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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS CO Financial Services 770.0 $260K 0.06% -23.0 -2.9% $338.25 -0.7%
82 VRTX VERTEX PHARMACEUTICALS INC Healthcare 508.0 $252K 0.06% $496.73 +11.3%
83 WMT WALMART INC Consumer Defensive 2,049.0 $232K 0.05% -1K -34.5% $113.28 -7.0%
84 VBR VANGUARD INDEX FDS 946.0 $230K 0.05% -67.0 -6.6% $243.12 +2.1%
85 AMD ADVANCED MICRO DEVICES INC Technology 394.0 $229K 0.05% NEW $580.91 -17.5%
86 EMR EMERSON ELEC CO Industrials 1,575.0 $225K 0.05% -43.0 -2.7% $143.15 +8.2%
87 AVGE AMERICAN CENTY ETF TR 2,251.0 $223K 0.05% NEW $99.10 +2.5%
88 QQQ INVESCO QQQ TR Financial Services 300.0 $221K 0.05% NEW $736.40 -3.5%
89 IJR ISHARES TR 1,478.0 $219K 0.05% NEW $148.31 -1.1%
90 ADI ANALOG DEVICES INC Technology 541.0 $215K 0.05% -178.0 -24.8% $397.17 -5.9%
91 DFGX DIMENSIONAL ETF TRUST 4,000.0 $214K 0.05% $53.59 -2.5%
92 ORCL ORACLE CORP Technology 1,459.0 $214K 0.05% -92.0 -5.9% $146.55 -1.3%
93 MUB ISHARES TR 1,968.0 $212K 0.05% $107.62 -1.9%
94 DFGR DIMENSIONAL ETF TRUST 6,976.0 $202K 0.04% NEW $28.97 +2.5%
Page 5 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%