Skip to main content

Tiller Private Wealth, Inc.

13F filer · CIK 0001663649
Reported Jul 24, 2026
Net buyer this quarter
13F portfolio value$319MU.S. long equity reported on 13F
Positions343 new · 2 closed
Net flow last quarter+$567KBuys minus sells
Top 10 positions weight34.5%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 24, 202634 positions
SPYSPDR S&P 500 ETF Trust$46.2M14.48%Not reported+0.8%Q1 2020
MDYSPDR S&P Midcap 400 ETF Trust$23.5M7.37%Not reported+2.7%Q4 2015
APDAir Products & Chemicals, Inc.$11.1M3.47%0.02%-9.8%Q4 2015
AVMCaVINCI MEDIA CORP$8.96M2.81%Not reported+5.9%Q4 2025
AAPLApple Inc.$8.59M2.69%0.00%-0.7%Q4 2015
BRK.BBerkshire Hathaway Inc$4.47M1.40%Not reportedNot reportedQ1 2016
NVDANvidia Corp$2.33M0.73%0.00%+0.5%Q4 2021
AMZNAmazon Com Inc$2.12M0.66%0.00%-2.9%Q1 2016
AIC3.ai, Inc.$2.02M0.63%6.35%Not reportedQ3 2021
JPMJPMorgan Chase & Co$968K0.30%0.00%+0.1%Q4 2015
PNCPNC Financial Services Group, Inc.$821K0.26%0.00%Not reportedQ1 2021
GOOGAlphabet Inc.$774K0.24%Not reportedNot reportedQ4 2019
NFLXNetflix Inc$763K0.24%0.00%+0.8%Q2 2018
HDHome Depot, Inc.$688K0.22%0.00%Not reportedQ3 2018
METAMeta Platforms, Inc.$589K0.18%Not reported+10.6%Q2 2016
QQQInvesco QQQ Trust, Series 1$573K0.18%Not reported+1.3%Q2 2024
NXPNuveen Select Tax Free Income Portfolio$569K0.18%Not reported+33.2%Q3 2025
MSFTMicrosoft Corp$511K0.16%0.00%-5.2%Q1 2020
GOOGLAlphabet Inc.$502K0.16%0.00%-8.8%Q2 2021
JNJJohnson & Johnson$489K0.15%0.00%Not reportedQ4 2016
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$488K0.15%Not reportedNot reportedQ4 2015
ETEnergy Transfer LP$455K0.14%0.00%0.0%Q4 2018
OECOrion S.A.$432K0.14%0.12%Not reportedQ3 2019
DISWalt Disney Co$342K0.11%0.00%-1.4%Q4 2015
VVisa Inc.$336K0.11%0.00%-3.0%Q4 2015
AZNAstrazeneca PLC$313K0.10%Not reportedNot reportedQ1 2022
INTCIntel Corp$296K0.09%0.00%Not reportedQ4 2019
MCDMcdonalds Corp$295K0.09%0.00%-2.7%Q1 2019
DCODucommun Inc$280K0.09%0.01%NewQ2 2026
PFEPfizer Inc$261K0.08%0.00%Not reportedQ2 2021
KOCoca Cola Co$243K0.08%0.00%Not reportedQ1 2022
XOMExxonMobil Holdings Corp$228K0.07%0.00%-2.9%Q4 2015
PEPPepsico Inc$227K0.07%0.00%Not reportedQ3 2024
VCVInvesco California Value Municipal Income Trust$128K0.04%Not reportedNewQ2 2026
Q1 2026Reported Apr 23, 202633 positions
SPYSPDR S&P 500 ETF Trust$39.9M14.19%Not reported+0.3%Q1 2020
MDYSPDR S&P Midcap 400 ETF Trust$20.1M7.14%Not reported-0.3%Q4 2015
APDAir Products & Chemicals, Inc.$12.2M4.32%0.02%+1.9%Q4 2015
AVMCaVINCI MEDIA CORP$7.62M2.71%Not reported+4.1%Q4 2025
AAPLApple Inc.$7.59M2.70%0.00%-0.2%Q4 2015
BRK.BBerkshire Hathaway Inc$4.28M1.52%Not reportedNot reportedQ1 2016
