Sponsored

The Analysis of TILIA FIDUCIARY PARTNERS, INC.'s Holdings & P&L

Currently, TILIA FIDUCIARY PARTNERS, INC. holds 115 types of securities in its portfolio with a total value $182.0M. In the most recent quarter, they have increased their positions in GILD (+20.5K shares, valued at $2.9M), CPRT (+66.8K shares, valued at $2.2M), EXPE (+8.5K shares, valued at $2.0M); decreased their positions in ORCL (-11.2K shares, valued at $1.6M), N/A (-502 shares, valued at $144.4K), COST (-108 shares, valued at $107.6K); initiated new positions in GILD (+20.5K shares, valued at $2.9M), CPRT (+66.8K shares, valued at $2.2M), EXPE (+8.5K shares, valued at $2.0M).

1M P&L

+3.5M+1.55%

3M P&L

+8.8M+3.98%

HY P&L

+27.0M+13.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A35.5M

21.8%

2Discount Stores8.5M

5.2%

3Consumer Electronics7.7M

4.7%

Top Industries by Stock Count

1N/A27 stocks

25.7%

2Drug Manufacturers - General5 stocks

4.8%

3Specialty Industrial Machinery4 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF125.3K shares1.30%2026-03-312026-04-09

AAPL APPLE INC30.2K shares0.35%2026-03-312026-04-09

GOOGLE INC GOOGLE INC20.2K shares-2.42%2026-03-312026-04-09

MSFT MICROSOFT13.5K shares6.73%2026-03-312026-04-09

KLAC KLA-TENCOR CORP3.4K shares0.30%2026-03-312026-04-09

WMT WALMART INC COM36.7K shares1.43%2026-03-312026-04-09

VLO VALERO ENERGY CORP18.3K shares2.35%2026-03-312026-04-09

MCK MCKESSON CORP5.2K shares1.27%2026-03-312026-04-09

Sponsored

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW8.8K shares-0.12%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC COM19.3K shares-0.27%2026-03-312026-04-09

V VISA INC12.4K shares3.86%2026-03-312026-04-09

HCA HCA INC7.8K shares1.35%2026-03-312026-04-09

MAR MARRIOTT INTL INC NEW CL A11.0K shares2.46%2026-03-312026-04-09

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF56.3K shares13.40%2026-03-312026-04-09

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND43.4K shares89.91%2026-03-312026-04-09

NEE NEXTERA ENERGY INC COM34.9K shares4.70%2026-03-312026-04-09

Sponsored

EME EMCOR GROUP INC COM4.3K shares3.58%2026-03-312026-04-09

GILD GILEAD SCIENCES INC20.5K sharesnew addition2026-03-312026-04-09

BJ BJS WHSL CLUB HLDGS INC COM28.7K shares5.27%2026-03-312026-04-09

LOW LOWES COS INC COM11.8K shares4.07%2026-03-312026-04-09

CSL CARLISLE COS INC COM8.4K shares5.40%2026-03-312026-04-09

FCN FTI CONSULTING INC COM14.6K shares5.84%2026-03-312026-04-09

SYK STRYKER CORPORATION COM7.8K shares4.56%2026-03-312026-04-09

AJG GALLAGHER ARTHUR J & CO COM11.7K shares8.49%2026-03-312026-04-09

Sponsored

TMO THERMO FISHER SCIENTIFIC INC COM5.1K shares5.14%2026-03-312026-04-09

TSCO TRACTOR SUPPLY CO55.0K shares6.70%2026-03-312026-04-09

EATON CORP PLC SHS EATON CORP PLC SHS6.8K shares8.51%2026-03-312026-04-09

LII LENNOX INTL INC COM5.0K shares5.71%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO COM7.6K shares6.54%2026-03-312026-04-09

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF3.8K shares-0.13%2026-03-312026-04-09

