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Disclosery

13F-HR filed by TILIA FIDUCIARY PARTNERS, INC.

TILIA FIDUCIARY PARTNERS, INC. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-21, with 115 holding rows worth $163,815,168.

Accession
0001910210-25-000004
Filer
CIK 1910210
Filed
2025-07-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 115 entries on the cover page, a total value of $163,815,168 stated on the cover page (in dollars after the unit check, H1), rows summing to $163,815,168 with VALUE read as dollars as filed, 13F file number 028-22176. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM32,155$6,597,324dollars as filed
Microsoft Corp594918104COM13,152$6,541,951dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS52,340$4,716,858dollars as filed
Berkshire Hathaway Inc084670702COM9,381$4,557,008dollars as filed
Visa Inc92826C839COM11,811$4,193,506dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM22,682$3,997,218dollars as filed
MCKESSON CORP COM58155Q103Stock5,307$3,888,552dollars as filed
Walmart Inc.931142103COM39,027$3,816,012dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock10,213$3,269,379dollars as filed
KLA CORP482480100COM3,424$3,066,900dollars as filed
Advanced Micro Devices,Inc.007903107COM21,166$3,003,455dollars as filed
HCA Healthcare Inc40412C101COM7,832$3,000,327dollars as filed
Oracle Corporation68389X105COM13,501$2,951,697dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock12,076$2,934,800dollars as filed
Stryker Corporation863667101COM7,266$2,874,827dollars as filed
CARLISLE COS INC COM142339100Stock7,688$2,870,670dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock10,245$2,799,034dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock25,525$2,752,361dollars as filed
TRACTOR SUPPLY CO COM892356106Stock51,481$2,716,662dollars as filed
PALO ALTO NETWORKS INC697435105COM13,104$2,681,603dollars as filed
LENNOX INTL INC COM526107107Stock4,563$2,615,536dollars as filed
Intuit Inc.461202103COM3,289$2,590,907dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock32,291$2,559,708dollars as filed
Lowes Companies,Inc.548661107COM11,189$2,482,534dollars as filed
Amazon.com, Inc023135106COM11,082$2,431,280dollars as filed
META PLATFORMS INC CL A30303M102COM3,275$2,416,956dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock23,007$2,395,728dollars as filed
VALERO ENERGY CORP COM91913Y100Stock17,756$2,386,758dollars as filed
EMCOR GROUP INC COM29084Q100Stock4,321$2,311,001dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF42,752$2,255,594dollars as filed
LULULEMON ATHLETICA INC550021109COM9,293$2,207,831dollars as filed
American Express Company025816109COM6,852$2,185,518dollars as filed
NextEra Energy,Inc.65339F101COM30,881$2,143,761dollars as filed
International Business Machines Corporation459200101COM7,125$2,100,425dollars as filed
FTI CONSULTING INC302941109COM12,382$1,999,693dollars as filed
Eaton Corp. PlcG29183103COM5,583$1,993,075dollars as filed
JPMorgan Chase & Co46625H100COM6,735$1,952,562dollars as filed
PTC INC COM69370C100Stock11,024$1,899,876dollars as filed
Thermo Fisher Scientific Inc.883556102COM4,534$1,838,314dollars as filed
WILLIAMS SONOMA INC COM969904101Stock9,853$1,609,748dollars as filed
Costco Wholesale Corporation22160K105COM1,615$1,599,043dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock2,257$1,576,545dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS17,919$1,485,834dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS26,488$1,440,408dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS58,376$1,426,699dollars as filed
VANGUARD MALVERN FDS922020805SHS28,379$1,426,619dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS11,715$1,280,381dollars as filed
DOVER CORP COM260003108Stock6,620$1,212,967dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM6,808$1,207,592dollars as filed
UnitedHealth Group Inc91324P102COM3,723$1,161,315dollars as filed
LINCOLN ELEC HLDGS INC533900106COM5,515$1,143,370dollars as filed
