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CIK: 0001783773
Total reported value
$288.3M
$288.3M
227 檔
19.1%
In Q4 2025, Tranquility Partners, LLC's U.S. equity holdings reached a combined market value of $288.3M, distributed across 227 disclosed stock positions.
In Q4 2025, Tranquility Partners, LLC adopted a defensive or profit-taking posture, trimming 128 positions and completely liquidating 18 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, BX, AAPL) accounted for 19.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
IXUS
市值: $390.1K
Top Position Liquidated / Trimmed
TXN
前期市值: $717.5K
Showing top 200 holdings (of 227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.22% | +1.71% | -7.14% | |
| 2 | BX | Blackstone Inc | Stock-Financials | 4.48% | -0.05% | +2.30% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.78% | +0.48% | -6.51% | |
| 4 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.69% | +0.18% | -1.30% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.65% | +0.36% | -14.22% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | -0.36% | -7.09% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | +0.15% | -13.62% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.09% | -0.05% | -2.82% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | +0.05% | -8.10% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.94% | -0.01% | -4.03% | |
| 11 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 1.73% | -0.12% | +1.18% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.69% | -0.11% | -9.91% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.68% | -0.13% | -1.38% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.48% | +0.07% | -14.15% | |
| 15 | OWL | Blue Owl Capital Inc | Stock-Financials | 1.44% | -0.92% | +5.06% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.32% | -0.03% | -1.75% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.03% | -0.67% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | -0.04% | -3.92% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | +0.04% | -4.23% | |
| 20 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.04% | -0.07% | -0.18% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.00% | -0.07% | -3.72% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.97% | -0.02% | +14.64% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | — | -0.22% | |
| 24 | NMFC | New Mountain Finance CORP | Stock-Other | 0.89% | — | -15.35% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.03% | -1.33% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | -0.06% | -3.64% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.82% | -0.09% | -0.23% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | -0.02% | -0.60% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.80% | -0.07% | -0.41% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.80% | +0.01% | -4.00% | |
| 31 | NMRK | Newmark Group Inc-class A | Stock-Other | 0.79% | -0.13% | -0.90% | |
| 32 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.79% | -0.07% | +19.68% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.78% | -0.02% | -0.43% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | -0.05% | -1.60% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | -0.05% | -13.89% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | +0.05% | -2.13% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.64% | -0.01% | +3.98% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.63% | -0.06% | -2.71% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.61% | -0.06% | -2.67% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.02% | -1.78% | |
| 41 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.61% | +0.45% | -1.01% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | -0.08% | -9.33% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | +0.03% | -4.98% | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | -0.09% | — | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.54% | -0.07% | -0.89% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.53% | -0.06% | -19.88% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | -0.03% | -4.50% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.03% | — | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.52% | -0.01% | -27.61% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.51% | -0.01% | +2.32% |
According to official SEC Form 13F filings, Tranquility Partners, LLC reported a total U.S. public equity portfolio value of $288.3M across 227 disclosed positions in Q4 2025.
During Q4 2025, Tranquility Partners, LLC's top holdings by market value included MSFT (6.2%)、BX (4.5%)、AAPL (3.8%). The largest single position, MSFT, represented 6.2% of total portfolio value.
In Q4 2025, Tranquility Partners, LLC made 180 total portfolio adjustments, initiating 8 new buys, adding to 26 positions, trimming 128 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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