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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 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVIG AMERICAN CENTY ETF TR 39,448.0 $1.6M 0.37% +15K +61.8% $41.41 -1.1%
42 IEMG ISHARES INC 18,470.0 $1.5M 0.34% -233.0 -1.2% $82.84 -1.1%
43 GOOGL ALPHABET INC Communication Services 4,223.0 $1.5M 0.34% -968.0 -18.6% $357.37 -2.9%
44 BND VANGUARD BD INDEX FDS 20,140.0 $1.5M 0.33% +2K +8.6% $73.41 -1.0%
45 MSFT MICROSOFT CORP Technology 3,867.0 $1.4M 0.32% -236.0 -5.8% $373.07 +31.8%
46 VCSH VANGUARD SCOTTSDALE FDS 14,649.0 $1.2M 0.26% $79.03 -0.3%
47 AMZN AMAZON COM INC Consumer Cyclical 4,744.0 $1.1M 0.25% -2K -31.0% $238.34 +9.5%
48 CMF ISHARES TR 19,126.0 $1.1M 0.25% $57.64 -1.9%
49 IWN ISHARES TR 3,975.0 $879K 0.20% $221.20 +1.6%
50 JPM JPMORGAN CHASE & CO. Financial Services 2,663.0 $872K 0.20% -524.0 -16.4% $327.33 +9.0%
51 DFSU DIMENSIONAL ETF TRUST 17,174.0 $801K 0.18% NEW $46.63 +3.6%
52 GOOG ALPHABET INC 2,234.0 $789K 0.18% -1K -34.4% $353.33
53 VOO VANGUARD INDEX FDS 1,122.0 $771K 0.17% $686.81 +2.5%
54 ABBV ABBVIE INC Healthcare 2,937.0 $739K 0.17% -37.0 -1.2% $251.64 +5.6%
55 NVDA NVIDIA CORPORATION Technology 3,064.0 $613K 0.14% -4K -57.9% $200.09 +6.5%
56 INTC INTEL CORP Technology 3,891.0 $543K 0.12% NEW $139.63 -37.3%
57 DLS WISDOMTREE TR 6,458.0 $541K 0.12% $83.79 +7.0%
58 XOM EXXON MOBIL CORP Energy 3,797.0 $519K 0.12% -803.0 -17.5% $136.72 +17.5%
59 JNJ JOHNSON & JOHNSON Healthcare 1,998.0 $508K 0.11% -307.0 -13.3% $254.05 +7.5%
60 AVGO BROADCOM INC Technology 1,320.0 $499K 0.11% -847.0 -39.1% $377.75 -5.6%
Page 3 of 5  ·  94 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%