Tranquility Partners, LLC

13F filer · CIK 0001783773

Reported Jul 23, 2026

Net seller this quarter

13F portfolio value$291MU.S. long equity reported on 13F

Positions13710 new · 10 closed

Net flow last quarter-$955KBuys minus sells

Top 10 positions weight28.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026137 positions
MSFTMicrosoft Corp	$13M	4.48%	0.00%	-4.2%	Q2 2019
AAPLApple Inc.	$11.6M	4.00%	0.00%	+4.6%	Q2 2019
BXBlackstone Inc.	$11.2M	3.84%	0.01%	+2.8%	Q2 2019
GOOGLAlphabet Inc.	$8.13M	2.80%	0.00%	+7.5%	Q2 2019
NVDANvidia Corp	$8.04M	2.76%	0.00%	+2.4%	Q3 2020
AMZNAmazon Com Inc	$6.36M	2.19%	0.00%	-6.2%	Q2 2019
COSTCostco Wholesale Corp	$6.09M	2.09%	0.00%	+0.3%	Q2 2019
HCAHCA Healthcare, Inc.	$6.07M	2.09%	0.01%	-1.7%	Q2 2019
JPMJPMorgan Chase & Co	$5.91M	2.03%	0.00%	+0.9%	Q2 2019
GOOGAlphabet Inc.	$5.16M	1.77%	Not reported	-0.3%	Q2 2019
GBDCGOLUB CAPITAL BDC, Inc.	$4.51M	1.55%	0.13%	-3.5%	Q1 2020
MAMastercard Inc	$3.37M	1.16%	0.00%	-7.6%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$3.19M	1.10%	Not reported	+2.2%	Q1 2020
VVisa Inc.	$3.1M	1.07%	0.00%	+0.8%	Q2 2019
BIPBrookfield Infrastructure Partners L.P.	$3.07M	1.05%	Not reported	+1.3%	Q4 2020
OWLBlue Owl Capital Inc.	$2.85M	0.98%	4.74%	-0.5%	Q3 2021
MPCMarathon Petroleum Corp	$2.61M	0.90%	0.00%	-0.4%	Q2 2019
GSGoldman Sachs Group Inc	$2.54M	0.87%	0.00%	-0.6%	Q2 2019
BRK.BBerkshire Hathaway Inc	$2.42M	0.83%	Not reported	-0.9%	Q2 2019
JNJJohnson & Johnson	$2.27M	0.78%	0.00%	-0.2%	Q2 2019
AVGOBroadcom Inc.	$2.12M	0.73%	0.00%	-6.8%	Q3 2020
NMFCNew Mountain Finance Corp	$2.04M	0.70%	0.30%	-10.3%	Q2 2021
UNHUnitedhealth Group Inc	$1.99M	0.68%	0.00%	-2.1%	Q2 2019
