Tilia Fiduciary Partners, Inc. Portfolio Holdings

Tilia Fiduciary Partners, Inc.

  • $160 Million
  • Q2 2025

Tilia Fiduciary Partners, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $160 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.6M, Microsoft Corp with a value of $6.54M, Vanguard Whitehall Fds Intl Di with a value of $4.72M, Berkshire Hathaway Inc Class B with a value of $4.56M, and Visa Inc. with a value of $4.19M.

Examining the 13F form we can see an increase of $13.1M in the current position value, from $147M to 160M.

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

Portfolio value $160 Million
Technology: $35.9 Million
Industrials: $24.7 Million
ETFs: $24 Million
Financial Services: $19.6 Million
Consumer Cyclical: $16.9 Million
Healthcare: $15.3 Million
Consumer Defensive: $9.14 Million
Communication Services: $7.94 Million
Other: $6.77 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$6.6 Million 4.12% of portfolio
32,155
Q2 2025 Reduced 3.95%
$3.77T
$6.54 Million 4.08% of portfolio
13,152
Q2 2025 Added 1.32%
$622B
$4.56 Million 2.84% of portfolio
9,381
Q2 2025 Reduced 3.15%
$575B
$4.19 Million 2.62% of portfolio
11,811
Q2 2025 Added 0.5%
$1.14T
$4 Million 2.49% of portfolio
22,682
Q2 2025 Added 1.06%
$102B
$3.89 Million 2.43% of portfolio
5,307
Q2 2025 Reduced 0.32%
$260B
$3.82 Million 2.38% of portfolio
39,027
Q2 2025 Added 1.06%
$65.7B
$3.27 Million 2.04% of portfolio
10,213
Q2 2025 Added 1.2%
$126B
$3.07 Million 1.91% of portfolio
3,424
Q2 2025 Added 3.63%
$250B
$3 Million 1.87% of portfolio
21,166
Q2 2025 Added 3.42%
$101B
$3 Million 1.87% of portfolio
7,832
Q2 2025 Added 1.14%
$642B
$2.95 Million 1.84% of portfolio
13,501
Q2 2025 Added 7.47%
$37.7B
$2.93 Million 1.83% of portfolio
12,076
Q2 2025 Added 1.24%
$21.7B
$2.87 Million 1.79% of portfolio
7,688
Q2 2025 Added 2.51%
$149B
$2.87 Million 1.79% of portfolio
7,266
Q2 2025 Added 1.09%
$88.6B
$2.8 Million 1.75% of portfolio
10,245
Q2 2025 Added 2.85%
$6.55B
$2.72 Million 1.69% of portfolio
51,481
Q2 2025 Added 2.51%
$58.9B
$2.68 Million 1.67% of portfolio
13,104
Q2 2025 Added 1.75%
$22B
$2.62 Million 1.63% of portfolio
4,563
Q2 2025 Added 1.4%
$216B
$2.59 Million 1.62% of portfolio
3,289
Q2 2025 Added 1.29%
$141B
$2.48 Million 1.55% of portfolio
11,189
Q2 2025 Added 3.17%
$2.32T
$2.43 Million 1.52% of portfolio
11,082
Q2 2025 Reduced 1.25%
$1.58T
$2.42 Million 1.51% of portfolio
3,275
Q2 2025 Reduced 2.15%
$14.8B
$2.4 Million 1.49% of portfolio
23,007
Q2 2025 Added 4.01%
$55.9B
$2.39 Million 1.49% of portfolio
17,756
Q2 2025 Added 6.28%
$26.6B
$2.31 Million 1.44% of portfolio
4,321
Q2 2025 Added 6.8%
$27.4B
$2.21 Million 1.38% of portfolio
9,293
Q2 2025 Added 1.62%
$227B
$2.19 Million 1.36% of portfolio
6,852
Q2 2025 Added 6.46%
$152B
$2.14 Million 1.34% of portfolio
30,881
Q2 2025 Added 7.34%
$253B
$2.1 Million 1.31% of portfolio
7,125
Q2 2025 Added 4.4%
$5.69B
$2 Million 1.25% of portfolio
12,382
Q2 2025 Added 4.92%
$148B
$1.99 Million 1.24% of portfolio
5,583
Q2 2025 Added 9.17%
$855B
$1.95 Million 1.22% of portfolio
6,735
Q2 2025 Reduced 1.75%
$23.8B
$1.9 Million 1.19% of portfolio
11,024
Q2 2025 Added 3.11%
$168B
$1.84 Million 1.15% of portfolio
4,534
Q2 2025 Added 10.08%
$11.9B
$1.61 Million 1.0% of portfolio
9,853
Q2 2025 Reduced 1.98%
$417B
$1.6 Million 1.0% of portfolio
1,615
Q2 2025 Reduced 2.36%
$92.6B
$1.58 Million 0.98% of portfolio
2,257
Q2 2025 Reduced 0.49%
$26.6B
$1.21 Million 0.76% of portfolio
6,620
Q2 2025 Added 4.4%
$1.17T
$1.21 Million 0.75% of portfolio
6,808
Q2 2025 Reduced 0.32%
$267B
$1.16 Million 0.72% of portfolio
3,723
Q2 2025 Reduced 5.82%
$12.9B
$1.14 Million 0.71% of portfolio
5,515
Q2 2023 Reduced 0.45%
$5.23B
$1.05 Million 0.66% of portfolio
6,939
Q2 2025 Reduced 0.97%
$533B
$982,000 0.61% of portfolio
1,748
Q2 2025 Added 0.52%
$88.1B
$900,000 0.56% of portfolio
2,622
Q2 2025 Reduced 0.27%
$81.7B
$840,000 0.52% of portfolio
2,882
Q2 2025 Reduced 0.72%
$738B
$784,000 0.49% of portfolio
1,006
Q4 2024 Reduced 4.37%
$108B
$753,000 0.47% of portfolio
1,628
Q2 2025 Reduced 0.31%
$380B
$737,000 0.46% of portfolio
2,011
Q2 2025 Added 1.57%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $160 Million
  • Prior Value $147 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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