Mill Capital Management, LLC
Net seller this quarter
$1.5B
115
-$13.5M
53.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $145M | 9.71% | 0.00% | -0.5% | Q4 2021 |
 MU | $118M | 7.85% | 0.01% | -16.5% | Q4 2021 |
 GOOG | $115M | 7.65% | Not reported | -2.3% | Q4 2021 |
 MSFT | $75.2M | 5.02% | 0.00% | +0.1% | Q4 2021 |
 BRK.A | $74.9M | 5.00% | Not reported | -2.0% | Q4 2021 |
 V | $66.9M | 4.47% | 0.01% | +0.1% | Q4 2021 |
 JPM | $65M | 4.34% | 0.01% | +0.1% | Q4 2021 |
 XOM | $49.8M | 3.33% | 0.01% | -0.4% | Q4 2021 |
 AMZN | $46.2M | 3.08% | 0.00% | +0.3% | Q4 2021 |
| BRK.B | $43.4M | 2.90% | Not reported | -3.5% | Q4 2021 |
 AXP | $41.1M | 2.75% | 0.02% | 0.0% | Q4 2021 |
 ASML | $40.1M | 2.68% | 0.01% | +0.2% | Q1 2025 |
 UNP | $36.9M | 2.46% | 0.02% | +0.9% | Q4 2021 |
 TDG | $33.5M | 2.23% | 0.04% | +0.7% | Q4 2021 |
 LLY | $30.5M | 2.04% | 0.00% | +1290.7% | Q4 2021 |
 JNJ | $29.8M | 1.99% | 0.00% | -1.2% | Q4 2021 |
 TMO | $28.2M | 1.88% | 0.02% | -30.6% | Q4 2021 |
| GOOGL | $27.1M | 1.81% | 0.00% | -0.2% | Q4 2021 |
 BKNG | $25.6M | 1.71% | 0.02% | +0.5% | Q4 2021 |
 UNH | $23.9M | 1.60% | 0.01% | -3.2% | Q4 2021 |
 LIN | $21.3M | 1.43% | 0.01% | +0.1% | Q1 2023 |
 AMT | $19.4M | 1.30% | 0.03% | -3.6% | Q4 2021 |
 ICE | $19.3M | 1.29% | 0.03% | +3.4% | Q2 2022 |
 LHX | $18.1M | 1.21% | 0.03% | +0.1% | Q4 2021 |
 SPGI | $17.9M | 1.19% | 0.01% | +0.9% | Q1 2026 |
 LH | $17.5M | 1.17% | 0.08% | -2.9% | Q2 2024 |
 APH | $17.3M | 1.15% | 0.01% | +12.3% | Q4 2025 |
 VRSN | $16.8M | 1.12% | 0.07% | -0.1% | Q3 2024 |
 LRCX | $13.8M | 0.92% | 0.00% | -7.8% | Q4 2021 |
 PM | $13.1M | 0.87% | 0.00% | Not reported | Q4 2021 |
 CPRT | $12.7M | 0.85% | 0.05% | +0.2% | Q3 2022 |
 ZTS | $12.5M | 0.84% | 0.04% | +0.1% | Q4 2021 |
 OTIS | $10.4M | 0.69% | 0.04% | +0.1% | Q3 2024 |
 BSX | $9.85M | 0.66% | 0.02% | +54.1% | Q4 2025 |
 CRM | $9.38M | 0.63% | 0.01% | -0.2% | Q1 2023 |
 CAT | $8.95M | 0.60% | 0.00% | -0.6% | Q4 2021 |
 TT | $8.66M | 0.58% | 0.01% | Not reported | Q4 2021 |
 MRK | $8.28M | 0.55% | 0.00% | 0.0% | Q4 2021 |
 GE | $7.2M | 0.48% | 0.00% | Not reported | Q1 2022 |
 WFC | $6.55M | 0.44% | 0.00% | -0.3% | Q4 2021 |
 PG | $5.18M | 0.35% | 0.00% | -1.0% | Q4 2021 |
 GEV | $5.15M | 0.34% | 0.00% | Not reported | Q2 2024 |
 ETN | $5.05M | 0.34% | 0.00% | Not reported | Q1 2022 |
 CVX | $4.53M | 0.30% | 0.00% | -1.2% | Q4 2021 |
 ELV | $3.88M | 0.26% | 0.00% | -1.0% | Q4 2021 |
 MLM | $3.59M | 0.24% | 0.01% | Not reported | Q4 2021 |
 PFE | $3.46M | 0.23% | 0.00% | -6.7% | Q4 2021 |
 CMCSA | $3.04M | 0.20% | 0.00% | -17.8% | Q4 2021 |
| DUK | $3.01M | 0.20% | 0.00% | -2.3% | Q4 2021 |
