Tillman Hartley LLC

Q2 2026 13F-HR Holdings

Location
Orlando, FL
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$445,119
Net value change ($000)
+46,818 (11.8%)
New positions
11
Sold out positions
5
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFAC 9,630 15.2%
DFAS 4,284 17.9%
DFUV 4,144 12.0%
DUSB 3,023 120.8%
DFCF 2,962 10.4%
AVLV 2,593 67.1%
DFAI 1,988 29.5%
DFAT 1,934 9.1%
DFSD 1,803 10.3%
AVUV 1,795 25.8%
Top Reduces (Value $000, Stocks/ETFs)
BIL -1,112 -27.6%
VEA -735 -68.0%
NVDA -656 -51.7%
VWO -543 -100.0%
AMZN -301 -21.0%
IWR -292 -100.0%
XOM -261 -33.5%
META -237 -100.0%
AGG -236 -3.6%
ABT -224 -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