Tillman Hartley LLC
Net seller this quarter
$445M
33
-$2.79M
8.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BSVN | $17.8M | 3.99% | 2.40% | +4.1% | Q4 2022 |
 DFAX | $5.58M | 1.25% | Not reported | Not reported | Q4 2022 |
 SPY | $4.68M | 1.05% | Not reported | Not reported | Q4 2022 |
 AVIV | $2.98M | 0.67% | 0.08% | +22.1% | Q4 2022 |
 AAPL | $2.07M | 0.46% | 0.00% | -16.3% | Q4 2022 |
 GOOGL | $1.51M | 0.34% | 0.00% | -18.7% | Q4 2022 |
 MSFT | $1.44M | 0.32% | 0.00% | -5.8% | Q4 2022 |
 AMZN | $1.13M | 0.25% | 0.00% | -31.0% | Q4 2022 |
 JPM | $872K | 0.20% | 0.00% | -16.4% | Q4 2022 |
| GOOG | $789K | 0.18% | Not reported | -34.4% | Q4 2022 |
 ABBV | $739K | 0.17% | 0.00% | -1.2% | Q4 2022 |
 NVDA | $613K | 0.14% | 0.00% | -57.9% | Q1 2024 |
 INTC | $543K | 0.12% | 0.00% | Not reported | Q4 2023 |
 XOM | $519K | 0.12% | 0.00% | -17.5% | Q4 2022 |
 JNJ | $508K | 0.11% | 0.00% | -13.3% | Q4 2022 |
 AVGO | $499K | 0.11% | 0.00% | -39.1% | Q1 2024 |
 LLY | $401K | 0.09% | 0.00% | -25.3% | Q4 2022 |
 UNH | $387K | 0.09% | 0.00% | Not reported | Q4 2022 |
 MMM | $337K | 0.08% | 0.00% | Not reported | Q4 2022 |
 CSCO | $327K | 0.07% | 0.00% | -24.2% | Q2 2025 |
 PM | $301K | 0.07% | 0.00% | -16.1% | Q4 2022 |
 KO | $301K | 0.07% | 0.00% | -13.5% | Q4 2022 |
 WFC | $288K | 0.06% | 0.00% | -18.4% | Q4 2023 |
 TXN | $287K | 0.06% | 0.00% | Not reported | Q4 2022 |
 MU | $265K | 0.06% | 0.00% | -64.9% | Q3 2023 |
 AXP | $260K | 0.06% | 0.00% | -2.9% | Q4 2022 |
 VRTX | $252K | 0.06% | 0.00% | Not reported | Q4 2023 |
 WMT | $232K | 0.05% | 0.00% | -34.5% | Q4 2022 |
 AMD | $229K | 0.05% | 0.00% | New | Q2 2026 |
 EMR | $225K | 0.05% | 0.00% | -2.7% | Q4 2024 |
 QQQ | $221K | 0.05% | Not reported | Not reported | Q3 2025 |
 ADI | $215K | 0.05% | 0.00% | -24.8% | Q4 2025 |
 ORCL | $214K | 0.05% | 0.00% | -5.9% | Q4 2022 |
| Q1 2026 | |||||
| BSVN | $17.2M | 4.31% | 2.30% | +4.4% | Q4 2022 |
| DFAX | $5.15M | 1.29% | Not reported | -7.0% | Q4 2022 |
| SPY | $4.07M | 1.02% | Not reported | Not reported | Q4 2022 |
| AVIV | $2.36M | 0.59% | 0.07% | +0.5% | Q4 2022 |
| AAPL | $2.17M | 0.54% | 0.00% | 0.0% | Q4 2022 |
| MSFT | $1.52M | 0.38% | 0.00% | -43.5% | Q4 2022 |
| GOOGL | $1.49M | 0.37% | 0.00% | -27.5% | Q4 2022 |
| AMZN | $1.43M | 0.36% | 0.00% | -6.0% | Q4 2022 |
| NVDA | $1.27M | 0.32% | 0.00% | Not reported | Q1 2024 |
| GOOG | $977K | 0.25% | Not reported | -36.5% | Q4 2022 |
| JPM | $937K | 0.24% | 0.00% | -17.4% | Q4 2022 |