SPYSPDR S&P 500 ETF Trust	$1.92M	0.66%	Not reported	+2.3%	Q2 2019
NMRKNewmark Group, Inc.	$1.92M	0.66%	Not reported	+0.2%	Q2 2019
KOCoca Cola Co	$1.84M	0.63%	0.00%	0.0%	Q2 2021
LLYELI LILLY & Co	$1.81M	0.62%	0.00%	+39.3%	Q2 2022
ETNEaton Corp plc	$1.7M	0.58%	0.00%	-12.6%	Q2 2021
OBDCBlue Owl Capital Corp	$1.64M	0.57%	0.03%	-3.4%	Q4 2019
PANWPalo Alto Networks Inc	$1.61M	0.55%	0.00%	+1.0%	Q4 2020
ABBVAbbVie Inc.	$1.59M	0.55%	0.00%	+0.6%	Q4 2019
MUMicron Technology Inc	$1.54M	0.53%	0.00%	-4.0%	Q3 2025
TJXTJX Companies Inc	$1.29M	0.45%	0.00%	-5.5%	Q3 2019
SGRYSurgery Partners, Inc.	$1.26M	0.43%	0.06%	+10.1%	Q3 2020
IDEVEndo Pharmaceuticals Solutions Inc.	$1.19M	0.41%	Not reported	+1.2%	Q2 2019
CSCOCisco Systems, Inc.	$1.1M	0.38%	0.00%	+0.4%	Q2 2019
UNPUnion Pacific Corp	$1.07M	0.37%	0.00%	+1.2%	Q2 2019
APHAmphenol Corp	$1.03M	0.36%	0.00%	-21.7%	Q2 2019
NEENextera Energy Inc	$995K	0.34%	0.00%	-0.1%	Q4 2019
IWSImageware Systems Inc	$994K	0.34%	Not reported	-13.3%	Q2 2019
BGBBlackstone Strategic Credit 2027 Term Fund	$964K	0.33%	Not reported	-17.2%	Q1 2023
OKEOneok Inc	$961K	0.33%	0.00%	-37.2%	Q2 2020
BACBank of America Corp	$938K	0.32%	0.00%	-1.1%	Q1 2020
NFLXNetflix Inc	$926K	0.32%	0.00%	+23.1%	Q1 2020
EPDEnterprise Products Partners L.P.	$906K	0.31%	0.00%	+1.4%	Q1 2020
SCHWSchwab Charles Corp	$903K	0.31%	0.00%	-10.0%	Q2 2019
VLUEiSHARES TRUST	$882K	0.30%	Not reported	-0.3%	Q2 2019
UBSIUnited Bankshares Inc	$862K	0.30%	0.01%	Not reported	Q2 2019
BSLBlackstone Senior Floating Rate 2027 Term Fund	$818K	0.28%	Not reported	-13.9%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$779K	0.27%	0.00%	+7.4%	Q3 2025

