported	0.0%	Q4 2021
PHParker-Hannifin Corp	$1.49M	0.82%	0.00%	-5.9%	Q4 2021
LECOLincoln Electric Holdings Inc	$1.37M	0.75%	0.01%	Not reported	Q4 2021
WSMWilliams Sonoma Inc	$1.17M	0.65%	0.01%	-5.4%	Q4 2021
COSTCostco Wholesale Corp	$1.08M	0.59%	0.00%	-9.1%	Q4 2021
LLYELI LILLY & Co	$928K	0.51%	0.00%	+8.6%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$877K	0.48%	Not reported	+15.8%	Q4 2021
NVDANvidia Corp	$817K	0.45%	0.00%	+4.7%	Q4 2021
MAMastercard Inc	$795K	0.44%	0.00%	+0.1%	Q4 2021
DOVDOVER Corp	$775K	0.43%	0.00%	-8.0%	Q4 2021
LMTLockheed Martin Corp	$764K	0.42%	0.00%	-2.8%	Q4 2021

Q4 2025Reported Jan 12, 202688 positions
AAPLApple Inc.	$8.19M	4.52%	0.00%	+0.9%	Q4 2021
GOOGLAlphabet Inc.	$6.49M	3.58%	0.00%	-0.6%	Q4 2021
MSFTMicrosoft Corp	$6.13M	3.38%	0.00%	+0.6%	Q4 2021
BRK.BBerkshire Hathaway Inc	$4.44M	2.45%	Not reported	+0.9%	Q4 2021
MCKMckesson Corp	$4.19M	2.31%	0.00%	+0.8%	Q4 2021
VVisa Inc.	$4.18M	2.31%	0.00%	+1.9%	Q4 2021
AMDAdvanced Micro Devices Inc	$4.15M	2.29%	0.00%	-3.3%	Q4 2021
KLACKla Corp	$4.07M	2.25%	0.00%	+0.9%	Q4 2021
WMTWalmart Inc.	$4.03M	2.23%	0.00%	-0.5%	Q4 2021
HCAHCA Healthcare, Inc.	$3.59M	1.98%	0.00%	+1.0%	Q4 2021
MARMarriott International Inc	$3.34M	1.84%	0.00%	+2.9%	Q4 2021
VLOValero Energy Corp	$2.92M	1.61%	0.01%	+2.4%	Q4 2021
SPMDSupermedia Inc.	$2.87M	1.59%	Not reported	+22.5%	Q4 2021
TMOThermo Fisher Scientific Inc.	$2.82M	1.56%	0.00%	+3.8%	Q4 2021
AJGArthur J. Gallagher & Co.	$2.8M	1.55%	0.00%	+4.2%	Q4 2021
BRBroadridge Financial Solutions, Inc.	$2.77M	1.53%	0.01%	+4.4%	Q4 2021
LOWLowes Companies Inc	$2.74M	1.51%	0.00%	+2.9%	Q4 2021
NEENextera Energy Inc	$2.68M	1.48%	0.00%	+4.8%	Q4 2021
SYKStryker Corp	$2.64M	1.46%	0.00%	+3.6%	Q4 2021
AXPAmerican Express Co	$2.63M	1.45%	0.00%	+3.3%	Q4 2021
TSCOTractor Supply Co	$2.58M	1.42%	0.01%	+3.5%	Q4 2021
CSLCarlisle Companies Inc	$2.54M	1.40%	0.02%	+5.2%	Q4 2021
EMEEMCOR Group, Inc.	$2.51M	1.39%	0.01%	+1.8%	Q1 2025
ORCLOracle Corp	$2.5M	1.38%	0.00%	-3.4%	Q4 2021
BJBJ's Wholesale Club Holdings, Inc.	$2.45M	1.35%	0.02%	+3.6%	Q1 2025
AMZNAmazon Com Inc	$2.4M	1.33%	0.00%	-2.3%	Q4 2021
PANWPalo Alto Networks Inc	$2.37M	1.31%	0.00%	+0.7%	Q4 2021