AMZN AMAZON COM INC COM10.7K shares3.06%2026-03-312026-04-09

CPRT COPART INC COM66.8K sharesnew addition2026-03-312026-04-09

Sponsored

BAH BOOZ ALLEN HAMILTON HLDG CORP CL A28.4K shares9.64%2026-03-312026-04-09

BR BROADRIDGE FIN SOL13.2K shares6.62%2026-03-312026-04-09

IBM INTL BUSINESS MACHINES8.5K shares7.67%2026-03-312026-04-09

IGSB ISHARES 1-3 YR CREDIT BOND ETF38.8K shares-0.52%2026-03-312026-04-09

EXPE EXPEDIA GROUP INC COM NEW8.5K sharesnew addition2026-03-312026-04-09

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C6.6K shares-0.89%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP6.7K shares6.37%2026-03-312026-04-09

PTC PTC INC COM12.8K shares10.96%2026-03-312026-04-09

Sponsored

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF35.5K shares-3.87%2026-03-312026-04-09

INTU INTUIT COM4.0K shares14.53%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO COM5.8K shares-2.64%2026-03-312026-04-09

LULU LULULEMON ATHLETICA INC COM11.1K shares1.51%2026-03-312026-04-09

META META PLATFORMS INC CL A3.0K shares-0.03%2026-03-312026-04-09

PH PARKER-HANNIFIN CORP COM1.7K shares-5.85%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF55.0K shares-1.02%2026-03-312026-04-09

LECO LINCOLN ELEC HLDGS INC5.5K shares0.00%2026-03-312026-04-09

Sponsored

IJR ISHARES S&P SMALLCAP 600 ETF10.7K shares0.12%2026-03-312026-04-09

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF15.6K shares-2.71%2026-03-312026-04-09

WSM WILLIAMS SONOMA INC6.4K shares-5.39%2026-03-312026-04-09

COST COSTCO WHOLESALE CORP1.1K shares-9.06%2026-03-312026-04-09

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF19.8K shares1.28%2026-03-312026-04-09

SPIB SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETF28.5K shares4.21%2026-03-312026-04-09

LLY ELI LILLY & CO COM1.0K shares8.61%2026-03-312026-04-09

VTI VANGUARD TOTAL STOCK MARKET ETF2.8K shares0.04%2026-03-312026-04-09

Sponsored

POWERSHARES QQQ TR POWERSHARES QQQ TR1.5K shares15.77%2026-03-312026-04-09

NVDA NVIDIA CORPORATION COM4.7K shares4.69%2026-03-312026-04-09

GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT4.2K shares11.09%2026-03-312026-04-09

MA MASTERCARD INC1.6K shares0.13%2026-03-312026-04-09

DOV DOVER CORP COM3.7K shares-7.95%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP1.3K shares-2.77%2026-03-312026-04-09

BOOT BOOT BARN HLDGS INC COM5.2K shares-4.12%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON COM3.0K shares-2.02%2026-03-312026-04-09

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2026-03-312026-04-09

IJH ISHARES CORE S&P MID CAP ETF10.6K shares-5.57%2026-03-312026-04-09

HD HOME DEPOT2.0K shares0.50%2026-03-312026-04-09

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM1.9K shares-1.62%2026-03-312026-04-09

XOM EXXON MOBIL CORP COM3.8K shares21.63%2026-03-312026-04-09

EMR EMERSON ELEC CO COM4.7K shares-2.30%2026-03-312026-04-09

SPY SPDR S&P 500 ETF918 shares53.51%2026-03-312026-04-09

SHW SHERWIN WILLIAMS CO COM1.8K shares-1.36%2026-03-312026-04-09

Sponsored

CB CHUBB LTD SWITZ COM1.7K shares-1.05%2026-03-312026-04-09

RTX RTX CORPORATION COM2.8K shares0.04%2026-03-312026-04-09

VCSH VANGUARD SHORT TERM CORP BOND FD ETF6.7K shares6.77%2026-03-312026-04-09

ABBV ABBVIE INC COM2.4K shares0.00%2026-03-312026-04-09

TIP ISHARES TIPS BOND ETF4.6K shares-5.40%2026-03-312026-04-09

VIG VANGUARD DIVIDEND APPRECIATION ETF2.3K shares15.06%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD1.5K shares-0.68%2026-03-312026-04-09

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF12.4K shares-4.20%2026-03-312026-04-09

