Tranquility Partners, LLC

CIK

1783773

Location

Brentwood, TN

Portfolio Value

Small $167,061,259

Diversification

Diversified

Filing Date

Global Rank

#4,609 / 8,586 ▼ 25

Top Industry

Asset Management 16.8%

3Y Alpha vs SPY

-8.2%

Period ended 3 months ago

Filed Apr 20, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+44.3%

SPY

+78.1%

Annualised alpha

-8.2%

Max drawdown

−17.8%

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

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

Top Position

8.1%

−1.6 pts

Top 5

28.9%

−2.0 pts

Top 10

45.8%

−1.6 pts

HHI

280

Diversified−32

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	29.9%	$50,024,777	33
Technology	23.9%	$39,951,358	22
Healthcare	11.2%	$18,663,961	15
Consumer Defensive	6.2%	$10,361,136	7
Consumer Cyclical	5.7%	$9,455,519	6
Energy	5.3%	$8,839,108	12
Communication Services	4.9%	$8,108,895	4
Industrials	4.6%	$7,635,724	13
Utilities	3.6%	$6,038,679	7
Unclassified	3.0%	$4,967,075	5
Real Estate	1.5%	$2,458,214	3
Basic Materials	0.3%	$556,813	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OWL	Blue Owl Capital Inc.	+60,266	327,098	$2,986,404
NMFC	New Mountain Finance Corp	+48,679	316,752	$2,457,995
OTF	Blue Owl Technology Finance Corp.	+12,471	26,910	$333,414
BX	Blackstone Inc.	+11,551	92,292	$10,612,657
GBDC	GOLUB CAPITAL BDC, Inc.	+9,312	362,806	$4,593,123
BXSL	Blackstone Secured Lending Fund	+3,159	15,578	$369,042
KKR	KKR & Co. Inc.	+1,956	3,532	$326,710
ZTS	Zoetis Inc.	+787	4,393	$519,296
MSFT	Microsoft Corp	+767	36,481	$13,504,171
PGR	Progressive Corp/Oh/	+578	1,878	$372,294
NMRK	Newmark Group, Inc.	+551	126,517	$1,896,489
CTAS	Cintas Corp	+508	3,597	$608,396
WMT	Walmart Inc.	+477	4,517	$561,372
BAC	Bank Of America Corp /De/	+476	16,636	$811,005
CSCO	Cisco Systems, Inc.	+443	9,364	$726,552
BIPC	Brookfield Infrastructure Corp	+398	8,217	$324,735
MSI	Motorola Solutions, Inc.	+393	1,074	$466,083
EPD	Enterprise Products Partners L.P.	+348	24,304	$919,663
SO	Southern Co	+347	5,012	$483,758
ET	Energy Transfer LP	+340	20,921	$403,775
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	+333	11,450	$163,506
PM	Philip Morris International Inc.	+287	2,776	$458,983
JNJ	Johnson & Johnson	+281	8,957	$2,189,449
TMUS	T-Mobile US, Inc.	+197	2,390	$501,971
QQQ	Invesco Qqq Trust, Series 1	+187	4,234	$2,443,780
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OBDC	Blue Owl Capital Corp	−18,931	156,566	$1,731,619
APH	Amphenol Corp /De/	−5,577	7,496	$947,119
BGB	Blackstone Strategic Credit 2027 Term Fund	−4,376	103,079	$1,149,330
FE	Firstenergy Corp	−1,029	14,583	$738,774
VRSK	Verisk Analytics, Inc.	−851	1,613	$306,066
BSL	Blackstone Senior Floating Rate 2027 Term Fund	−772	73,417	$950,750
NEE	Nextera Energy Inc	−572	11,344	$1,053,630
TJX	Tjx Companies Inc /De/	−561	9,044	$1,444,326
ORCL	Oracle Corp	−525	3,205	$471,487
BIPH	Brookfield Infrastructure Partners L.P.	−420	82,925	$2,995,251
IQV	Iqvia Holdings Inc.	−367	5,834	$994,930
NDAQ	Nasdaq, Inc.	−320	4,420	$375,213
NVDA	Nvidia Corp	−279	39,238	$6,843,107
MRK	Merck & Co., Inc.	−260	3,919	$471,416
PANW	Palo Alto Networks Inc	−246	4,683	$750,778
COST	Costco Wholesale Corp /New	−237	6,487	$6,463,841
SCI	Service Corp International	−227	6,872	$567,008
WCN	Waste Connections, Inc.	−191	3,290	$534,427
LNG	Cheniere Energy, Inc.	−191	1,874	$531,766
AAPL	Apple Inc.	−186	38,432	$9,753,657
UNH	Unitedhealth Group Inc	−166	4,877	$1,319,667
ABBV	AbbVie Inc.	−155	6,270	$1,363,662
HCA	HCA Healthcare, Inc.	−125	15,850	$7,500,854
CG	Carlyle Group Inc.	−118	4,815	$232,997
AMZN	Amazon Com Inc	−111	28,446	$5,924,448
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	508	$443,433
GE	General Electric Co	1,314	$372,873
SYK	Stryker Corp	946	$310,846
ULS	UL Solutions Inc.	3,250	$278,557
WDC	Western Digital Corp	1,024	$276,981
AZN	Astrazeneca PLC	1,380	$272,163
LIN	Linde PLC	483	$239,452
MCD	Mcdonalds Corp	728	$226,255
ADI	Analog Devices Inc	640	$203,609
AEP	American Electric Power Co Inc	1,545	$202,518
COP	Conocophillips	1,527	$201,564
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	2,919	$750,854
COO	Cooper Companies, Inc.	4,917	$402,997
INTU	Intuit Inc.	417	$276,229
KD	Kyndryl Holdings, Inc.	10,273	$272,850
BSX	Boston Scientific Corp	2,454	$233,988
SSNC	SS&C Technologies Holdings Inc	2,633	$230,176
DHR	Danaher Corp /De/	986	$225,715
WDAY	Workday, Inc.	1,014	$217,786
AXP	American Express Co	575	$212,721
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

