TILIA FIDUCIARY PARTNERS, INC.

CIK 0001910210 • 6 13F filings • Apr 14, 2025 – Aug 18, 2026

Import this data to Google Sheets with:

=jivedata("tilia-fiduciary-partners-inc-0001910210-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: TILIA FIDUCIARY PARTNERS, INC., Principal
Address: 32 NORTH FRONT STREET, WILMINGTON, NC, 28401
Phone: 9106794093
AUM: $181.2M

AUM over time

$216.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $211.0M127 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC COM	Stock	$611K	0.3%Prev: 0.3%	2,430 SH	Increased-239 SH
ADVANCED MICRO DEVICES INC COM	Stock	$11.2M	5.3%Prev: 1.8%	19,313 SH	Increased-1,853 SH
AIR PRODUCTS AND CHEMICALS INC COM	Stock	$282K	0.1%	962 SH	New
ALPHABET INC CAP STK CL C	Stock	$2.3M	1.1%Prev: 0.7%	6,647 SH	Increased-161 SH
AMAZON COM INC COM	Stock	$2.5M	1.2%Prev: 1.5%	10,603 SH	Increased-479 SH
AMERICAN EXPRESS CO COM	Stock	$2.7M	1.3%Prev: 1.3%	7,932 SH	Increased+1,080 SH
AMGEN INC	Stock	$364K	0.2%Prev: 0.2%	1,004 SH	Increased-170 SH
ANALOG DEVICES INC COM	Stock	$308K	0.1%Prev: 0.1%	775 SH	Increased-75 SH
APPLE INC	Stock	$9.0M	4.2%Prev: 4.0%	30,953 SH	Increased-1,202 SH
APPLIED MATLS INC COM	Stock	$355K	0.2%	491 SH	New
AUTOMATIC DATA PROCESSING INC COM	Stock	$200K	0.1%Prev: 0.2%	894 SH	Decreased-71 SH
AXON ENTERPRISE INC COM	Stock	$339K	0.2%Prev: 0.4%	604 SH	Decreased-256 SH
BERKSHIRE HATHAWAY INC DEL CL A	Stock	$749K	0.4%Prev: 0.4%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$4.5M	2.1%Prev: 2.8%	9,042 SH	Decreased-339 SH
BJS WHSL CLUB HLDGS INC COM	Stock	$2.6M	1.2%Prev: 1.7%	29,467 SH	Decreased+3,942 SH
BLOOM ENERGY CORP COM CL A	Stock	$303K	0.1%	1,000 SH	New
BOOT BARN HLDGS INC COM	Stock	$841K	0.4%Prev: 0.6%	5,120 SH	Decreased-1,819 SH
BOOZ ALLEN HAMILTON HLDG CORP CL A	Stock	$1.8M	0.9%Prev: 1.5%	29,836 SH	Decreased+6,829 SH
BROADCOM INC COM	Stock	$243K	0.1%	644 SH	New
BROADRIDGE FIN SOL	Stock	$1.9M	0.9%Prev: 1.8%	13,884 SH	Decreased+1,808 SH
CARLISLE COS INC COM	Stock	$3.2M	1.5%Prev: 1.8%	8,730 SH	Increased+1,042 SH
CATERPILLAR INC COM	Stock	$469K	0.2%Prev: 0.2%	440 SH	Increased-233 SH
CHEVRON CORPORATION COM	Stock	$206K	0.1%	1,242 SH	New
CHUBB LIMITED COM	Stock	$573K	0.3%Prev: 0.4%	1,681 SH	Decreased-739 SH
COMFORT SYS USA INC COM	Stock	$236K	0.1%	119 SH	New
COPART INC COM	Stock	$2.0M	0.9%	70,856 SH	New
CORNING INC COM	Stock	$295K	0.1%	1,155 SH	New
COSTCO WHOLESALE CORP	Stock	$983K	0.5%Prev: 1.0%	1,050 SH	Decreased-565 SH
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	ETF	$496K	0.2%Prev: 0.2%	12,027 SH	Increased+1,196 SH
DIMENSIONAL US SMALL CAP VALUE ETF	ETF	$251K	0.1%Prev: 0.2%	6,476 SH	Decreased-2,134 SH
