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
$416B
$736,000 0.46% of portfolio
4,663
Q2 2025 Reduced 14.66%
$429B
$728,000 0.45% of portfolio
1
Q3 2024 New
$85.3B
$707,000 0.44% of portfolio
5,309
Q2 2025 Reduced 36.13%
$51.2B
$712,000 0.44% of portfolio
860
Q1 2025 Reduced 7.53%
$116B
$701,000 0.44% of portfolio
2,420
Q2 2025 Added 13.88%
$104B
$590,000 0.37% of portfolio
1,351
Q2 2025 Added 2.35%
$220B
$565,000 0.35% of portfolio
1,934
Q2 2025 Added 0.57%
$169B
$562,000 0.35% of portfolio
1,067
Q2 2025 Added 1.14%
$331B
$495,000 0.31% of portfolio
2,669
Q2 2025 Added 1.14%
$439B
$459,000 0.29% of portfolio
3,011
Q2 2025 Reduced 1.34%
$452B
$449,000 0.28% of portfolio
4,167
Q2 2025 Added 1.29%
$86.8B
$425,000 0.27% of portfolio
851
Q2 2025 Added 0.83%
$159B
$438,000 0.27% of portfolio
1,881
Q2 2025 Reduced 0.53%
$219B
$423,000 0.26% of portfolio
2,900
Q2 2025 Added 0.03%
$201B
$409,000 0.26% of portfolio
3,103
Q2 2025 Reduced 2.57%
$66.1B
$386,000 0.24% of portfolio
1,371
Q2 2025 Added 0.15%
$1.22T
$358,000 0.22% of portfolio
1,584
Q2 2025 Added 1.93%
$79.9B
$342,000 0.21% of portfolio
1,385
Q2 2025 Added 0.07%
$375B
$328,000 0.2% of portfolio
2,059
Q2 2025 Added 0.05%
$38.5B
$318,000 0.2% of portfolio
1,313
Q2 2025 Reduced 4.3%
$164B
$327,000 0.2% of portfolio
1,174
Q2 2025 Added 0.26%
$126B
$297,000 0.19% of portfolio
965
Q2 2025 Added 0.1%
$1.05T
$291,000 0.18% of portfolio
917
Q2 2025 New
$220B
$272,000 0.17% of portfolio
2,006
Q2 2025 Added 2.45%
$93B
$279,000 0.17% of portfolio
2,369
Q2 2025 Added 0.17%
$220B
$261,000 0.16% of portfolio
673
Q1 2025 Reduced 5.34%
$64.9B
$264,000 0.16% of portfolio
1,035
Q2 2025 Reduced 0.58%
$256B
$239,000 0.15% of portfolio
1,313
Q2 2025 Added 3.22%
$62.5B
$226,000 0.14% of portfolio
848
Q2 2025 Added 0.12%
$15.9B
$220,000 0.14% of portfolio
494
Q1 2024 Added 1.23%
$207B
$220,000 0.14% of portfolio
2,785
Q2 2025 Added 0.25%
$294B
$224,000 0.14% of portfolio
1,571
Q2 2025 Reduced 14.94%
$22.3B
$217,000 0.14% of portfolio
974
Q2 2025 New
$4.88B
$211,000 0.13% of portfolio
1,100
Q2 2025 New
$121B
$202,000 0.13% of portfolio
850
Q2 2025 New

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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