| XOM | $780K | 0.20% | 0.00% | -18.0% | Q4 2022 |
| AVGO | $671K | 0.17% | 0.00% | -20.6% | Q1 2024 |
| ABBV | $647K | 0.16% | 0.00% | -14.9% | Q4 2022 |
| JNJ | $564K | 0.14% | 0.00% | -16.0% | Q4 2022 |
| LLY | $411K | 0.10% | 0.00% | -36.7% | Q4 2022 |
| WMT | $389K | 0.10% | 0.00% | -41.1% | Q4 2022 |
| WFC | $340K | 0.09% | 0.00% | -13.5% | Q4 2023 |
| PM | $328K | 0.08% | 0.00% | -13.8% | Q4 2022 |
| KO | $325K | 0.08% | 0.00% | -21.6% | Q4 2022 |
| MMM | $302K | 0.08% | 0.00% | Not reported | Q4 2022 |
| CSCO | $285K | 0.07% | 0.00% | -7.0% | Q2 2025 |
| UNH | $252K | 0.06% | 0.00% | -28.4% | Q4 2022 |
| AXP | $240K | 0.06% | 0.00% | -19.5% | Q4 2022 |
 META | $237K | 0.06% | Not reported | Not reported | Q4 2025 |
| ADI | $229K | 0.06% | 0.00% | -11.2% | Q4 2025 |
| ORCL | $228K | 0.06% | 0.00% | -43.0% | Q4 2022 |
| VRTX | $227K | 0.06% | 0.00% | -5.9% | Q4 2023 |
 ABT | $224K | 0.06% | 0.00% | -17.7% | Q4 2022 |
| MU | $222K | 0.06% | 0.00% | -31.6% | Q3 2023 |
| EMR | $212K | 0.05% | 0.00% | -3.9% | Q4 2024 |
 COST | $207K | 0.05% | 0.00% | -43.9% | Q4 2022 |
| Q4 2025 | |||||
| BSVN | $16.5M | 4.15% | 2.22% | +5.0% | Q4 2022 |
| DFAX | $5.33M | 1.34% | Not reported | Not reported | Q4 2022 |
| SPY | $4.27M | 1.07% | Not reported | Not reported | Q4 2022 |
| MSFT | $3.51M | 0.88% | 0.00% | +3.0% | Q4 2022 |
| AAPL | $2.32M | 0.58% | 0.00% | +20.2% | Q4 2022 |
| GOOGL | $2.24M | 0.56% | 0.00% | +11.1% | Q4 2022 |
| AVIV | $2.23M | 0.56% | 0.06% | +2.2% | Q4 2022 |
| AMZN | $1.69M | 0.42% | 0.00% | +28.2% | Q4 2022 |
| GOOG | $1.68M | 0.42% | Not reported | +11.6% | Q4 2022 |
| NVDA | $1.36M | 0.34% | 0.00% | +175.4% | Q1 2024 |
| JPM | $1.24M | 0.31% | 0.00% | -3.0% | Q4 2022 |
| AVGO | $945K | 0.24% | 0.00% | +32.2% | Q1 2024 |
| ABBV | $799K | 0.20% | 0.00% | +3.6% | Q4 2022 |
| LLY | $759K | 0.19% | 0.00% | +12.6% | Q4 2022 |
| XOM | $675K | 0.17% | 0.00% | +20.9% | Q4 2022 |
| WMT | $591K | 0.15% | 0.00% | +27.4% | Q4 2022 |
| JNJ | $568K | 0.14% | 0.00% | +12.1% | Q4 2022 |
| ORCL | $530K | 0.13% | 0.00% | +18.3% | Q4 2022 |
| WFC | $459K | 0.12% | 0.00% | +18.9% | Q4 2023 |
| UNH | $429K | 0.11% | 0.00% | +17.6% | Q4 2022 |
| KO | $381K | 0.10% | 0.00% | -4.4% | Q4 2022 |
| PM | $369K | 0.09% | 0.00% | +16.1% | Q4 2022 |
| AXP | $364K | 0.09% | 0.00% | -1.0% | Q4 2022 |
| MMM | $333K | 0.08% | 0.00% | Not reported | Q4 2022 |
 BRK.B | $332K | 0.08% | Not reported | New | Q4 2025 |
