Miller Capital Partners, Inc.
Net seller this quarter
$257M
180
-$1.31M
39.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LRCX | $43.1M | 16.78% | 0.01% | -3.3% | Q4 2025 |
 ASML | $14.6M | 5.69% | 0.00% | -0.1% | Q4 2025 |
 COST | $7.01M | 2.73% | 0.00% | -0.3% | Q4 2025 |
 DE | $6.84M | 2.66% | 0.00% | +1.9% | Q4 2025 |
 MSFT | $6.63M | 2.58% | 0.00% | -2.3% | Q4 2025 |
 BRK.B | $4.84M | 1.89% | Not reported | Not reported | Q4 2025 |
 LLY | $4.68M | 1.82% | 0.00% | +0.7% | Q4 2025 |
 CIEN | $4.32M | 1.68% | 0.01% | -1.8% | Q4 2025 |
 PH | $4.2M | 1.64% | 0.00% | Not reported | Q4 2025 |
 KLAC | $4.01M | 1.56% | 0.00% | Not reported | Q4 2025 |
 MPC | $3.81M | 1.48% | 0.01% | Not reported | Q4 2025 |
 ON | $3.75M | 1.46% | 0.01% | -3.8% | Q4 2025 |
 AMZN | $3.73M | 1.45% | 0.00% | +1.9% | Q4 2025 |
 DELL | $3.66M | 1.43% | 0.00% | Not reported | Q4 2025 |
 HD | $3.64M | 1.42% | 0.00% | +1.8% | Q4 2025 |
 MLM | $3.62M | 1.41% | 0.01% | +2.8% | Q4 2025 |
 AON | $3.59M | 1.40% | 0.01% | -1.8% | Q4 2025 |
 NVDA | $3.46M | 1.35% | 0.00% | -0.2% | Q4 2025 |
 ODFL | $3.42M | 1.33% | 0.01% | Not reported | Q4 2025 |
 AAPL | $3.13M | 1.22% | 0.00% | Not reported | Q4 2025 |
 GS | $2.82M | 1.10% | 0.00% | Not reported | Q4 2025 |
 ENB | $2.53M | 0.99% | 0.00% | +1.1% | Q4 2025 |
 LUMN | $2.48M | 0.97% | 0.03% | +22.4% | Q4 2025 |
 AXP | $2.46M | 0.96% | 0.00% | +15.1% | Q4 2025 |
 CF | $2.26M | 0.88% | 0.01% | -2.5% | Q4 2025 |
 CSX | $2.26M | 0.88% | 0.00% | Not reported | Q4 2025 |
 ENTG | $2.14M | 0.83% | 0.01% | -0.5% | Q4 2025 |
 MCD | $2.09M | 0.81% | 0.00% | -5.2% | Q4 2025 |
 JPM | $2.09M | 0.81% | 0.00% | -0.3% | Q4 2025 |
 GOOGL | $2.04M | 0.79% | 0.00% | -3.9% | Q4 2025 |
 LIN | $2.02M | 0.78% | 0.00% | Not reported | Q4 2025 |
 MU | $1.98M | 0.77% | 0.00% | -2.2% | Q4 2025 |
 ETN | $1.73M | 0.67% | 0.00% | +17.1% | Q4 2025 |
 TSM | $1.6M | 0.62% | 0.00% | +7.0% | Q4 2025 |
 RTX | $1.49M | 0.58% | 0.00% | Not reported | Q4 2025 |
 SYK | $1.46M | 0.57% | 0.00% | +12.0% | Q4 2025 |
 TJX | $1.35M | 0.52% | 0.00% | Not reported | Q4 2025 |
 AVGO | $1.31M | 0.51% | 0.00% | -0.7% | Q4 2025 |
 ABBV | $1.29M | 0.50% | 0.00% | -4.4% | Q4 2025 |
 ADI | $1.18M | 0.46% | 0.00% | +3663.3% | Q4 2025 |
 JNJ | $1.05M | 0.41% | 0.00% | Not reported | Q4 2025 |
 SPY | $1.03M | 0.40% | Not reported | Not reported | Q4 2025 |
 PAG | $1.02M | 0.40% | 0.01% | +11.7% | Q4 2025 |
 NOW | $952K | 0.37% | 0.00% | +13.4% | Q4 2025 |
 HON | $894K | 0.35% | 0.00% | -0.4% | Q4 2025 |
 HONA | $882K | 0.34% | Not reported | -0.6% | Q2 2026 |
 XOM | $815K | 0.32% | 0.00% | Not reported | Q4 2025 |
 KO | $796K | 0.31% | 0.00% | Not reported | Q4 2025 |
