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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.15B
$1.05 Million 0.66% of portfolio
6,939
Q2 2025 Reduced 0.97%
$0
$1.05 Million 0.66% of portfolio
19,745
Q2 2025 Added 15.45%
$0
$978,000 0.61% of portfolio
5,382
Q2 2025 Reduced 0.98%
$548B
$982,000 0.61% of portfolio
1,748
Q2 2025 Added 0.52%
$92.8B
$900,000 0.56% of portfolio
2,622
Q2 2025 Reduced 0.27%
$0
$873,000 0.54% of portfolio
1,538
Q2 2025 Reduced 0.26%
$0
$867,000 0.54% of portfolio
2,853
Q2 2025 Added 3.37%
$86.2B
$840,000 0.52% of portfolio
2,882
Q2 2025 Reduced 0.72%
$608B
$784,000 0.49% of portfolio
1,006
Q4 2024 Reduced 4.37%
$113B
$753,000 0.47% of portfolio
1,628
Q2 2025 Reduced 0.31%
$0
$747,000 0.47% of portfolio
1,355
Q2 2025 Reduced 0.44%
$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
$78.6B
$707,000 0.44% of portfolio
5,309
Q2 2025 Reduced 36.13%
$54.9B
$712,000 0.44% of portfolio
860
Q1 2025 Reduced 7.53%
$0
$713,000 0.44% of portfolio
11,500
Q2 2025 Added 0.92%
$0
$665,000 0.41% of portfolio
8,377
Q2 2025 Added 9.1%
$0
$618,000 0.39% of portfolio
5,623
Q2 2025 Reduced 9.26%
$102B
$590,000 0.37% of portfolio
1,351
Q2 2025 Added 2.35%
$222B
$565,000 0.35% of portfolio
1,934
Q2 2025 Added 0.57%
$182B
$562,000 0.35% of portfolio
1,067
Q2 2025 Added 1.14%
$351B
$495,000 0.31% of portfolio
2,669
Q2 2025 Added 1.14%
$0
$459,000 0.29% of portfolio
744
Q2 2025 Added 1.22%
$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%
$0
$426,000 0.27% of portfolio
15,210
Q2 2025 Reduced 0.41%
$89.4B
$425,000 0.27% of portfolio
851
Q2 2025 Added 0.83%
$146B
$438,000 0.27% of portfolio
1,881
Q2 2025 Reduced 0.53%
$0
$424,000 0.26% of portfolio
4,314
Q2 2025 Reduced 0.58%
$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%
$64.2B
$386,000 0.24% of portfolio
1,371
Q2 2025 Added 0.15%
$0
$374,000 0.23% of portfolio
10,831
Q2 2025 Added 67.07%
$95.6B
$355,000 0.22% of portfolio
1,555
Q1 2025 Reduced 0.32%
$1.27T
$358,000 0.22% of portfolio
1,584
Q2 2025 Added 1.93%
$0
$350,000 0.22% of portfolio
1,925
Q2 2025 Added 5.08%
$80B
$342,000 0.21% of portfolio
1,385
Q2 2025 Added 0.07%
$0
$321,000 0.2% of portfolio
485
Q1 2025 Reduced 3.19%
$0
$323,000 0.2% of portfolio
12,116
Q2 2025 Reduced 9.46%
$368B
$328,000 0.2% of portfolio
2,059
Q2 2025 Added 0.05%
$38.7B
$318,000 0.2% of portfolio
1,313
Q2 2025 Reduced 4.3%
$152B
$327,000 0.2% of portfolio
1,174
Q2 2025 Added 0.26%
$0
$303,000 0.19% of portfolio
1,085
Q2 2025 Added 7.85%
$124B
$297,000 0.19% of portfolio
965
Q2 2025 Added 0.1%
$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%
$95.8B
$279,000 0.17% of portfolio
2,369
Q2 2025 Added 0.17%
$218B
$261,000 0.16% of portfolio
673
Q1 2025 Reduced 5.34%

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
Track This Portfolio

Track Tilia Fiduciary Partners, Inc. Portfolio

Follow Tilia Fiduciary Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tilia Fiduciary Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tilia Fiduciary Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email