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Portfolio (Quarterly) Guide ↗

TILIA FIDUCIARY PARTNERS, INC.

· CIK 0001910210
13F Portfolio $181M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 115 New
Page 5 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VO VANGUARD MID CAP 1,432.0 $415K 0.23% NEW $290.13 -72.9%
82 VGT VANGUARD INFORMATION TECHNOLOGY 545.0 $411K 0.23% NEW $753.28 -84.3%
83 TT TRANE TECHNOLOGIES PLC SHS Industrials 1,051.0 $409K 0.23% NEW $389.20 +18.6%
84 SPY SPDR S&P 500 ETF Financial Services 598.0 $408K 0.23% NEW $681.82 +10.1%
85 SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD 13,471.0 $407K 0.23% NEW $30.20 -0.6%
86 SCHM SCHWAB US MID-CAP ETF 12,630.0 $380K 0.21% NEW $30.07 +17.1%
87 NOC NORTHROP GRUMMAN CORP COM Industrials 662.0 $377K 0.21% NEW $570.13 -2.3%
88 XOM EXXON MOBIL CORP COM Energy 3,121.0 $376K 0.21% NEW $120.33 +28.7%
89 AXON AXON ENTERPRISE INC COM Industrials 656.0 $373K 0.21% NEW $567.93 -32.2%
90 AMGN AMGEN INC Healthcare 1,084.0 $355K 0.20% NEW $327.18 +2.7%
91 HON HONEYWELL INTL INC Industrials 1,781.0 $348K 0.19% NEW $195.14 +18.7%
92 TSLA TESLA MOTORS INC Consumer Cyclical 766.0 $344K 0.19% NEW $449.72 -3.6%
93 QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 3,343.0 $342K 0.19% NEW $102.31 +15.7%
94 WM WASTE MGMT INC DEL COM Industrials 1,546.0 $340K 0.19% NEW $219.71 -0.8%
95 QXO QXO INC COM NEW Industrials 16,617.0 $321K 0.18% NEW $19.29 -11.0%
96 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 6,629.0 $311K 0.17% NEW $46.86 +15.9%
97 ITW ILLINOIS TOOL WKS INC COM Industrials 1,201.0 $296K 0.16% NEW $246.40 +1.6%
98 NSC NORFOLK SOUTHERN CRP Industrials 990.0 $286K 0.16% NEW $288.70 +10.9%
99 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 1,090.0 $279K 0.15% NEW $256.03 -13.8%
100 DUK DUKE ENERGY CORP NEW COM NEW Utilities 2,298.0 $269K 0.15% NEW $117.23 +6.6%
Page 5 of 6  ·  115 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.1%
Industrials 16.8%
Healthcare 13.1%
Consumer Cyclical 12.5%
Financial Services 10.6%
Communication Services 7.8%
Consumer Defensive 5.9%
Energy 2.4%
Utilities 2.1%
Basic Materials 0.6%