 WMB | $788K | 0.31% | 0.00% | Not reported | Q4 2025 |
 PG | $760K | 0.30% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| LRCX | $22M | 10.56% | 0.01% | +5.0% | Q4 2025 |
| ASML | $9.71M | 4.67% | 0.00% | 0.0% | Q4 2025 |
| COST | $7.49M | 3.60% | 0.00% | -1.2% | Q4 2025 |
| MSFT | $6.74M | 3.24% | 0.00% | +0.3% | Q4 2025 |
| DE | $5.96M | 2.86% | 0.00% | -1.7% | Q4 2025 |
| BRK.B | $4.63M | 2.23% | Not reported | Not reported | Q4 2025 |
| PH | $3.84M | 1.85% | 0.00% | -0.4% | Q4 2025 |
| MPC | $3.64M | 1.75% | 0.01% | -0.7% | Q4 2025 |
| MLM | $3.59M | 1.73% | 0.01% | +0.6% | Q4 2025 |
| LLY | $3.57M | 1.71% | 0.00% | +1.2% | Q4 2025 |
| AON | $3.55M | 1.71% | 0.01% | +1.6% | Q4 2025 |
| CIEN | $3.48M | 1.67% | 0.01% | -5.3% | Q4 2025 |
| HD | $3.34M | 1.60% | 0.00% | -1.1% | Q4 2025 |
| AMZN | $3.2M | 1.54% | 0.00% | +0.1% | Q4 2025 |
| ODFL | $3.09M | 1.48% | 0.01% | -1.9% | Q4 2025 |
| NVDA | $3.02M | 1.45% | 0.00% | Not reported | Q4 2025 |
| CF | $2.78M | 1.34% | 0.01% | -23.3% | Q4 2025 |
| AAPL | $2.74M | 1.32% | 0.00% | Not reported | Q4 2025 |
| ON | $2.55M | 1.23% | 0.01% | +15.3% | Q4 2025 |
| MCD | $2.53M | 1.22% | 0.00% | Not reported | Q4 2025 |
| ENB | $2.5M | 1.20% | 0.00% | +29.1% | Q4 2025 |
| GS | $2.36M | 1.14% | 0.00% | +1.2% | Q4 2025 |
| KLAC | $1.96M | 0.94% | 0.00% | +3.7% | Q4 2025 |
| CSX | $1.95M | 0.94% | 0.00% | Not reported | Q4 2025 |
| LIN | $1.93M | 0.93% | 0.00% | -0.3% | Q4 2025 |
| AXP | $1.91M | 0.92% | 0.00% | +17.7% | Q4 2025 |
| JPM | $1.88M | 0.90% | 0.00% | Not reported | Q4 2025 |
| LUMN | $1.84M | 0.88% | 0.03% | +1.0% | Q4 2025 |
| HON | $1.81M | 0.87% | 0.00% | Not reported | Q4 2025 |
| GOOGL | $1.71M | 0.82% | 0.00% | Not reported | Q4 2025 |
| RTX | $1.52M | 0.73% | 0.00% | Not reported | Q4 2025 |
| TJX | $1.42M | 0.68% | 0.00% | Not reported | Q4 2025 |
| ENTG | $1.4M | 0.67% | 0.01% | -1.2% | Q4 2025 |
| DELL | $1.39M | 0.67% | 0.00% | -15.9% | Q4 2025 |
| SYK | $1.36M | 0.65% | 0.00% | +2.1% | Q4 2025 |
| ETN | $1.24M | 0.60% | 0.00% | +19.1% | Q4 2025 |
| ABBV | $1.16M | 0.56% | 0.00% | Not reported | Q4 2025 |
 IBIT | $1.1M | 0.53% | 0.00% | Not reported | Q4 2025 |
| AVGO | $1.08M | 0.52% | 0.00% | Not reported | Q4 2025 |
| TSM | $1.06M | 0.51% | 0.00% | Not reported | Q4 2025 |
| XOM | $1.01M | 0.49% | 0.00% | Not reported | Q4 2025 |
| JNJ | $1.01M | 0.49% | 0.00% | -2.7% | Q4 2025 |
 NOC | $1M | 0.48% | 0.00% | -1.5% | Q4 2025 |
 CVX | $924K | 0.44% | 0.00% | Not reported | Q4 2025 |
| SPY | $897K | 0.43% | Not reported | +3.0% | Q4 2025 |
| NOW | $883K | 0.42% | 0.00% | +58.4% | Q4 2025 |
| WMB | $772K | 0.37% | 0.00% | Not reported | Q4 2025 |
