Tilia Fiduciary Partners, Inc. Top Holdings and 13F Report (2025) About Tilia Fiduciary Partners, Inc.Investment ActivityTilia Fiduciary Partners, Inc. has $163.82 million in total holdings as of June 30, 2025.Tilia Fiduciary Partners, Inc. owns shares of 115 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 3.42% of the portfolio was purchased this quarter.About 1.48% of the portfolio was sold this quarter.This quarter, Tilia Fiduciary Partners, Inc. has purchased 113 new stocks and bought additional shares in 70 stocks.Tilia Fiduciary Partners, Inc. sold shares of 31 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $6,597,324Microsoft $6,541,951Vanguard International Dividend Appreciation ETF $4,716,858Berkshire Hathaway $4,557,008Visa $4,193,506 Largest New Holdings this Quarter 88160R101 - Tesla $291,294 Holding46438F101 - ISHARES BITCOIN TRUST ETF $271,772 Holding25434V815 - Dimensional US Small Cap Value ETF $253,382 Holding172908105 - Cintas $217,075 Holding296315104 - ESCO Technologies $211,057 Holding Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 10,415 shares (about $523.56K)Tesla 917 shares (about $291.29K)ISHARES BITCOIN TRUST ETF 4,440 shares (about $271.77K)Dimensional US Small Cap Value ETF 8,610 shares (about $253.38K)Cintas 974 shares (about $217.08K) Largest Sales this Quarter Emerson Electric 3,003 shares (about $400.37K)Apple 1,322 shares (about $271.24K)Berkshire Hathaway 305 shares (about $148.16K)NVIDIA 801 shares (about $126.54K)UnitedHealth Group 230 shares (about $71.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTilia Fiduciary Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$6,597,324$271,238 ▼-3.9%32,1554.0%Computer and TechnologyMSFTMicrosoft$6,541,951$85,057 ▲1.3%13,1524.0%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$4,716,858$153,834 ▲3.4%52,3402.9%ETFBRK.BBerkshire Hathaway$4,557,008$148,160 ▼-3.1%9,3812.8%FinanceVVisa$4,193,506$20,948 ▲0.5%11,8112.6%Business ServicesGOOGLAlphabet$3,997,218$41,942 ▲1.1%22,6822.4%Computer and TechnologyMCKMcKesson$3,888,552$12,456 ▼-0.3%5,3072.4%MedicalWMTWalmart$3,816,012$39,894 ▲1.1%39,0272.3%Retail/WholesaleAJGArthur J. Gallagher & Co.$3,269,379$38,734 ▲1.2%10,2132.0%FinanceKLACKLA$3,066,900$107,485 ▲3.6%3,4241.9%Computer and TechnologyAMDAdvanced Micro Devices$3,003,455$99,188 ▲3.4%21,1661.8%Computer and TechnologyHCAHCA Healthcare$3,000,327$33,712 ▲1.1%7,8321.8%MedicalORCLOracle$2,951,697$205,292 ▲7.5%13,5011.8%Computer and TechnologyBRBroadridge Financial Solutions$2,934,800$35,968 ▲1.2%12,0761.8%Computer and TechnologySYKStryker$2,874,827$30,861 ▲1.1%7,2661.8%MedicalCSLCarlisle Companies$2,870,670$70,198 ▲2.5%7,6881.8%Multi-Sector ConglomeratesMARMarriott International$2,799,034$77,592 ▲2.9%10,2451.7%Consumer DiscretionaryBJBJ's Wholesale Club$2,752,361$91,009 ▲3.4%25,5251.7%Consumer StaplesTSCOTractor Supply$2,716,662$66,543 ▲2.5%51,4811.7%Retail/WholesalePANWPalo Alto Networks$2,681,603$46,044 ▲1.7%13,1041.6%Computer and TechnologyLIILennox International$2,615,536$36,112 ▲1.4%4,5631.6%ConstructionINTUIntuit$2,590,907$33,085 ▲1.3%3,2891.6%Computer and TechnologyCPCanadian Pacific Kansas City$2,559,708$82,441 ▲3.3%32,2911.6%TransportationLOWLowe's Companies$2,482,534$76,324 ▲3.2%11,1891.5%Retail/WholesaleAMZNAmazon.com$2,431,280$30,715 ▼-1.2%11,0821.5%Retail/WholesaleMETAMeta Platforms$2,416,956$53,136 ▼-2.2%3,2751.5%Computer and TechnologyBAHBooz Allen Hamilton$2,395,728$92,364 ▲4.0%23,0071.5%Business ServicesVLOValero Energy$2,386,758$141,006 ▲6.3%17,7561.5%EnergyEMEEMCOR Group$2,311,001$147,078 ▲6.8%4,3211.4%ConstructionIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,255,594$114,173 ▲5.3%42,7521.4%ManufacturingLULUlululemon athletica$2,207,831$35,162 ▲1.6%9,2931.3%Consumer DiscretionaryAXPAmerican Express$2,185,518$132,688 ▲6.5%6,8521.3%FinanceNEENextEra Energy$2,143,761$146,685 ▲7.3%30,8811.3%UtilitiesIBMInternational Business Machines$2,100,425$88,439 ▲4.4%7,1251.3%Computer and TechnologyFCNFTI Consulting$1,999,693$93,832 ▲4.9%12,3821.2%Business ServicesETNEaton$1,993,075$167,428 ▲9.2%5,5831.2%IndustrialsJPMJPMorgan Chase & Co.$1,952,562$34,790 ▼-1.8%6,7351.2%FinancePTCPTC$1,899,876$57,217 ▲3.1%11,0241.2%Computer and TechnologyTMOThermo Fisher Scientific$1,838,314$168,262 ▲10.1%4,5341.1%MedicalWSMWilliams-Sonoma$1,609,748$32,512 ▼-2.0%9,8531.0%Retail/WholesaleCOSTCostco Wholesale$1,599,043$38,615 ▼-2.4%1,6151.0%Retail/WholesalePHParker-Hannifin$1,576,545$7,684 ▼-0.5%2,2571.0%IndustrialsVCITVanguard Intermediate-Term Corporate Bond ETF$1,485,834$31,924 ▲2.2%17,9190.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,440,408$86,953 ▲6.4%26,4880.9%ETFSCHXSchwab US Large-Cap ETF$1,426,699$3,177 ▲0.2%58,3760.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,426,619$523,564 ▲58.0%28,3790.9%ManufacturingIJRiShares Core S&P Small-Cap ETF$1,280,381$57,052 ▼-4.3%11,7150.8%ETFDOVDover$1,212,967$51,121 ▲4.4%6,6200.7%IndustrialsGOOGAlphabet$1,207,592$3,902 ▼-0.3%6,8080.7%Computer and TechnologyUNHUnitedHealth Group$1,161,315$71,744 ▼-5.8%3,7230.7%MedicalLECOLincoln Electric$1,143,3700.0%5,5150.7%IndustrialsBOOTBoot Barn$1,054,728$10,336 ▼-1.0%6,9390.6%Retail/WholesaleIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,052,236$140,849 ▲15.5%19,7450.6%ManufacturingMAMastercard$982,405$5,058 ▲0.5%1,7480.6%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$978,152$9,632 ▼-1.0%5,3820.6%ETFSHWSherwin-Williams$900,426$2,404 ▼-0.3%2,6220.5%Basic MaterialsVOOVanguard S&P 