Q1 2026Reported Apr 20, 2026136 positions
MSFTMicrosoft Corp	$13.5M	5.09%	0.00%	+2.2%	Q2 2019
BXBlackstone Inc.	$10.7M	4.02%	0.01%	+14.3%	Q2 2019
AAPLApple Inc.	$9.75M	3.68%	0.00%	-0.5%	Q2 2019
HCAHCA Healthcare, Inc.	$7.5M	2.83%	0.01%	-0.8%	Q2 2019
NVDANvidia Corp	$6.84M	2.58%	0.00%	-0.7%	Q3 2020
COSTCostco Wholesale Corp	$6.46M	2.44%	0.00%	-3.5%	Q2 2019
GOOGLAlphabet Inc.	$6.09M	2.30%	0.00%	+0.1%	Q2 2019
AMZNAmazon Com Inc	$5.92M	2.23%	0.00%	-0.4%	Q2 2019
JPMJPMorgan Chase & Co	$5.26M	1.99%	0.00%	-0.1%	Q2 2019
GBDCGOLUB CAPITAL BDC, Inc.	$4.59M	1.73%	0.14%	+2.6%	Q1 2020
GOOGAlphabet Inc.	$4.2M	1.59%	Not reported	-2.0%	Q2 2019
MAMastercard Inc	$3.54M	1.34%	0.00%	-1.2%	Q2 2019
BIPBrookfield Infrastructure Partners L.P.	$3M	1.13%	Not reported	-0.5%	Q4 2020
OWLBlue Owl Capital Inc.	$2.99M	1.13%	4.76%	+22.6%	Q3 2021
VVisa Inc.	$2.71M	1.02%	0.00%	-1.2%	Q2 2019
MPCMarathon Petroleum Corp	$2.5M	0.94%	0.00%	-1.1%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$2.49M	0.94%	Not reported	+4.6%	Q1 2020
NMFCNew Mountain Finance Corp	$2.46M	0.93%	0.33%	+18.2%	Q2 2021
BRK.BBerkshire Hathaway Inc	$2.34M	0.88%	Not reported	Not reported	Q2 2019
JNJJohnson & Johnson	$2.19M	0.83%	0.00%	+3.2%	Q2 2019
GSGoldman Sachs Group Inc	$2.14M	0.81%	0.00%	-2.1%	Q2 2019
NMRKNewmark Group, Inc.	$1.9M	0.72%	Not reported	+0.4%	Q2 2019
AVGOBroadcom Inc.	$1.86M	0.70%	0.00%	+1.9%	Q3 2020
OBDCBlue Owl Capital Corp	$1.73M	0.65%	0.03%	-10.8%	Q4 2019
KOCoca Cola Co	$1.72M	0.65%	0.00%	-0.1%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$1.68M	0.63%	Not reported	+1.2%	Q2 2019
ETNEaton Corp plc	$1.63M	0.61%	0.00%	+0.6%	Q2 2021
OKEOneok Inc	$1.59M	0.60%	0.00%	+0.4%	Q2 2020
TJXTJX Companies Inc	$1.44M	0.54%	0.00%	-5.8%	Q3 2019
ABBVAbbVie Inc.	$1.36M	0.51%	0.00%	-2.4%	Q4 2019
UNHUnitedhealth Group Inc	$1.32M	0.50%	0.00%	-3.3%	Q2 2019
BGBBlackstone Strategic Credit 2027 Term Fund	$1.15M	0.43%	Not reported	-4.1%	Q1 2023
IDEVEndo Pharmaceuticals Solutions Inc.	$1.1M	0.42%	Not reported	+9.2%	Q2 2019
NEENextera Energy Inc	$1.05M	0.40%	0.00%	-4.8%	Q4 2019
SCHWSchwab Charles Corp	$1.02M	0.39%	0.00%	+0.2%	Q2 2019
NFLXNetflix Inc	$1.01M	0.38%	0.00%	+0.1%	Q1 2020
LLYELI LILLY & Co	$998K	0.38%	0.00%	+1.0%	Q2 2022
IQVIqvia Holdings Inc.	$995K	0.38%	0.00%	-5.9%	Q2 2019
BSLBlackstone Senior Floating Rate 2027 Term Fund	$951K	0.36%	Not reported	-1.0%	Q1 2023
APHAmphenol Corp	$947K	0.36%	0.00%	-42.7%	Q2 2019
IWSImageware Systems Inc	$943K	0.36%	Not reported	Not reported	Q2 2019
UNPUnion Pacific Corp	$942K	0.36%	0.00%	+1.4%	Q2 2019
EPDEnterprise Products Partners L.P.	$920K	0.35%	0.00%	+1.5%	Q1 2020
TMOThermo Fisher Scientific Inc.	$838K	0.32%	0.00%	-3.2%	Q2 2019
SGRYSurgery Partners, Inc.	$811K	0.31%	0.05%	Not reported	Q3 2020
BACBank of America Corp	$811K	0.31%	0.00%	+3.0%	Q1 2020
UBSIUnited Bankshares Inc	$779K	0.29%	0.01%	Not reported	Q2 2019
HONHoneywell International Inc	$769K	0.29%	0.00%	-1.9%	Q4 2019
PANWPalo Alto Networks Inc	$751K	0.28%	0.00%	-5.0%	Q4 2020
RTXRTX Corp	$744K	0.28%	0.00%	Not reported	Q2 2020

