TILIA FIDUCIARY PARTNERS, INC.

Holdings as of 2026-06-30, filed 2026-08-18

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 49 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
127
Value reported by manager
$211M
Sum of our stored positions
$211M
should match the line above
Disclosure lag
49 d
quarter end to filing
Top 5 concentration
23.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

127 largest shown
IssuerClassValueSharesTypeCUSIP
ADVANCED MICRO DEVICES INC COMStock$11.2M19,313007903107
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFETF$11.1M119,232921946810
KLA-TENCOR CORPStock$10.1M33,355482480100
APPLE INCStock$9M30,953037833100
GOOGLE INCStock$7.3M20,43702079K305
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDETF$6.2M74,212922042775
MICROSOFTStock$5.1M13,794594918104
VALERO ENERGY CORPStock$4.9M18,66891913Y100
BERKSHIRE HATHAWAY INC DEL CL B NEWStock$4.5M9,042084670702
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETFETF$4.4M65,75678464A847
VISA INCStock$4.4M12,81692826C839
WALMART INC COMStock$4.2M37,345931142103
MARRIOTT INTL INC NEW CL AStock$4.1M11,123571903202
MCKESSON CORPStock$4M5,31458155Q103
EMCOR GROUP INC COMStock$3.6M4,32629084Q100
VANGUARD S&P 500 ETFETF$3.2M4,668922908363
NEXTERA ENERGY INC COMStock$3.2M36,51565339F101
CARLISLE COS INC COMStock$3.2M8,730142339100
HCA INCStock$3.1M8,03340412C101
EATON CORP PLC SHSStock$3M7,078G29183103
LENNOX INTL INC COMStock$2.9M5,144526107107
UNITEDHEALTH GROUPStock$2.9M7,02091324P102
GALLAGHER ARTHUR J & CO COMStock$2.9M12,426363576109
LOWES COS INC COMStock$2.7M12,353548661107
GILEAD SCIENCES INCStock$2.7M21,278375558103
AMERICAN EXPRESS CO COMStock$2.7M7,932025816109
THERMO FISHER SCIENTIFIC INC COMStock$2.7M5,325883556102
STRYKER CORPORATION COMStock$2.6M8,185863667101
BJS WHSL CLUB HLDGS INC COMStock$2.6M29,46705550J101
AMAZON COM INC COMStock$2.5M10,603023135106
INTL BUSINESS MACHINESStock$2.5M8,945459200101
ALPHABET INC CAP STK CL CStock$2.3M6,64702079K107
EXPEDIA GROUP INC COM NEWStock$2.3M8,97730212P303
FTI CONSULTING INC COMStock$2.3M15,171302941109
COPART INC COMStock$2M70,856217204106
ISHARES 1-3 YR CREDIT BOND ETFETF$2M37,892464288646
JPMORGAN CHASE & CO COMStock$1.9M5,90146625H100
BROADRIDGE FIN SOLStock$1.9M13,88411133T103
TRACTOR SUPPLY COStock$1.8M58,107892356106
BOOZ ALLEN HAMILTON HLDG CORP CL AStock$1.8M29,836099502106
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFETF$1.8M35,599922020805
PARKER-HANNIFIN CORP COMStock$1.6M1,659701094104
SCHWAB STRATEGIC TR US LRG CAP ETFETF$1.6M55,097808524201
META PLATFORMS INC CL AStock$1.6M2,85230303M102
PTC INC COMStock$1.6M13,68069370C100
ISHARES S&P SMALLCAP 600 ETFETF$1.5M10,069464287804
WILLIAMS SONOMA INCStock$1.5M6,289969904101
LINCOLN ELEC HLDGS INCStock$1.5M5,515533900106
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFETF$1.3M15,37092206C870
LULULEMON ATHLETICA INC COMStock$1.2M10,656550021109
INTUIT COMStock$1.2M4,411461202103
ELI LILLY & CO COMStock$1.1M928532457108
POWERSHARES QQQ TRETF$1.1M1,49846090E103
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFETF$1M2,819922908769
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFETF$1M19,274464288638
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTETF$1M4,81646137V357
SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETFETF$1M29,98578464A375
COSTCO WHOLESALE CORPStock$982.7K1,05022160K105
NVIDIA CORPORATION COMStock$930K4,64867066G104
BOOT BARN HLDGS INC COMStock$841.1K5,120099406100