| PAG | $760K | 0.37% | 0.01% | Not reported | Q4 2025 |
| PG | $748K | 0.36% | 0.00% | Not reported | Q4 2025 |
| KO | $745K | 0.36% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| LRCX | $16.8M | 8.45% | 0.01% | New | Q4 2025 |
| MSFT | $8.78M | 4.42% | 0.00% | New | Q4 2025 |
| ASML | $7.86M | 3.96% | 0.00% | New | Q4 2025 |
| COST | $6.56M | 3.31% | 0.00% | New | Q4 2025 |
| DE | $5.01M | 2.52% | 0.00% | New | Q4 2025 |
| BRK.B | $4.86M | 2.45% | Not reported | New | Q4 2025 |
| LLY | $4.12M | 2.07% | 0.00% | New | Q4 2025 |
| AON | $3.82M | 1.93% | 0.01% | New | Q4 2025 |
| PH | $3.79M | 1.91% | 0.00% | New | Q4 2025 |
| MLM | $3.78M | 1.90% | 0.01% | New | Q4 2025 |
| AMZN | $3.54M | 1.78% | 0.00% | New | Q4 2025 |
| HD | $3.53M | 1.78% | 0.00% | New | Q4 2025 |
| NVDA | $3.23M | 1.63% | 0.00% | New | Q4 2025 |
| AAPL | $2.94M | 1.48% | 0.00% | New | Q4 2025 |
| ODFL | $2.53M | 1.27% | 0.01% | New | Q4 2025 |
| MCD | $2.49M | 1.26% | 0.00% | New | Q4 2025 |
| MPC | $2.44M | 1.23% | 0.01% | New | Q4 2025 |
| GS | $2.43M | 1.22% | 0.00% | New | Q4 2025 |
| CIEN | $2.21M | 1.12% | 0.01% | New | Q4 2025 |
| CF | $2.16M | 1.09% | 0.02% | New | Q4 2025 |
| JPM | $2.06M | 1.04% | 0.00% | New | Q4 2025 |
| LUMN | $2.03M | 1.02% | 0.03% | New | Q4 2025 |
| AXP | $1.99M | 1.00% | 0.00% | New | Q4 2025 |
| ON | $1.94M | 0.98% | 0.01% | New | Q4 2025 |
| GOOGL | $1.86M | 0.94% | 0.00% | New | Q4 2025 |
| CSX | $1.72M | 0.87% | 0.00% | New | Q4 2025 |
| ENB | $1.71M | 0.86% | 0.00% | New | Q4 2025 |
| LIN | $1.66M | 0.84% | 0.00% | New | Q4 2025 |
| HON | $1.57M | 0.79% | 0.00% | New | Q4 2025 |
| KLAC | $1.56M | 0.78% | 0.00% | New | Q4 2025 |
| RTX | $1.44M | 0.73% | 0.00% | New | Q4 2025 |
| SYK | $1.42M | 0.72% | 0.00% | New | Q4 2025 |
| IBIT | $1.42M | 0.71% | 0.00% | New | Q4 2025 |
| TJX | $1.36M | 0.69% | 0.00% | New | Q4 2025 |
| DELL | $1.27M | 0.64% | 0.00% | New | Q4 2025 |
| ABBV | $1.22M | 0.62% | 0.00% | New | Q4 2025 |
| AVGO | $1.2M | 0.61% | 0.00% | New | Q4 2025 |
| ENTG | $1.02M | 0.51% | 0.01% | New | Q4 2025 |
| TSM | $953K | 0.48% | 0.00% | New | Q4 2025 |
| ETN | $928K | 0.47% | 0.00% | New | Q4 2025 |
 ABT | $915K | 0.46% | 0.00% | New | Q4 2025 |
| SPY | $914K | 0.46% | Not reported | New | Q4 2025 |
| JNJ | $878K | 0.44% | 0.00% | New | Q4 2025 |
| NOC | $850K | 0.43% | 0.00% | New | Q4 2025 |
| NOW | $817K | 0.41% | 0.00% | New | Q4 2025 |
| PAG | $805K | 0.41% | 0.01% | New | Q4 2025 |
| PG | $743K | 0.37% | 0.00% | New | Q4 2025 |
| XOM | $717K | 0.36% | 0.00% | New | Q4 2025 |
| KO | $685K | 0.35% | 0.00% | New | Q4 2025 |
| CVX | $681K | 0.34% | 0.00% | New | Q4 2025 |