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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 2026-03-31, filed 2026-04-09, with 115 holding rows worth $181,990,637.

Accession
0001910210-26-000002
Filer
CIK 1910210
Filed
2026-04-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 115 entries on the cover page, a total value of $181,990,637 stated on the cover page (in dollars after the unit check, H1), rows summing to $181,990,638 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 ETF921946810SHS125,318$11,085,657dollars as filed
Apple Inc037833100COM30,233$7,672,748dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM20,247$5,822,313dollars as filed
Microsoft Corp594918104COM13,519$5,004,372dollars as filed
KLA CORP482480100COM3,358$4,944,573dollars as filed
Walmart Inc.931142103COM36,701$4,561,252dollars as filed
VALERO ENERGY CORP COM91913Y100Stock18,341$4,531,587dollars as filed
MCKESSON CORP COM58155Q103Stock5,171$4,474,813dollars as filed
Berkshire Hathaway Inc084670702COM8,813$4,223,190dollars as filed
Advanced Micro Devices,Inc.007903107COM19,303$3,926,809dollars as filed
Visa Inc92826C839COM12,369$3,738,286dollars as filed
HCA Healthcare Inc40412C101COM7,801$3,691,840dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock11,024$3,605,718dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS56,297$3,333,888dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS43,411$3,260,141dollars as filed
NextEra Energy,Inc.65339F101COM34,918$3,243,209dollars as filed
EMCOR GROUP INC COM29084Q100Stock4,252$3,139,522dollars as filed
Gilead Sciences,Inc.375558103COM20,509$2,858,373dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock28,679$2,822,587dollars as filed
Lowes Companies,Inc.548661107COM11,814$2,791,364dollars as filed
CARLISLE COS INC COM142339100Stock8,354$2,787,168dollars as filed
FTI CONSULTING INC302941109COM14,601$2,581,019dollars as filed
Stryker Corporation863667101COM7,846$2,578,189dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock11,745$2,543,763dollars as filed
Thermo Fisher Scientific Inc.883556102COM5,112$2,512,514dollars as filed
TRACTOR SUPPLY CO COM892356106Stock54,989$2,491,003dollars as filed
Eaton Corp. PlcG29183103COM6,820$2,439,309dollars as filed
LENNOX INTL INC COM526107107Stock4,965$2,304,356dollars as filed
American Express Company025816109COM7,562$2,287,327dollars as filed
Vanguard S&P 500 ETF922908363COM3,783$2,260,651dollars as filed
Amazon.com, Inc023135106COM10,736$2,235,987dollars as filed
COPART INC COM217204106Stock66,822$2,218,490dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock28,420$2,217,591dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock13,232$2,149,941dollars as filed
International Business Machines Corporation459200101COM8,451$2,048,447dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF38,771$2,037,786dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock8,480$1,957,902dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM6,575$1,886,202dollars as filed
UnitedHealth Group Inc91324P102COM6,744$1,824,912dollars as filed
PTC INC COM69370C100Stock12,768$1,819,312dollars as filed
VANGUARD MALVERN FDS922020805SHS35,513$1,773,873dollars as filed
Intuit Inc.461202103COM4,036$1,745,289dollars as filed
JPMorgan Chase & Co46625H100COM5,833$1,715,982dollars as filed
LULULEMON ATHLETICA INC550021109COM11,138$1,705,228dollars as filed
META PLATFORMS INC CL A30303M102COM2,971$1,699,864dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock1,659$1,485,234dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS54,981$1,409,705dollars as filed
LINCOLN ELEC HLDGS INC533900106COM5,515$1,373,676dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS10,741$1,335,262dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS15,604$1,291,203dollars as filed
WILLIAMS SONOMA INC COM969904101Stock6,440$1,174,222dollars as filed
Costco Wholesale Corporation22160K105COM1,084$1,080,283dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT19,801$1,053,824dollars as filed
