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CIK: 0001910210
Total reported value
$211.0M
$211.0M
106 檔
12.4%
As reported in its official Q4 2024 Form 13F filing, Tilia Fiduciary Partners, Inc.'s tracked investment portfolio stood at $211.0M with 106 total positions.
During Q4 2024, Tilia Fiduciary Partners, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.56% | +0.03% | -0.79% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.60% | -0.31% | +1.18% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.21% | -0.18% | -3.96% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.89% | +0.26% | +2.82% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.61% | -0.81% | +8.24% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.51% | +0.03% | +3.49% | |
| 7 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 2.45% | -0.36% | +3.50% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.40% | -0.51% | -0.94% | |
| 9 | MCK | Mckesson CORP | Stock-Healthcare | 2.02% | -0.56% | +6.40% | |
| 10 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.97% | -0.05% | +3.80% | |
| 11 | LII | Lennox International Inc | Stock-Industrials | 1.92% | +0.13% | +0.65% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.92% | -0.12% | -4.51% | |
| 13 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.86% | -0.03% | +2.83% | |
| 14 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.85% | -0.36% | +3.39% | |
| 15 | BR | Broadridge Financial Solutio | Stock-Tech | 1.84% | -0.28% | +1.59% | |
| 16 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.81% | -0.03% | +3.65% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.79% | -0.24% | +2.84% | |
| 18 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.76% | -0.50% | +418.23% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.74% | -0.20% | +3.56% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | -0.03% | +2.56% | |
| 21 | KMX | Carmax Inc | Stock-Consumer Disc | 1.60% | — | +0.21% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.60% | — | +106.56% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.55% | — | -1.61% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.55% | +3.16% | +4.05% | |
| 25 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.54% | -0.55% | +3.65% | |
| 26 | FCN | Fti Consulting Inc | Stock-Industrials | 1.44% | -0.35% | +5.26% | |
| 27 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.44% | — | +6.20% | |
| 28 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.42% | +0.04% | -2.57% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | -0.17% | -0.91% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.33% | -0.18% | +2.09% | |
| 31 | INTU | Intuit Inc | Stock-Tech | 1.32% | -0.41% | +1.96% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.31% | +0.38% | +3.73% | |
| 33 | VLO | Valero Energy CORP | Stock-Energy | 1.30% | -0.19% | +6.87% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | -0.02% | -1.04% | |
| 35 | TNET | Trinet Group Inc | Stock-Other | 1.29% | — | +2.71% | |
| 36 | PTC | Ptc Inc | Stock-Tech | 1.28% | -0.26% | +5.20% | |
| 37 | DOV | Dover CORP | Stock-Industrials | 1.25% | -0.05% | +3.65% | |
| 38 | ICFI | Icf International Inc | Stock-Other | 1.15% | — | -0.63% | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 1.09% | -0.05% | +0.72% | |
| 40 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 1.01% | -0.02% | +1.73% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.97% | -0.02% | -2.41% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.96% | -0.11% | +10.04% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.92% | — | +198.51% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.07% | -2.27% | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.85% | +0.28% | +14.60% | |
| 46 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.71% | -0.06% | — | |
| 47 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.68% | -0.03% | -1.39% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.66% | +0.04% | -3.21% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.04% | -2.16% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | -0.12% | +1.90% |
According to official SEC Form 13F filings, Tilia Fiduciary Partners, Inc. reported a total U.S. public equity portfolio value of $211.0M across 106 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, BRK-B) accounted for 12.4% of total reported equity market value during Q4 2024.
During Q4 2024, Tilia Fiduciary Partners, Inc.'s top holdings by market value included AAPL (5.6%)、MSFT (3.6%)、BRK-B (3.2%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q4 2024, Tilia Fiduciary Partners, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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