| ABT | $332K | 0.08% | 0.00% | -11.3% | Q4 2022 |
| COST | $320K | 0.08% | 0.00% | -0.8% | Q4 2022 |
| CSCO | $304K | 0.08% | 0.00% | +14.1% | Q2 2025 |
| META | $274K | 0.07% | Not reported | New | Q4 2025 |
| MU | $274K | 0.07% | 0.00% | Not reported | Q3 2023 |
 DHR | $251K | 0.06% | 0.00% | -5.0% | Q4 2022 |
| VRTX | $245K | 0.06% | 0.00% | +0.8% | Q4 2023 |
 TSLA | $242K | 0.06% | 0.00% | New | Q4 2025 |
 DIS | $228K | 0.06% | 0.00% | Not reported | Q1 2023 |
| EMR | $224K | 0.06% | 0.00% | +8.0% | Q4 2024 |
| ADI | $220K | 0.06% | 0.00% | New | Q4 2025 |
| TXN | $215K | 0.05% | 0.00% | Not reported | Q4 2022 |
| Q3 2025 | |||||
| BSVN | $15.8M | 4.08% | 2.12% | +5.2% | Q4 2022 |
| DFAX | $5.11M | 1.32% | Not reported | Not reported | Q4 2022 |
| SPY | $4.17M | 1.08% | Not reported | +9.1% | Q4 2022 |
| QQQ | $4.08M | 1.06% | Not reported | New | Q3 2025 |
| MSFT | $3.65M | 0.95% | 0.00% | -6.6% | Q4 2022 |
| AVIV | $2.07M | 0.54% | 0.06% | +24.8% | Q4 2022 |
| AAPL | $1.81M | 0.47% | 0.00% | +51.1% | Q4 2022 |
| GOOGL | $1.57M | 0.41% | 0.00% | +17.7% | Q4 2022 |
| JPM | $1.25M | 0.32% | 0.00% | -0.8% | Q4 2022 |
| AMZN | $1.25M | 0.32% | 0.00% | -0.7% | Q4 2022 |
| GOOG | $1.17M | 0.30% | Not reported | Not reported | Q4 2022 |
| ABBV | $781K | 0.20% | 0.00% | +4.0% | Q4 2022 |
| AVGO | $681K | 0.18% | 0.00% | +16.7% | Q1 2024 |
| ORCL | $647K | 0.17% | 0.00% | -13.1% | Q4 2022 |
| XOM | $523K | 0.14% | 0.00% | Not reported | Q4 2022 |
| NVDA | $493K | 0.13% | 0.00% | -17.1% | Q1 2024 |
| LLY | $478K | 0.12% | 0.00% | -9.8% | Q4 2022 |
| JNJ | $454K | 0.12% | 0.00% | +0.1% | Q4 2022 |
| WMT | $429K | 0.11% | 0.00% | -20.0% | Q4 2022 |
| ABT | $400K | 0.10% | 0.00% | +4.3% | Q4 2022 |
| UNH | $382K | 0.10% | 0.00% | +3.8% | Q4 2022 |
| KO | $378K | 0.10% | 0.00% | +7.9% | Q4 2022 |
| WFC | $348K | 0.09% | 0.00% | Not reported | Q4 2023 |
| COST | $346K | 0.09% | 0.00% | +27.2% | Q4 2022 |
| AXP | $330K | 0.09% | 0.00% | -6.5% | Q4 2022 |
| MMM | $323K | 0.08% | 0.00% | Not reported | Q4 2022 |
| PM | $321K | 0.08% | 0.00% | Not reported | Q4 2022 |
 HD | $243K | 0.06% | 0.00% | -12.3% | Q3 2024 |
| CSCO | $237K | 0.06% | 0.00% | +13.8% | Q2 2025 |
| DHR | $228K | 0.06% | 0.00% | +7.2% | Q4 2022 |
| TXN | $228K | 0.06% | 0.00% | -8.8% | Q4 2022 |
| VRTX | $210K | 0.05% | 0.00% | Not reported | Q4 2023 |
 CMCSA | $209K | 0.05% | 0.00% | -2.9% | Q4 2022 |
| EMR | $205K | 0.05% | 0.00% | Not reported | Q4 2024 |