Tranquility Partners, LLC

CIK

1783773

Location

Brentwood, TN

Portfolio Value

Micro $10,361,136

Diversification

Diversified

Filing Date

Global Rank

#4,272 / 8,232 ▲ 83

Top Industry

Asset Management 16.8%

3Y Alpha vs SPY

-7.7%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

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

+44.9%

SPY

+76.3%

Annualised alpha

-7.7%

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

7 positions · $10,361,136 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,487	-237	$6,463,841	+11.5%	62.39%
KO	Coca Cola Co Consumer Defensive	Reduced	22,611	-17	$1,719,566	+8.7%	16.60%
PEP	Pepsico Inc Consumer Defensive	Added	3,783	+30	$587,462	+9.1%	5.67%
WMT	Walmart Inc. Consumer Defensive	Added	4,517	+477	$561,372	+24.7%	5.42%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,776	+287	$458,983	+15.0%	4.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,385	0	$344,489	+0.8%	3.32%
MNST	Monster Beverage Corp Consumer Defensive	Held	3,111	0	$225,423	−5.5%	2.18%