Sponsored

SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD15.3K shares13.43%2026-03-312026-04-09

MCD MCDONALDS CORP COM1.4K shares-3.81%2026-03-312026-04-09

VO VANGUARD MID CAP1.6K shares8.38%2026-03-312026-04-09

TT TRANE TECHNOLOGIES PLC SHS1.0K shares-2.09%2026-03-312026-04-09

NOC NORTHROP GRUMMAN CORP COM627 shares-5.29%2026-03-312026-04-09

HON HONEYWELL INTL INC1.8K shares-0.45%2026-03-312026-04-09

SCHM SCHWAB US MID-CAP ETF12.6K shares0.13%2026-03-312026-04-09

WM WASTE MGMT INC DEL COM1.6K shares5.30%2026-03-312026-04-09

Sponsored

SPGI S&P GLOBAL INC COM841 shares-2.32%2026-03-312026-04-09

AMGN AMGEN INC1.0K shares-7.38%2026-03-312026-04-09

VGT VANGUARD INFORMATION TECHNOLOGY485 shares-11.01%2026-03-312026-04-09

QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF3.3K shares0.09%2026-03-312026-04-09

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF6.8K shares2.07%2026-03-312026-04-09

CAT CATERPILLAR INC COM455 shares0.00%2026-03-312026-04-09

QXO QXO INC COM NEW16.2K shares-2.29%2026-03-312026-04-09

ITW ILLINOIS TOOL WKS INC COM1.2K shares-0.33%2026-03-312026-04-09

Sponsored

ESE ESCO TECHNOLOGIES INC COM1.1K shares0.00%2026-03-312026-04-09

TSLA TESLA MOTORS INC784 shares2.35%2026-03-312026-04-09

APD AIR PRODUCTS AND CHEMICALS INC COM964 shares-9.57%2026-03-312026-04-09

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW2.1K shares-7.48%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC1.6K shares25.04%2026-03-312026-04-09

