Tillman Hartley LLC
•CIK: 1966355•Filing: Q4 2025
**Tillman Hartley LLC** manages $398M across a concentrated portfolio of 91 positions. The fund exhibits significant exposure to the DFAC ecosystem, with the top holding at DFAC representing $65.0M. Further notable allocations include DFUV at $34.3M and DFCF at $28.1M, indicating a deep conviction in select, high-conviction names. This structure suggests a focused, bottom-up approach targeting specific value opportunities within its core holdings.
Total AUM
$398.4M
QoQ Performance
+3.1%
Positions
45
Top 10 Concentration
60.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFUV
DFCF
DFAS
DFAT
DFAC16.3%
DFUV8.6%
DFCF7.1%
DFAS5.7%
DFAT5.2%
DFSD4.4%
BSV4.2%
DFIC3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.9%
Technology3.4%
ETF1.3%
Healthcare0.8%
Consumer0.7%
Financial0.6%
Energy0.2%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW8 new positions
↑47 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023