Miller Capital Partners, Inc.

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CIK 2111377

13F portfolio (2026-Q1)

$207M

Positions

259

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

259

Top 5

27.6%

Top 10

39.6%

Effective N

37.2

HHI

0.027

This quarter

5 new · 0 exit →

By sector

Industrials26.2%

Unclassified24.7%

Information Technology13.9%

Consumer Discretionary9.9%

Financials8.4%

Materials5.5%

Health Care4.1%

Energy4.0%

Other3.3%

By market cap

Mega (>$200B)39.4%

Unknown31.2%

Large ($10–200B)28.3%

Mid ($2–10B)1.1%

Micro (<$300M)0.0%

Small ($300M–2B)0.0%

By region

North America70.1%

Other24.7%

Europe4.7%

Asia-Pacific0.5%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	26.97%	96
Machinery	20.97%	11
Specialty Retail	8.16%	9
Semiconductors & Semiconductor Equipment	4.17%	11
Oil, Gas & Consumable Fuels	4.02%	7
Software	3.84%	6
Chemicals	3.49%	8
Pharmaceuticals & Biotechnology	3.41%	9
Technology Hardware & Equipment	3.38%	11
Road & Rail	2.70%	3
Aerospace & Defense	2.23%	8
Banks	2.19%	8
Insurance	2.15%	6
Construction Materials	1.74%	1
Communications Equipment	1.69%	2
Capital Markets	1.65%	7
Software & IT Services	1.33%	5
Hotels, Restaurants & Leisure	1.24%	2
Diversified Telecommunication Services	1.11%	3
Health Care Equipment & Supplies	0.89%	5
Electrical Equipment & Components	0.63%	3
Utilities	0.50%	6
Beverages	0.38%	2
Automobiles & Components	0.24%	2
Distributors	0.22%	5
Commercial Services & Supplies	0.18%	5
Metals & Mining	0.17%	3
Marine	0.09%	1
Tobacco	0.08%	2
Paper & Forest Products	0.07%	1
Equity Real Estate Investment Trusts (REITs)	0.05%	2
Food Products	0.03%	2
Construction & Engineering	0.02%	2
Transportation Infrastructure	0.01%	1
Media & Entertainment	0.01%	1
Textiles, Apparel & Luxury Goods	0.01%	1
Life Sciences Tools & Services	0.00%	1
Health Care Providers & Services	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	LRCX	LAM RESEARCH CORP	Industrials	10.63%
2	ASML	ASML Holding NV	Industrials	4.70%
3	VIG	VANGUARD SPECIALIZED FUNDS	Unclassified	4.33%
4	VCIT	VANGUARD SCOTTSDALE FDS	Unclassified	4.29%
5	COST	COSTCO WHOLESALE CORP /NEW	Consumer Discretionary	3.63%
6	MSFT	MICROSOFT CORP	Information Technology	3.26%
7	DE	DEERE & CO	Industrials	2.88%
8	BRK.B	BERKSHIRE HATHAWAY INC	Financials	2.24%
9	PH	Parker-Hannifin Corp	Industrials	1.86%
10	MPC	Marathon Petroleum Corp	Energy	1.76%

164/259 names classified · sector 75.3% of weight · industry 73.0% · mkt cap 68.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 2 quarters

IndustrialsLRCX, ASML, DE, PH, ODFL · other

Information TechnologyMSFT, NVDA, AAPL, CIEN, ON · other

Consumer DiscretionaryCOST, HD, AMZN, MCD, TJX · other

FinancialsBRK.B, AON, GS, JPM, AXP · other

MaterialsMLM, CF, LIN, ENTG, PG · other

Health CareLLY, SYK, ABBV, JNJ, ABT · other

EnergyMPC, ENB, XOM, CVX, EQT · other

Communication ServicesLUMN, GOOGL, GOOG, TMUS, META · other

Consumer StaplesKO, PM, MDLZ, MNST, MO · other

UtilitiesWMB, DUK, NI, TRGP, NEE · other

Real EstateRYN, AMT

UnclassifiedVIG, VCIT, GSEW, AGG, VTEB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 75.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (152 classified)Miller Capital Partners, Inc. centroid (Large Core)

IndustrialsInformation TechnologyConsumer DiscretionaryFinancialsMaterialsHealth CareEnergyCommunication ServicesUtilitiesConsumer StaplesReal Estate

Style box summary for Miller Capital Partners, Inc.: centroid Large Core. Heaviest cells: Large Growth 22.3%, Large Core 21.5%, Large Value 10.8%.