BOOT BARN HLDGS INC099406100COM6,939$1,054,728dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT19,745$1,052,236dollars as filed
MasterCard, Inc57636Q104COM1,748$982,405dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM5,382$978,152dollars as filed
SHERWIN WILLIAMS CO824348106COM2,622$900,426dollars as filed
Vanguard S&P 500 ETF922908363COM1,538$873,424dollars as filed
VTI922908769COM2,853$867,228dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock2,882$840,679dollars as filed
Eli Lilly and Company532457108COM1,006$784,451dollars as filed
Lockheed Martin Corporation539830109COM1,628$754,036dollars as filed
INVESCO QQQ TR46090E103COM1,355$747,476dollars as filed
Home Depot, Inc437076102COM2,011$737,146dollars as filed
NVIDIA Corp67066G104COM4,663$736,662dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$728,800dollars as filed
IJH464287507COM11,500$713,208dollars as filed
AXONENTERPRISEINC05464C101STOK860$712,028dollars as filed
EMERSON ELEC CO COM291011104Stock5,309$707,812dollars as filed
Chubb LimitedH1467J104COM2,420$701,135dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM8,377$665,984dollars as filed
iShares TIPS Bond ETF464287176SHS5,623$618,723dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,351$590,941dollars as filed
McDonalds Corporation580135101COM1,934$564,937dollars as filed
S&P Global,Inc.78409V104COM1,067$562,653dollars as filed
AbbVie,Inc.00287Y109COM2,669$495,347dollars as filed
Johnson & Johnson478160104COM3,011$459,896dollars as filed
SPY78462F103SHS744$459,447dollars as filed
EXXON MOBIL CORP30231G102COM4,167$449,175dollars as filed
Honeywell Technologies438516106COM1,881$438,003dollars as filed
Schwab US Mid-Cap ETF808524508SHS15,210$426,640dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock851$425,689dollars as filed
DIREXION SHARES ETF TRUST25459Y207NASDAQ 100 EQ WT4,314$424,144dollars as filed
Raytheon Technologies Corporation75513E101COM2,900$423,405dollars as filed
PepsiCo,Inc.713448108COM3,103$409,767dollars as filed
QXO INC COM NEW82846H405Stock18,960$408,398dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,925$393,976dollars as filed
AIR PRODS & CHEMS INC009158106COM1,371$386,759dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK10,831$374,419dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,584$358,760dollars as filed
Waste Management, Inc.94106L109COM1,555$355,815dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,385$342,391dollars as filed
Procter & Gamble Co742718109COM2,059$328,050dollars as filed
Amgen Inc.031162100COM1,174$327,679dollars as filed
Schwab US TIPS ETF808524870SHS12,116$323,263dollars as filed
VGT92204A702SHS485$321,691dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock1,313$318,862dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,085$303,668dollars as filed
Automatic Data Processing,Inc.053015103COM965$297,458dollars as filed
Tesla Motors, Inc88160R101COM917$291,294dollars as filed
Duke Energy Corporation26441C204COM2,369$279,550dollars as filed
Abbott Laboratories002824100COM2,006$272,773dollars as filed
IShares Bitcoin Trust Registered46438F101SHS4,440$271,772dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,035$265,053dollars as filed
Caterpillar Inc.149123101COM673$261,430dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF8,610$253,382dollars as filed
Philip Morris International Inc.718172109COM1,313$239,170dollars as filed
Dimensional US Small Cap ETF25434V500COM3,719$236,936dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock848$226,979dollars as filed
Chevron Corporation166764100COM1,571$225,012dollars as filed
Linde plcG54950103COM478$224,262dollars as filed
FACTSET RESH SYS INC COM303075105Stock494$220,956dollars as filed
Merck & Co.,Inc.58933Y105COM2,785$220,456dollars as filed
CINTAS CORP COM172908105Stock974$217,075dollars as filed
ESCO TECHNOLOGIES INC296315104COM1,100$211,057dollars as filed
Analog Devices,Inc.032654105COM850$202,317dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001910210-25-000004this filing2025-07-21acceptance time not in the bulk data set