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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 2025-09-30, filed 2025-10-10, with 114 holding rows worth $172,894,506.

Accession
0001910210-25-000005
Filer
CIK 1910210
Filed
2025-10-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 114 entries on the cover page, a total value of $172,894,506 stated on the cover page (in dollars after the unit check, H1), rows summing to $172,894,506 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
Vanguard International Dividend Appreciation ETF921946810SHS105,622$9,460,588dollars as filed
Apple Inc037833100COM29,872$7,606,409dollars as filed
Microsoft Corp594918104COM12,590$6,521,018dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM20,882$5,076,410dollars as filed
Berkshire Hathaway Inc084670702COM8,748$4,397,970dollars as filed
Visa Inc92826C839COM11,684$3,988,767dollars as filed
MCKESSON CORP COM58155Q103Stock5,068$3,915,298dollars as filed
Walmart Inc.931142103COM36,383$3,749,656dollars as filed
Oracle Corporation68389X105COM13,280$3,734,978dollars as filed
KLA CORP482480100COM3,319$3,579,375dollars as filed
HCA Healthcare Inc40412C101COM7,623$3,248,948dollars as filed
Advanced Micro Devices,Inc.007903107COM20,009$3,237,256dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock10,392$3,218,721dollars as filed
VALERO ENERGY CORP COM91913Y100Stock17,503$2,980,118dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock11,893$2,832,517dollars as filed
TRACTOR SUPPLY CO COM892356106Stock49,771$2,830,468dollars as filed
Lowes Companies,Inc.548661107COM11,029$2,771,704dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock10,452$2,722,017dollars as filed
Stryker Corporation863667101COM7,241$2,676,653dollars as filed
EMCOR GROUP INC COM29084Q100Stock4,033$2,619,434dollars as filed
PALO ALTO NETWORKS INC697435105COM12,751$2,596,359dollars as filed
CARLISLE COS INC COM142339100Stock7,533$2,478,014dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock26,289$2,451,449dollars as filed
LENNOX INTL INC COM526107107Stock4,554$2,410,691dollars as filed
NextEra Energy,Inc.65339F101COM31,819$2,401,994dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock23,950$2,393,820dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock31,907$2,376,752dollars as filed
Amazon.com, Inc023135106COM10,663$2,341,275dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS40,520$2,317,339dollars as filed
Intuit Inc.461202103COM3,351$2,288,206dollars as filed
American Express Company025816109COM6,873$2,282,836dollars as filed
Thermo Fisher Scientific Inc.883556102COM4,685$2,272,290dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF42,801$2,269,742dollars as filed
META PLATFORMS INC CL A30303M102COM3,070$2,254,855dollars as filed
Eaton Corp. PlcG29183103COM5,966$2,232,776dollars as filed
PTC INC COM69370C100Stock10,835$2,199,722dollars as filed
International Business Machines Corporation459200101COM7,488$2,112,680dollars as filed
FTI CONSULTING INC302941109COM13,039$2,107,754dollars as filed
UnitedHealth Group Inc91324P102COM5,663$1,955,396dollars as filed
JPMorgan Chase & Co46625H100COM6,115$1,928,908dollars as filed
LULULEMON ATHLETICA INC550021109COM10,413$1,852,785dollars as filed
Vanguard S&P 500 ETF922908363COM2,808$1,719,763dollars as filed
VANGUARD MALVERN FDS922020805SHS32,440$1,642,438dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM6,635$1,615,948dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS56,582$1,490,382dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS17,428$1,465,834dollars as filed
WILLIAMS SONOMA INC COM969904101Stock7,369$1,440,358dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock1,882$1,426,809dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS11,209$1,331,929dollars as filed
LINCOLN ELEC HLDGS INC533900106COM5,515$1,300,602dollars as filed
Costco Wholesale Corporation22160K105COM1,299$1,202,496dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT20,512$1,109,468dollars as filed