FCNFti Consulting, Inc	$2.36M	1.30%	0.04%	+5.8%	Q3 2022
INTUIntuit Inc.	$2.33M	1.29%	0.00%	+5.2%	Q4 2021
IBMInternational Business Machines Corp	$2.32M	1.28%	0.00%	+4.8%	Q4 2021
LIILennox International Inc	$2.28M	1.26%	0.01%	+3.1%	Q4 2021
LULUlululemon athletica inc.	$2.28M	1.26%	0.01%	+5.4%	Q4 2021
BAHBooz Allen Hamilton Holding Corp	$2.19M	1.21%	0.02%	+8.2%	Q4 2021
CPCanadian Pacific Kansas City Ltd	$2.13M	1.17%	0.00%	-9.5%	Q1 2022
UNHUnitedhealth Group Inc	$2.09M	1.16%	0.00%	+12.0%	Q4 2021
GOOGAlphabet Inc.	$2.08M	1.15%	Not reported	0.0%	Q4 2021
PTCPTC Inc.	$2M	1.11%	0.01%	+6.2%	Q4 2021
ETNEaton Corp plc	$2M	1.10%	0.00%	+5.4%	Q1 2022
METAMeta Platforms, Inc.	$1.96M	1.08%	Not reported	-3.2%	Q4 2021
JPMJPMorgan Chase & Co	$1.93M	1.07%	0.00%	-2.0%	Q4 2021
PHParker-Hannifin Corp	$1.55M	0.85%	0.00%	-6.4%	Q4 2021
LECOLincoln Electric Holdings Inc	$1.32M	0.73%	0.01%	Not reported	Q4 2021
WSMWilliams Sonoma Inc	$1.22M	0.67%	0.01%	-7.6%	Q4 2021
COSTCostco Wholesale Corp	$1.03M	0.57%	0.00%	-8.2%	Q4 2021
LLYELI LILLY & Co	$998K	0.55%	0.00%	-7.2%	Q4 2021
BOOTBoot Barn Holdings, Inc.	$956K	0.53%	0.02%	-2.0%	Q2 2023
MAMastercard Inc	$908K	0.50%	0.00%	-3.7%	Q4 2021
NVDANvidia Corp	$835K	0.46%	0.00%	-4.2%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$807K	0.45%	Not reported	-1.1%	Q4 2021
DOVDOVER Corp	$788K	0.44%	0.00%	-6.4%	Q4 2021

Q3 2025Reported Oct 10, 202589 positions
AAPLApple Inc.	$7.61M	4.40%	0.00%	-7.1%	Q4 2021
MSFTMicrosoft Corp	$6.52M	3.77%	0.00%	-4.3%	Q4 2021
GOOGLAlphabet Inc.	$5.08M	2.94%	0.00%	-7.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$4.4M	2.54%	Not reported	-6.8%	Q4 2021
VVisa Inc.	$3.99M	2.31%	0.00%	-1.1%	Q4 2021
MCKMckesson Corp	$3.92M	2.26%	0.00%	-4.5%	Q4 2021
WMTWalmart Inc.	$3.75M	2.17%	0.00%	-6.8%	Q4 2021
ORCLOracle Corp	$3.73M	2.16%	0.00%	-1.6%	Q4 2021
KLACKla Corp	$3.58M	2.07%	0.00%	-3.1%	Q4 2021
HCAHCA Healthcare, Inc.	$3.25M	1.88%	0.00%	-2.7%	Q4 2021
AMDAdvanced Micro Devices Inc	$3.24M	1.87%	0.00%	-5.5%	Q4 2021
AJGArthur J. Gallagher & Co.	$3.22M	1.86%	0.00%	+1.8%	Q4 2021
VLOValero Energy Corp	$2.98M	1.72%	0.01%	-1.4%	Q4 2021
BRBroadridge Financial Solutions, Inc.	$2.83M	1.64%	0.01%	-1.5%	Q4 2021