MASTERCARD INCStock$833.4K1,62357636Q104
ISHARES CORE S&P MID CAP ETFETF$826.3K10,716464287507
DOVER CORP COMStock$800.1K3,568260003108
JOHNSON & JOHNSON COMStock$769.2K3,029478160104
BERKSHIRE HATHAWAY INC DEL CL AStock$748.9K1084670108
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDADR$709.7K1,486874039100
HOME DEPOTStock$704.6K1,998437076102
SPDR S&P 500 ETFETF$693.4K92978462F103
EMERSON ELEC CO COMStock$674.4K4,711291011104
GENERAL DYNAMICS CORP COMStock$666.9K1,882369550108
LOCKHEED MARTIN CORPStock$637.3K1,251539830109
SHERWIN WILLIAMS CO COMStock$619.6K1,800824348106
SPDR BARCLAYS CAPITAL SHORT TERM CORP BDETF$613.2K20,43378464A474
ABBVIE INC COMStock$611.4K2,43000287Y109
CHUBB LIMITED COMStock$572.8K1,681H1467J104
RTX CORPORATION COMStock$526.7K2,77675513E101
VANGUARD SHORT TERM CORP BOND FD ETFETF$524.3K6,63492206C409
VANGUARD DIVIDEND APPRECIATION ETFETF$523K2,210921908844
EXXONMOBIL HOLDINGS CORP COM SHSStock$508.4K3,71930233Q108
TRANE TECHNOLOGIES PLC SHSStock$505.4K1,029G8994E103
VANGUARD MID CAPETF$501.8K6,228922908629
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFETF$496.1K12,02725434V203
CATERPILLAR INC COMStock$469K440149123101
ISHARES TIPS BOND ETFETF$461.3K4,216464287176
SCHWAB US MID-CAP ETFETF$456.3K12,375808524508
VANGUARD INFORMATION TECHNOLOGYETF$443.4K3,71092204A702
ISHARES S&P 500 INDEXETF$409.7K547464287200
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETFETF$407.7K3,34125459Y207
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETFETF$403.7K7,00178468R853
MCDONALDS CORP COMStock$384.7K1,423580135101
ESCO TECHNOLOGIES INC COMStock$374.5K1,070296315104
AMGEN INCStock$363.7K1,004031162100
LAM RESEARCH CORPStock$355.3K820512807306
APPLIED MATLS INC COMStock$355K491038222105
WASTE MGMT INC DEL COMStock$352.2K1,58094106L109
S&P GLOBAL INC COMStock$343.3K84378409V104
AXON ENTERPRISE INC COMStock$338.6K60405464C101
ILLINOIS TOOL WKS INC COMStock$330.1K1,220452308109
PHILIP MORRIS INTL INCStock$323.5K1,788718172109
NORTHROP GRUMMAN CORP COMStock$312.8K614666807102
ANALOG DEVICES INC COMStock$307.8K775032654105
BLOOM ENERGY CORP COM CL AStock$302.7K1,000093712107
CORNING INC COMStock$295K1,155219350105
VANGUARD SMALL CAP ETFETF$289.5K955922908751
QXO INC COM NEWStock$286.3K16,56782846H405
AIR PRODUCTS AND CHEMICALS INC COMStock$282K962009158106
NORFOLK SOUTHERN CRPStock$275.5K876655844108
TAKE-TWO INTERACTIVE SOFTWARE COMStock$272.5K1,090874054109
DUKE ENERGY CORP NEW COM NEWStock$269.4K2,12926441C204
TESLA MOTORS INCStock$267.4K63688160R101
MICRON TECHNOLOGYStock$265.4K230595112103
PROCTER & GAMBLE CO COMStock$252.4K1,721742718109
DIMENSIONAL US SMALL CAP VALUE ETFETF$251.2K6,47625434V815
BROADCOM INC COMStock$243.4K64411135F101
LINDE PLC SHSStock$242.3K467G54950103
ORACLE CORPORATIONStock$238.9K1,63068389X105
COMFORT SYS USA INC COMStock$235.8K119199908104
VANGUARD MORNINGSTAR GROWTH ETFETF$235.1K2,730922908736
QUANTA SVCS INC COMStock$223.2K31074762E102
MORGAN STANLEY COM NEWStock$221K1,057617446448
SCHWAB US TIPS ETFETF$217.7K8,213808524870
ISHARES CORE MSCI EAFE ETFETF$215.3K2,22946432F842
TJX COS INC NEW COMStock$214.5K1,416872540109
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFETF$212.6K1,11681369Y803
CHEVRON CORPORATION COMStock$205.9K1,242166764100
SCHWAB INTERNATIONAL EQUITY ETFETF$201.1K7,259808524805
AUTOMATIC DATA PROCESSING INC COMStock$200.2K894053015103
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-18