129 positions · $167,061,259 total · as of Mar 31, 2026

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

Showing 1–50 of 129 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	Added	11,450	+333	$163,506	+18.8%	0.10%
COP	Conocophillips Energy	NEW	1,527	NEW	$201,564	NEW	0.12%
AEP	American Electric Power Co Inc Utilities	NEW	1,545	NEW	$202,518	NEW	0.12%
ADI	Analog Devices Inc Technology	NEW	640	NEW	$203,609	NEW	0.12%
AMT	American Tower Corp /Ma/ Real Estate	Added	1,203	+13	$207,613	−0.6%	0.12%
NOA	North American Construction Group Ltd. Energy	Added	15,850	+73	$213,658	−5.8%	0.13%
TRV	Travelers Companies, Inc. Financial Services	Held	734	0	$214,093	+0.6%	0.13%
AJG	Arthur J. Gallagher & Co. Financial Services	Held	1,026	0	$222,211	−16.3%	0.13%
MNST	Monster Beverage Corp Consumer Defensive	Held	3,111	0	$225,423	−5.5%	0.13%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	728	NEW	$226,255	NEW	0.14%
CG	Carlyle Group Inc. Financial Services	Reduced	4,815	-118	$232,997	−20.1%	0.14%
FICO	Fair Isaac Corp Technology	Reduced	223	-20	$238,061	−42.1%	0.14%
LIN	Linde PLC Basic Materials	NEW	483	NEW	$239,452	NEW	0.14%
DUK	Duke Energy CORP Utilities	Held	1,833	0	$240,013	+11.7%	0.14%
ADBE	Adobe Inc. Technology	Added	1,062	+8	$258,150	−30.0%	0.15%
ICE	Intercontinental Exchange, Inc. Financial Services	Held	1,687	0	$265,331	−2.9%	0.16%
ISRG	Intuitive Surgical Inc Healthcare	Added	578	+112	$266,452	+1.0%	0.16%
AZN	Astrazeneca PLC Healthcare	NEW	1,380	NEW	$272,163	NEW	0.16%
WDC	Western Digital Corp Technology	NEW	1,024	NEW	$276,981	NEW	0.17%
ULS	UL Solutions Inc. Industrials	NEW	3,250	NEW	$278,557	NEW	0.17%
GLD	Spdr Gold Trust	Reduced	648	-19	$278,827	+5.5%	0.17%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Held	157	0	$295,891	−12.2%	0.18%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	483	0	$297,895	+2.2%	0.18%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,465	-15	$298,024	−6.0%	0.18%
AON	Aon plc Financial Services	Added	946	+86	$305,349	+0.6%	0.18%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	886	+24	$305,802	+20.8%	0.18%
VRSK	Verisk Analytics, Inc. Industrials	Reduced	1,613	-851	$306,066	−44.5%	0.18%
SHOP	Shopify Inc. Technology	Held	2,616	0	$310,309	−26.3%	0.19%
SHEL	Shell plc Energy	Held	3,337	0	$310,341	+26.6%	0.19%
SYK	Stryker Corp Healthcare	NEW	946	NEW	$310,846	NEW	0.19%
GLDM	World Gold Trust	Held	3,383	0	$313,570	+8.6%	0.19%
ROP	Roper Technologies Inc Technology	Reduced	889	-1	$314,581	−20.6%	0.19%
ECL	Ecolab Inc. Basic Materials	Reduced	1,193	-2	$317,361	+1.2%	0.19%
BIPC	Brookfield Infrastructure Corp Utilities	Added	8,217	+398	$324,735	−8.5%	0.19%
KKR	KKR & Co. Inc. Financial Services	Added	3,532	+1,956	$326,710	+62.6%	0.20%
OTF	Blue Owl Technology Finance Corp. Financial Services	Added	26,910	+12,471	$333,414	+58.8%	0.20%
CAT	Caterpillar Inc Industrials	Added	474	+117	$335,810	+64.2%	0.20%
PSX	Phillips 66 Energy	Held	1,866	0	$339,947	+41.2%	0.20%
CVS	CVS HEALTH Corp Healthcare	Held	4,794	0	$344,305	−9.5%	0.21%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,385	0	$344,489	+0.8%	0.21%
DLR	Digital Realty Trust, Inc. Real Estate	Held	1,965	0	$354,112	+16.5%	0.21%
GD	General Dynamics Corp Industrials	Held	1,067	0	$366,215	+1.9%	0.22%
SPGI	S&P Global Inc. Financial Services	Reduced	867	-11	$368,769	−19.6%	0.22%
BXSL	Blackstone Secured Lending Fund Financial Services	Added	15,578	+3,159	$369,042	+12.9%	0.22%
PGR	Progressive Corp/Oh/ Financial Services	Added	1,878	+578	$372,294	+25.8%	0.22%
GE	General Electric Co Industrials	NEW	1,314	NEW	$372,873	NEW	0.22%
NDAQ	Nasdaq, Inc. Financial Services	Reduced	4,420	-320	$375,213	−18.5%	0.22%
IBM	International Business Machines Corp Technology	Reduced	1,574	-25	$381,521	−19.4%	0.23%
ET	Energy Transfer LP Energy	Added	20,921	+340	$403,775	+19.0%	0.24%
QCOM	Qualcomm Inc/De Technology	Reduced	3,224	-97	$415,186	−26.9%	0.25%