NVDANvidia Corp$2.02M0.72%0.00%+10.8%Q4 2021
AMZNAmazon Com Inc$1.91M0.68%0.00%+10.9%Q1 2016
AIC3.ai, Inc.$1.87M0.66%6.35%Not reportedQ3 2021
NFLXNetflix Inc$1.02M0.36%0.00%+255.7%Q2 2018
JPMJPMorgan Chase & Co$868K0.31%0.00%-2.9%Q4 2015
PNCPNC Financial Services Group, Inc.$694K0.25%0.00%Not reportedQ1 2021
HDHome Depot, Inc.$642K0.23%0.00%-0.3%Q3 2018
GOOGAlphabet Inc.$628K0.22%Not reported+0.1%Q4 2019
METAMeta Platforms, Inc.$541K0.19%Not reported-1.6%Q2 2016
MSFTMicrosoft Corp$535K0.19%0.00%+3.1%Q1 2020
JNJJohnson & Johnson$471K0.17%0.00%Not reportedQ4 2016
ETEnergy Transfer LP$459K0.16%0.00%-18.6%Q4 2018
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$444K0.16%Not reportedNot reportedQ4 2015
QQQInvesco QQQ Trust, Series 1$443K0.16%Not reported+69.9%Q2 2024
GOOGLAlphabet Inc.$443K0.16%0.00%+0.1%Q2 2021
NXPNuveen Select Tax Free Income Portfolio$429K0.15%Not reported+5.9%Q3 2025
OECOrion S.A.$424K0.15%0.12%Not reportedQ3 2019
MCDMcdonalds Corp$348K0.12%0.00%Not reportedQ1 2019
DISWalt Disney Co$348K0.12%0.00%-2.9%Q4 2015
AZNAstrazeneca PLC$325K0.12%Not reported-0.1%Q1 2022
VVisa Inc.$305K0.11%0.00%+3.2%Q4 2015
PFEPfizer Inc$304K0.11%0.00%Not reportedQ2 2021
XOMExxonMobil Holdings Corp$291K0.10%0.00%Not reportedQ4 2015
PEPPepsico Inc$261K0.09%0.00%-5.6%Q3 2024
JJacobs Solutions Inc.$258K0.09%0.00%+0.1%Q4 2022
KOCoca Cola Co$227K0.08%0.00%Not reportedQ1 2022
TMToyota Motor Corp/$206K0.07%0.00%Not reportedQ4 2025
Q4 2025Reported Jan 14, 202634 positions
SPYSPDR S&P 500 ETF Trust$41.7M14.85%Not reported-3.8%Q1 2020
MDYSPDR S&P Midcap 400 ETF Trust$19.7M7.01%Not reported+13.2%Q4 2015
APDAir Products & Chemicals, Inc.$10.2M3.62%0.02%-1.0%Q4 2015
AAPLApple Inc.$8.14M2.90%0.00%-15.2%Q4 2015
AVMCaVINCI MEDIA CORP$7.16M2.55%Not reportedNewQ4 2025
BRK.BBerkshire Hathaway Inc$4.49M1.60%Not reported-5.7%Q1 2016
AIC3.ai, Inc.$2.99M1.07%6.35%+3.0%Q3 2021
NVDANvidia Corp$1.95M0.69%0.00%-15.7%Q4 2021
AMZNAmazon Com Inc$1.91M0.68%0.00%-14.6%Q1 2016
JPMJPMorgan Chase & Co$980K0.35%0.00%-0.1%Q4 2015
PNCPNC Financial Services Group, Inc.$696K0.25%0.00%+9.0%Q1 2021
GOOGAlphabet Inc.$687K0.24%Not reported-14.5%Q4 2019
MSFTMicrosoft Corp$679K0.24%0.00%+0.4%Q1 2020
HDHome Depot, Inc.$673K0.24%0.00%-0.4%Q3 2018
METAMeta Platforms, Inc.$634K0.23%Not reported-1.2%Q2 2016
GOOGLAlphabet Inc.$482K0.17%0.00%-48.8%Q2 2021
ETEnergy Transfer LP$482K0.17%0.00%-1.4%Q4 2018
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$467K0.17%Not reported-8.6%Q4 2015
DISWalt Disney Co$422K0.15%0.00%-2.2%Q4 2015
JNJJohnson & Johnson$399K0.14%0.00%Not reportedQ4 2016
