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CIK: 0001910210
Total reported value
$211.0M
$211.0M
115 檔
12.6%
The Q2 2025 SEC filing reveals that Tilia Fiduciary Partners, Inc. held a total portfolio value of $211.0M, covering 115 public equity positions.
During Q2 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 | 4.03% | +0.03% | -3.95% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | -0.31% | +1.32% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.88% | -0.81% | +3.37% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.78% | -0.18% | -3.15% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.56% | +0.03% | +0.50% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.44% | +0.26% | +1.06% | |
| 7 | MCK | Mckesson CORP | Stock-Healthcare | 2.37% | -0.56% | -0.32% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.33% | -0.51% | +1.06% | |
| 9 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.00% | -0.05% | +1.20% | |
| 10 | KLAC | Kla CORP | Stock-Tech | 1.87% | +2.05% | +3.63% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 1.83% | +3.16% | +3.42% | |
| 12 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.83% | -0.55% | +1.14% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.80% | -0.02% | +7.47% | |
| 14 | BR | Broadridge Financial Solutio | Stock-Tech | 1.79% | -0.28% | +1.24% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.75% | -0.20% | +1.09% | |
| 16 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.75% | -0.03% | +2.51% | |
| 17 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.71% | -0.03% | +2.85% | |
| 18 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.68% | -0.33% | +3.42% | |
| 19 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.66% | -0.50% | +2.51% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.64% | — | +1.75% | |
| 21 | LII | Lennox International Inc | Stock-Industrials | 1.60% | +0.13% | +1.40% | |
| 22 | INTU | Intuit Inc | Stock-Tech | 1.58% | -0.41% | +1.29% | |
| 23 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.56% | — | +3.33% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.52% | -0.24% | +3.17% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | -0.03% | -1.25% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.17% | -2.15% | |
| 27 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.46% | -0.36% | +4.01% | |
| 28 | VLO | Valero Energy CORP | Stock-Energy | 1.46% | -0.19% | +6.28% | |
| 29 | EME | Emcor Group Inc | Stock-Industrials | 1.41% | -0.03% | +6.80% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.38% | -0.18% | +5.33% | |
| 31 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.35% | -0.36% | +1.62% | |
| 32 | AXP | American Express Co | Stock-Financials | 1.33% | +0.01% | +6.46% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 1.31% | -0.26% | +7.34% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 1.28% | +0.06% | +4.40% | |
| 35 | FCN | Fti Consulting Inc | Stock-Industrials | 1.22% | -0.35% | +4.92% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 1.22% | +0.09% | +9.17% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.02% | -1.75% | |
| 38 | PTC | Ptc Inc | Stock-Tech | 1.16% | -0.26% | +3.11% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.12% | -0.11% | +10.08% | |
| 40 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.98% | +0.04% | -1.98% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.12% | -2.36% | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.96% | -0.05% | -0.48% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.91% | -0.11% | +2.20% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.88% | +0.28% | +6.42% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.87% | — | +0.22% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.87% | -0.12% | +57.98% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.78% | -0.02% | -4.27% | |
| 48 | DOV | Dover CORP | Stock-Industrials | 0.74% | -0.05% | +4.40% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.07% | -0.32% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | +0.38% | -5.82% |
According to official SEC Form 13F filings, Tilia Fiduciary Partners, Inc. reported a total U.S. public equity portfolio value of $211.0M across 115 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, VIGI) accounted for 12.6% of total reported equity market value during Q2 2025.
During Q2 2025, Tilia Fiduciary Partners, Inc.'s top holdings by market value included AAPL (4.0%)、MSFT (4.0%)、VIGI (2.9%). The largest single position, AAPL, represented 4.0% of total portfolio value.
In Q2 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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