SPDR SERIES TRUST78464A375ST INTER BD ETF28,460$954,545dollars as filed
Eli Lilly and Company532457108COM1,009$927,741dollars as filed
VTI922908769COM2,795$896,584dollars as filed
INVESCO QQQ TR46090E103COM1,520$877,117dollars as filed
NVIDIA Corp67066G104COM4,685$817,081dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM4,247$815,007dollars as filed
MasterCard, Inc57636Q104COM1,592$795,299dollars as filed
DOVER CORP COM260003108Stock3,717$774,855dollars as filed
Lockheed Martin Corporation539830109COM1,264$764,191dollars as filed
BOOT BARN HLDGS INC099406100COM5,192$759,901dollars as filed
Johnson & Johnson478160104COM3,007$735,142dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$718,140dollars as filed
IJH464287507COM10,622$717,333dollars as filed
Home Depot, Inc437076102COM2,025$665,967dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock1,881$645,497dollars as filed
EXXON MOBIL CORP30231G102COM3,796$644,088dollars as filed
EMERSON ELEC CO COM291011104Stock4,710$617,080dollars as filed
SPY78462F103SHS918$597,206dollars as filed
SHERWIN WILLIAMS CO824348106COM1,812$580,883dollars as filed
Chubb LimitedH1467J104COM1,704$555,430dollars as filed
Raytheon Technologies Corporation75513E101COM2,776$535,462dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM6,667$528,470dollars as filed
AbbVie,Inc.00287Y109COM2,430$528,415dollars as filed
iShares TIPS Bond ETF464287176SHS4,551$502,218dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,322$499,453dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,464$494,759dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK12,393$482,812dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF15,280$459,476dollars as filed
McDonalds Corporation580135101COM1,438$446,932dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,552$445,577dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,029$428,825dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock627$427,550dollars as filed
Honeywell Technologies438516106COM1,773$400,705dollars as filed
Schwab US Mid-Cap ETF808524508SHS12,647$391,548dollars as filed
Waste Management, Inc.94106L109COM1,628$374,098dollars as filed
S&P Global,Inc.78409V104COM841$357,775dollars as filed
Amgen Inc.031162100COM1,004$353,167dollars as filed
VGT92204A702SHS485$338,394dollars as filed
DIREXION SHARES ETF TRUST25459Y207NASDAQ 100 EQ WT3,346$329,715dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS6,766$326,931dollars as filed
Caterpillar Inc.149123101COM455$322,649dollars as filed
QXO INC COM NEW82846H405Stock16,237$315,323dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,197$311,690dollars as filed
ESCO TECHNOLOGIES INC296315104COM1,100$309,507dollars as filed
Tesla Motors, Inc88160R101COM784$291,452dollars as filed
AIR PRODS & CHEMS INC009158106COM964$279,937dollars as filed
Duke Energy Corporation26441C204COM2,126$278,379dollars as filed
Philip Morris International Inc.718172109COM1,648$272,415dollars as filed
Chevron Corporation166764100COM1,240$256,611dollars as filed
AXONENTERPRISEINC05464C101STOK604$256,513dollars as filed
Vanguard Small-Cap ETF922908751SHS952$249,262dollars as filed
Procter & Gamble Co742718109COM1,720$248,405dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock856$245,582dollars as filed
Oracle Corporation68389X105COM1,656$243,614dollars as filed
Schwab US TIPS ETF808524870SHS8,976$238,842dollars as filed
Analog Devices,Inc.032654105COM743$236,378dollars as filed
PepsiCo,Inc.713448108COM1,515$235,291dollars as filed
Linde plcG54950103COM467$231,514dollars as filed
TJX Companies Inc872540109COM1,445$230,740dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF6,479$227,036dollars as filed
QUANTA SVCS INC74762E102COM410$225,098dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock1,090$215,275dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001910210-26-000002this filing2026-04-09acceptance time not in the bulk data set