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF	ETF	$408K	0.2%	3,341 SH	New
DOVER CORP COM	Stock	$800K	0.4%Prev: 0.7%	3,568 SH	Decreased-3,052 SH
DUKE ENERGY CORP NEW COM NEW	Stock	$269K	0.1%Prev: 0.2%	2,129 SH	Decreased-240 SH
EATON CORP PLC SHS	Stock	$3.0M	1.4%Prev: 1.2%	7,078 SH	Increased+1,495 SH
ELI LILLY & CO COM	Stock	$1.1M	0.5%Prev: 0.5%	928 SH	Increased-78 SH
EMCOR GROUP INC COM	Stock	$3.6M	1.7%Prev: 1.4%	4,326 SH	Increased+5 SH
EMERSON ELEC CO COM	Stock	$674K	0.3%Prev: 0.4%	4,711 SH	Decreased-598 SH
ESCO TECHNOLOGIES INC COM	Stock	$375K	0.2%Prev: 0.1%	1,070 SH	Increased-30 SH
EXPEDIA GROUP INC COM NEW	Stock	$2.3M	1.1%	8,977 SH	New
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$508K	0.2%	3,719 SH	New
FTI CONSULTING INC COM	Stock	$2.3M	1.1%Prev: 1.2%	15,171 SH	Increased+2,789 SH
GALLAGHER ARTHUR J & CO COM	Stock	$2.9M	1.4%Prev: 2.0%	12,426 SH	Decreased+2,213 SH
GENERAL DYNAMICS CORP COM	Stock	$667K	0.3%Prev: 0.5%	1,882 SH	Decreased-1,000 SH
GILEAD SCIENCES INC	Stock	$2.7M	1.3%	21,278 SH	New
GOOGLE INC	Stock	$7.3M	3.5%Prev: 2.4%	20,437 SH	Increased-2,245 SH
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT	ETF	$1.0M	0.5%Prev: 0.6%	4,816 SH	Increased-566 SH
HCA INC	Stock	$3.1M	1.5%Prev: 1.8%	8,033 SH	Increased+201 SH
HOME DEPOT	Stock	$705K	0.3%Prev: 0.4%	1,998 SH	Decreased-13 SH
ILLINOIS TOOL WKS INC COM	Stock	$330K	0.2%Prev: 0.2%	1,220 SH	Decreased-165 SH
INTL BUSINESS MACHINES	Stock	$2.5M	1.2%Prev: 1.3%	8,945 SH	Increased+1,820 SH
INTUIT COM	Stock	$1.2M	0.5%Prev: 1.6%	4,411 SH	Decreased+1,122 SH
ISHARES 1-3 YR CREDIT BOND ETF	ETF	$2.0M	0.9%Prev: 1.4%	37,892 SH	Decreased-4,860 SH
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	$1.0M	0.5%Prev: 0.6%	19,274 SH	Decreased-471 SH
ISHARES CORE MSCI EAFE ETF	ETF	$215K	0.1%	2,229 SH	New
ISHARES CORE S&P MID CAP ETF	ETF	$826K	0.4%Prev: 0.4%	10,716 SH	Increased-784 SH
ISHARES S&P 500 INDEX	ETF	$410K	0.2%	547 SH	New
ISHARES S&P SMALLCAP 600 ETF	ETF	$1.5M	0.7%Prev: 0.8%	10,069 SH	Increased-1,646 SH
ISHARES TIPS BOND ETF	ETF	$461K	0.2%Prev: 0.4%	4,216 SH	Decreased-1,407 SH
JOHNSON & JOHNSON COM	Stock	$769K	0.4%Prev: 0.3%	3,029 SH	Increased+18 SH
JPMORGAN CHASE & CO COM	Stock	$1.9M	0.9%	5,901 SH	New
KLA-TENCOR CORP	Stock	$10.1M	4.8%Prev: 1.9%	33,355 SH	Increased+29,931 SH
LAM RESEARCH CORP	Stock	$355K	0.2%	820 SH	New
LENNOX INTL INC COM	Stock	$2.9M	1.4%Prev: 1.6%	5,144 SH	Increased+581 SH
LINCOLN ELEC HLDGS INC	Stock	$1.5M	0.7%Prev: 0.7%	5,515 SH	Increased
LINDE PLC SHS	Stock	$242K	0.1%Prev: 0.1%	467 SH	Increased-11 SH
LOCKHEED MARTIN CORP	Stock	$637K	0.3%Prev: 0.5%	1,251 SH	Decreased-377 SH
LOWES COS INC COM	Stock	$2.7M	1.3%Prev: 1.5%	12,353 SH	Increased+1,164 SH