Classified: 66.4% of book weight (152/258 names) · unclassified 33.6%: ASML, VIG, VCIT, BRK.B, GSEW, ENB, AGG, VTEB, VXF, VV +96 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 259 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	LRCXLAM RESEARCH CORP	102,851	$22M	10.6%	ADD 5%
2	ASMLASML HOLDING N V	7,351	$10M	4.7%	HOLD
3	VIGVANGUARD SPECIALIZED FUNDS	41,559	$9M	4.3%	HOLD
4	VCITVANGUARD SCOTTSDALE FDS	107,054	$9M	4.3%	ADD 4%
5	COSTCOSTCO WHSL CORP NEW	7,520	$7M	3.6%	HOLD
6	MSFTMICROSOFT CORP	18,208	$7M	3.3%	HOLD
7	DEDEERE & CO	10,577	$6M	2.9%	HOLD
8	BRK.BBERKSHIRE HATHAWAY INC DEL	9,672	$5M	2.2%	HOLD
9	PHPARKER-HANNIFIN CORP	4,293	$4M	1.9%	HOLD
10	MPCMARATHON PETE CORP	14,892	$4M	1.8%	HOLD
11	MLMMARTIN MARIETTA MATLS INC	6,102	$4M	1.7%	HOLD
12	LLYELI LILLY & CO	3,878	$4M	1.7%	HOLD
13	AONAON PLC	11,008	$4M	1.7%	HOLD
14	CIENCIENA CORP	8,967	$3M	1.7%	TRIM −5%
15	HDHOME DEPOT INC	10,153	$3M	1.6%	HOLD
16	AMZNAMAZON COM INC	15,355	$3M	1.5%	HOLD
17	ODFLOLD DOMINION FREIGHT LINE IN	15,803	$3M	1.5%	HOLD
18	NVDANVIDIA CORPORATION	17,314	$3M	1.5%	HOLD
19	CFCF INDS HLDGS INC	21,435	$3M	1.3%	TRIM −23%
20	AAPLAPPLE INC	10,807	$3M	1.3%	HOLD
21	GSEWGOLDMAN SACHS ETF TR	31,794	$3M	1.3%	ADD 4%
22	ONON SEMICONDUCTOR CORP	41,215	$3M	1.2%	ADD 15%
23	MCDMCDONALDS CORP	8,155	$3M	1.2%	HOLD
24	ENBENBRIDGE INC	46,200	$3M	1.2%	ADD 29%
25	GSGOLDMAN SACHS GROUP INC	2,792	$2M	1.1%	HOLD
26	AGGISHARES TR	23,145	$2M	1.1%	HOLD
27	KLACKLA CORP	1,328	$2M	0.9%	ADD 4%
28	CSXCSX CORP	47,550	$2M	0.9%	HOLD
29	VTEBVANGUARD MUN BD FDS	38,935	$2M	0.9%	HOLD
30	LINLINDE PLC	3,883	$2M	0.9%	HOLD
31	AXPAMERICAN EXPRESS CO	6,329	$2M	0.9%	ADD 18%
32	JPMJPMORGAN CHASE & CO	6,392	$2M	0.9%	HOLD
33	LUMNLUMEN TECHNOLOGIES INC	264,312	$2M	0.9%	HOLD
34	VXFVANGUARD INDEX FDS	8,893	$2M	0.9%	HOLD
35	HONHONEYWELL INTL INC	8,023	$2M	0.9%	HOLD
36	GOOGLALPHABET INC	5,939	$2M	0.8%	HOLD
37	VVVANGUARD INDEX FDS	5,647	$2M	0.8%	HOLD
38	VTIVANGUARD INDEX FDS	4,912	$2M	0.8%	HOLD
39	RTXRTX CORPORATION	7,868	$2M	0.7%	HOLD
40	TJXTJX COS INC NEW	8,879	$1M	0.7%	HOLD
41	IJHISHARES TR	20,764	$1M	0.7%	HOLD
42	ENTGENTEGRIS INC	11,940	$1M	0.7%	HOLD
