TILIA FIDUCIARY PARTNERS, INC.
CIK: 0001910210SEC EDGAR →
Portfolio Value
$181.2M
Holdings
115
As of
Q4 2025
New Positions
6
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 123,707 | $11.3M | 6.24% |
| 2 | APPLE INC | 30,127 | $8.2M | 4.52% |
| 3 | GOOGLE INC | 20,749 | $6.5M | 3.58% |
| 4 | MICROSOFT | 12,667 | $6.1M | 3.38% |
| 5 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 8,824 | $4.4M | 2.45% |
| 6 | MCKESSON CORP | 5,106 | $4.2M | 2.31% |
| 7 | VISA INC | 11,909 | $4.2M | 2.31% |
| 8 | ADVANCED MICRO DEVICES INC COM | 19,355 | $4.1M | 2.29% |
| 9 | KLA-TENCOR CORP | 3,348 | $4.1M | 2.25% |
| 10 | WALMART INC COM | 36,185 | $4.0M | 2.23% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $49.6M | 27.4% |
| Technology | 15 | $38.7M | 21.4% |
| Industrials | 24 | $25.3M | 14.0% |
| Healthcare | 10 | $18.1M | 10.0% |
| Consumer Cyclical | 11 | $17.2M | 9.5% |
| Communication Services | 4 | $10.8M | 6.0% |
| Consumer Defensive | 5 | $8.0M | 4.4% |
| Unknown | 4 | $6.2M | 3.4% |
| Energy | 2 | $3.3M | 1.8% |
| Utilities | 2 | $2.9M | 1.6% |
| Basic Materials | 2 | $858K | 0.5% |