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 $211.0M across 127 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMD ($11.2M, 5.32%), VIGI ($11.1M, 5.28%), KLAC ($10.1M, 4.77%), AAPL ($9.0M, 4.25%), GOOGL ($7.3M, 3.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC COM | $11.2M | 5.32% | 19,313 | Added |
| 2 | VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $11.1M | 5.28% | 119,232 | Trimmed |
| 3 | KLAC | KLA-TENCOR CORP | $10.1M | 4.77% | 33,355 | Added |
| 4 | AAPL | APPLE INC | $9.0M | 4.25% | 30,953 | Added |
| 5 | GOOGL | GOOGLE INC | $7.3M | 3.46% | 20,437 | Added |
| 6 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $6.2M | 2.95% | 74,212 | Added |
| 7 | MSFT | MICROSOFT | $5.1M | 2.44% | 13,794 | Added |
| 8 | VLO | VALERO ENERGY CORP | $4.9M | 2.30% | 18,668 | Added |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.5M | 2.14% | 9,042 | Added |
| 10 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $4.4M | 2.11% | 65,756 | Added |
| 11 | V | VISA INC | $4.4M | 2.08% | 12,816 | Added |
| 12 | WMT | WALMART INC COM | $4.2M | 2.00% | 37,345 | Added |
| 13 | MAR | MARRIOTT INTL INC NEW CL A | $4.1M | 1.95% | 11,123 | Added |
| 14 | MCK | MCKESSON CORP | $4.0M | 1.90% | 5,314 | Added |
| 15 | EME | EMCOR GROUP INC COM | $3.6M | 1.70% | 4,326 | Added |
| 16 | VOO | VANGUARD S&P 500 ETF | $3.2M | 1.52% | 4,668 | Added |
| 17 | NEE | NEXTERA ENERGY INC COM | $3.2M | 1.52% | 36,515 | Added |
| 18 | CSL | CARLISLE COS INC COM | $3.2M | 1.50% | 8,730 | Added |
| 19 | HCA | HCA INC | $3.1M | 1.48% | 8,033 | Added |
| 20 | ETN | EATON CORP PLC SHS | $3.0M | 1.43% | 7,078 | Added |
| 21 | LII | LENNOX INTL INC COM | $2.9M | 1.40% | 5,144 | Added |
| 22 | UNH | UNITEDHEALTH GROUP | $2.9M | 1.38% | 7,020 | Added |
| 23 | AJG | GALLAGHER ARTHUR J & CO COM | $2.9M | 1.35% | 12,426 | Added |
| 24 | LOW | LOWES COS INC COM | $2.7M | 1.29% | 12,353 | Added |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC COM | $2.7M | 1.27% | 5,325 | Added |
Source: SEC Form 13F filings · as of 2026-06-30