Tillman Hartley LLC

CIK

1966355

Location

ORLANDO, FL

Portfolio Value

Micro $20,208,244

Diversification

Diversified

Filing Date

Global Rank

#7,363 / 8,232 ▼ 2

Top Industry

Semiconductors 14.8%

3Y Alpha vs SPY

-1.2%

Period ended 2 months ago

Filed May 8, 2026 · 36d

14 quarters · since Dec 2022

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

+71.0%

SPY

+76.5%

Annualised alpha

-1.3%

Max drawdown

−17.4%

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

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

Top Position

20.1%

+4.5 pts

Top 5

52.9%

+1.4 pts

Top 10

74.2%

+4.1 pts

HHI

820

Diversified+114

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$6,589,584	8
Unclassified	20.1%	$4,071,778	1
Healthcare	11.5%	$2,323,799	6
Communication Services	8.6%	$1,730,156	2
Financial Services	7.5%	$1,516,889	3
Consumer Cyclical	7.1%	$1,432,271	1
Consumer Defensive	6.2%	$1,249,263	4
Energy	3.9%	$780,436	1
Industrials	2.5%	$514,068	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
AAPL	Apple Inc.	+1	8,539	$2,167,112
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−3,163	4,103	$1,518,806
WMT	Walmart Inc.	−2,179	3,129	$388,872
GOOGL	Alphabet Inc.	−1,972	5,191	$1,492,723
KO	Coca Cola Co	−1,175	4,277	$325,265
ORCL	Oracle Corp	−1,169	1,551	$228,167
XOM	Exxon Mobil Corp	−1,006	4,600	$780,436
JPM	Jpmorgan Chase & Co	−670	3,187	$937,487
WFC	Wells Fargo & Company/Mn	−665	4,265	$339,536
AVGO	Broadcom Inc.	−562	2,167	$670,708
ABBV	AbbVie Inc.	−522	2,974	$646,815
ABT	Abbott Laboratories	−468	2,181	$223,923
JNJ	Johnson & Johnson	−440	2,305	$563,434
AMZN	Amazon Com Inc	−439	6,877	$1,432,271
UNH	Unitedhealth Group Inc	−369	930	$251,648
PM	Philip Morris International Inc.	−316	1,983	$327,869
MU	Micron Technology Inc	−303	656	$221,623
CSCO	Cisco Systems, Inc.	−276	3,675	$285,143
LLY	ELI LILLY & Co	−259	447	$411,137
AXP	American Express Co	−192	793	$239,866
COST	Costco Wholesale Corp /New	−163	208	$207,257
ADI	Analog Devices Inc	−91	719	$228,742
EMR	Emerson Electric Co	−66	1,618	$211,990
VRTX	Vertex Pharmaceuticals Inc / Ma	−32	508	$226,842
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	661	$332,251
DHR	Danaher Corp /De/	1,095	$250,667
TSLA	Tesla, Inc.	537	$241,499
DIS	Walt Disney Co	2,002	$227,766
TXN	Texas Instruments Inc	1,239	$214,954
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $20,208,244 total · as of Mar 31, 2026

All sectors 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	Held	6,261	0	$4,071,778	−4.6%	20.15%
AAPL	Apple Inc. Technology	Added	8,539	+1	$2,167,112	−6.6%	10.72%
MSFT	Microsoft Corp Technology	Reduced	4,103	-3,163	$1,518,806	−56.8%	7.52%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,191	-1,972	$1,492,723	−33.4%	7.39%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,877	-439	$1,432,271	−15.2%	7.09%
NVDA	Nvidia Corp Technology	Held	7,278	0	$1,269,283	−6.5%	6.28%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,187	-670	$937,487	−24.6%	4.64%
XOM	Exxon Mobil Corp Energy	Reduced	4,600	-1,006	$780,436	+15.7%	3.86%
AVGO	Broadcom Inc. Technology	Reduced	2,167	-562	$670,708	−29.0%	3.32%
ABBV	AbbVie Inc. Healthcare	Reduced	2,974	-522	$646,815	−19.0%	3.20%
JNJ	Johnson & Johnson Healthcare	Reduced	2,305	-440	$563,434	−0.8%	2.79%
LLY	ELI LILLY & Co Healthcare	Reduced	447	-259	$411,137	−45.8%	2.03%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,129	-2,179	$388,872	−34.2%	1.92%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	4,265	-665	$339,536	−26.1%	1.68%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,983	-316	$327,869	−11.1%	1.62%
KO	Coca Cola Co Consumer Defensive	Reduced	4,277	-1,175	$325,265	−14.7%	1.61%
MMM	3M Co Industrials	Held	2,080	0	$302,078	−9.3%	1.49%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,675	-276	$285,143	−6.3%	1.41%
UNH	Unitedhealth Group Inc Healthcare	Reduced	930	-369	$251,648	−41.3%	1.25%
AXP	American Express Co Financial Services	Reduced	793	-192	$239,866	−34.2%	1.19%
META	Meta Platforms, Inc. Communication Services	Held	415	0	$237,433	−13.3%	1.17%
ADI	Analog Devices Inc Technology	Reduced	719	-91	$228,742	+4.1%	1.13%
ORCL	Oracle Corp Technology	Reduced	1,551	-1,169	$228,167	−57.0%	1.13%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	508	-32	$226,842	−7.3%	1.12%
ABT	Abbott Laboratories Healthcare	Reduced	2,181	-468	$223,923	−32.5%	1.11%
MU	Micron Technology Inc Technology	Reduced	656	-303	$221,623	−19.0%	1.10%
EMR	Emerson Electric Co Industrials	Reduced	1,618	-66	$211,990	−5.1%	1.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	208	-163	$207,257	−35.2%	1.03%