43	DELLDELL TECHNOLOGIES INC	8,486	$1M	0.7%	TRIM −16%
44	SYKSTRYKER CORPORATION	4,138	$1M	0.7%	ADD 2%
45	IVVISHARES TR	2,081	$1M	0.7%	ADD 2%
46	ETNEATON CORP PLC	3,469	$1M	0.6%	ADD 19%
47	ABBVABBVIE INC	5,345	$1M	0.6%	HOLD
48	IBITISHARES BITCOIN TRUST ETF	28,510	$1M	0.5%	HOLD
49	VONVVANGUARD SCOTTSDALE FDS	11,537	$1M	0.5%	HOLD
50	AVGOBROADCOM INC	3,480	$1M	0.5%	HOLD
51	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,137	$1M	0.5%	HOLD
52	XOMEXXON MOBIL CORP	5,961	$1M	0.5%	HOLD
53	JNJJOHNSON & JOHNSON	4,129	$1M	0.5%	TRIM −3%
54	NOCNORTHROP GRUMMAN CORP	1,468	$1M	0.5%	HOLD
55	SCHBSCHWAB STRATEGIC TR	39,323	$987,008	0.5%	HOLD
56	IJRISHARES TR	7,591	$943,638	0.5%	HOLD
57	VOVANGUARD INDEX FDS	3,278	$941,377	0.5%	HOLD
58	CVXCHEVRON CORP NEW	4,468	$924,430	0.4%	HOLD
59	SPYSTATE STR SPDR S&P 500 ETF T	1,380	$897,470	0.4%	ADD 3%
60	NOWSERVICENOW INC	8,450	$883,448	0.4%	ADD 58%
61	VBVANGUARD INDEX FDS	3,097	$811,167	0.4%	HOLD
62	WMBWILLIAMS COS INC	10,605	$771,832	0.4%	HOLD
63	PAGPENSKE AUTOMOTIVE GRP INC	5,084	$760,160	0.4%	HOLD
64	PGPROCTER AND GAMBLE CO	5,182	$748,489	0.4%	HOLD
65	KOCOCA COLA CO	9,800	$745,290	0.4%	HOLD
66	VCSHVANGUARD SCOTTSDALE FDS	9,060	$718,187	0.3%	HOLD
67	IGIBISHARES TR	13,400	$713,148	0.3%	HOLD
68	ABTABBOTT LABS	6,887	$707,089	0.3%	TRIM −6%
69	EUSAISHARES INC	6,626	$674,329	0.3%	HOLD
70	CBCHUBB LIMITED	1,911	$622,853	0.3%	HOLD
71	EMREMERSON ELEC CO	4,643	$608,326	0.3%	HOLD
72	MUMICRON TECHNOLOGY INC	1,754	$592,572	0.3%	TRIM −6%
73	SGOVISHARES TR	5,773	$581,111	0.3%	TRIM −48%
74	GMUBGOLDMAN SACHS ETF TR	11,270	$574,207	0.3%	ADD 89%
75	WMTWALMART INC	4,350	$540,618	0.3%	HOLD
76	UNPUNION PAC CORP	2,190	$531,338	0.3%	TRIM −10%
77	GOOGALPHABET INC	1,800	$516,348	0.2%	HOLD
78	VTVVANGUARD INDEX FDS	2,625	$515,025	0.2%	HOLD
79	VEAVANGUARD TAX-MANAGED FDS	7,789	$499,120	0.2%	ADD 4%
80	TSLATESLA INC	1,330	$494,428	0.2%	HOLD
81	BNDVANGUARD BD INDEX FDS	6,493	$478,145	0.2%	HOLD
82	TMUST-MOBILE US INC	2,151	$451,775	0.2%	TRIM −9%
83	MSMORGAN STANLEY	2,534	$417,021	0.2%	HOLD
84	MMM3M CO	2,817	$409,113	0.2%	HOLD
85	ITOTISHARES TR	2,849	$405,784	0.2%	HOLD