TSCOTractor Supply Co	$2.83M	1.64%	0.01%	-3.3%	Q4 2021
LOWLowes Companies Inc	$2.77M	1.60%	0.00%	-1.4%	Q4 2021
MARMarriott International Inc	$2.72M	1.57%	0.00%	+2.0%	Q4 2021
SYKStryker Corp	$2.68M	1.55%	0.00%	-0.3%	Q4 2021
EMEEMCOR Group, Inc.	$2.62M	1.52%	0.01%	-6.7%	Q1 2025
PANWPalo Alto Networks Inc	$2.6M	1.50%	0.00%	-2.7%	Q4 2021
CSLCarlisle Companies Inc	$2.48M	1.43%	0.02%	-2.0%	Q4 2021
BJBJ's Wholesale Club Holdings, Inc.	$2.45M	1.42%	0.02%	+3.0%	Q1 2025
LIILennox International Inc	$2.41M	1.39%	0.01%	-0.2%	Q4 2021
NEENextera Energy Inc	$2.4M	1.39%	0.00%	+3.0%	Q4 2021
BAHBooz Allen Hamilton Holding Corp	$2.39M	1.38%	0.02%	+4.1%	Q4 2021
CPCanadian Pacific Kansas City Ltd	$2.38M	1.37%	0.00%	-1.2%	Q1 2022
AMZNAmazon Com Inc	$2.34M	1.35%	0.00%	-3.8%	Q4 2021
SPMDSupermedia Inc.	$2.32M	1.34%	Not reported	+53.0%	Q4 2021
INTUIntuit Inc.	$2.29M	1.32%	0.00%	+1.9%	Q4 2021
AXPAmerican Express Co	$2.28M	1.32%	0.00%	+0.3%	Q4 2021
TMOThermo Fisher Scientific Inc.	$2.27M	1.31%	0.00%	+3.3%	Q4 2021
METAMeta Platforms, Inc.	$2.25M	1.30%	Not reported	-6.3%	Q4 2021
ETNEaton Corp plc	$2.23M	1.29%	0.00%	+6.9%	Q1 2022
PTCPTC Inc.	$2.2M	1.27%	0.01%	-1.7%	Q4 2021
IBMInternational Business Machines Corp	$2.11M	1.22%	0.00%	+5.1%	Q4 2021
FCNFti Consulting, Inc	$2.11M	1.22%	0.04%	+5.3%	Q3 2022
UNHUnitedhealth Group Inc	$1.96M	1.13%	0.00%	+52.1%	Q4 2021
JPMJPMorgan Chase & Co	$1.93M	1.12%	0.00%	-9.2%	Q4 2021
LULUlululemon athletica inc.	$1.85M	1.07%	0.01%	+12.1%	Q4 2021
GOOGAlphabet Inc.	$1.62M	0.93%	Not reported	-2.5%	Q4 2021
WSMWilliams Sonoma Inc	$1.44M	0.83%	0.01%	-25.2%	Q4 2021
PHParker-Hannifin Corp	$1.43M	0.83%	0.00%	-16.6%	Q4 2021
LECOLincoln Electric Holdings Inc	$1.3M	0.75%	0.01%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$1.2M	0.70%	0.00%	-19.6%	Q4 2021
MAMastercard Inc	$939K	0.54%	0.00%	-5.6%	Q4 2021
BOOTBoot Barn Holdings, Inc.	$915K	0.53%	0.02%	-20.4%	Q2 2023
NVDANvidia Corp	$871K	0.50%	0.00%	+0.1%	Q4 2021
HDHome Depot, Inc.	$816K	0.47%	0.00%	+0.2%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$797K	0.46%	Not reported	-2.1%	Q4 2021
LLYELI LILLY & Co	$764K	0.44%	0.00%	-0.5%	Q4 2021

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