Tiller Private Wealth, Inc.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 63.3% | $70,331,998 |
| Technology | 12.4% | $13,750,303 |
| Basic Materials | 10.4% | $11,506,177 |
| Financial Services | 7.0% | $7,776,341 |
| Consumer Cyclical | 2.8% | $3,104,179 |
| Communication Services | 2.0% | $2,196,576 |
| Healthcare | 1.0% | $1,062,917 |
| Energy | 0.6% | $682,658 |
| Consumer Defensive | 0.4% | $469,845 |
| Industrials | 0.3% | $279,667 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NXP | Nuveen Select Tax Free Income Portfolio | +9,900 | 39,765 | $569,037 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +886 | 33,454 | $23,529,536 | |
| SPY | Spdr S&P 500 ETF Trust | +509 | 61,906 | $46,229,543 | |
| META | Meta Platforms, Inc. | +100 | 1,046 | $589,201 | |
| NFLX | Netflix Inc | +80 | 10,680 | $762,552 | |
| NVDA | Nvidia Corp | +59 | 11,646 | $2,330,248 | |
| QQQ | Invesco Qqq Trust, Series 1 | +10 | 778 | $572,919 | |
| ET | Energy Transfer LP | +10 | 23,791 | $454,883 | |
| JPM | Jpmorgan Chase & Co | +4 | 2,956 | $967,587 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| APD | Air Products & Chemicals, Inc. | −4,124 | 37,772 | $11,073,994 | |
| GOOGL | Alphabet Inc. | −2,326 | 1,406 | $502,462 | |
| AMZN | Amazon Com Inc | −265 | 8,901 | $2,121,464 | |
| AAPL | Apple Inc. | −200 | 29,698 | $8,593,413 | |
| MSFT | Microsoft Corp | −75 | 1,371 | $511,410 | |
| DIS | Walt Disney Co | −50 | 3,557 | $342,361 | |
| XOM | ExxonMobil Holdings Corp | −50 | 1,666 | $227,775 | |
| V | Visa Inc. | −30 | 980 | $336,228 | |
| MCD | Mcdonalds Corp | −30 | 1,090 | $294,637 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 61,906 | $46,229,543 | 41.59% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 33,454 | $23,529,536 | 21.17% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 37,772 | $11,073,994 | 9.96% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 29,698 | $8,593,413 | 7.73% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 8,925 | $4,465,980 | 4.02% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 11,646 | $2,330,248 | 2.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 8,901 | $2,121,464 | 1.91% | |
| AI |
C3.ai, Inc.
Technology
|
Held | 222,090 | $2,018,798 | 1.82% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,956 | $967,587 | 0.87% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 3,336 | $821,389 | 0.74% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 10,680 | $762,552 | 0.69% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 1,951 | $688,078 | 0.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,046 | $589,201 | 0.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 778 | $572,919 | 0.52% | |
| NXP |
Nuveen Select Tax Free Income Portfolio
Financial Services
|
Added | 39,765 | $569,037 | 0.51% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,371 | $511,410 | 0.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,406 | $502,462 | 0.45% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,927 | $489,400 | 0.44% | |
| ETW |
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Financial Services
|
Held | 50,600 | $487,784 | 0.44% | |
| ET |
Energy Transfer LP
Energy
|
Added | 23,791 | $454,883 | 0.41% | |
| OEC |
Orion S.A.
Basic Materials
|
Held | 65,186 | $432,183 | 0.39% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 3,557 | $342,361 | 0.31% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 980 | $336,228 | 0.30% | |
| AZN |
Astrazeneca PLC
Healthcare
|
Held | 1,649 | $312,683 | 0.28% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,123 | $296,434 | 0.27% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,090 | $294,637 | 0.27% | |
| DCO |
Ducommun Inc /De/
Industrials
|
NEW | 1,510 | $279,667 | 0.25% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 10,832 | $260,834 | 0.23% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 2,984 | $242,509 | 0.22% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 1,666 | $227,775 | 0.20% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,679 | $227,336 | 0.20% | |
| VCV |
Invesco California Value Municipal Income Trust
Financial Services
|
NEW | 11,894 | $128,336 | 0.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.