Tillman Hartley LLC

Q1 2026 13F-HR Holdings

Location
Orlando, FL
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$398,301
Net value change ($000)
-91 (-0.0%)
New positions
3
Sold out positions
6
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DUSB 2,503 NEW
AVUV 1,627 30.6%
DFAS 1,008 4.4%
DFAI 883 15.1%
AVDE 819 87.9%
DFAT 694 3.4%
DFIC 624 4.8%
DFAE 620 18.8%
VNQ 579 18.0%
DFNM 577 13.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,995 -56.8%
BIL -1,649 -29.1%
DFAC -1,543 -2.4%
GOOGL -749 -33.4%
BIV -746 -8.7%
GOOGL -706 -41.9%
DFUS -488 -4.6%
AGG -450 -6.4%
LLY -348 -45.8%
BRK-B -332 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type