Tiller Private Wealth, Inc. reported 28 positions worth $42.24M for the quarter ended Sep 30, 2026, up 4.5% on the prior quarter. It opened 1 new position, added to 10, trimmed 4 and exited 0. Its largest holding is Air Products & Chemicals, Inc. at 24.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CSCO Cisco Systems, Inc. | +2,586 | – | $278.33K | 0.659% |
| NVDA Nvidia Corp | +294 | +2.5% | $67.15K | 6.46% |
| MSFT Microsoft Corp | +114 | +8.3% | $58.48K | 1.8% |
| GOOG Alphabet Inc. | +88 | +4.0% | $29.98K | 1.84% |
| GOOGL Alphabet Inc. | +71 | +5.0% | $24.43K | 1.2% |
| META Meta Platforms, Inc. | +27 | +2.6% | $19.58K | 1.84% |
| AMZN Amazon Com Inc | +78 | +0.9% | $19.43K | 5.3% |
| V Visa Inc. | +29 | +3.0% | $10.42K | 0.858% |
| NFLX Netflix Inc | +75 | +0.7% | $5.22K | 1.77% |
| AZN Astrazeneca Plc | +20 | +1.2% | $3.23K | 0.638% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CSCO Cisco Systems, Inc. | +2,586 | $278.33K | 0.659% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | APD Air Products & Chemicals, Inc. | Basic Materials | 37.7K | $10.49M | 24.84% | -65 | -0.2% | Reduced | 0.02% |
| 2 | AAPL Apple Inc. | Technology | 29.6K | $9.85M | 23.31% | -130 | -0.4% | Reduced | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 8,925 | $4.44M | 10.52% | 0 | 0.0% | Unchanged | 0% |
| 4 | NVDA Nvidia Corp | Technology | 11.9K | $2.73M | 6.46% | +294 | +2.5% | Added | 0% |
| 5 | AI C3.ai, Inc. | Technology | 222.1K | $2.44M | 5.78% | 0 | 0.0% | Unchanged | 0.14% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 8,979 | $2.24M | 5.3% | +78 | +0.9% | Added | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 2,956 | $978.04K | 2.32% | 0 | 0.0% | Unchanged | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 1,073 | $778.21K | 1.84% | +27 | +2.6% | Added | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 2,279 | $776.50K | 1.84% | +88 | +4.0% | Added | 0% |
| 10 | MSFT Microsoft Corp | Technology | 1,485 | $761.79K | 1.8% | +114 | +8.3% | Added | 0% |
| 11 | NFLX Netflix Inc | Technology | 10.8K | $748.33K | 1.77% | +75 | +0.7% | Added | 0% |
| 12 | PNC Pnc Financial Services Group, Inc. | Financial Services | 2,536 | $563.65K | 1.33% | -800 | -24.0% | Reduced | 0% |
| 13 | HD Home Depot, Inc. | Consumer Discretionary | 1,951 | $555.04K | 1.31% | 0 | 0.0% | Unchanged | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 1,927 | $510.15K | 1.21% | 0 | 0.0% | Unchanged | 0% |
| 15 | GOOGL Alphabet Inc. | Technology | 1,477 | $508.16K | 1.2% | +71 | +5.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Tiller Private Wealth.
As of its Q3 2026 13F filing, Tiller Private Wealth, Inc.’s five largest positions were Air Products & Chemicals, Inc. (APD) at 24.8%, Apple Inc. (AAPL) at 23.3%, Berkshire Hathaway Inc (BRK-B) at 10.5%, Nvidia Corp (NVDA) at 6.5%, C3.ai, Inc. (AI) at 5.8% of the reported portfolio.
Tiller Private Wealth, Inc. reported a 13F portfolio worth $42.24M across 28 positions for Q3 2026. That is up 4.5% from the previous quarter.
Its largest purchases by value were Cisco Systems, Inc. ($278.33K), Nvidia Corp ($67.15K), Microsoft Corp ($58.48K). It opened 1 new positions.
Its largest sales by value were Pnc Financial Services Group, Inc. ($177.81K), Walt Disney Co ($64.42K), Apple Inc. ($43.29K). It exited 0 positions entirely.
From the Form 13F-HR reports Tiller Private Wealth, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.