Tillman-Hartley

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  null,
  "AVDE",
  "AVGO",
  null,
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  "CNF",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "ORCL",
  null,
  "VGIT",
  "PEP",
  "VGSH",
  "IEMG",
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "TXN",
  "BIV",
  "VNQ",
  null,
  "VWO",
  null,
  null,
  null,
  null,
  "IWN",
  "VRTX",
  "AMZN",
  null,
  null,
  "VEA",
  null,
  "VXUS",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "KO",
  "CMCSA",
  "COST",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "EFA",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 110
Total Value: 171129686
Accession Number: 0001966355-25-000002
Form Type: 13F-HR
CIK: tillman-hartley
Manager Name: Tillman-Hartley

Data Enrichment

59% identified

65 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

110 positions • $171.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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ABBOTT LABORATORIES

ABT|002824100

Shares:2.6K

Value:$351.4K

% of Portfolio:0.2% ($351.4K/$171.1M)

25434V815

Shares:11.7K

Value:$328.2K

% of Portfolio:0.2% ($328.2K/$171.1M)

Philip Morris International Inc.

PM|718172109

Shares:2.0K

Value:$314.3K

% of Portfolio:0.2% ($314.3K/$171.1M)

3M CO

MMM|88579Y101

Shares:2.1K

Value:$305.5K

% of Portfolio:0.2% ($305.5K/$171.1M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:4.1K

Value:$297.7K

% of Portfolio:0.2% ($297.7K/$171.1M)

Broadcom Inc.

AVGO|11135F101

Shares:1.8K

Value:$296.4K

% of Portfolio:0.2% ($296.4K/$171.1M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.1K

Value:$283.6K

% of Portfolio:0.2% ($283.6K/$171.1M)

921943858

VEA|921943858

Shares:5.4K

Value:$276.4K

% of Portfolio:0.2% ($276.4K/$171.1M)

464287465

EFA|464287465

Shares:3.3K

Value:$269.8K

% of Portfolio:0.2% ($269.8K/$171.1M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:536

Value:$259.9K

% of Portfolio:0.2% ($259.9K/$171.1M)

921909768

VXUS|921909768

Shares:4.1K

Value:$255.0K

% of Portfolio:0.1% ($255.0K/$171.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:268

Value:$253.5K

% of Portfolio:0.1% ($253.5K/$171.1M)

COMCAST CORP

CMCSA|20030N101

Shares:6.6K

Value:$245.2K

% of Portfolio:0.1% ($245.2K/$171.1M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.3K

Value:$237.7K

% of Portfolio:0.1% ($237.7K/$171.1M)

464287457

Shares:2.7K

Value:$223.3K

% of Portfolio:0.1% ($223.3K/$171.1M)

922042858

VWO|922042858

Shares:4.9K

Value:$222.4K

% of Portfolio:0.1% ($222.4K/$171.1M)

PEPSICO INC

PEP|713448108

Shares:1.4K

Value:$213.7K

% of Portfolio:0.1% ($213.7K/$171.1M)

922908611

VBR|922908611

Shares:1.1K

Value:$203.0K

% of Portfolio:0.1% ($203.0K/$171.1M)

CNFinance Holdings Ltd.

