Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TILIA FIDUCIARY PARTNERS, INC. (CIK 1910210) reported $182.0M across 115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIGI ($11.1M, 6.09%), AAPL ($7.7M, 4.22%), GOOGL ($5.8M, 3.20%), MSFT ($5.0M, 2.75%), KLAC ($4.9M, 2.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $11.1M | 6.09% | 125,318 | Added |
| 2 | AAPL | APPLE INC | $7.7M | 4.22% | 30,233 | Added |
| 3 | GOOGL | GOOGLE INC | $5.8M | 3.20% | 20,247 | Trimmed |
| 4 | MSFT | MICROSOFT | $5.0M | 2.75% | 13,519 | Added |
| 5 | KLAC | KLA-TENCOR CORP | $4.9M | 2.72% | 3,358 | Added |
| 6 | WMT | WALMART INC COM | $4.6M | 2.51% | 36,701 | Added |
| 7 | VLO | VALERO ENERGY CORP | $4.5M | 2.49% | 18,341 | Added |
| 8 | MCK | MCKESSON CORP | $4.5M | 2.46% | 5,171 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.2M | 2.32% | 8,813 | Trimmed |
| 10 | AMD | ADVANCED MICRO DEVICES INC COM | $3.9M | 2.16% | 19,303 | Trimmed |
| 11 | V | VISA INC | $3.7M | 2.05% | 12,369 | Added |
| 12 | HCA | HCA INC | $3.7M | 2.03% | 7,801 | Added |
| 13 | MAR | MARRIOTT INTL INC NEW CL A | $3.6M | 1.98% | 11,024 | Added |
| 14 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3.3M | 1.83% | 56,297 | Added |
| 15 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $3.3M | 1.79% | 43,411 | Added |
| 16 | NEE | NEXTERA ENERGY INC COM | $3.2M | 1.78% | 34,918 | Added |
| 17 | EME | EMCOR GROUP INC COM | $3.1M | 1.73% | 4,252 | Added |
| 18 | GILD | GILEAD SCIENCES INC | $2.9M | 1.57% | 20,509 | New |
| 19 | BJ | BJS WHSL CLUB HLDGS INC COM | $2.8M | 1.55% | 28,679 | Added |
| 20 | LOW | LOWES COS INC COM | $2.8M | 1.53% | 11,814 | Added |
| 21 | CSL | CARLISLE COS INC COM | $2.8M | 1.53% | 8,354 | Added |
| 22 | FCN | FTI CONSULTING INC COM | $2.6M | 1.42% | 14,601 | Added |
| 23 | SYK | STRYKER CORPORATION COM | $2.6M | 1.42% | 7,846 | Added |
| 24 | AJG | GALLAGHER ARTHUR J & CO COM | $2.5M | 1.40% | 11,745 | Added |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC COM | $2.5M | 1.38% | 5,112 | Added |
Source: SEC Form 13F filings · as of 2026-03-31