Tilia Fiduciary Partners, Inc. Portfolio Holdings

Tilia Fiduciary Partners, Inc.

  • $170 Million
  • Q3 2025

Tilia Fiduciary Partners, Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds Intl Di with a value of $9.46M, Apple Inc. with a value of $7.61M, Microsoft Corp with a value of $6.52M, Alphabet Inc. with a value of $5.08M, and Berkshire Hathaway Inc Class B with a value of $4.4M.

Examining the 13F form we can see an increase of $9.3M in the current position value, from $160M to 170M.

Below you can find more details about Tilia Fiduciary Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
Technology: $38.4 Million
ETFs: $31.6 Million
Industrials: $23.4 Million
Financial Services: $18.5 Million
Consumer Cyclical: $16.6 Million
Healthcare: $16.5 Million
Communication Services: $9.24 Million
Consumer Defensive: $8.23 Million
Other: $7.06 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.46 Million 5.58% of portfolio
105,622
Q3 2025 Added 101.8%
$4.35T
$7.61 Million 4.49% of portfolio
29,872
Q3 2025 Reduced 7.1%
$3.86T
$6.52 Million 3.85% of portfolio
12,590
Q3 2025 Reduced 4.27%
$1.68T
$5.08 Million 2.99% of portfolio
20,882
Q3 2025 Reduced 7.94%
$621B
$4.4 Million 2.59% of portfolio
8,748
Q3 2025 Reduced 6.75%
$557B
$3.99 Million 2.35% of portfolio
11,684
Q3 2025 Reduced 1.08%
$117B
$3.92 Million 2.31% of portfolio
5,068
Q3 2025 Reduced 4.5%
$275B
$3.75 Million 2.21% of portfolio
36,383
Q3 2025 Reduced 6.77%
$708B
$3.73 Million 2.2% of portfolio
13,280
Q3 2025 Reduced 1.64%
$171B
$3.58 Million 2.11% of portfolio
3,319
Q3 2025 Reduced 3.07%
$132B
$3.25 Million 1.92% of portfolio
7,623
Q3 2025 Reduced 2.67%
$413B
$3.24 Million 1.91% of portfolio
20,009
Q3 2025 Reduced 5.47%
$52.5B
$3.22 Million 1.9% of portfolio
10,392
Q3 2025 Added 1.75%
$65.4B
$2.98 Million 1.76% of portfolio
17,503
Q3 2025 Reduced 1.42%
$34B
$2.83 Million 1.67% of portfolio
11,893
Q3 2025 Reduced 1.52%
$6.01B
$2.83 Million 1.67% of portfolio
49,771
Q3 2025 Reduced 3.32%
$84.6B
$2.72 Million 1.61% of portfolio
10,452
Q3 2025 Added 2.02%
$135B
$2.68 Million 1.58% of portfolio
7,241
Q3 2025 Reduced 0.34%
$32.2B
$2.62 Million 1.54% of portfolio
4,033
Q3 2025 Reduced 6.67%
$65.9B
$2.6 Million 1.53% of portfolio
12,751
Q3 2025 Reduced 2.69%
$16.8B
$2.48 Million 1.46% of portfolio
7,533
Q3 2025 Reduced 2.02%
$11.9B
$2.45 Million 1.45% of portfolio
26,289
Q3 2025 Added 2.99%
$17.9B
$2.41 Million 1.42% of portfolio
4,554
Q3 2025 Reduced 0.2%
$160B
$2.4 Million 1.42% of portfolio
31,819
Q3 2025 Added 3.04%
$11.5B
$2.39 Million 1.41% of portfolio
23,950
Q3 2025 Added 4.1%
$2.49T
$2.34 Million 1.38% of portfolio
10,663
Q3 2025 Reduced 3.78%
$0
$2.32 Million 1.37% of portfolio
40,520
Q3 2025 Added 52.97%
$188B
$2.29 Million 1.35% of portfolio
3,351
Q3 2025 Added 1.89%
$270B
$2.28 Million 1.35% of portfolio
6,873
Q3 2025 Added 0.31%
$0
$2.27 Million 1.34% of portfolio
42,801
Q3 2025 Added 0.11%
$222B
$2.27 Million 1.34% of portfolio
4,685
Q3 2025 Added 3.33%
$1.46T
$2.25 Million 1.33% of portfolio
3,070
Q3 2025 Reduced 6.26%
$152B
$2.23 Million 1.32% of portfolio
5,966
Q3 2025 Added 6.86%
$23.3B
$2.2 Million 1.3% of portfolio
10,835
Q3 2025 Reduced 1.71%
$276B
$2.11 Million 1.25% of portfolio
7,488
Q3 2025 Added 5.09%
$5.68B
$2.11 Million 1.24% of portfolio
13,039
Q3 2025 Added 5.31%
$319B
$1.96 Million 1.15% of portfolio
5,663
Q3 2025 Added 52.11%
$913B
$1.93 Million 1.14% of portfolio
6,115
Q3 2025 Reduced 9.21%
$20.9B
$1.85 Million 1.09% of portfolio
10,413
Q3 2025 Added 12.05%
$0
$1.72 Million 1.01% of portfolio
2,808
Q3 2025 Added 82.57%
$0
$1.64 Million 0.97% of portfolio
32,440
Q3 2025 Added 14.31%
$1.72T
$1.62 Million 0.95% of portfolio
6,635
Q3 2025 Reduced 2.54%
$0
$1.49 Million 0.88% of portfolio
56,582
Q3 2025 Reduced 3.07%
$0
$1.47 Million 0.86% of portfolio
17,428
Q3 2025 Reduced 2.74%
$13B
$1.44 Million 0.85% of portfolio
7,369
Q3 2025 Reduced 25.21%
$99.3B
$1.43 Million 0.84% of portfolio
1,882
Q3 2025 Reduced 16.61%
$0
$1.33 Million 0.79% of portfolio
11,209
Q3 2025 Reduced 4.32%
$13.6B
$1.3 Million 0.77% of portfolio
5,515
Q2 2023 Reduced 0.45%
$403B
$1.2 Million 0.71% of portfolio
1,299
Q3 2025 Reduced 19.57%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $170 Million
  • Prior Value $160 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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