 NSC | $2.87M | 0.19% | 0.00% | Not reported | Q4 2021 |
| Q1 2026 | |||||
| AAPL | $128M | 9.75% | 0.00% | -0.5% | Q4 2021 |
| GOOG | $95.2M | 7.24% | Not reported | -3.0% | Q4 2021 |
| MSFT | $74.6M | 5.67% | 0.00% | +0.5% | Q4 2021 |
| BRK.A | $73.3M | 5.57% | Not reported | -12.8% | Q4 2021 |
| XOM | $62.1M | 4.72% | 0.01% | 0.0% | Q4 2021 |
| V | $58.8M | 4.47% | 0.01% | +1.5% | Q4 2021 |
| JPM | $58.4M | 4.44% | 0.01% | +0.2% | Q4 2021 |
| BRK.B | $43.1M | 3.28% | Not reported | +11.2% | Q4 2021 |
| MU | $41.2M | 3.13% | 0.01% | -9.3% | Q4 2021 |
| AMZN | $40.2M | 3.06% | 0.00% | +1.0% | Q4 2021 |
| TMO | $39.8M | 3.02% | 0.02% | +0.1% | Q4 2021 |
| AXP | $36.8M | 2.80% | 0.02% | -0.2% | Q4 2021 |
| UNP | $32.6M | 2.48% | 0.02% | +3.3% | Q4 2021 |
| JNJ | $29M | 2.21% | 0.00% | +0.1% | Q4 2021 |
| TDG | $28.9M | 2.20% | 0.04% | +0.2% | Q4 2021 |
| ASML | $26.6M | 2.02% | 0.01% | -0.3% | Q1 2025 |
| BKNG | $24.1M | 1.83% | 0.02% | +1.2% | Q4 2021 |
| ICE | $23.8M | 1.81% | 0.03% | +3.5% | Q2 2022 |
| GOOGL | $21.8M | 1.66% | 0.00% | -4.7% | Q4 2021 |
| LHX | $21.4M | 1.63% | 0.03% | +0.1% | Q4 2021 |
| AMT | $21.3M | 1.62% | 0.03% | +0.3% | Q4 2021 |
| ZTS | $20.5M | 1.56% | 0.04% | +6.8% | Q4 2021 |
| LIN | $20.4M | 1.55% | 0.01% | +2.1% | Q1 2023 |
| SPGI | $18.5M | 1.41% | 0.01% | New | Q1 2026 |
| LH | $17.2M | 1.31% | 0.08% | +0.4% | Q2 2024 |
| VRSN | $16.6M | 1.27% | 0.07% | +0.1% | Q3 2024 |
| UNH | $16.1M | 1.22% | 0.01% | -1.3% | Q4 2021 |
| CPRT | $14.9M | 1.14% | 0.05% | +1.1% | Q3 2022 |
| PM | $11.9M | 0.91% | 0.00% | Not reported | Q4 2021 |
| CRM | $11.2M | 0.85% | 0.01% | -0.2% | Q1 2023 |
| OTIS | $11.1M | 0.85% | 0.04% | +0.4% | Q3 2024 |
| APH | $11M | 0.84% | 0.01% | +8.1% | Q4 2025 |
| BSX | $9.4M | 0.71% | 0.01% | +39.6% | Q4 2025 |
| MRK | $7.75M | 0.59% | 0.00% | Not reported | Q4 2021 |
| LRCX | $7.4M | 0.56% | 0.00% | -1.4% | Q4 2021 |
| TT | $7.35M | 0.56% | 0.01% | -1.1% | Q4 2021 |
| WFC | $6.33M | 0.48% | 0.00% | -2.5% | Q4 2021 |
| CAT | $5.99M | 0.46% | 0.00% | -3.9% | Q4 2021 |
| CVX | $5.73M | 0.44% | 0.00% | -0.3% | Q4 2021 |
| GE | $5.47M | 0.42% | 0.00% | Not reported | Q1 2022 |
| PG | $5.15M | 0.39% | 0.00% | -5.1% | Q4 2021 |
| CMCSA | $4.33M | 0.33% | 0.00% | -19.7% | Q4 2021 |
| PFE | $4.32M | 0.33% | 0.00% | -2.8% | Q4 2021 |
| ETN | $4.24M | 0.32% | 0.00% | Not reported | Q1 2022 |
| GEV | $3.83M | 0.29% | 0.00% | Not reported | Q2 2024 |
| MLM | $3.66M | 0.28% | 0.01% | Not reported | Q4 2021 |
| DUK | $3.19M | 0.24% | 0.00% | -6.4% | Q4 2021 |
| ELV | $2.97M | 0.23% | 0.00% | Not reported | Q4 2021 |
 SHEL | $2.94M | 0.22% | 0.00% | -7.5% | Q1 2022 |
| NSC | $2.62M | 0.20% | 0.00% | Not reported | Q4 2021 |
