Miller Capital Partners, Inc.
256 holdingsFiling period: 2026-06-30Current AUM: $239.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | 99.4K | $43.1M | $26.9M | 11.25% | -3,411 | 2026-06-30 |
| 2 | — | ASML HLDG NV | 7.3K | $14.6M | $14.6M | 6.11% | -4 | 2026-06-30 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 41.5K | $9.8M | $9.9M | 4.12% | -20 | 2026-06-30 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 114.8K | $9.5M | $9.1M | 3.81% | +7.8K | 2026-06-30 |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 7.5K | $7.0M | $6.8M | 2.82% | -24 | 2026-06-30 |
| 6 | DE | DEERE & CO | 10.8K | $6.8M | $7.4M | 3.08% | +200 | 2026-06-30 |
| 7 | MSFT | MICROSOFT CORP | 17.8K | $6.6M | $8.8M | 3.69% | -423 | 2026-06-30 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.7K | $4.8M | $4.8M | 2.02% | -- | 2026-06-30 |
| 9 | LLY | ELI LILLY & CO | 3.9K | $4.7M | $4.4M | 1.85% | +27 | 2026-06-30 |
| 10 | LUMN | LUMEN TECHNOLOGIES INC | 578.5K | $4.4M | $4.0M | 1.65% | +139.2K | 2026-06-30 |
| 11 | CIEN | CIENA CORP | 8.8K | $4.3M | $2.9M | 1.23% | -160 | 2026-06-30 |
| 12 | PH | PARKER-HANNIFIN CORP | 4.3K | $4.2M | $4.0M | 1.66% | -- | 2026-06-30 |
| 13 | KLAC | KLA CORP | 13.3K | $4.0M | $2.2M | 0.93% | +12.0K | 2026-06-30 |
| 14 | ON | ON SEMICONDUCTOR CORP | 41.6K | $3.9M | $3.0M | 1.27% | -1,572 | 2026-06-30 |
| 15 | MPC | MARATHON PETE CORP | 14.9K | $3.8M | $6.1M | 2.56% | -- | 2026-06-30 |
| 16 | AMZN | AMAZON COM INC | 15.6K | $3.7M | $3.9M | 1.62% | +292 | 2026-06-30 |
| 17 | DELL | DELL TECHNOLOGIES INC | 8.5K | $3.7M | $4.6M | 1.93% | -- | 2026-06-30 |
| 18 | HD | HOME DEPOT INC | 10.3K | $3.6M | $3.2M | 1.32% | +178 | 2026-06-30 |
| 19 | MLM | MARTIN MARIETTA MATLS INC | 6.3K | $3.6M | $3.2M | 1.33% | +173 | 2026-06-30 |
| 20 | — | AON PLC | 10.8K | $3.6M | $3.6M | 1.50% | -195 | 2026-06-30 |
| 21 | NVDA | NVIDIA CORPORATION | 17.3K | $3.5M | $3.7M | 1.53% | -35 | 2026-06-30 |
| 22 | ODFL | OLD DOMINION FREIGHT LINE IN | 15.8K | $3.4M | $2.9M | 1.19% | -- | 2026-06-30 |
| 23 | GSEW | GOLDMAN SACHS ETF TR | 33.3K | $3.1M | $3.2M | 1.32% | +1.5K | 2026-06-30 |
| 24 | AAPL | APPLE INC | 10.8K | $3.1M | $3.6M | 1.50% | -- | 2026-06-30 |
| 25 | GS | GOLDMAN SACHS GROUP INC | 2.8K | $2.8M | $2.7M | 1.14% | -- | 2026-06-30 |
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