CNF|18979T105

Shares:10.3K

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$171.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ABBOTT LABORATORIES(ABTcusip002824100)	2.6K	QoQ -11.64% (-349) YoY -12.77% (-388)	All Managers (Combined)	$351.4K	0.2% ($351.4K/$171.1M)	QoQ +3.62% (-$12.3K) YoY +1.79% (-$6.2K)
(cusip25434V815)✕	11.7K	QoQ -21.00% (-3.1K) YoY +25.77% (+2.4K)	All Managers (Combined)	$328.2K	0.2% ($328.2K/$171.1M)	QoQ -27.75% (-$126.0K) YoY +17.62% (+$49.2K)
Philip Morris International Inc.(PMcusip718172109)	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$314.3K	0.2% ($314.3K/$171.1M)	QoQ +31.89% (+$76.0K) YoY NEW(+$314.3K)
3M CO(MMMcusip88579Y101)	2.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$305.5K	0.2% ($305.5K/$171.1M)	QoQ +13.76% (+$37.0K) YoY +38.45% (+$84.8K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	4.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$297.7K	0.2% ($297.7K/$171.1M)	QoQ +2.20% (+$6.4K) YoY +23.86% (+$57.4K)
Broadcom Inc.(AVGOcusip11135F101)	1.8K	QoQ +0.79% (-14) YoY +911.42% (+1.6K)	All Managers (Combined)	$296.4K	0.2% ($296.4K/$171.1M)	QoQ -27.20% (-$110.8K) YoY +27.76% (+$64.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.1K	QoQ -22.50% (-306) YoY -41.44% (-746)	All Managers (Combined)	$283.6K	0.2% ($283.6K/$171.1M)	QoQ -29.74% (-$120.1K) YoY -30.80% (-$126.3K)
(VEAcusip921943858)	5.4K	QoQ -7.73% (-456) YoY -22.13% (-1.5K)	All Managers (Combined)	$276.4K	0.2% ($276.4K/$171.1M)	QoQ -1.92% (-$5.4K) YoY -21.11% (-$74.0K)
(EFAcusip464287465)	3.3K	QoQ +22.57% (+608) YoY +21.53% (+585)	All Managers (Combined)	$269.8K	0.2% ($269.8K/$171.1M)	QoQ +32.49% (+$66.2K) YoY +24.38% (+$52.9K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	536	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$259.9K	0.2% ($259.9K/$171.1M)	QoQ +20.39% (+$44.0K) YoY +15.98% (+$35.8K)
(VXUScusip921909768)	4.1K	QoQ +9.40% (+353) YoY NEW(+4.1K)	All Managers (Combined)	$255.0K	0.1% ($255.0K/$171.1M)	QoQ +15.29% (+$33.8K) YoY NEW(+$255.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	268	QoQ -26.17% (-95) YoY -52.31% (-294)	All Managers (Combined)	$253.5K	0.1% ($253.5K/$171.1M)	QoQ -23.79% (-$79.1K) YoY -38.43% (-$158.3K)
COMCAST CORP(CMCSAcusip20030N101)	6.6K	QoQ -22.16% (-1.9K) YoY -23.80% (-2.1K)	All Managers (Combined)	$245.2K	0.1% ($245.2K/$171.1M)	QoQ -23.47% (-$75.2K) YoY -35.13% (-$132.9K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.3K	QoQ -22.31% (-380) YoY -47.10% (-1.2K)	All Managers (Combined)	$237.7K	0.1% ($237.7K/$171.1M)	QoQ -25.54% (-$81.6K) YoY -45.43% (-$198.0K)
(cusip464287457)✕	2.7K	QoQ 0.00% (+0) YoY -1.63% (-45)	All Managers (Combined)	$223.3K	0.1% ($223.3K/$171.1M)	QoQ +0.91% (+$2.0K) YoY -0.49% (-$1.1K)
(VWOcusip922042858)	4.9K	QoQ -1.85% (-93) YoY NEW(+4.9K)	All Managers (Combined)	$222.4K	0.1% ($222.4K/$171.1M)	QoQ +0.86% (-$1.9K) YoY NEW(+$222.4K)
PEPSICO INC(PEPcusip713448108)	1.4K	QoQ -17.10% (-294) YoY -17.77% (-308)	All Managers (Combined)	$213.7K	0.1% ($213.7K/$171.1M)	QoQ -18.25% (-$47.7K) YoY -29.55% (-$89.6K)
(VBRcusip922908611)	1.1K	QoQ -3.02% (-34) YoY NEW(+1.1K)	All Managers (Combined)	$203.0K	0.1% ($203.0K/$171.1M)	QoQ -8.82% (-$19.6K) YoY NEW(+$203.0K)
CNFinance Holdings Ltd.(CNFcusip18979T105)	10.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$171.1M)	QoQ -17.89% (-$1.8K) YoY -62.32% (-$13.3K)