SEC Form 13F · Q1 2026

TILIA FIDUCIARY PARTNERS, INC.

Institutional Holdings Report

13F-HRNC
$182.0M
Portfolio Value
115
Holdings
Q1 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
TILIA FIDUCIARY PARTNERS, INC.
CIK
1910210
Accession No.
0001910210-26-000002
Location
WILMINGTON, NC
Form Type
13F-HR
Portfolio Value
$182.0M
Holdings Reported
115
Reporting Period
Q1 2026
Filed
April 9, 2026

About this Filing

TILIA FIDUCIARY PARTNERS, INC. is an institutional investment manager based in WILMINGTON, NC reporting approximately $182.0M in 13(f) securities across 115 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.