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CIK: 0001910210
Total reported value
$211.0M
$211.0M
114 檔
15.7%
As reported in its official Q3 2025 Form 13F filing, Tilia Fiduciary Partners, Inc.'s tracked investment portfolio stood at $211.0M with 114 total positions.
In Q3 2025, Tilia Fiduciary Partners, Inc. adopted a defensive or profit-taking posture, trimming 67 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.47% | -0.81% | +101.80% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.40% | +0.03% | -7.10% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.31% | -4.27% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.94% | +0.26% | -7.94% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.54% | -0.18% | -6.75% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.31% | +0.03% | -1.08% | |
| 7 | MCK | Mckesson CORP | Stock-Healthcare | 2.26% | -0.56% | -4.50% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.17% | -0.51% | -6.77% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.16% | -0.02% | -1.64% | |
| 10 | KLAC | Kla CORP | Stock-Tech | 2.07% | +2.05% | -3.07% | |
| 11 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.88% | -0.55% | -2.67% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.87% | +3.16% | -5.47% | |
| 13 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.86% | -0.05% | +1.75% | |
| 14 | VLO | Valero Energy CORP | Stock-Energy | 1.72% | -0.19% | -1.42% | |
| 15 | BR | Broadridge Financial Solutio | Stock-Tech | 1.64% | -0.28% | -1.52% | |
| 16 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.64% | -0.50% | -3.32% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.60% | -0.24% | -1.43% | |
| 18 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.57% | -0.03% | +2.02% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.55% | -0.20% | -0.34% | |
| 20 | EME | Emcor Group Inc | Stock-Industrials | 1.52% | -0.03% | -6.67% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.50% | — | -2.69% | |
| 22 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.43% | -0.03% | -2.02% | |
| 23 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.42% | -0.33% | +2.99% | |
| 24 | LII | Lennox International Inc | Stock-Industrials | 1.39% | +0.13% | -0.20% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 1.39% | -0.26% | +3.04% | |
| 26 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.38% | -0.36% | +4.10% | |
| 27 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.37% | — | -1.19% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | -0.03% | -3.78% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.34% | +0.28% | +52.97% | |
| 30 | INTU | Intuit Inc | Stock-Tech | 1.32% | -0.41% | +1.89% | |
| 31 | AXP | American Express Co | Stock-Financials | 1.32% | +0.01% | +0.31% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.31% | -0.11% | +3.33% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.31% | -0.18% | +0.11% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.17% | -6.26% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 1.29% | +0.09% | +6.86% | |
| 36 | PTC | Ptc Inc | Stock-Tech | 1.27% | -0.26% | -1.71% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 1.22% | +0.06% | +5.09% | |
| 38 | FCN | Fti Consulting Inc | Stock-Industrials | 1.22% | -0.35% | +5.31% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.13% | +0.38% | +52.11% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.02% | -9.21% | |
| 41 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.07% | -0.36% | +12.05% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.28% | +82.57% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.95% | -0.12% | +14.31% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.07% | -2.54% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.86% | — | -3.07% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.85% | -0.11% | -2.74% | |
| 47 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.83% | +0.04% | -25.21% | |
| 48 | PH | Parker Hannifin CORP | Stock-Industrials | 0.83% | -0.05% | -16.61% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | -0.02% | -4.32% | |
| 50 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.75% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIGI | Vanguard Int Div App Indx Fd | +2.7% | +101.80% | Add |
| 2 | ORCL | Oracle CORP | +1% | -1.64% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -7.94% | Trim |
| 4 | KLAC | Kla CORP | +0.6% | -3.07% | Add |
| 5 | MSFT | Microsoft CORP | +0.5% | -4.27% | Trim |
| 6 | EME | Emcor Group Inc | +0.5% | -6.67% | Trim |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.5% | +52.97% | Add |
| 8 | AMD | Advanced Micro Devices | +0.5% | -5.47% | Trim |
| 9 | VOO | Vanguard S&p 500 ETF | +0.5% | +82.57% | Add |
| 10 | ETN | Eaton Corporation plc | +0.4% | +6.86% | Add |
| 11 | VTIP | Vanguard Short-term Tips | +0.4% | +14.31% | Add |
| 12 | VLO | Valero Energy CORP | +0.3% | -1.42% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | -2.54% | Trim |
| 14 | AXP | American Express Co | +0.2% | +0.31% | Add |
| 15 | PTC | Ptc Inc | +0.2% | -1.71% | Add |
| 16 | DFAI | Dimensional International Co | +0.1% | +20.58% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +0.13% | Trim |
| 18 | HCA | Hca Healthcare Inc | +0.1% | -2.67% | Trim |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +5.09% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.85% | Trim |
| 21 | LECO | Lincoln Electric Holdings | +0.1% | — | Unchanged |
| 22 | PANW | Palo Alto Networks Inc | 0% | -2.69% | Trim |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +3.88% | Add |
| 24 | VO | Vanguard Mid-cap ETF | 0% | +14.75% | Add |
| 25 | NEE | Nextera Energy Inc | 0% | +3.04% | Add |
| 26 | BOOT | Boot Barn Holdings Inc | 0% | -20.41% | Trim |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.07% | Trim |
| 28 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 29 | QXO | Qxo Inc | 0% | -5.91% | Trim |
| 30 | META | Meta Platforms Inc-class A | 0% | -6.26% | Trim |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | -3.33% | Trim |
| 32 | RTX | Rtx CORP | 0% | -4.31% | Trim |
| 33 | NSC | Norfolk Southern CORP | 0% | -3.67% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | — | -9.21% | Trim |
| 35 | SCHX | Schwab US Large-cap ETF | — | -3.07% | Trim |
| 36 | MAR | Marriott International -cl A | 0% | +2.02% | Add |
| 37 | INTU | Intuit Inc | 0% | +1.89% | Add |
| 38 | HD | Home Depot Inc | 0% | +0.20% | Add |
| 39 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.58% | Add |
| 40 | AXON | Axon Enterprise Inc | 0% | -19.42% | Trim |
| 41 | CAT | Caterpillar Inc | 0% | -25.85% | Trim |
| 42 | PM | Philip Morris International | 0% | +0.15% | Add |
| 43 | LIN | Linde plc | 0% | -0.84% | Add |
| 44 | JNJ | Johnson & Johnson | 0% | -0.63% | Trim |
| 45 | VIG | Vanguard Dividend Apprec ETF | 0% | -9.87% | Trim |
| 46 | TTWO | Take-two Interactive Softwre | 0% | -13.18% | Trim |
| 47 | ABT | Abbott Laboratories | 0% | -5.23% | Trim |
| 48 | DUK | Duke Energy CORP | 0% | -3.04% | Trim |
| 49 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | 0% | -13.14% | Trim |
| 50 | ADP | Automatic Data Processing | 0% | -5.18% | Trim |
According to official SEC Form 13F filings, Tilia Fiduciary Partners, Inc. reported a total U.S. public equity portfolio value of $211.0M across 114 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIGI, AAPL, MSFT) accounted for 15.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
VEU
市值: $416.1K
Top Position Liquidated / Trimmed
CVX
前期市值: $309.0K
During Q3 2025, Tilia Fiduciary Partners, Inc.'s top holdings by market value included VIGI (5.5%)、AAPL (4.4%)、MSFT (3.8%). The largest single position, VIGI, represented 5.5% of total portfolio value.
In Q3 2025, Tilia Fiduciary Partners, Inc. made 120 total portfolio adjustments, initiating 10 new buys, adding to 34 positions, trimming 67 holdings, and fully liquidating 9 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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