IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Tilia Fiduciary Partners, Inc.

Q2 2024 Holdings

Filed 2024-07-11 | 97 holdings | $127.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc(AAPL)Stock037833100$6.6M31,1605.1%
Microsoft(MSFT)Stock594918104$5.4M12,0834.2%
Google Inc(GOOGL)Stock02079K305$3.9M21,3113.0%
Vanguard International Dividend Appreciation ETF(VIGI)ETF921946810$3.7M45,5442.9%
Booz Allen Hamilton Hldg Corp CL A(BAH)Stock099502106$3.0M19,7792.4%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$2.9M7,0872.3%
Visa Inc(V)Stock92826C839$2.8M10,6952.2%
Advanced Micro Devices Inc COM(AMD)Stock007903107$2.8M17,1232.2%
Mckesson Corp(MCK)Stock58155Q103$2.7M4,6862.1%
Costco Wholesale Corp(COST)Stock22160K105$2.7M3,2132.1%
Carlisle COS Inc COM(CSL)Stock142339100$2.7M6,6842.1%
Walmart Inc COM(WMT)Stock931142103$2.6M38,7602.1%
Gallagher Arthur J & Co COM(AJG)Stock363576109$2.5M9,5991.9%
Lennox Intl Inc COM(LII)Stock526107107$2.5M4,6321.9%
Tractor Supply Co(TSCO)Stock892356106$2.4M8,9471.9%
HCA Inc(HCA)Stock40412C101$2.3M7,1151.8%
Amazon COM Inc COM(AMZN)Stock023135106$2.3M11,7571.8%
Stryker Corporation COM(SYK)Stock863667101$2.2M6,6001.8%
Lowes COS Inc COM(LOW)Stock548661107$2.2M10,0561.7%
Union PAC Corp COM(UNP)Stock907818108$2.2M9,6991.7%
Marriott Intl Inc New CL A(MAR)Stock571903202$2.2M9,0661.7%
FTI Consulting Inc COM(FCN)Stock302941109$2.2M10,1341.7%
Broadridge FIN SOL(BR)Stock11133T103$2.2M11,0241.7%
Canadian Pacific Kansas City COM(CP)Stock13646K108$2.1M26,4751.6%
Palo Alto Networks Inc COM(PANW)Stock697435105$2.0M5,9431.6%
Carmax Inc COM(KMX)Stock143130102$2.0M27,3161.6%
Intuit COM(INTU)Stock461202103$1.9M2,9201.5%
Charles RIV Labs Intl Inc COM(CRL)Stock159864107$1.9M9,1891.5%
Trinet Group Inc COM(TNET)Stock896288107$1.9M18,6251.5%
Ishares 1-3 YR Credit Bond ETF(IGSB)ETF464288646$1.8M35,2091.4%
Unitedhealth Group(UNH)Stock91324P102$1.8M3,4561.4%
Williams Sonoma Inc(WSM)Stock969904101$1.8M6,2061.4%
Meta Platforms Inc CL A(META)Stock30303M102$1.7M3,4351.4%
Dover Corp COM(DOV)Stock260003108$1.7M9,4021.3%
Live Nation Entertainment Inc COM(LYV)Stock538034109$1.7M18,0751.3%
PTC Inc COM(PTC)Stock69370C100$1.6M9,0381.3%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$1.6M7,8881.2%
Nutrien LTD COM(NTR)Stock67077M108$1.4M27,1271.1%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$1.4M12,6821.1%
Boot Barn Hldgs Inc COM(BOOT)Stock099406100$1.3M10,2091.0%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$1.3M16,1031.0%
Parker-Hannifin Corp COM(PH)Stock701094104$1.2M2,4501.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$1.2M6,7241.0%
Schwab Strategic TR US LRG Cap ETF(SCHX)ETF808524201$1.2M18,6050.9%
Spdr Portfolio S&P 400 Mid Cap ETF(SPMD)ETF78464A847$1.0M20,3590.8%
Lincoln Elec Hldgs Inc(LECO)Stock533900106$1.0M5,5150.8%
Guggenheim ETF Trust S&P 500 Equal Weight(RSP)ETF46137V357$976.6K5,9450.8%
T Rowe Price Group Inc(TROW)Stock74144T108$969.9K8,4110.8%
ELI Lilly & Co COM(LLY)Stock532457108$938.8K1,0370.7%
Sherwin Williams Co COM(SHW)Stock824348106$888.8K2,9780.7%
Page 1 of 2Next