86	LQDISHARES TR	3,720	$405,443	0.2%	ADD 14%
87	GEGE AEROSPACE	1,392	$395,008	0.2%	HOLD
88	ADPAUTOMATIC DATA PROCESSING IN	1,942	$394,576	0.2%	HOLD
89	ITBISHARES TR	4,198	$380,129	0.2%	HOLD
90	MIYBLACKROCK MUNIYIELD MICH QU	31,700	$376,596	0.2%	NEW
91	BSVVANGUARD BD INDEX FDS	4,595	$360,294	0.2%	HOLD
92	BACBANK AMERICA CORP	7,220	$351,975	0.2%	HOLD
93	SMHVANECK ETF TRUST	856	$328,191	0.2%	HOLD
94	EMXCISHARES INC	4,122	$324,237	0.2%	HOLD
95	GEVGE VERNOVA INC	347	$302,897	0.1%	HOLD
96	VVISA INC	984	$297,405	0.1%	HOLD
97	RSPINVESCO EXCHANGE TRADED FD T	1,517	$291,143	0.1%	HOLD
98	BLKBLACKROCK INC	300	$288,513	0.1%	HOLD
99	VGSHVANGUARD SHORT-TERM TREASURY ETF	4,746	$277,860	0.1%	HOLD
100	XYLXYLEM INC	2,300	$274,850	0.1%	TRIM −3%
101	IBMINTERNATIONAL BUSINESS MACHS	1,110	$269,053	0.1%	HOLD
102	VSSVANGUARD INTL EQUITY INDEX F	1,806	$263,297	0.1%	ADD 2%
103	RPMRPM INTL INC	2,610	$259,434	0.1%	TRIM −33%
104	GLWCORNING INC	1,873	$254,672	0.1%	HOLD
105	VGTVANGUARD WORLD FD	360	$251,180	0.1%	HOLD
106	VXUSVANGUARD STAR FDS	2,930	$225,933	0.1%	HOLD
107	VRTXVERTEX PHARMACEUTICALS INC	505	$225,503	0.1%	HOLD
108	IBDUISHARES TR	9,675	$225,041	0.1%	HOLD
109	SYYSYSCO CORP	3,084	$219,982	0.1%	TRIM −10%
110	GLDSPDR GOLD TR	500	$215,145	0.1%	HOLD
111	MSTRSTRATEGY INC	1,696	$211,661	0.1%	HOLD
112	DHRDANAHER CORP DEL	1,100	$208,560	0.1%	TRIM −7%
113	VBRVANGUARD INDEX FDS	920	$199,870	0.1%	HOLD
114	CGXUCapital Group International Focus - ETF	6,760	$199,353	0.1%	HOLD
115	TERTERADYNE INC	669	$198,332	0.1%	HOLD
116	TELTE CONNECTIVITY PLC	921	$192,508	0.1%	HOLD
117	CATCATERPILLAR INC	265	$187,742	0.1%	HOLD
118	AMGNAMGEN INC	530	$186,481	0.1%	HOLD
119	RCLROYAL CARIBBEAN GROUP	655	$180,243	0.1%	TRIM −5%
120	NDAQNASDAQ INC	1,935	$164,263	0.1%	HOLD
121	CSCOCISCO SYS INC	2,103	$163,172	0.1%	HOLD
122	KMBKIMBERLY-CLARK CORP	1,533	$147,889	0.1%	HOLD
123	QUALISHARES TR	708	$135,820	0.1%	ADD 2%
124	DUKDUKE ENERGY CORP NEW	1,030	$134,869	0.1%	HOLD
125	ADBEADOBE INC	553	$134,424	0.1%	HOLD
126	PLTRPALANTIR TECHNOLOGIES INC	909	$132,969	0.1%	HOLD
127	ELVELEVANCE HEALTH INC FORMERLY	453	$132,616	0.1%	HOLD