CVX CHEVRON CORPORATION COM1.2K sharesnew addition2026-03-312026-04-09

AXON AXON ENTERPRISE INC COM604 shares-7.93%2026-03-312026-04-09

VB VANGUARD SMALL CAP ETF952 shares12.13%2026-03-312026-04-09

Sponsored

PG PROCTER & GAMBLE CO COM1.7K shares-1.38%2026-03-312026-04-09

NSC NORFOLK SOUTHERN CRP856 shares-13.54%2026-03-312026-04-09

ORCL ORACLE CORPORATION1.7K shares-87.10%2026-03-312026-04-09

SCHP SCHWAB US TIPS ETF9.0K shares-4.02%2026-03-312026-04-09

ADI ANALOG DEVICES INC COM743 shares0.00%2026-03-312026-04-09

PEP PEPSICO INC COM1.5K shares-9.34%2026-03-312026-04-09

LINDE PLC SHS LINDE PLC SHS467 sharesnew addition2026-03-312026-04-09

TJX TJX COS INC NEW COM1.4K shares0.07%2026-03-312026-04-09

Sponsored

DFSV DIMENSIONAL US SMALL CAP VALUE ETF6.5K shares-6.82%2026-03-312026-04-09

PWR QUANTA SVCS INC COM410 sharesnew addition2026-03-312026-04-09

TTWO TAKE-TWO INTERACTIVE SOFTWARE COM1.1K shares0.00%2026-03-312026-04-09

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

1.30%

Shares125.3K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

0.35%

Shares30.2K

Event2026-03-31

Filed2026-04-09

GOOGLE INC

-2.42%

Shares20.2K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT

6.73%

Shares13.5K

Event2026-03-31

Filed2026-04-09

KLAC

KLA-TENCOR CORP

0.30%

Shares3.4K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC COM

1.43%

Shares36.7K

Event2026-03-31

Filed2026-04-09

VLO

VALERO ENERGY CORP

2.35%

Shares18.3K

Event2026-03-31

Filed2026-04-09

MCK

MCKESSON CORP

1.27%

Shares5.2K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL CL B NEW

-0.12%

Shares8.8K

Event2026-03-31

Filed2026-04-09

AMD

ADVANCED MICRO DEVICES INC COM

-0.27%

Shares19.3K

Event2026-03-31

Filed2026-04-09

VISA INC

3.86%

Shares12.4K

Event2026-03-31

Filed2026-04-09

HCA

HCA INC

1.35%

Shares7.8K

Event2026-03-31

Filed2026-04-09

MAR

MARRIOTT INTL INC NEW CL A

2.46%

Shares11.0K

Event2026-03-31

Filed2026-04-09

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

13.40%

Shares56.3K

Event2026-03-31

Filed2026-04-09

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

89.91%

Shares43.4K

Event2026-03-31

Filed2026-04-09

NEE

NEXTERA ENERGY INC COM

4.70%

Shares34.9K

Event2026-03-31

Filed2026-04-09

EME

EMCOR GROUP INC COM

3.58%

Shares4.3K

Event2026-03-31

Filed2026-04-09

GILD

GILEAD SCIENCES INC

New

Shares20.5K

Event2026-03-31

Filed2026-04-09

BJS WHSL CLUB HLDGS INC COM

5.27%

Shares28.7K

Event2026-03-31

Filed2026-04-09

LOW

LOWES COS INC COM

4.07%

Shares11.8K

Event2026-03-31

Filed2026-04-09

CSL

CARLISLE COS INC COM

5.40%

Shares8.4K

Event2026-03-31

Filed2026-04-09

FCN

FTI CONSULTING INC COM

5.84%

Shares14.6K

Event2026-03-31

Filed2026-04-09

SYK

STRYKER CORPORATION COM

4.56%

Shares7.8K

Event2026-03-31

Filed2026-04-09

AJG

GALLAGHER ARTHUR J & CO COM

8.49%

Shares11.7K

Event2026-03-31

Filed2026-04-09

TMO

THERMO FISHER SCIENTIFIC INC COM

5.14%

Shares5.1K

Event2026-03-31

Filed2026-04-09

TSCO

TRACTOR SUPPLY CO

6.70%

Shares55.0K

Event2026-03-31

Filed2026-04-09

EATON CORP PLC SHS

8.51%

Shares6.8K

Event2026-03-31

Filed2026-04-09

LII

LENNOX INTL INC COM

5.71%

Shares5.0K

Event2026-03-31

Filed2026-04-09

AXP

AMERICAN EXPRESS CO COM

6.54%

Shares7.6K

Event2026-03-31

Filed2026-04-09

VANGUARD S&P 500 ETF

-0.13%

Shares3.8K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC COM

3.06%

Shares10.7K

Event2026-03-31

Filed2026-04-09

CPRT

COPART INC COM

New

Shares66.8K

Event2026-03-31

Filed2026-04-09

BAH

BOOZ ALLEN HAMILTON HLDG CORP CL A

9.64%

Shares28.4K

Event2026-03-31

Filed2026-04-09

BROADRIDGE FIN SOL

6.62%

Shares13.2K

Event2026-03-31

Filed2026-04-09

IBM

INTL BUSINESS MACHINES

7.67%

Shares8.5K

Event2026-03-31

Filed2026-04-09

IGSB

ISHARES 1-3 YR CREDIT BOND ETF

-0.52%

Shares38.8K

Event2026-03-31

Filed2026-04-09

EXPE

EXPEDIA GROUP INC COM NEW

New

Shares8.5K

Event2026-03-31

Filed2026-04-09

ALPHABET INC CAP STK CL C

-0.89%

Shares6.6K

Event2026-03-31

Filed2026-04-09

UNH

UNITEDHEALTH GROUP

6.37%

Shares6.7K

Event2026-03-31

Filed2026-04-09

PTC

PTC INC COM

10.96%

Shares12.8K

Event2026-03-31

Filed2026-04-09

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

-3.87%

Shares35.5K

Event2026-03-31

Filed2026-04-09

INTU

INTUIT COM

14.53%

Shares4.0K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO COM

-2.64%

Shares5.8K

Event2026-03-31

Filed2026-04-09

LULU

LULULEMON ATHLETICA INC COM

1.51%

Shares11.1K

Event2026-03-31

Filed2026-04-09