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CIK: 0001910210
Total reported value
$211.0M
$211.0M
113 檔
12.2%
According to the latest 13F quarterly dataset, Tilia Fiduciary Partners, Inc. managed an equity portfolio of $211.0M at the end of Q1 2025, spanning 113 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | 4.96% | +0.03% | +2.82% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.44% | -0.18% | -6.72% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.31% | +3.81% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.80% | -0.81% | +5.89% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.75% | +0.03% | +0.97% | |
| 6 | MCK | Mckesson CORP | Stock-Healthcare | 2.39% | -0.56% | +2.35% | |
| 7 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.32% | -0.05% | -0.76% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.31% | +0.26% | +0.44% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.26% | -0.51% | -0.76% | |
| 10 | BR | Broadridge Financial Solutio | Stock-Tech | 1.93% | -0.28% | +0.22% | |
| 11 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.88% | -0.33% | — | |
| 12 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.84% | -0.50% | +3.15% | |
| 13 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.78% | -0.55% | +2.84% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 1.78% | -0.20% | +1.60% | |
| 15 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.73% | -0.36% | -2.43% | |
| 16 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.70% | -0.03% | +4.01% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.69% | -0.24% | +2.02% | |
| 18 | LII | Lennox International Inc | Stock-Industrials | 1.68% | +0.13% | -2.77% | |
| 19 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.58% | -0.03% | +2.06% | |
| 20 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.54% | -0.36% | +5.25% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 1.50% | +2.05% | — | |
| 22 | VLO | Valero Energy CORP | Stock-Energy | 1.47% | -0.19% | +7.42% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.46% | — | +0.06% | |
| 24 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.46% | — | +7.11% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | -0.03% | -1.74% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.42% | -0.18% | +7.53% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 1.40% | +3.16% | +8.98% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.38% | +0.38% | +4.41% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.37% | -0.11% | — | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.36% | -0.26% | — | |
| 31 | INTU | Intuit Inc | Stock-Tech | 1.33% | -0.41% | +5.59% | |
| 32 | FCN | Fti Consulting Inc | Stock-Industrials | 1.29% | -0.35% | +6.77% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.17% | -0.98% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 1.17% | -0.02% | — | |
| 35 | AXP | American Express Co | Stock-Financials | 1.15% | +0.01% | — | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 1.13% | +0.06% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.02% | -13.15% | |
| 38 | PTC | Ptc Inc | Stock-Tech | 1.10% | -0.26% | +5.03% | |
| 39 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.06% | +0.04% | -10.87% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.12% | -46.12% | |
| 41 | EME | Emcor Group Inc | Stock-Industrials | 1.00% | -0.03% | — | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.96% | -0.11% | -0.49% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | +0.09% | — | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | 0.92% | -0.05% | -10.04% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.86% | — | +0.54% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | -0.02% | -0.79% | |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.85% | +0.28% | +8.72% | |
| 48 | DOV | Dover CORP | Stock-Industrials | 0.74% | -0.05% | -35.15% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.07% | +1.55% | |
| 50 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.70% | -0.06% | — |
According to official SEC Form 13F filings, Tilia Fiduciary Partners, Inc. reported a total U.S. public equity portfolio value of $211.0M across 113 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, MSFT) accounted for 12.2% of total reported equity market value during Q1 2025.
During Q1 2025, Tilia Fiduciary Partners, Inc.'s top holdings by market value included AAPL (5.0%)、BRK-B (3.4%)、MSFT (3.3%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q1 2025, 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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