500 ETF$873,424$2,272 ▼-0.3%1,5380.5%ETFVTIVanguard Total Stock Market ETF$867,228$28,269 ▲3.4%2,8530.5%ETFGDGeneral Dynamics$840,679$6,126 ▼-0.7%2,8820.5%AerospaceLLYEli Lilly and Company$784,4510.0%1,0060.5%MedicalLMTLockheed Martin$754,036$2,316 ▼-0.3%1,6280.5%AerospaceQQQInvesco QQQ$747,476$3,310 ▼-0.4%1,3550.5%FinanceHDHome Depot$737,146$11,363 ▲1.6%2,0110.4%Retail/WholesaleNVDANVIDIA$736,662$126,542 ▼-14.7%4,6630.4%Computer and TechnologyBRK.ABerkshire Hathaway$728,8000.0%10.4%FinanceIJHiShares Core S&P Mid-Cap ETF$713,208$6,512 ▲0.9%11,5000.4%ETFAXONAxon Enterprise$712,0280.0%8600.4%AerospaceEMREmerson Electric$707,812$400,369 ▼-36.1%5,3090.4%IndustrialsCBChubb$701,135$85,469 ▲13.9%2,4200.4%FinanceVCSHVanguard Short-Term Corporate Bond ETF$665,984$55,572 ▲9.1%8,3770.4%ETFTIPiShares TIPS Bond ETF$618,723$63,160 ▼-9.3%5,6230.4%ETFTTTrane Technologies$590,941$13,560 ▲2.3%1,3510.4%ConstructionMCDMcDonald's$564,937$3,213 ▲0.6%1,9340.3%Retail/WholesaleSPGIS&P Global$562,653$6,328 ▲1.1%1,0670.3%FinanceABBVAbbVie$495,347$5,568 ▲1.1%2,6690.3%MedicalJNJJohnson & Johnson$459,896$6,262 ▼-1.3%3,0110.3%MedicalSPYSPDR S&P 500 ETF Trust$459,447$5,558 ▲1.2%7440.3%FinanceXOMExxon Mobil$449,175$5,713 ▲1.3%4,1670.3%EnergyHONHoneywell International$438,003$2,329 ▼-0.5%1,8810.3%Multi-Sector ConglomeratesSCHMSchwab U.S. Mid-Cap ETF$426,640$1,739 ▼-0.4%15,2100.3%ETFNOCNorthrop Grumman$425,689$3,502 ▲0.8%8510.3%AerospaceQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$424,144$2,458 ▼-0.6%4,3140.3%ETFRTXRTX$423,405$146 ▲0.0%2,9000.3%AerospacePEPPepsiCo$409,767$10,829 ▼-2.6%3,1030.3%Consumer StaplesQXO INC COM NEW$408,398$3,662 ▲0.9%18,9600.2%StockVIGVanguard Dividend Appreciation ETF$393,976$19,034 ▲5.1%1,9250.2%ETFAPDAir Products and Chemicals$386,759$564 ▲0.1%1,3710.2%Basic MaterialsDFAIDimensional International Core Equity Market ETF$374,419$150,307 ▲67.1%10,8310.2%ETFTSMTaiwan Semiconductor Manufacturing$358,760$6,795 ▲1.9%1,5840.2%Computer and TechnologyWMWaste Management$355,8150.0%1,5550.2%Business ServicesITWIllinois Tool Works$342,391$247 ▲0.1%1,3850.2%IndustrialsPGProcter & Gamble$328,050$159 ▲0.0%2,0590.2%Consumer StaplesAMGNAmgen$327,679$837 ▲0.3%1,1740.2%MedicalSCHPSchwab U.S. TIPS ETF$323,263$33,778 ▼-9.5%12,1160.2%ETFVGTVanguard Information Technology ETF$321,6910.0%4850.2%ETFTTWOTake-Two Interactive Software$318,862$14,328 ▼-4.3%1,3130.2%Consumer DiscretionaryVOVanguard Mid-Cap ETF$303,668$22,110 ▲7.9%1,0850.2%ETFADPAutomatic Data Processing$297,458$308 ▲0.1%9650.2%Computer and TechnologyTSLATesla$291,294$291,294 ▲New Holding9170.2%Auto/Tires/TrucksDUKDuke Energy$279,550$472 ▲0.2%2,3690.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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