TILIA FIDUCIARY PARTNERS, INC. Last Quarter Change: USA Stocks, Reduced

TILIA FIDUCIARY PARTNERS, INC. quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, TILIA FIDUCIARY PARTNERS, INC. opened 10 positions, added to 49, reduced 23, sold out of 3 and left 9 unchanged. The largest increase in value was AMD (+$7,292,306); the largest decrease was TSCO (-$654,252).

LULU: Country of operation —; Class Stock; Shares 2026-03-31 11,138; Shares 2026-06-30 10,656.
WSM: Country of operation United States; Class Stock; Shares 2026-03-31 6,440; Shares 2026-06-30 6,289.
AMZN: Country of operation United States; Class Stock; Shares 2026-03-31 10,736; Shares 2026-06-30 10,603.
LLY: Country of operation United States; Class Stock; Shares 2026-03-31 1,009; Shares 2026-06-30 928.

Two Form 13F-HR filings compared (SEC CIK 1910210): 2026-03-31 (filed 2026-04-09) and 2026-06-30 (filed 2026-08-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
LULU LULULEMON ATHLETICA INC COM		Stock	11,138	10,656	-482	$1,705,228	$1,216,702	-$488,526
WSM WILLIAMS SONOMA INC	United States	Stock	6,440	6,289	-151	$1,174,222	$1,466,037	+$291,815
AMZN AMAZON COM INC COM	United States	Stock	10,736	10,603	-133	$2,235,987	$2,527,119	+$291,132
LLY ELI LILLY & CO COM	United States	Stock	1,009	928	-81	$927,741	$1,112,792	+$185,051
CAT CATERPILLAR INC COM	United States	Stock	455	440	-15	$322,649	$469,007	+$146,358
LMT LOCKHEED MARTIN CORP	United States	Stock	1,264	1,251	-13	$764,191	$637,255	-$126,936
NOC NORTHROP GRUMMAN CORP COM	United States	Stock	627	614	-13	$427,550	$312,834	-$114,716
NVDA NVIDIA CORPORATION COM	United States	Stock	4,685	4,648	-37	$817,081	$929,990	+$112,909
COST COSTCO WHOLESALE CORP	United States	Stock	1,084	1,050	-34	$1,080,283	$982,685	-$97,598
META META PLATFORMS INC CL A	United States	Stock	2,971	2,852	-119	$1,699,864	$1,606,226	-$93,638
BOOT BOOT BARN HLDGS INC COM	United States	Stock	5,192	5,120	-72	$759,901	$841,062	+$81,161
ESE ESCO TECHNOLOGIES INC COM	United States	Stock	1,100	1,070	-30	$309,507	$374,543	+$65,036
MCD MCDONALDS CORP COM	United States	Stock	1,438	1,423	-15	$446,932	$384,700	-$62,232
SHW SHERWIN WILLIAMS CO COM	United States	Stock	1,812	1,800	-12	$580,883	$619,611	+$38,728
HD HOME DEPOT	United States	Stock	2,025	1,998	-27	$665,967	$704,649	+$38,682
DOV DOVER CORP COM	United States	Stock	3,717	3,568	-149	$774,855	$800,126	+$25,271
TSLA TESLA MOTORS INC	United States	Stock	784	636	-148	$291,452	$267,389	-$24,063
WM WASTE MGMT INC DEL COM	United States	Stock	1,628	1,580	-48	$374,098	$352,150	-$21,948
CB CHUBB LIMITED COM		Stock	1,704	1,681	-23	$555,430	$572,786	+$17,356
TJX TJX COS INC NEW COM	United States	Stock	1,445	1,416	-29	$230,740	$214,485	-$16,255
ORCL ORACLE CORPORATION	United States	Stock	1,656	1,630	-26	$243,614	$238,863	-$4,751
APD AIR PRODUCTS AND CHEMICALS INC COM	United States	Stock	964	962	-2	$279,937	$282,031	+$2,094
PWR QUANTA SVCS INC COM	United States	Stock	410	310	-100	$225,098	$223,212	-$1,886

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