TILIA FIDUCIARY PARTNERS, INC.

Est. AUM

$182.0M

13F long equity, this entity only

Positions

115

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	ETF	$11.1M	125318	6.09%	SOLE
2	APPLE INC	Stock	$7.7M	30233	4.22%	SOLE
3	GOOGLE INC	Stock	$5.8M	20247	3.20%	SOLE
4	MICROSOFT	Stock	$5.0M	13519	2.75%	SOLE
5	KLA-TENCOR CORP	Stock	$4.9M	3358	2.72%	SOLE
6	WALMART INC COM	Stock	$4.6M	36701	2.51%	SOLE
7	VALERO ENERGY CORP	Stock	$4.5M	18341	2.49%	SOLE
8	MCKESSON CORP	Stock	$4.5M	5171	2.46%	SOLE
9	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$4.2M	8813	2.32%	SOLE
10	ADVANCED MICRO DEVICES INC COM	Stock	$3.9M	19303	2.16%	SOLE
11	VISA INC	Stock	$3.7M	12369	2.05%	SOLE
12	HCA INC	Stock	$3.7M	7801	2.03%	SOLE
13	MARRIOTT INTL INC NEW CL A	Stock	$3.6M	11024	1.98%	SOLE
14	STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	ETF	$3.3M	56297	1.83%	SOLE
15	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$3.3M	43411	1.79%	SOLE
16	NEXTERA ENERGY INC COM	Stock	$3.2M	34918	1.78%	SOLE
17	EMCOR GROUP INC COM	Stock	$3.1M	4252	1.73%	SOLE
18	GILEAD SCIENCES INC	Stock	$2.9M	20509	1.57%	SOLE
19	BJS WHSL CLUB HLDGS INC COM	Stock	$2.8M	28679	1.55%	SOLE
20	LOWES COS INC COM	Stock	$2.8M	11814	1.53%	SOLE
21	CARLISLE COS INC COM	Stock	$2.8M	8354	1.53%	SOLE
22	FTI CONSULTING INC COM	Stock	$2.6M	14601	1.42%	SOLE
23	STRYKER CORPORATION COM	Stock	$2.6M	7846	1.42%	SOLE
24	GALLAGHER ARTHUR J & CO COM	Stock	$2.5M	11745	1.40%	SOLE
25	THERMO FISHER SCIENTIFIC INC COM	Stock	$2.5M	5112	1.38%	SOLE
26	TRACTOR SUPPLY CO	Stock	$2.5M	54989	1.37%	SOLE
27	EATON CORP PLC SHS	Stock	$2.4M	6820	1.34%	SOLE
28	LENNOX INTL INC COM	Stock	$2.3M	4965	1.27%	SOLE
29	AMERICAN EXPRESS CO COM	Stock	$2.3M	7562	1.26%	SOLE
30	VANGUARD S&P 500 ETF	ETF	$2.3M	3783	1.24%	SOLE
31	AMAZON COM INC COM	Stock	$2.2M	10736	1.23%	SOLE
32	BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	$2.2M	28420	1.22%	SOLE
33	COPART INC COM	Stock	$2.2M	66822	1.22%	SOLE
34	BROADRIDGE FIN SOL	Stock	$2.1M	13232	1.18%	SOLE
35	INTL BUSINESS MACHINES	Stock	$2.0M	8451	1.13%	SOLE
36	ISHARES 1-3 YR CREDIT BOND ETF	ETF	$2.0M	38771	1.12%	SOLE
37	EXPEDIA GROUP INC COM NEW	Stock	$2.0M	8480	1.08%	SOLE
38	ALPHABET INC CAP STK CL C	Stock	$1.9M	6575	1.04%	SOLE
39	UNITEDHEALTH GROUP	Stock	$1.8M	6744	1.00%	SOLE
40	PTC INC COM	Stock	$1.8M	12768	1.00%	SOLE
41	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$1.8M	35513	0.97%	SOLE
42	INTUIT COM	Stock	$1.7M	4036	0.96%	SOLE
43	JPMORGAN CHASE & CO COM	Stock	$1.7M	5833	0.94%	SOLE
44	LULULEMON ATHLETICA INC COM	Stock	$1.7M	11138	0.94%	SOLE
45	META PLATFORMS INC CL A	Stock	$1.7M	2971	0.93%	SOLE
46	PARKER-HANNIFIN CORP COM	Stock	$1.5M	1659	0.82%	SOLE
47	SCHWAB STRATEGIC TR US LRG CAP ETF	ETF	$1.4M	54981	0.77%	SOLE
48	LINCOLN ELEC HLDGS INC	Stock	$1.4M	5515	0.75%	SOLE
49	ISHARES S&P SMALLCAP 600 ETF	ETF	$1.3M	10741	0.73%	SOLE
50	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$1.3M	15604	0.71%	SOLE

1–50 of 115

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.