1y return+9.4%S&P 500 +20.9%
3y return+40.6%S&P 500 +68.5%
5y return+38.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2019: $199 against $255 in the S&P 500.2
Tranquility Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $13.0M | 4.5% | −4.2% |
| AAPLApple Inc | $11.6M | 4.0% | +4.6% |
| BXBlackstone Inc | $11.2M | 3.8% | +2.8% |
| GOOGLAlphabet Inc | $8.1M | 2.8% | +7.5% |
| NVDANvidia Corporation | $8.0M | 2.8% | +2.4% |
| AMZNAmazon Com Inc | $6.4M | 2.2% | −6.2% |
| COSTCostco Wholesale Corporation | $6.1M | 2.1% | |
| HCAHca Healthcare Inc | $6.1M | 2.1% | −1.7% |
| JPMJpmorgan Chase & Co | $5.9M | 2.0% | |
| GOOGAlphabet Inc | $5.2M | 1.8% | |
| MOATVaneck Etf Trust | $5.1M | 1.8% | −5.7% |
| DGROIshares Tr | $5.0M | 1.7% | −4.0% |
| GBDCGolub Cap Bdc Inc | $4.5M | 1.5% | −3.5% |
| VOOVanguard Index Fds | $4.1M | 1.4% | +4.4% |
| VIGVanguard Specialized Funds | $3.9M | 1.4% | −2.9% |
| IVVIshares Tr | $3.9M | 1.3% | |
| MAMastercard Incorporated | $3.4M | 1.2% | −7.6% |
| AVUVAmerican Centy Etf Tr | $3.2M | 1.1% | −2.5% |
| QQQInvesco Qqq Tr | $3.2M | 1.1% | +2.2% |
| VVisa Inc | $3.1M | 1.1% | |
| ITOTIshares Tr | $3.1M | 1.1% | |
| Brookfield Infrastructure PaCUSIP G16252101 | $3.1M | 1.1% | +1.3% |
| IJRIshares Tr | $2.9M | 1.0% | |
| OWLBlue Owl Capital Inc | $2.8M | 1.0% | |
| IJHIshares Tr | $2.7M | 0.9% | +3.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2020 | +1378.8% | $8.0M |
| AVGOBroadcom Inc | September 30, 2020 | +936.9% | $2.1M |
| MPCMarathon Pete Corp | June 30, 2020 | +584.0% | $2.6M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $2.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $8.1M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $5.2M |
| HCAHca Healthcare Inc | June 30, 2020 | +301.7% | $6.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $5.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $11.6M |
| NMRKNewmark Group Inc | June 30, 2020 | +210.9% | $1.9M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $769K
- ZTSZoetis Inc was $519K
- NDAQNasdaq Inc was $375K
- GEGe Aerospace was $373K
- Aon PLCCUSIP G0403H108 was $305K
- ADBEAdobe Inc was $258K
- FICOFair Isaac Corp was $238K
- MCDMcdonalds Corp was $226K
- AJGGallagher Arthur J & Co was $222K
- AMTAmerican Tower Corp was $208K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −5.4% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +6.9% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +11.3% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +6.5% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +7.4% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −15.9% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
| December 31, 2021 | +9.2% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tranquility Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1783773&type=13F-HR&dateb=&owner=include&count=40CIK 1783773
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1783773/000208585326000814/Filed July 23, 2026 · accession 0002085853-26-000814