Q4 2025Reported Feb 3, 2026134 positions
MSFTMicrosoft Corp	$17.3M	6.22%	0.00%	-7.1%	Q2 2019
BXBlackstone Inc.	$12.4M	4.48%	0.01%	+2.3%	Q2 2019
AAPLApple Inc.	$10.5M	3.78%	0.00%	-6.5%	Q2 2019
HCAHCA Healthcare, Inc.	$7.46M	2.69%	0.01%	-1.3%	Q2 2019
NVDANvidia Corp	$7.37M	2.65%	0.00%	-14.2%	Q3 2020
GOOGLAlphabet Inc.	$6.62M	2.38%	0.00%	-7.1%	Q2 2019
AMZNAmazon Com Inc	$6.59M	2.37%	0.00%	-13.6%	Q2 2019
COSTCostco Wholesale Corp	$5.8M	2.09%	0.00%	-2.8%	Q2 2019
JPMJPMorgan Chase & Co	$5.77M	2.08%	0.00%	-8.1%	Q2 2019
GBDCGOLUB CAPITAL BDC, Inc.	$4.8M	1.73%	0.13%	+1.2%	Q1 2020
GOOGAlphabet Inc.	$4.69M	1.69%	Not reported	-9.9%	Q2 2019
MAMastercard Inc	$4.1M	1.48%	0.00%	-14.2%	Q2 2019
OWLBlue Owl Capital Inc.	$3.99M	1.44%	3.88%	+5.1%	Q3 2021
VVisa Inc.	$3.18M	1.15%	0.00%	-4.2%	Q2 2019
BIPBrookfield Infrastructure Partners L.P.	$2.9M	1.04%	Not reported	-0.2%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$2.49M	0.90%	Not reported	-0.2%	Q1 2020
NMFCNew Mountain Finance Corp	$2.47M	0.89%	0.26%	-15.4%	Q2 2021
BRK.BBerkshire Hathaway Inc	$2.46M	0.88%	Not reported	-1.3%	Q2 2019
GSGoldman Sachs Group Inc	$2.27M	0.82%	0.00%	-0.2%	Q2 2019
NMRKNewmark Group, Inc.	$2.18M	0.79%	Not reported	-0.9%	Q2 2019
OBDCBlue Owl Capital Corp	$2.18M	0.79%	0.04%	+19.7%	Q4 2019
AVGOBroadcom Inc.	$2.04M	0.74%	0.00%	-13.9%	Q3 2020
JNJJohnson & Johnson	$1.8M	0.65%	0.00%	-2.1%	Q2 2019
APHAmphenol Corp	$1.77M	0.64%	0.00%	+4.0%	Q2 2019
SPYSPDR S&P 500 ETF Trust	$1.69M	0.61%	Not reported	-1.8%	Q2 2019
MPCMarathon Petroleum Corp	$1.68M	0.61%	0.00%	-1.0%	Q2 2019
UNHUnitedhealth Group Inc	$1.66M	0.60%	0.00%	-9.3%	Q2 2019
KOCoca Cola Co	$1.58M	0.57%	0.00%	-5.0%	Q2 2021
TJXTJX Companies Inc	$1.48M	0.53%	0.00%	-19.9%	Q3 2019
ABBVAbbVie Inc.	$1.47M	0.53%	0.00%	Not reported	Q4 2019
ETNEaton Corp plc	$1.44M	0.52%	0.00%	-27.6%	Q2 2021
IQVIqvia Holdings Inc.	$1.4M	0.50%	0.00%	-32.2%	Q2 2019
OKEOneok Inc	$1.29M	0.46%	0.00%	-10.2%	Q2 2020
BGBBlackstone Strategic Credit 2027 Term Fund	$1.27M	0.46%	Not reported	-0.8%	Q1 2023
LLYELI LILLY & Co	$1.15M	0.42%	0.00%	+21.0%	Q2 2022
SCHWSchwab Charles Corp	$1.08M	0.39%	0.00%	-29.6%	Q2 2019
SGRYSurgery Partners, Inc.	$1.05M	0.38%	0.05%	Not reported	Q3 2020
TMOThermo Fisher Scientific Inc.	$1.02M	0.37%	0.00%	-20.9%	Q2 2019
BSLBlackstone Senior Floating Rate 2027 Term Fund	$1M	0.36%	Not reported	-5.2%	Q1 2023
IDEVEndo Pharmaceuticals Solutions Inc.	$996K	0.36%	Not reported	-0.9%	Q2 2019
NFLXNetflix Inc	$987K	0.36%	0.00%	-16.3%	Q1 2020
IWSImageware Systems Inc	$983K	0.35%	Not reported	-0.6%	Q2 2019
NEENextera Energy Inc	$957K	0.34%	0.00%	-15.0%	Q4 2019
PANWPalo Alto Networks Inc	$908K	0.33%	0.00%	-14.3%	Q4 2020
BACBank of America Corp	$889K	0.32%	0.00%	-8.7%	Q1 2020
UNPUnion Pacific Corp	$886K	0.32%	0.00%	-8.7%	Q2 2019
BLKBlackRock, Inc.	$821K	0.30%	0.00%	-19.2%	Q2 2019
TSLATesla, Inc.	$814K	0.29%	0.00%	-5.8%	Q1 2024
RJFRaymond James Financial Inc	$778K	0.28%	0.00%	-3.6%	Q2 2019
EPDEnterprise Products Partners L.P.	$768K	0.28%	0.00%	-1.4%	Q1 2020

