Miller Capital Partners, Inc.
260 holdingsFiling period: 2026-03-31Current AUM: $231.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | 102.9K | $22.0M | $30.1M | 13.00% | -- | 2026-03-31 |
| 2 | — | ASML HLDG NV | 7.4K | $9.7M | $9.7M | 4.19% | -- | 2026-03-31 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 41.6K | $8.9M | $9.9M | 4.29% | -- | 2026-03-31 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 107.1K | $8.9M | $8.7M | 3.75% | -- | 2026-03-31 |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 7.5K | $7.5M | $7.2M | 3.09% | -- | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 18.2K | $6.7M | $8.5M | 3.65% | -- | 2026-03-31 |
| 7 | DE | DEERE & CO | 10.6K | $6.0M | $6.3M | 2.70% | -- | 2026-03-31 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.7K | $4.6M | $4.6M | 2.00% | -- | 2026-03-31 |
| 9 | PH | PARKER-HANNIFIN CORP | 4.3K | $3.8M | $4.2M | 1.81% | -- | 2026-03-31 |
| 10 | MPC | MARATHON PETE CORP | 14.9K | $3.6M | $4.7M | 2.03% | -- | 2026-03-31 |
| 11 | MLM | MARTIN MARIETTA MATLS INC | 6.1K | $3.6M | $3.2M | 1.38% | -- | 2026-03-31 |
| 12 | LLY | ELI LILLY & CO | 3.9K | $3.6M | $4.5M | 1.92% | -- | 2026-03-31 |
| 13 | — | AON PLC | 11.0K | $3.6M | $3.6M | 1.53% | -- | 2026-03-31 |
| 14 | CIEN | CIENA CORP | 9.0K | $3.5M | $3.4M | 1.46% | -- | 2026-03-31 |
| 15 | HD | HOME DEPOT INC | 10.2K | $3.3M | $3.4M | 1.45% | -- | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 15.4K | $3.2M | $4.2M | 1.80% | -- | 2026-03-31 |
| 17 | ODFL | OLD DOMINION FREIGHT LINE IN | 15.8K | $3.1M | $3.4M | 1.45% | -- | 2026-03-31 |
| 18 | LUMN | LUMEN TECHNOLOGIES INC | 439.3K | $3.1M | $2.8M | 1.21% | -- | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 17.3K | $3.0M | $3.5M | 1.50% | -- | 2026-03-31 |
| 20 | CF | CF INDUSTRIES HOLD | 21.4K | $2.8M | $2.7M | 1.16% | -- | 2026-03-31 |
| 21 | AAPL | APPLE INC | 10.8K | $2.7M | $3.3M | 1.44% | -- | 2026-03-31 |
| 22 | GSEW | GOLDMAN SACHS ETF TR | 31.8K | $2.7M | $3.0M | 1.30% | -- | 2026-03-31 |
| 23 | ON | ON SEMICONDUCTOR CORP | 43.2K | $2.7M | $3.5M | 1.52% | -- | 2026-03-31 |
| 24 | MCD | MCDONALDS CORP | 8.2K | $2.5M | $2.2M | 0.95% | -- | 2026-03-31 |
| 25 | ENB | ENBRIDGE INC | 46.2K | $2.5M | $2.5M | 1.09% | -- | 2026-03-31 |
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