Tillman Hartley LLC
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
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.5% | $6,702,044 |
| Unclassified | 23.7% | $4,896,446 |
| Communication Services | 11.1% | $2,298,512 |
| Healthcare | 11.1% | $2,285,980 |
| Financial Services | 6.9% | $1,419,883 |
| Consumer Cyclical | 5.5% | $1,130,684 |
| Consumer Defensive | 4.0% | $833,802 |
| Industrials | 2.7% | $562,233 |
| Energy | 2.5% | $519,125 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −4,214 | 3,064 | $613,075 | |
| GOOGL | Alphabet Inc. | −2,141 | 6,457 | $2,298,512 | |
| AMZN | Amazon Com Inc | −2,133 | 4,744 | $1,130,684 | |
| AAPL | Apple Inc. | −1,394 | 7,145 | $2,067,476 | |
| WMT | Walmart Inc. | −1,080 | 2,049 | $232,069 | |
| CSCO | Cisco Systems, Inc. | −891 | 2,784 | $327,008 | |
| AVGO | Broadcom Inc. | −847 | 1,320 | $498,630 | |
| XOM | ExxonMobil Holdings Corp | −803 | 3,797 | $519,125 | |
| WFC | Wells Fargo & Company/Mn | −783 | 3,482 | $287,752 | |
| KO | Coca Cola Co | −577 | 3,700 | $300,699 | |
| JPM | Jpmorgan Chase & Co | −524 | 2,663 | $871,679 | |
| MU | Micron Technology Inc | −426 | 230 | $265,486 | |
| PM | Philip Morris International Inc. | −319 | 1,664 | $301,034 | |
| JNJ | Johnson & Johnson | −307 | 1,998 | $507,432 | |
| MSFT | Microsoft Corp | −236 | 3,867 | $1,442,467 | |
| ADI | Analog Devices Inc | −178 | 541 | $214,868 | |
| LLY | ELI LILLY & Co | −113 | 334 | $400,609 | |
| ORCL | Oracle Corp | −92 | 1,459 | $213,816 | |
| EMR | Emerson Electric Co | −43 | 1,575 | $225,461 | |
| ABBV | AbbVie Inc. | −37 | 2,937 | $739,066 | |
| AXP | American Express Co | −23 | 770 | $260,452 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BIV | Vanguard Intermediate-Term Bond ETF | 101,250 | $7,814,474 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 43,892 | $4,022,262 | |
| VB | Vanguard Morningstar Small-Cap ETF | 6,969 | $1,825,320 | |
| VEA | Vanguard FTSE Developed Markets ETF | 16,874 | $1,081,285 | |
| VXUS | Vanguard Total International Stock ETF | 4,106 | $316,613 | |
| META | Meta Platforms, Inc. | 415 | $237,433 | |
| ABT | Abbott Laboratories | 2,181 | $223,923 | |
| COST | Costco Wholesale Corp /New | 208 | $207,257 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 6,261 | $4,675,526 | 22.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,457 | $2,298,512 | 11.13% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,145 | $2,067,476 | 10.01% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,867 | $1,442,467 | 6.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 4,744 | $1,130,684 | 5.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,663 | $871,679 | 4.22% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,937 | $739,066 | 3.58% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,064 | $613,075 | 2.97% | |
| INTC |
Intel Corp
Technology
|
NEW | 3,891 | $543,299 | 2.63% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 3,797 | $519,125 | 2.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,998 | $507,432 | 2.46% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,320 | $498,630 | 2.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 334 | $400,609 | 1.94% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 930 | $386,535 | 1.87% | |
| MMM |
3M Co
Industrials
|
Held | 2,080 | $336,772 | 1.63% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 2,784 | $327,008 | 1.58% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 1,664 | $301,034 | 1.46% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 3,700 | $300,699 | 1.46% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 3,482 | $287,752 | 1.39% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 963 | $287,041 | 1.39% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 230 | $265,486 | 1.29% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 770 | $260,452 | 1.26% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Held | 508 | $252,338 | 1.22% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,049 | $232,069 | 1.12% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 394 | $228,878 | 1.11% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 1,575 | $225,461 | 1.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 300 | $220,920 | 1.07% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 541 | $214,868 | 1.04% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,459 | $213,816 | 1.04% |
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.