MasterCard, Inc57636Q104COM1,651$939,197dollars as filed
BOOT BARN HLDGS INC099406100COM5,523$915,272dollars as filed
VTI922908769COM2,758$905,252dollars as filed
NVIDIA Corp67066G104COM4,669$871,116dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM4,321$819,776dollars as filed
Home Depot, Inc437076102COM2,015$816,436dollars as filed
INVESCO QQQ TR46090E103COM1,327$796,930dollars as filed
Eli Lilly and Company532457108COM1,001$764,104dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$754,200dollars as filed
SHERWIN WILLIAMS CO824348106COM2,166$750,159dollars as filed
IJH464287507COM11,433$746,099dollars as filed
DOVER CORP COM260003108Stock4,313$719,545dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock2,053$700,239dollars as filed
Lockheed Martin Corporation539830109COM1,327$662,701dollars as filed
EMERSON ELEC CO COM291011104Stock4,914$644,627dollars as filed
AbbVie,Inc.00287Y109COM2,489$576,212dollars as filed
iShares TIPS Bond ETF464287176SHS5,122$569,705dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM7,022$561,282dollars as filed
Johnson & Johnson478160104COM2,992$554,737dollars as filed
Chubb LimitedH1467J104COM1,822$514,340dollars as filed
AXONENTERPRISEINC05464C101STOK693$497,325dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK13,060$474,723dollars as filed
McDonalds Corporation580135101COM1,528$464,440dollars as filed
Raytheon Technologies Corporation75513E101COM2,775$464,355dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,070$451,497dollars as filed
S&P Global,Inc.78409V104COM897$436,436dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,523$425,359dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS5,830$416,070dollars as filed
SPDR SERIES TRUST78464A375ST INTER BD ETF12,069$409,016dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock671$408,788dollars as filed
SPY78462F103SHS601$400,081dollars as filed
Schwab US Mid-Cap ETF808524508SHS13,094$388,115dollars as filed
DIREXION SHARES ETF TRUST25459Y207NASDAQ 100 EQ WT3,747$380,722dollars as filed
Honeywell Technologies438516106COM1,792$377,136dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,735$374,383dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,245$365,815dollars as filed
VGT92204A702SHS485$362,116dollars as filed
Waste Management, Inc.94106L109COM1,546$341,403dollars as filed
EXXON MOBIL CORP30231G102COM3,026$341,158dollars as filed
QXO INC COM NEW82846H405Stock17,840$340,030dollars as filed
PepsiCo,Inc.713448108COM2,362$331,725dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,225$319,554dollars as filed
Amgen Inc.031162100COM1,113$314,007dollars as filed
AIR PRODS & CHEMS INC009158106COM1,112$303,213dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock997$299,554dollars as filed
IShares Bitcoin Trust Registered46438F101SHS4,544$295,360dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock1,140$294,530dollars as filed
Duke Energy Corporation26441C204COM2,297$284,271dollars as filed
Procter & Gamble Co742718109COM1,823$280,148dollars as filed
Schwab US TIPS ETF808524870SHS9,998$269,436dollars as filed
Automatic Data Processing,Inc.053015103COM915$268,457dollars as filed
Tesla Motors, Inc88160R101COM577$256,603dollars as filed
Abbott Laboratories002824100COM1,901$254,597dollars as filed
Caterpillar Inc.149123101COM499$238,300dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF7,405$235,776dollars as filed
ESCO TECHNOLOGIES INC296315104COM1,100$232,221dollars as filed
Linde plcG54950103COM474$225,144dollars as filed
Broadcom Inc.11135F101COM655$216,100dollars as filed
Philip Morris International Inc.718172109COM1,315$213,347dollars as filed
Vanguard Small-Cap ETF922908751SHS834$212,065dollars as filed
ISHARES TR464289438RUS TP200 GR ETF749$204,964dollars as filed
TJX Companies Inc872540109COM1,413$204,262dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001910210-25-000005this filing2025-10-10acceptance time not in the bulk data set