| Q4 2025 | |||||
| AAPL | $138M | 9.96% | 0.00% | -4.9% | Q4 2021 |
| GOOG | $107M | 7.74% | Not reported | -6.0% | Q4 2021 |
| MSFT | $97M | 7.00% | 0.00% | +0.3% | Q4 2021 |
| BRK.A | $88.3M | 6.37% | Not reported | -1.7% | Q4 2021 |
| V | $67.2M | 4.85% | 0.01% | +0.3% | Q4 2021 |
| JPM | $63.9M | 4.61% | 0.01% | -2.8% | Q4 2021 |
| TMO | $46.8M | 3.38% | 0.02% | +0.7% | Q4 2021 |
| AXP | $45M | 3.25% | 0.02% | -3.0% | Q4 2021 |
| AMZN | $44.1M | 3.19% | 0.00% | +0.3% | Q4 2021 |
| XOM | $44M | 3.18% | 0.01% | +0.2% | Q4 2021 |
| BRK.B | $40.6M | 2.93% | Not reported | +3.6% | Q4 2021 |
| MU | $38.4M | 2.77% | 0.01% | -10.7% | Q4 2021 |
| TDG | $33.1M | 2.39% | 0.04% | +0.3% | Q4 2021 |
| BKNG | $30.3M | 2.19% | 0.02% | +0.1% | Q4 2021 |
| UNP | $30.1M | 2.17% | 0.02% | +0.3% | Q4 2021 |
| GOOGL | $25M | 1.80% | 0.00% | -0.8% | Q4 2021 |
| JNJ | $24.6M | 1.77% | 0.00% | +0.1% | Q4 2021 |
| ICE | $23.7M | 1.71% | 0.03% | +3.4% | Q2 2022 |
| ASML | $21.6M | 1.56% | 0.01% | +0.2% | Q1 2025 |
| AMT | $21.6M | 1.56% | 0.03% | +0.2% | Q4 2021 |
| ZTS | $20.5M | 1.48% | 0.04% | +10.4% | Q4 2021 |
| UNH | $19.9M | 1.44% | 0.01% | +0.3% | Q4 2021 |
| LHX | $18.2M | 1.31% | 0.03% | +0.2% | Q4 2021 |
| CPRT | $17.4M | 1.26% | 0.05% | +0.7% | Q3 2022 |
| LIN | $17.2M | 1.24% | 0.01% | +1.2% | Q1 2023 |
 CPAY | $16.4M | 1.19% | 0.08% | -0.7% | Q1 2024 |
| VRSN | $16.3M | 1.17% | 0.07% | +0.4% | Q3 2024 |
| LH | $16.1M | 1.16% | 0.08% | +0.5% | Q2 2024 |
| CRM | $15.9M | 1.15% | 0.01% | +3.0% | Q1 2023 |
| OTIS | $12.6M | 0.91% | 0.04% | +0.6% | Q3 2024 |
| PM | $11.6M | 0.84% | 0.00% | Not reported | Q4 2021 |
| APH | $10.9M | 0.79% | 0.01% | New | Q4 2025 |
| BSX | $10.2M | 0.74% | 0.01% | New | Q4 2025 |
| WFC | $7.6M | 0.55% | 0.00% | -0.8% | Q4 2021 |
| TT | $6.94M | 0.50% | 0.01% | Not reported | Q4 2021 |
| MRK | $6.78M | 0.49% | 0.00% | -21.8% | Q4 2021 |
| LRCX | $6.02M | 0.43% | 0.00% | +0.4% | Q4 2021 |
| GE | $5.93M | 0.43% | 0.00% | -0.3% | Q1 2022 |
| CMCSA | $5.61M | 0.41% | 0.00% | -65.6% | Q4 2021 |
| PG | $5.39M | 0.39% | 0.00% | -0.1% | Q4 2021 |
| CAT | $5.04M | 0.36% | 0.00% | Not reported | Q4 2021 |
| CVX | $4.23M | 0.31% | 0.00% | +0.1% | Q4 2021 |
| PFE | $3.94M | 0.28% | 0.00% | Not reported | Q4 2021 |
| MLM | $3.88M | 0.28% | 0.01% | Not reported | Q4 2021 |
| ETN | $3.77M | 0.27% | 0.00% | +0.4% | Q1 2022 |
| ELV | $3.56M | 0.26% | 0.00% | Not reported | Q4 2021 |
| DUK | $3.05M | 0.22% | 0.00% | 0.0% | Q4 2021 |
 ORCL | $3.02M | 0.22% | 0.00% | Not reported | Q4 2021 |
| GEV | $2.87M | 0.21% | 0.00% | Not reported | Q2 2024 |
| NSC | $2.64M | 0.19% | 0.00% | Not reported | Q4 2021 |
