TILIA FIDUCIARY PARTNERS, INC. 13F Holdings
CIK 0001910210 · WILMINGTON, NC
As of Sep 30, 2025, TILIA FIDUCIARY PARTNERS, INC. reported 114 positions worth
CIK 0001910210 · WILMINGTON, NC
As of Sep 30, 2025, TILIA FIDUCIARY PARTNERS, INC. reported 114 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 105,622 | $9.5M | 5.47% |
| APPLE INC | AAPL | Technology | 29,872 | $7.6M | 4.40% |
| MICROSOFT CORP | MSFT | Technology | 12,590 | $6.5M | 3.77% |
| ALPHABET INC | GOOGL | Equity | 20,882 | $5.1M | 2.94% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 8,748 | $4.4M | 2.54% |
| VISA INC-CLASS A SHARES | V | Financial Services | 11,684 | $4.0M | 2.31% |
| MCKESSON CORP | MCK | Healthcare | 5,068 | $3.9M | 2.26% |
| WALMART INC | WMT | Consumer Defensive | 36,383 | $3.7M | 2.17% |
| ORACLE CORP | ORCL | Technology | 13,280 | $3.7M | 2.16% |
| KLA CORP | KLAC | Technology | 3,319 | $3.6M | 2.07% |
| HCA HEALTHCARE INC | HCA | Healthcare | 7,623 | $3.2M | 1.88% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 20,009 | $3.2M | 1.87% |
| ARTHUR J GALLAGHER & CO | AJG | Financial Services | 10,392 | $3.2M | 1.86% |
| VALERO ENERGY CORP | VLO | Energy | 17,503 | $3.0M | 1.72% |
| BROADRIDGE FINANCIAL SOLUTIONS INC | BR | Technology | 11,893 | $2.8M | 1.64% |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 49,771 | $2.8M | 1.64% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 11,029 | $2.8M | 1.60% |
| MARRIOTT INTERNATIONAL INC | MAR | Consumer Cyclical | 10,452 | $2.7M | 1.57% |
| STRYKER CORP | SYK | Healthcare | 7,241 | $2.7M | 1.55% |
| EMCOR GROUP INC | EME | Industrials | 4,033 | $2.6M | 1.52% |
| PALO ALTO NETWORKS INC | PANW | Technology | 12,751 | $2.6M | 1.50% |
| CARLISLE COMPANIES INC | CSL | Basic Materials | 7,533 | $2.5M | 1.43% |
| BJ'S WHOLESALE CLUB HOLDINGS INC | BJ | Consumer Defensive | 26,289 | $2.5M | 1.42% |
| LENNOX INTERNATIONAL INC | LII | Basic Materials | 4,554 | $2.4M | 1.39% |
| NEXTERA ENERGY INC | NEE | Utilities | 31,819 | $2.4M | 1.39% |