TILIA FIDUCIARY PARTNERS, INC.

13F filer, CIK 1910210, WILMINGTON, NC

TILIA FIDUCIARY PARTNERS, INC. reported $146,583,378 across 106 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-10. Its ten largest share positions make up 29.21% of the portfolio.

Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001910210-25-000001

Period: 2024-12-31
Reported value: $147M
Holdings: 106
Top 10 weight: 29.21%
New: 7
Sold out: 5

Largest buys vs the previous quarter

Security	Shares change	Approx. value
TSCOadded	+39,293	$2.08M
PANWadded	+6,640	$1.21M
SCHXadded	+38,524	$893K
VTInew	+2,602	$754K
BILnew	+5,542	$507K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LINexited	-497	-$237K
SBUXexited	-2,422	-$236K
IVVexited	-361	-$208K
MRKexited	-1,780	-$202K
KOexited	-2,802	-$201K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001910210-25-000001, largest first. % of portfolio is the value over $146,583,383, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	32,558	$8.15M	5.56%	-258	Timeline
MSFTMICROSOFT CORP	12,505	$5.27M	3.6%	+146	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	10,384	$4.71M	3.21%	-428	Timeline
GOOGLALPHABET INC	22,346	$4.23M	2.89%	+612	Timeline
VIGIVANGUARD WHITEHALL FDS	47,816	$3.82M	2.61%	+3,640	Timeline
VVISA INC	11,639	$3.68M	2.51%	+393	Timeline
LULULULULEMON ATHLETICA INC	9,373	$3.58M	2.45%	+317	Timeline
WMTWALMART INC	38,915	$3.52M	2.4%	-369	Timeline
MCKMCKESSON CORP	5,202	$2.96M	2.02%	+313	Timeline
AJGGALLAGHER ARTHUR J & CO	10,169	$2.89M	1.97%	+372	Timeline
LIILENNOX INTL INC	4,628	$2.82M	1.92%	+30	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,070	$2.81M	1.92%	-145	Timeline
MARMARRIOTT INTL INC NEW	9,760	$2.72M	1.86%	+269	Timeline
BAHBOOZ ALLEN HAMILTON HLDG COR	21,017	$2.7M	1.85%	+690	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	11,902	$2.69M	1.84%	+186	Timeline
CSLCARLISLE COS INC	7,211	$2.66M	1.81%	+254	Timeline
LOWLOWES COS INC	10,630	$2.62M	1.79%	+294	Timeline
TSCOTRACTOR SUPPLY CO	48,688	$2.58M	1.76%	+39,293	Timeline
SYKSTRYKER CORPORATION	7,075	$2.55M	1.74%	+243	Timeline
AMZNAMAZON COM INC	11,421	$2.51M	1.71%	+285	Timeline
KMXCARMAX INC	28,691	$2.35M	1.6%	+60	Timeline
PANWPALO ALTO NETWORKS INC	12,871	$2.34M	1.6%	+6,640	Timeline
UNPUNION PAC CORP	9,991	$2.28M	1.55%	-164	Timeline
AMDADVANCED MICRO DEVICES INC	18,780	$2.27M	1.55%	+731	Timeline
HCAHCA HEALTHCARE INC	7,530	$2.26M	1.54%	+265	Timeline
FCNFTI CONSULTING INC	11,053	$2.11M	1.44%	+552	Timeline
CPCANADIAN PACIFIC KANSAS CITY	29,176	$2.11M	1.44%	+1,703	Timeline
WSMWILLIAMS SONOMA INC	11,278	$2.09M	1.42%	-297	Timeline
METAMETA PLATFORMS INC	3,380	$1.98M	1.35%	-31	Timeline
IGSBISHARES TR	37,745	$1.95M	1.33%	+772	Timeline
INTUINTUIT	3,075	$1.93M	1.32%	+59	Timeline
UNHUNITEDHEALTH GROUP INC	3,786	$1.92M	1.31%	+136	Timeline
VLOVALERO ENERGY CORP	15,553	$1.91M	1.3%	+1,000	Timeline
JPMJPMORGAN CHASE & CO	7,893	$1.89M	1.29%	-83	Timeline
TNETTRINET GROUP INC	20,768	$1.89M	1.29%	+548	Timeline
PTCPTC INC	10,180	$1.87M	1.28%	+503	Timeline
DOVDOVER CORP	9,778	$1.83M	1.25%	+344	Timeline
ICFIICF INTL INC	14,086	$1.68M	1.15%	-89	Timeline
PHPARKER-HANNIFIN CORP	2,521	$1.6M	1.09%	+18	Timeline
BOOTBOOT BARN HLDGS INC	9,798	$1.49M	1.01%	+167	Timeline
IJRISHARES TR	12,335	$1.42M	0.97%	-305	Timeline
VCITVANGUARD SCOTTSDALE FDS	17,621	$1.41M	0.96%	+1,608	Timeline
SCHXSCHWAB STRATEGIC TR	57,931	$1.34M	0.92%	+38,524	Timeline
GOOGALPHABET INC	6,726	$1.28M	0.87%	-156	Timeline
SPMDSPDR SERIES TRUST	22,893	$1.25M	0.85%	+2,917	Timeline
LECOLINCOLN ELEC HLDGS INC	5,515	$1.03M	0.71%	0	Timeline
SHWSHERWIN WILLIAMS CO	2,917	$992K	0.68%	-41	Timeline
