Tiller Private Wealth, Inc.
Top Portfolio Positions
31 positions ·
$100,136,860 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
61,397 | $39,928,924 | 39.87% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
32,568 | $20,086,639 | 20.06% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
41,896 | $12,170,369 | 12.15% | |
| AAPL |
Apple Inc.
Technology
|
29,898 | $7,587,813 | 7.58% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,925 | $4,276,860 | 4.27% | |
| NVDA |
Nvidia Corp
Technology
|
11,587 | $2,020,772 | 2.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,166 | $1,909,002 | 1.91% | |
| AI |
C3.ai, Inc.
Technology
|
222,090 | $1,869,997 | 1.87% | |
| NFLX |
Netflix Inc
Communication Services
|
10,600 | $1,019,190 | 1.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,952 | $868,360 | 0.87% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OEC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $423,709 | 65,186 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $344,182 | 65,186 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $494,109 | 65,186 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $314,700 | 30,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $387,900 | 30,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $473,700 | 30,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $534,300 | 30,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $658,200 | 30,000 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $705,600 | 30,000 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $831,900 | 30,000 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $638,400 | 30,000 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $636,600 | 30,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $782,700 | 30,000 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $534,300 | 30,000 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $400,500 | 30,000 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $465,900 | 30,000 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $479,100 | 30,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $275,400 | 15,000 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $273,450 | 15,000 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $284,850 | 15,000 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $295,800 | 15,000 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $257,100 | 15,000 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $187,650 | 15,000 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $158,850 | 15,000 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $111,900 | 15,000 | Shares | Sole | 2020-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||