LULULEMON ATHLETICA INC COM	Stock	$1.2M	0.6%Prev: 1.3%	10,656 SH	Decreased+1,363 SH
MARRIOTT INTL INC NEW CL A	Stock	$4.1M	2.0%Prev: 1.7%	11,123 SH	Increased+878 SH
MASTERCARD INC	Stock	$833K	0.4%Prev: 0.6%	1,623 SH	Decreased-125 SH
MCDONALDS CORP COM	Stock	$385K	0.2%Prev: 0.3%	1,423 SH	Decreased-511 SH
MCKESSON CORP	Stock	$4.0M	1.9%Prev: 2.4%	5,314 SH	Increased+7 SH
META PLATFORMS INC CL A	Stock	$1.6M	0.8%Prev: 1.5%	2,852 SH	Decreased-423 SH
MICRON TECHNOLOGY	Stock	$265K	0.1%	230 SH	New
MICROSOFT	Stock	$5.1M	2.4%Prev: 4.0%	13,794 SH	Decreased+642 SH
MORGAN STANLEY COM NEW	Stock	$221K	0.1%	1,057 SH	New
NEXTERA ENERGY INC COM	Stock	$3.2M	1.5%Prev: 1.3%	36,515 SH	Increased+5,634 SH
NORFOLK SOUTHERN CRP	Stock	$276K	0.1%Prev: 0.2%	876 SH	Increased-159 SH
NORTHROP GRUMMAN CORP COM	Stock	$313K	0.1%Prev: 0.3%	614 SH	Decreased-237 SH
NVIDIA CORPORATION COM	Stock	$930K	0.4%Prev: 0.4%	4,648 SH	Increased-15 SH
ORACLE CORPORATION	Stock	$239K	0.1%Prev: 1.8%	1,630 SH	Decreased-11,871 SH
PARKER-HANNIFIN CORP COM	Stock	$1.6M	0.8%Prev: 1.0%	1,659 SH	Increased-598 SH
PHILIP MORRIS INTL INC	Stock	$324K	0.2%Prev: 0.1%	1,788 SH	Increased+475 SH
POWERSHARES QQQ TR	ETF	$1.1M	0.5%Prev: 0.5%	1,498 SH	Increased+143 SH
PROCTER & GAMBLE CO COM	Stock	$252K	0.1%	1,721 SH	New
PTC INC COM	Stock	$1.6M	0.7%Prev: 1.2%	13,680 SH	Decreased+2,656 SH
QUANTA SVCS INC COM	Stock	$223K	0.1%	310 SH	New
QXO INC COM NEW	Stock	$286K	0.1%Prev: 0.2%	16,567 SH	Decreased-2,393 SH
RTX CORPORATION COM	Stock	$527K	0.2%Prev: 0.3%	2,776 SH	Increased-124 SH
S&P GLOBAL INC COM	Stock	$343K	0.2%Prev: 0.3%	843 SH	Decreased-224 SH
SCHWAB INTERNATIONAL EQUITY ETF	ETF	$201K	0.1%	7,259 SH	New
SCHWAB STRATEGIC TR US LRG CAP ETF	ETF	$1.6M	0.8%Prev: 0.9%	55,097 SH	Increased-3,279 SH
SCHWAB US MID-CAP ETF	ETF	$456K	0.2%Prev: 0.3%	12,375 SH	Increased-2,835 SH
SCHWAB US TIPS ETF	ETF	$218K	0.1%Prev: 0.2%	8,213 SH	Decreased-3,903 SH
SHERWIN WILLIAMS CO COM	Stock	$620K	0.3%Prev: 0.5%	1,800 SH	Decreased-822 SH
SPDR BARCLAYS CAPITAL SHORT TERM CORP BD	ETF	$613K	0.3%	20,433 SH	New
SPDR S&P 500 ETF	ETF	$693K	0.3%Prev: 0.3%	929 SH	Increased+185 SH
SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETF	ETF	$1.0M	0.5%	29,985 SH	New
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF	ETF	$4.4M	2.1%	65,756 SH	New
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	ETF	$404K	0.2%	7,001 SH	New
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$213K	0.1%	1,116 SH	New
STRYKER CORPORATION COM	Stock	$2.6M	1.2%Prev: 1.8%	8,185 SH	Decreased+919 SH
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	ADR	$710K	0.3%Prev: 0.2%	1,486 SH	Increased-98 SH
TAKE-TWO INTERACTIVE SOFTWARE COM	Stock	$272K	0.1%Prev: 0.2%	1,090 SH	Decreased-223 SH
