Portfolio (Quarterly) Guide ↗

Tillman Hartley LLC

· CIK 0001966355

13F Portfolio $398M AUM 146 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 16 Added 48 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	BERKSHIRE HATHAWAY INC DEL	—	661	$332K	0.08%	SOLD
2	DHR	DANAHER CORPORATION	Healthcare	1,095	$251K	0.06%	SOLD
3	TSLA	TESLA INC	Consumer Cyclical	537	$242K	0.06%	SOLD
4	DIS	DISNEY WALT CO	Communication Services	2,002	$228K	0.06%	SOLD
5	DFLV	DIMENSIONAL ETF TRUST	—	6,553	$224K	0.06%	SOLD
6	TXN	TEXAS INSTRS INC	Technology	1,239	$215K	0.05%	SOLD

Sector Allocation

Technology 31.1%

Financial Services 26.4%

Communication Services 12.8%

Healthcare 11.0%

Consumer Cyclical 6.8%

Consumer Defensive 5.9%

Energy 3.7%

Industrials 2.4%