128	VBKVANGUARD INDEX FDS	432	$130,572	0.1%	HOLD
129	NTRSNORTHERN TR CORP	935	$130,498	0.1%	TRIM −45%
130	XSDSPDR SERIES TRUST	399	$130,122	0.1%	ADD 18%
131	AMDADVANCED MICRO DEVICES INC	633	$128,772	0.1%	HOLD
132	OUSAALPS ETF TR	2,298	$127,930	0.1%	HOLD
133	ISTBISHARES TR	2,635	$127,693	0.1%	HOLD
134	SPYGSPDR SERIES TRUST STATE STREET SPD	1,301	$127,381	0.1%	HOLD
135	EQTEQT CORP	1,995	$126,962	0.1%	HOLD
136	TDGTRANSDIGM GROUP INC	109	$126,327	0.1%	HOLD
137	PMPHILIP MORRIS INTL INC	755	$124,832	0.1%	HOLD
138	AMPAMERIPRISE FINL INC	280	$124,432	0.1%	TRIM −6%
139	VOOVANGUARD INDEX FDS	185	$110,547	0.1%	HOLD
140	HWMHOWMET AEROSPACE INC	448	$103,247	0.0%	HOLD
141	VYMVANGUARD WHITEHALL FDS	695	$102,930	0.0%	HOLD
142	CNXCNX RES CORP	2,420	$93,291	0.0%	HOLD
143	SOLSSOLSTICE ADVANCED MATLS INC	1,156	$88,041	0.0%	TRIM −22%
144	ITWILLINOIS TOOL WKS INC	338	$87,979	0.0%	HOLD
145	BMYBRISTOL-MYERS SQUIBB CO	1,435	$87,033	0.0%	HOLD
146	CGUSCAPITAL GROUP CORE EQUITY ET	2,140	$82,219	0.0%	HOLD
147	SPEMSPDR INDEX SHS FDS	1,674	$78,506	0.0%	HOLD
148	TRVTRAVELERS COMPANIES INC	267	$77,879	0.0%	HOLD
149	METAMETA PLATFORMS INC	126	$72,089	0.0%	HOLD
150	NINISOURCE INC	1,515	$70,690	0.0%	HOLD
151	RYNRAYONIER INC	3,409	$70,294	0.0%	ADD 275%
152	BABOEING CO	345	$68,666	0.0%	HOLD
153	APPAPPLOVIN CORP	170	$67,660	0.0%	HOLD
154	MDYVSPDR SERIES TRUST	767	$65,279	0.0%	HOLD
155	HEIHEICO CORP NEW	215	$58,953	0.0%	HOLD
156	DFAXDIMENSIONAL ETF TRUST	1,718	$58,361	0.0%	HOLD
157	XLKSELECT SECTOR SPDR TR	420	$55,818	0.0%	HOLD
158	SPYMSPDR SERIES TRUST	671	$51,359	0.0%	HOLD
159	MRKMERCK & CO INC	425	$51,124	0.0%	HOLD
160	VEUVANGUARD INTL EQUITY INDEX F	674	$50,618	0.0%	HOLD
161	MDLZMONDELEZ INTL INC	874	$50,378	0.0%	HOLD
162	LOWLOWES COS INC	213	$50,328	0.0%	TRIM −6%
163	SABSSAB BIOTHERAPEUTICS INC	12,870	$49,293	0.0%	NEW
164	OUSMALPS ETF TR	1,124	$49,164	0.0%	HOLD
165	APHAMPHENOL CORP	373	$47,129	0.0%	HOLD
166	SPABSPDR SERIES TRUST	1,808	$46,321	0.0%	HOLD
167	RUSHBRUSH ENTERPRISES INC	705	$45,367	0.0%	TRIM −15%
168	SLYVSPDR SERIES TRUST	473	$44,737	0.0%	HOLD
169	INTCINTEL CORP	1,000	$44,130	0.0%	HOLD
