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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$6.6 Million 4.12% of portfolio
32,155
Q2 2025 Reduced 3.95%
$3.95T
$6.54 Million 4.08% of portfolio
13,152
Q2 2025 Added 1.32%
$621B
$4.56 Million 2.84% of portfolio
9,381
Q2 2025 Reduced 3.15%
$551B
$4.19 Million 2.62% of portfolio
11,811
Q2 2025 Added 0.5%
$1.21T
$4 Million 2.49% of portfolio
22,682
Q2 2025 Added 1.06%
$281B
$3.82 Million 2.38% of portfolio
39,027
Q2 2025 Added 1.06%
$282B
$3 Million 1.87% of portfolio
21,166
Q2 2025 Added 3.42%
$684B
$2.95 Million 1.84% of portfolio
13,501
Q2 2025 Added 7.47%
$201B
$2.59 Million 1.62% of portfolio
3,289
Q2 2025 Added 1.29%
$2.26T
$2.43 Million 1.52% of portfolio
11,082
Q2 2025 Reduced 1.25%
$1.78T
$2.42 Million 1.51% of portfolio
3,275
Q2 2025 Reduced 2.15%
$227B
$2.19 Million 1.36% of portfolio
6,852
Q2 2025 Added 6.46%
$210B
$2.1 Million 1.31% of portfolio
7,125
Q2 2025 Added 4.4%
$859B
$1.95 Million 1.22% of portfolio
6,735
Q2 2025 Reduced 1.75%
$439B
$1.6 Million 1.0% of portfolio
1,615
Q2 2025 Reduced 2.36%
$1.24T
$1.21 Million 0.75% of portfolio
6,808
Q2 2025 Reduced 0.32%
$548B
$982,000 0.61% of portfolio
1,748
Q2 2025 Added 0.52%
$608B
$784,000 0.49% of portfolio
1,006
Q4 2024 Reduced 4.37%
$405B
$737,000 0.46% of portfolio
2,011
Q2 2025 Added 1.57%
$456B
$736,000 0.46% of portfolio
4,663
Q2 2025 Reduced 14.66%
$423B
$728,000 0.45% of portfolio
1
Q3 2024 New
$222B
$565,000 0.35% of portfolio
1,934
Q2 2025 Added 0.57%
$351B
$495,000 0.31% of portfolio
2,669
Q2 2025 Added 1.14%
$452B
$459,000 0.29% of portfolio
3,011
Q2 2025 Reduced 1.34%
$442B
$449,000 0.28% of portfolio
4,167
Q2 2025 Added 1.29%
$229B
$423,000 0.26% of portfolio
2,900
Q2 2025 Added 0.03%
$202B
$409,000 0.26% of portfolio
3,103
Q2 2025 Reduced 2.57%
$1.27T
$358,000 0.22% of portfolio
1,584
Q2 2025 Added 1.93%
$368B
$328,000 0.2% of portfolio
2,059
Q2 2025 Added 0.05%
$1.08T
$291,000 0.18% of portfolio
917
Q2 2025 New
$229B
$272,000 0.17% of portfolio
2,006
Q2 2025 Added 2.45%
$218B
$261,000 0.16% of portfolio
673
Q1 2025 Reduced 5.34%
$261B
$239,000 0.15% of portfolio
1,313
Q2 2025 Added 3.22%
$203B
$220,000 0.14% of portfolio
2,785
Q2 2025 Added 0.25%
$302B
$224,000 0.14% of portfolio
1,571
Q2 2025 Reduced 14.94%

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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