| Q3 2025 | |||||
| AAPL | $136M | 10.08% | 0.00% | -1.0% | Q4 2021 |
| MSFT | $104M | 7.67% | 0.00% | -2.8% | Q4 2021 |
| BRK.A | $89.7M | 6.65% | Not reported | -0.8% | Q4 2021 |
| GOOG | $88.5M | 6.56% | Not reported | -4.3% | Q4 2021 |
| V | $65.3M | 4.84% | 0.01% | -2.9% | Q4 2021 |
| JPM | $64.3M | 4.77% | 0.01% | -0.1% | Q4 2021 |
| AMZN | $41.9M | 3.10% | 0.00% | +0.2% | Q4 2021 |
| AXP | $41.7M | 3.09% | 0.02% | +0.1% | Q4 2021 |
| XOM | $41.2M | 3.05% | 0.01% | +0.5% | Q4 2021 |
| BRK.B | $39.3M | 2.91% | Not reported | +2.1% | Q4 2021 |
| TMO | $38.9M | 2.89% | 0.02% | +1.0% | Q4 2021 |
| TDG | $32.7M | 2.42% | 0.04% | -5.0% | Q4 2021 |
| UNP | $30.7M | 2.27% | 0.02% | +0.2% | Q4 2021 |
| BKNG | $30.5M | 2.26% | 0.02% | 0.0% | Q4 2021 |
| MU | $25.2M | 1.87% | 0.01% | -6.0% | Q4 2021 |
| ICE | $23.9M | 1.77% | 0.02% | +0.5% | Q2 2022 |
| AMT | $23.6M | 1.75% | 0.03% | +0.5% | Q4 2021 |
| JNJ | $22M | 1.63% | 0.00% | +0.3% | Q4 2021 |
| ZTS | $21.6M | 1.60% | 0.03% | +18.4% | Q4 2021 |
| UNH | $20.8M | 1.54% | 0.01% | +19.5% | Q4 2021 |
| CPRT | $19.9M | 1.47% | 0.05% | +0.2% | Q3 2022 |
| GOOGL | $19.5M | 1.45% | 0.00% | -0.2% | Q4 2021 |
 FISV | $19.5M | 1.45% | 0.03% | +11.3% | Q4 2021 |
| ASML | $19.5M | 1.45% | 0.01% | +12.6% | Q1 2025 |
| LHX | $18.9M | 1.40% | 0.03% | +0.3% | Q4 2021 |
| LIN | $18.9M | 1.40% | 0.01% | +0.6% | Q1 2023 |
| VRSN | $18.6M | 1.38% | 0.07% | +0.2% | Q3 2024 |
| LH | $18.4M | 1.36% | 0.08% | +0.5% | Q2 2024 |
| CMCSA | $17.2M | 1.27% | 0.01% | -8.4% | Q4 2021 |
| CPAY | $15.8M | 1.17% | 0.08% | +0.1% | Q1 2024 |
| CRM | $13.8M | 1.02% | 0.01% | +6.5% | Q1 2023 |
| OTIS | $13.1M | 0.97% | 0.04% | +11.5% | Q3 2024 |
| PM | $11.7M | 0.87% | 0.00% | -0.1% | Q4 2021 |
| TT | $7.52M | 0.56% | 0.01% | Not reported | Q4 2021 |
| MRK | $6.92M | 0.51% | 0.00% | -2.6% | Q4 2021 |
| WFC | $6.89M | 0.51% | 0.00% | -3.5% | Q4 2021 |
| GE | $5.81M | 0.43% | 0.00% | Not reported | Q1 2022 |
| PG | $5.78M | 0.43% | 0.00% | Not reported | Q4 2021 |
| LRCX | $4.69M | 0.35% | 0.00% | Not reported | Q4 2021 |
| ETN | $4.42M | 0.33% | 0.00% | Not reported | Q1 2022 |
| ORCL | $4.36M | 0.32% | 0.00% | -1.3% | Q4 2021 |
| CVX | $4.31M | 0.32% | 0.00% | Not reported | Q4 2021 |
| CAT | $4.2M | 0.31% | 0.00% | -2.2% | Q4 2021 |
| PFE | $4.03M | 0.30% | 0.00% | -7.4% | Q4 2021 |
| MLM | $3.92M | 0.29% | 0.01% | Not reported | Q4 2021 |
| ELV | $3.28M | 0.24% | 0.00% | Not reported | Q4 2021 |
| DUK | $3.22M | 0.24% | 0.00% | -0.2% | Q4 2021 |
 HD | $2.98M | 0.22% | 0.00% | Not reported | Q4 2021 |
 MDLZ | $2.83M | 0.21% | 0.00% | -12.8% | Q4 2021 |
| NSC | $2.75M | 0.20% | 0.00% | Not reported | Q4 2021 |