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Portfolio (Quarterly) Guide ↗

Tillman Hartley LLC

· CIK 0001966355
13F Portfolio $445M AUM 155 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 22 Added 39 Reduced 5 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVIG AMERICAN CENTY ETF TR 39,448.0 $1.6M 0.37% +15K +61.8% $41.41 -1.2%
22 BND VANGUARD BD INDEX FDS 20,140.0 $1.5M 0.33% +2K +8.6% $73.41 -1.1%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 31.8%
Healthcare 11.5%
Communication Services 7.6%
Consumer Cyclical 5.7%
Consumer Defensive 4.2%
Industrials 2.8%
Energy 2.6%