Q3 2025Reported Oct 30, 2025145 positions
MSFTMicrosoft Corp	$19.9M	6.73%	0.00%	+1.7%	Q2 2019
BXBlackstone Inc.	$13.5M	4.55%	0.01%	-2.7%	Q2 2019
AAPLApple Inc.	$10.5M	3.55%	0.00%	-2.8%	Q2 2019
NVDANvidia Corp	$8.6M	2.90%	0.00%	+10.0%	Q3 2020
AMZNAmazon Com Inc	$7.26M	2.45%	0.00%	+2.9%	Q2 2019
HCAHCA Healthcare, Inc.	$6.9M	2.33%	0.01%	-2.2%	Q2 2019
COSTCostco Wholesale Corp	$6.4M	2.16%	0.00%	-2.6%	Q2 2019
JPMJPMorgan Chase & Co	$6.15M	2.08%	0.00%	+2.4%	Q2 2019
GOOGLAlphabet Inc.	$5.53M	1.87%	0.00%	+4.0%	Q2 2019
GBDCGOLUB CAPITAL BDC, Inc.	$4.78M	1.61%	0.13%	-0.7%	Q1 2020
MAMastercard Inc	$4.75M	1.61%	0.00%	-2.2%	Q2 2019
OWLBlue Owl Capital Inc.	$4.3M	1.45%	3.69%	-2.2%	Q3 2021
GOOGAlphabet Inc.	$4.04M	1.36%	Not reported	+13.8%	Q2 2019
VVisa Inc.	$3.24M	1.09%	0.00%	+23.9%	Q2 2019
NMFCNew Mountain Finance Corp	$3.05M	1.03%	0.30%	+36.4%	Q2 2021
BIPBrookfield Infrastructure Partners L.P.	$2.75M	0.93%	Not reported	+0.1%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.49M	0.84%	Not reported	-0.8%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$2.44M	0.82%	Not reported	+18.9%	Q1 2020
NMRKNewmark Group, Inc.	$2.37M	0.80%	Not reported	-1.1%	Q2 2019
ETNEaton Corp plc	$2.34M	0.79%	0.00%	-6.2%	Q2 2021
AVGOBroadcom Inc.	$2.26M	0.76%	0.00%	+2.7%	Q3 2020
GSGoldman Sachs Group Inc	$2.06M	0.70%	0.00%	-0.5%	Q2 2019
MPCMarathon Petroleum Corp	$2.02M	0.68%	0.00%	-1.3%	Q2 2019
UNHUnitedhealth Group Inc	$1.92M	0.65%	0.00%	-35.4%	Q2 2019
OBDCBlue Owl Capital Corp	$1.87M	0.63%	0.03%	-5.3%	Q4 2019
IQVIqvia Holdings Inc.	$1.74M	0.59%	0.01%	-13.9%	Q2 2019
TJXTJX Companies Inc	$1.73M	0.59%	0.00%	-8.3%	Q3 2019
SPYSPDR S&P 500 ETF Trust	$1.68M	0.57%	Not reported	+0.6%	Q2 2019
JNJJohnson & Johnson	$1.64M	0.55%	0.00%	-2.4%	Q2 2019
KOCoca Cola Co	$1.58M	0.53%	0.00%	+1.2%	Q2 2021
APHAmphenol Corp	$1.56M	0.53%	0.00%	-6.1%	Q2 2019
NFLXNetflix Inc	$1.51M	0.51%	0.00%	+40.1%	Q1 2020
ABBVAbbVie Inc.	$1.49M	0.50%	0.00%	+0.9%	Q4 2019
SGRYSurgery Partners, Inc.	$1.47M	0.50%	0.05%	+10.0%	Q3 2020
SCHWSchwab Charles Corp	$1.47M	0.50%	0.00%	-9.9%	Q2 2019
OKEOneok Inc	$1.42M	0.48%	0.00%	+7.2%	Q2 2020
BGBBlackstone Strategic Credit 2027 Term Fund	$1.32M	0.45%	Not reported	-2.9%	Q1 2023
SPGIS&P Global Inc.	$1.23M	0.42%	0.00%	-1.3%	Q2 2021
PANWPalo Alto Networks Inc	$1.17M	0.40%	0.00%	-1.6%	Q4 2020
BLKBlackRock, Inc.	$1.11M	0.37%	0.00%	-3.1%	Q2 2019
BSLBlackstone Senior Floating Rate 2027 Term Fund	$1.1M	0.37%	Not reported	-9.5%	Q1 2023
ADPAutomatic Data Processing Inc	$1.09M	0.37%	0.00%	-8.4%	Q1 2020
TMOThermo Fisher Scientific Inc.	$1.08M	0.36%	0.00%	-19.3%	Q2 2019
NEENextera Energy Inc	$1.06M	0.36%	0.00%	-22.2%	Q4 2019
UNPUnion Pacific Corp	$992K	0.33%	0.00%	-0.9%	Q2 2019
IWSImageware Systems Inc	$979K	0.33%	Not reported	-0.9%	Q2 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$977K	0.33%	Not reported	-2.6%	Q2 2019
ORCLOracle Corp	$966K	0.33%	0.00%	+174.9%	Q3 2024
BACBank of America Corp	$913K	0.31%	0.00%	-3.7%	Q1 2020
FEFirstenergy Corp	$889K	0.30%	0.00%	-1.3%	Q2 2021

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