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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 APD AIR PRODS & CHEMS INC COM Basic Materials 1,066.0 $263K 0.14% NEW $247.09 +17.2%
102 CAT CATERPILLAR INC COM Industrials 455.0 $261K 0.14% NEW $573.40 +58.4%
103 PG PROCTER AND GAMBLE CO COM Consumer Defensive 1,744.0 $250K 0.14% NEW $143.28 -0.2%
104 SCHP SCHWAB US TIPS ETF 9,352.0 $248K 0.14% NEW $26.49 +0.9%
105 PEP PEPSICO INC COM Consumer Defensive 1,671.0 $240K 0.13% NEW $143.54 +1.5%
106 ABT ABBOTT LABS COM Healthcare 1,902.0 $238K 0.13% NEW $125.30 -30.8%
107 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 915.0 $235K 0.13% NEW $257.15 -15.1%
108 DFSV DIMENSIONAL US SMALL CAP VALUE ETF 6,953.0 $229K 0.13% NEW $32.89 +15.0%
109 AVGO BROADCOM INC COM Technology 655.0 $227K 0.12% NEW $346.16 +21.9%
110 TJX TJX COS INC NEW COM Consumer Cyclical 1,444.0 $222K 0.12% NEW $153.61 +3.5%
111 VB VANGUARD SMALL CAP ETF 849.0 $219K 0.12% NEW $257.84 +13.6%
112 ESE ESCO TECHNOLOGIES INC COM Technology 1,100.0 $215K 0.12% NEW $195.39 +56.1%
113 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 767.0 $212K 0.12% NEW $276.94 +6.4%
114 PM PHILIP MORRIS INTL INC Consumer Defensive 1,318.0 $211K 0.12% NEW $160.40 +13.2%
115 ADI ANALOG DEVICES INC COM Technology 743.0 $202K 0.11% NEW $271.20 +54.8%
Page 6 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%