170	UNHUNITEDHEALTH GROUP INC	160	$43,295	0.0%	HOLD
171	QQQINVESCO QQQ TR	75	$43,289	0.0%	HOLD
172	HOODROBINHOOD MKTS INC	600	$41,580	0.0%	HOLD
173	DIVBISHARES TR	750	$40,463	0.0%	HOLD
174	TRGPTARGA RES CORP	160	$40,117	0.0%	HOLD
175	CGGOCAPITAL GROUP GBL GROWTH EQT	1,184	$39,511	0.0%	HOLD
176	TXNTEXAS INSTRS INC	198	$38,440	0.0%	HOLD
177	ADSKAUTODESK INC	155	$37,107	0.0%	HOLD
178	BDXBECTON DICKINSON & CO	221	$34,748	0.0%	HOLD
179	IYFISHARES TR	292	$34,357	0.0%	HOLD
180	MNSTMONSTER BEVERAGE CORP NEW	468	$33,912	0.0%	HOLD
181	IXUSISHARES TR	385	$33,357	0.0%	HOLD
182	MOALTRIA GROUP INC	505	$33,325	0.0%	HOLD
183	EZUISHARES INC MSCI EURZONE ETF	522	$32,699	0.0%	HOLD
184	XSWSPDR SERIES TRUST	225	$32,016	0.0%	NEW
185	DVYISHARES TR	210	$31,797	0.0%	HOLD
186	MCHPMICROCHIP TECHNOLOGY INC.	458	$29,592	0.0%	HOLD
187	AAXJISHARES TR	306	$29,465	0.0%	HOLD
188	VWOVANGUARD INTL EQUITY INDEX F	525	$28,377	0.0%	HOLD
189	GEHCGE HEALTHCARE TECHNOLOGIES I	387	$27,547	0.0%	TRIM −17%
190	TMHCTAYLOR MORRISON HOME CORP	465	$27,082	0.0%	HOLD
191	FISVFISERV INC	469	$26,171	0.0%	HOLD
192	IYWISHARES TR	140	$25,399	0.0%	HOLD
193	PROSHARES TR	5,000	$25,200	0.0%	HOLD
194	ADIANALOG DEVICES INC	79	$25,134	0.0%	HOLD
195	CMICUMMINS INC	45	$24,211	0.0%	HOLD
196	AMTAMERICAN TOWER CORP	133	$22,954	0.0%	HOLD
197	MARMARRIOTT INTL INC NEW	70	$22,895	0.0%	HOLD
198	AITAPPLIED INDL TECHNOLOGIES IN	83	$22,022	0.0%	HOLD
199	RSGREPUBLIC SVCS INC	100	$21,902	0.0%	HOLD
200	WFCWELLS FARGO CO NEW	270	$21,495	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LRCXLAM RESEARCH CORP

—

98K

103K

$22M

ASMLASML HOLDING N V

—

$10M

VIGVANGUARD SPECIALIZED FUNDS

—

41K

42K

$9M

VCITVANGUARD SCOTTSDALE FDS

—

103K

107K

$9M

COSTCOSTCO WHSL CORP NEW

—

$7M

MSFTMICROSOFT CORP

—

18K

$7M

DEDEERE & CO

—

11K

$6M

BRK.BBERKSHIRE HATHAWAY INC DEL

—

10K

$5M

PHPARKER-HANNIFIN CORP

—

$4M

MPCMARATHON PETE CORP

—

15K

$4M

MLMMARTIN MARIETTA MATLS INC

—

$4M

LLYELI LILLY & CO

—

$4M

AONAON PLC

—

11K

$4M

CIENCIENA CORP

—

$3M

HDHOME DEPOT INC

—

10K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Miller Capital Partners, Inc.