RSPINVESCO EXCHANGE TRADED FD T	5,483	$961K	0.66%	-182	Timeline
MAMASTERCARD INCORPORATED	1,767	$931K	0.63%	-39	Timeline
LMTLOCKHEED MARTIN CORP	1,771	$861K	0.59%	+33	Timeline
IGIBISHARES TR	16,682	$859K	0.59%	+929	Timeline
GDGENERAL DYNAMICS CORP	3,211	$846K	0.58%	+183	Timeline
HDHOME DEPOT INC	2,157	$839K	0.57%	-54	Timeline
VOOVANGUARD INDEX FDS	1,547	$834K	0.57%	+326	Timeline
TROWPRICE T ROWE GROUP INC	7,146	$808K	0.55%	-445	Timeline
LLYELI LILLY & CO	1,006	$777K	0.53%	-46	Timeline
VTIPVANGUARD MALVERN FDS	15,624	$757K	0.52%	+2,838	Timeline
VTIVANGUARD INDEX FDS	2,602	$754K	0.51%	new	Timeline
NVDANVIDIA CORPORATION	5,404	$726K	0.5%	-128	Timeline
IJHISHARES TR	11,329	$706K	0.48%	-359	Timeline
TIPISHARES TR	6,420	$684K	0.47%	-256	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	1	$681K	0.46%	0	Timeline
CBCHUBB LIMITED	2,143	$592K	0.4%	+239	Timeline
SPGIS&P GLOBAL INC	1,156	$576K	0.39%	-17	Timeline
MCDMCDONALDS CORP	1,944	$564K	0.38%	+2	Timeline
VCSHVANGUARD SCOTTSDALE FDS	7,147	$558K	0.38%	+1,247	Timeline
AXONAXON ENTERPRISE INC	930	$553K	0.38%	-6	Timeline
QQQINVESCO QQQ TR	1,065	$545K	0.37%	+81	Timeline
BILSPDR SERIES TRUST	5,542	$507K	0.35%	new	Timeline
BILSSPDR SERIES TRUST	5,030	$499K	0.34%	new	Timeline
TTTRANE TECHNOLOGIES PLC	1,342	$496K	0.34%	+2	Timeline
PEPPEPSICO INC	3,247	$494K	0.34%	-158	Timeline
ABBVABBVIE INC	2,643	$470K	0.32%	-27	Timeline
VPUVANGUARD WORLD FD	2,847	$465K	0.32%	+84	Timeline
JNJJOHNSON & JOHNSON	3,155	$456K	0.31%	-75	Timeline
HONHONEYWELL INTL INC	1,944	$439K	0.3%	-18	Timeline
XOMEXXON MOBIL CORP	4,012	$432K	0.29%	-330	Timeline
NOCNORTHROP GRUMMAN CORP	884	$415K	0.28%	-71	Timeline
SCHPSCHWAB STRATEGIC TR	16,029	$414K	0.28%	+7,635	Timeline
SCHMSCHWAB STRATEGIC TR	14,925	$414K	0.28%	+9,979	Timeline
SHVISHARES TR	3,645	$401K	0.27%	0	Timeline
QQQEDIREXION SHARES ETF TRUST	4,416	$396K	0.27%	+139	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,352	$392K	0.27%	+12	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	634	$371K	0.25%	+41	Timeline
SHYISHARES TR	4,516	$370K	0.25%	0	Timeline
PGPROCTER & GAMBLE CO	2,158	$362K	0.25%	-104	Timeline
ITWILLINOIS TOOL WKS INC	1,384	$351K	0.24%	+1	Timeline
RTXRTX CORPORATION	2,950	$341K	0.23%	+1	Timeline
AMGNAMGEN INC	1,246	$325K	0.22%	+2	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,624	$318K	0.22%	-141	Timeline
WMWASTE MGMT INC DEL	1,560	$315K	0.21%	-34	Timeline
VGTVANGUARD WORLD FD	501	$312K	0.21%	-68	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,526	$301K	0.21%	-10	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,020	$299K	0.2%	+1	Timeline
CVXCHEVRON CORPORATION	1,845	$267K	0.18%	-50	Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWAR	1,419	$261K	0.18%	+26	Timeline
CATCATERPILLAR INC	711	$258K	0.18%	0	Timeline
QXOQXO INC	16,181	$257K	0.18%	new	Timeline
DUKDUKE ENERGY CORP NEW	2,361	$254K	0.17%	+4	Timeline
NSCNORFOLK SOUTHN CORP	1,040	$244K	0.17%	+1	Timeline
FDSFACTSET RESH SYS INC	494	$237K	0.16%	0	Timeline
ABTABBOTT LABORATORIES	1,965	$222K	0.15%	-83	Timeline
TSLATESLA INC	543	$219K	0.15%	new	Timeline
VOVANGUARD INDEX FDS	821	$217K	0.15%	new	Timeline
DFASDIMENSIONAL ETF TRUST	3,252	$212K	0.14%	new	Timeline
TRVTRAVELERS COMPANIES INC	838	$202K	0.14%	-23	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LINLINDE PLC	497	$237K	shares
SBUXSTARBUCKS CORP	2,422	$236K	shares
IVVISHARES TR	361	$208K	shares
MRKMERCK & CO INC	1,780	$202K	shares
KOCOCA COLA CO	2,802	$201K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001910210-25-000001	base		2025-01-10	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC