Tiller Private Wealth, Inc.

CIK

1663649

Location

BETHLEHEM, PA

Portfolio Value

Small $100,136,860

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,721 / 8,604 ▲ 159 · as of Mar 2026

Top Industry

Specialty Chemicals 31.7%

3Y Alpha vs SPY

-7.1%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.6%

SPY

+76.5%

Annualised alpha

-7.2%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

39.9%

−1.6 pts

Top 5

83.9%

+0.2 pts

Top 10

91.6%

−0.6 pts

HHI

2,232

Moderately concentrated−79

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	60.4%	$60,458,837	3
Basic Materials	12.6%	$12,594,078	2
Technology	12.0%	$12,013,847	4
Financial Services	7.0%	$7,017,500	6
Consumer Cyclical	3.1%	$3,104,840	4
Communication Services	2.3%	$2,351,195	4
Healthcare	1.1%	$1,100,412	3
Energy	0.7%	$750,109	2
Consumer Defensive	0.5%	$487,664	2
Industrials	0.3%	$258,378	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+7,620	10,600	$1,019,190
NXP	Nuveen Select Tax Free Income Portfolio	+1,665	29,865	$428,562
NVDA	Nvidia Corp	+1,125	11,587	$2,020,772
AMZN	Amazon Com Inc	+902	9,166	$1,909,002
APD	Air Products & Chemicals, Inc.	+760	41,896	$12,170,369
QQQ	Invesco Qqq Trust, Series 1	+316	768	$443,274
SPY	Spdr S&P 500 ETF Trust	+199	61,397	$39,928,924
MSFT	Microsoft Corp	+43	1,446	$535,265
V	Visa Inc.	+31	1,010	$305,262
J	Jacobs Solutions Inc.	+2	2,030	$258,378
GOOGL	Alphabet Inc.	+1	1,541	$443,129
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	−5,429	23,781	$458,973
DIS	Walt Disney Co	−106	3,607	$347,642
PEP	Pepsico Inc	−100	1,679	$260,731
JPM	Jpmorgan Chase & Co	−88	2,952	$868,360
MDY	Spdr S&P Midcap 400 ETF Trust	−80	32,568	$20,086,639
AAPL	Apple Inc.	−58	29,898	$7,587,813
META	Meta Platforms, Inc.	−15	946	$541,234
HD	Home Depot, Inc.	−5	1,951	$641,664
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
AZN	Astrazeneca PLC	1,649	$325,215
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ORCL	Oracle Corp	1,157	$225,510
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 positions · $100,136,860 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	61,397	+199	$39,928,924	−4.3%	39.87%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	32,568	-80	$20,086,639	+2.0%	20.06%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	41,896	+760	$12,170,369	+19.8%	12.15%
AAPL	Apple Inc. Technology	Reduced	29,898	-58	$7,587,813	−6.8%	7.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	8,925	0	$4,276,860	−4.7%	4.27%
NVDA	Nvidia Corp Technology	Added	11,587	+1,125	$2,020,772	+3.6%	2.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,166	+902	$1,909,002	+0.1%	1.91%
AI	C3.ai, Inc. Technology	Held	222,090	0	$1,869,997	−37.5%	1.87%
NFLX	Netflix Inc Communication Services	Added	10,600	+7,620	$1,019,190	+264.8%	1.02%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,952	-88	$868,360	−11.4%	0.87%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	3,336	0	$694,188	−0.3%	0.69%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,951	-5	$641,664	−4.7%	0.64%
META	Meta Platforms, Inc. Communication Services	Reduced	946	-15	$541,234	−14.7%	0.54%
MSFT	Microsoft Corp Technology	Added	1,446	+43	$535,265	−21.1%	0.53%
JNJ	Johnson & Johnson Healthcare	Held	1,927	0	$471,035	+18.1%	0.47%
ET	Energy Transfer LP Energy	Reduced	23,781	-5,429	$458,973	−4.7%	0.46%
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund Financial Services	Held	50,600	0	$444,268	−4.8%	0.44%
QQQ	Invesco Qqq Trust, Series 1	Added	768	+316	$443,274	+59.6%	0.44%
GOOGL	Alphabet Inc. Communication Services	Added	1,541	+1	$443,129	−8.1%	0.44%
NXP	Nuveen Select Tax Free Income Portfolio Financial Services	Added	29,865	+1,665	$428,562	+7.8%	0.43%
OEC	Orion S.A. Basic Materials	Held	65,186	0	$423,709	+23.1%	0.42%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,120	0	$348,084	+1.7%	0.35%
DIS	Walt Disney Co Communication Services	Reduced	3,607	-106	$347,642	−17.7%	0.35%
AZN	Astrazeneca PLC Healthcare	NEW	1,649	NEW	$325,215	NEW	0.32%
V	Visa Inc. Financial Services	Added	1,010	+31	$305,262	−11.1%	0.30%
PFE	Pfizer Inc Healthcare	Held	10,832	0	$304,162	+12.8%	0.30%
XOM	Exxon Mobil Corp Energy	Held	1,716	0	$291,136	+41.0%	0.29%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,679	-100	$260,731	+2.1%	0.26%
J	Jacobs Solutions Inc. Industrials	Added	2,030	+2	$258,378	−3.8%	0.26%
KO	Coca Cola Co Consumer Defensive	Held	2,984	0	$226,933	+8.8%	0.23%
TM	Toyota Motor Corp/ Consumer Cyclical	Held	1,000	0	$206,090	−3.7%	0.21%