13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910210
Total reported value
$211.0M
$211.0M
115 檔
16.4%
During the Q1 2026 filing period, Tilia Fiduciary Partners, Inc. (CIK: 0001910210) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $211.0M across 115 reported positions.
Tilia Fiduciary Partners, Inc. executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 6 holdings and trimming 44 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 6.09% | -0.81% | +1.30% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.22% | +0.03% | +0.35% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.20% | +0.26% | -2.42% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.75% | -0.31% | +6.73% | |
| 5 | KLAC | Kla CORP | Stock-Tech | 2.72% | +2.05% | +0.30% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 2.51% | -0.51% | +1.43% | |
| 7 | VLO | Valero Energy CORP | Stock-Energy | 2.49% | -0.19% | +2.35% | |
| 8 | MCK | Mckesson CORP | Stock-Healthcare | 2.46% | -0.56% | +1.27% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.32% | -0.18% | -0.12% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 2.16% | +3.16% | -0.27% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.05% | +0.03% | +3.86% | |
| 12 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.03% | -0.55% | +1.35% | |
| 13 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.98% | -0.03% | +2.46% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.83% | +0.28% | +13.40% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.79% | +1.16% | +89.91% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 1.78% | -0.26% | +4.70% | |
| 17 | EME | Emcor Group Inc | Stock-Industrials | 1.73% | -0.03% | +3.58% | |
| 18 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.57% | -0.30% | — | |
| 19 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.55% | -0.33% | +5.27% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.53% | -0.24% | +4.07% | |
| 21 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.53% | -0.03% | +5.40% | |
| 22 | FCN | Fti Consulting Inc | Stock-Industrials | 1.42% | -0.35% | +5.84% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 1.42% | -0.20% | +4.56% | |
| 24 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.40% | -0.05% | +8.49% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.38% | -0.11% | +5.14% | |
| 26 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.37% | -0.50% | +6.70% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 1.34% | +0.09% | +8.51% | |
| 28 | LII | Lennox International Inc | Stock-Industrials | 1.27% | +0.13% | +5.71% | |
| 29 | AXP | American Express Co | Stock-Financials | 1.26% | +0.01% | +6.54% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.28% | -0.13% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | -0.03% | +3.06% | |
| 32 | CPRT | Copart Inc | Stock-Industrials | 1.22% | -0.27% | — | |
| 33 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.22% | -0.36% | +9.64% | |
| 34 | BR | Broadridge Financial Solutio | Stock-Tech | 1.18% | -0.28% | +6.62% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 1.13% | +0.06% | +7.67% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.12% | -0.18% | -0.52% | |
| 37 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.08% | +0.01% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.07% | -0.89% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.00% | +0.38% | +6.37% | |
| 40 | PTC | Ptc Inc | Stock-Tech | 1.00% | -0.26% | +10.96% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.97% | -0.12% | -3.87% | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.96% | -0.41% | +14.53% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.02% | -2.64% | |
| 44 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.94% | -0.36% | +1.51% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.17% | -0.03% | |
| 46 | PH | Parker Hannifin CORP | Stock-Industrials | 0.82% | -0.05% | -5.85% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.77% | — | -1.02% | |
| 48 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.75% | -0.06% | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | -0.02% | +0.12% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.71% | -0.11% | -2.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VLO | Valero Energy CORP | +0.9% | +2.35% | Add |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.9% | +89.91% | Add |
| 3 | KLAC | Kla CORP | +0.5% | +0.30% | Add |
| 4 | EME | Emcor Group Inc | +0.3% | +3.58% | Add |
| 5 | NEE | Nextera Energy Inc | +0.3% | +4.70% | Add |
| 6 | WMT | Walmart Inc | +0.3% | +1.43% | Add |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | +13.40% | Add |
| 8 | ETN | Eaton Corporation plc | +0.2% | +8.51% | Add |
| 9 | BJ | Bj's Wholesale Club Holdings | +0.2% | +5.27% | Add |
| 10 | MCK | Mckesson CORP | +0.2% | +1.27% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | +21.63% | Add |
| 12 | MAR | Marriott International -cl A | +0.1% | +2.46% | Add |
| 13 | CSL | Carlisle Cos Inc | +0.1% | +5.40% | Add |
| 14 | FCN | Fti Consulting Inc | +0.1% | +5.84% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +53.51% | Add |
| 16 | LMT | Lockheed Martin CORP | +0.1% | -2.77% | Trim |
| 17 | JNJ | Johnson & Johnson | +0.1% | -2.02% | Trim |
| 18 | HCA | Hca Healthcare Inc | +0.1% | +1.35% | Add |
| 19 | ESE | Esco Technologies Inc | +0.1% | — | Unchanged |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +11.09% | Add |
| 21 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | +15.77% | Add |
| 23 | PM | Philip Morris International | 0% | +25.04% | Add |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | +15.06% | Add |
| 25 | HON | Honeywell International Inc | 0% | -0.45% | Trim |
| 26 | SPSB | Ss Spdr P St C CORP ETF | 0% | +13.43% | Add |
| 27 | LOW | Lowe's Cos Inc | 0% | +4.07% | Add |
| 28 | COST | Costco Wholesale CORP | 0% | -9.06% | Trim |
| 29 | LECO | Lincoln Electric Holdings | 0% | — | Unchanged |
| 30 | NOC | Northrop Grumman CORP | 0% | -5.29% | Trim |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.68% | Trim |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | +0.12% | Add |
| 33 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 34 | WM | Waste Management Inc | 0% | +5.30% | Add |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +6.77% | Add |
| 36 | VB | Vanguard Small-cap ETF | 0% | +12.13% | Add |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +4.21% | Add |
| 38 | BAH | Booz Allen Hamilton Holdings | 0% | +9.64% | Add |
| 39 | VO | Vanguard Mid-cap ETF | 0% | +8.38% | Add |
| 40 | RTX | Rtx CORP | 0% | +0.04% | Add |
| 41 | LII | Lennox International Inc | 0% | +5.71% | Add |
| 42 | TT | Trane Technologies plc | 0% | -2.09% | Trim |
| 43 | CB | Chubb Limited | 0% | -1.05% | Trim |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +2.07% | Add |
| 45 | ITW | Illinois Tool Works | 0% | -0.33% | Trim |
| 46 | SCHM | Schwab US Mid Cap ETF | 0% | +0.13% | Add |
| 47 | TJX | Tjx Companies Inc | 0% | +0.07% | Add |
| 48 | APD | Air Products & Chemicals Inc | — | -9.57% | Trim |
| 49 | DFAI | Dimensional International Co | — | -4.20% | Trim |
| 50 | MCD | Mcdonald's CORP | — | -3.81% | 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 115 disclosed positions in Q1 2026.
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, GOOGL) accounted for 16.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
GILD
市值: $2.9M
Top Position Liquidated / Trimmed
PANW
前期市值: $2.4M
During Q1 2026, Tilia Fiduciary Partners, Inc.'s top holdings by market value included VIGI (6.1%)、AAPL (4.2%)、GOOGL (3.2%). The largest single position, VIGI, represented 6.1% of total portfolio value.
In Q1 2026, Tilia Fiduciary Partners, Inc. made 114 total portfolio adjustments, initiating 6 new buys, adding to 58 positions, trimming 44 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.