NXPNuveen Select Tax Free Income Portfolio$398K0.14%Not reported+107.7%Q3 2025
OECOrion S.A.$344K0.12%0.12%Not reportedQ3 2019
VVisa Inc.$343K0.12%0.00%-18.2%Q4 2015
MCDMcdonalds Corp$342K0.12%0.00%Not reportedQ1 2019
AZNAstrazeneca PLC$303K0.11%Not reportedNot reportedQ1 2022
NFLXNetflix Inc$279K0.10%0.00%-3.3%Q2 2018
QQQInvesco QQQ Trust, Series 1$278K0.10%Not reported-1.1%Q2 2024
PFEPfizer Inc$270K0.10%0.00%-0.1%Q2 2021
JJacobs Solutions Inc.$269K0.10%0.00%+0.1%Q4 2022
PEPPepsico Inc$255K0.09%0.00%-15.5%Q3 2024
ORCLOracle Corp$226K0.08%0.00%Not reportedQ2 2024
TMToyota Motor Corp/$214K0.08%0.00%NewQ4 2025
KOCoca Cola Co$209K0.07%0.00%Not reportedQ1 2022
XOMExxonMobil Holdings Corp$207K0.07%0.00%Not reportedQ4 2015
Q3 2025Reported Oct 22, 202532 positions
SPYSPDR S&P 500 ETF Trust$42.4M15.07%Not reported-0.1%Q1 2020
MDYSPDR S&P Midcap 400 ETF Trust$17.2M6.12%Not reported+1.7%Q4 2015
APDAir Products & Chemicals, Inc.$11.3M4.03%0.02%+9.6%Q4 2015
AAPLApple Inc.$8.99M3.20%0.00%-1.1%Q4 2015
BRK.BBerkshire Hathaway Inc$4.76M1.69%Not reportedNot reportedQ1 2016
AIC3.ai, Inc.$3.74M1.33%6.16%Not reportedQ3 2021
NVDANvidia Corp$2.32M0.82%0.00%+0.7%Q4 2021
AMZNAmazon Com Inc$2.12M0.76%0.00%+0.2%Q1 2016
JPMJPMorgan Chase & Co$960K0.34%0.00%+0.2%Q4 2015
HDHome Depot, Inc.$795K0.28%0.00%+110.2%Q3 2018
GOOGLAlphabet Inc.$731K0.26%0.00%Not reportedQ2 2021
MSFTMicrosoft Corp$724K0.26%0.00%-4.1%Q1 2020
METAMeta Platforms, Inc.$715K0.25%Not reported-5.8%Q2 2016
GOOGAlphabet Inc.$624K0.22%Not reportedNot reportedQ4 2019
PNCPNC Financial Services Group, Inc.$615K0.22%0.00%-2.4%Q1 2021
ASIXAdvanSix Inc.$521K0.19%0.10%NewQ3 2025
ETEnergy Transfer LP$508K0.18%0.00%+0.1%Q4 2018
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$501K0.18%Not reportedNot reportedQ4 2015
OECOrion S.A.$494K0.18%0.12%+117.3%Q3 2019
DISWalt Disney Co$435K0.15%0.00%Not reportedQ4 2015
VVisa Inc.$409K0.15%0.00%+0.3%Q4 2015
NFLXNetflix Inc$369K0.13%0.00%Not reportedQ2 2018
JNJJohnson & Johnson$357K0.13%0.00%Not reportedQ4 2016
MCDMcdonalds Corp$340K0.12%0.00%-1.3%Q1 2019
ORCLOracle Corp$325K0.12%0.00%-26.4%Q2 2024
JJacobs Solutions Inc.$304K0.11%0.00%+0.1%Q4 2022
PEPPepsico Inc$296K0.11%0.00%Not reportedQ3 2024
PFEPfizer Inc$276K0.10%0.00%Not reportedQ2 2021
QQQInvesco QQQ Trust, Series 1$274K0.10%Not reported+1.1%Q2 2024
AZNAstrazeneca PLC$253K0.09%Not reportedNot reportedQ1 2022
TSLATesla, Inc.$236K0.08%0.00%Not reportedQ1 2021
NXPNuveen Select Tax Free Income Portfolio$196K0.07%Not reportedNewQ3 2025
Premium opens every quarter this fund has filed

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.