13F Filings History of TILIA FIDUCIARY PARTNERS, INC.

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$181,161,790
Signature - Title
Ryan Casey - Principal
Location
Wilmington, NC
Summary
This page shows a list of all the recent 13F filings made by TILIA FIDUCIARY PARTNERS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TILIA FIDUCIARY PARTNERS, INC. reported 115 stock holdings with total value $181,161,790 as of Q4 2025. Top holdings included VIGI, AAPL, GOOGL, MSFT, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 115 $181,161,790 +$8,706,302 -$2,982,933 +$5,723,369 VIGI, AAPL, GOOGL, MSFT, BRKB 13F-HR 12 Jan 2026, 14:28
Q3 2025 114 $172,894,506 +$10,092,130 -$10,104,175 -$12,045 VIGI, AAPL, MSFT, GOOGL, BRKB 13F-HR 10 Oct 2025, 14:16
Q2 2025 115 $163,815,168 +$5,606,228 -$2,427,617 +$3,178,611 AAPL, MSFT, VIGI, BRKB, V 13F-HR 21 Jul 2025, 14:22
Q1 2025 113 $150,026,854 +$22,487,026 -$15,176,357 +$7,310,669 AAPL, BRKB, MSFT, VIGI, V 13F-HR 14 Apr 2025, 11:34
Q4 2024 106 $146,583,383 +$10,756,358 -$2,198,385 +$8,557,973 AAPL, MSFT, BRKB, GOOGL, VIGI 13F-HR 10 Jan 2025, 15:51
Q3 2024 104 $144,302,253 +$15,571,888 -$6,312,403 +$9,259,485 AAPL, MSFT, BRKB, VIGI, GOOGL 13F-HR 08 Oct 2024, 15:15
Q2 2024 97 $127,864,942 +$6,070,773 -$1,271,915 +$4,798,858 AAPL, MSFT, GOOGL, VIGI, BAH 13F-HR 11 Jul 2024, 12:48
Q1 2024 97 $123,317,584 +$12,991,917 -$5,612,993 +$7,378,924 AAPL, MSFT, VIGI, GOOGL, AMD 13F-HR 12 Apr 2024, 10:05
Q4 2023 95 $107,491,058 +$5,796,869 -$5,564,431 +$232,438 AAPL, MSFT, VIGI, GOOGL, V 13F-HR 12 Jan 2024, 09:53
Q3 2023 93 $96,038,909 +$4,533,142 -$17,699,156 -$13,166,014 AAPL, MSFT, VIGI, GOOGL, V 13F-HR 10 Oct 2023, 11:44
Q2 2023 532 $111,946,362 +$10,423,945 -$10,507,747 -$83,802 AAPL, MSFT, VIGI, TIP, GOOGL 13F-HR 13 Jul 2023, 15:42
Q1 2023 516 $104,915,321 +$4,278,642 -$9,553,002 -$5,274,360 AAPL, MSFT, TIP, SCHP, VIGI 13F-HR 10 May 2023, 12:32
Q4 2022 509 $104,017,402 +$2,922,042 -$3,524,016 -$601,974 AAPL, PEP, TIP, SCHP, MSFT 13F-HR 10 Feb 2023, 15:31
Q3 2022 506 $98,957,000 +$9,379,465 -$7,679,981 +$1,699,484 AAPL, PEP, TIP, SCHP, VTIP 13F-HR 26 Oct 2022, 20:29
Q2 2022 523 $104,754,000 +$7,839,851 -$2,686,893 +$5,152,958 AAPL, TIP, SCHP, PEP, IGSB 13F-HR 01 Aug 2022, 09:23
Q1 2022 529 $117,907,000 +$4,497,259 -$2,441,077 +$2,056,182 AAPL, TIP, SCHP, PEP, AMZN 13F-HR 18 Apr 2022, 14:49
Q4 2021 548 $124,456,000 $0 $0 $0 TIP, AAPL, SCHP, PEP, IGSB 13F-HR 14 Feb 2022, 17:05