TESLA MOTORS INC	Stock	$267K	0.1%Prev: 0.2%	636 SH	Decreased-281 SH
THERMO FISHER SCIENTIFIC INC COM	Stock	$2.7M	1.3%Prev: 1.1%	5,325 SH	Increased+791 SH
TJX COS INC NEW COM	Stock	$214K	0.1%	1,416 SH	New
TRACTOR SUPPLY CO	Stock	$1.8M	0.9%Prev: 1.7%	58,107 SH	Decreased+6,626 SH
TRANE TECHNOLOGIES PLC SHS	Stock	$505K	0.2%Prev: 0.4%	1,029 SH	Decreased-322 SH
UNITEDHEALTH GROUP	Stock	$2.9M	1.4%Prev: 0.7%	7,020 SH	Increased+3,297 SH
VALERO ENERGY CORP	Stock	$4.9M	2.3%Prev: 1.5%	18,668 SH	Increased+912 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$523K	0.2%Prev: 0.2%	2,210 SH	Increased+285 SH
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$6.2M	2.9%	74,212 SH	New
VANGUARD INFORMATION TECHNOLOGY	ETF	$443K	0.2%Prev: 0.2%	3,710 SH	Increased+3,225 SH
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$1.3M	0.6%Prev: 0.9%	15,370 SH	Decreased-2,549 SH
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	ETF	$11.1M	5.3%Prev: 2.9%	119,232 SH	Increased+66,892 SH
VANGUARD MID CAP	ETF	$502K	0.2%Prev: 0.2%	6,228 SH	Increased+5,143 SH
VANGUARD MORNINGSTAR GROWTH ETF	ETF	$235K	0.1%	2,730 SH	New
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF	ETF	$1.0M	0.5%	2,819 SH	New
VANGUARD S&P 500 ETF	ETF	$3.2M	1.5%Prev: 0.5%	4,668 SH	Increased+3,130 SH
VANGUARD SHORT TERM CORP BOND FD ETF	ETF	$524K	0.2%Prev: 0.4%	6,634 SH	Decreased-1,743 SH
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$1.8M	0.8%Prev: 0.9%	35,599 SH	Increased+7,220 SH
VANGUARD SMALL CAP ETF	ETF	$289K	0.1%	955 SH	New
VISA INC	Stock	$4.4M	2.1%Prev: 2.6%	12,816 SH	Increased+1,005 SH
WALMART INC COM	Stock	$4.2M	2.0%Prev: 2.3%	37,345 SH	Increased-1,682 SH
WASTE MGMT INC DEL COM	Stock	$352K	0.2%Prev: 0.2%	1,580 SH	Decreased+25 SH
WILLIAMS SONOMA INC	Stock	$1.5M	0.7%Prev: 1.0%	6,289 SH	Decreased-3,564 SH

Sold (vs prior filing)

ABBOTT LABS COM — $273K
AIR PRODS & CHEMS INC COM — $387K
CANADIAN PACIFIC KANSAS CITY COM — $2.6M
CHEVRON CORP NEW COM — $225K
CINTAS CORP COM — $217K
DIMENSIONAL U.S. SMALL CAP ETF — $237K
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES — $424K
EXXON MOBIL CORP COM — $449K
FACTSET RESEARCH SYS INC — $221K
HONEYWELL INTL INC — $438K
ISHARES BITCOIN TRUST ETF — $272K
JPMORGAN CHASE & CO. COM — $2.0M
MERCK & CO INC — $220K
PALO ALTO NETWORKS INC COM — $2.7M
PEPSICO INC COM — $410K
PROCTER AND GAMBLE CO COM — $328K
SPDR PORTFOLIO S&P 400 MID CAP ETF — $1.4M
TRAVELERS COMPANIES INC COM — $227K
VANGUARD TOTAL STOCK MARKET ETF — $867K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001910210-26-000001	$181.2M	View
Oct 9, 2026	Q3 2026	13F-HR/A	0001910210-26-000005	$216.9M	View
Oct 10, 2025