13F filer
Miller Capital Partners
13F Value
$256.7M
Positions
258
Top Position
LRCX16.8%
Top 5
32.7%
Latest filing changes
vs Mar 31, 2026Holdings258
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | LRCXFiling details
|
16.8% | $43.1M | -3.3% | 99.4K | 10.6% | Common Stock | |
| 2 | ASML | 5.7% | $14.6M | -0.1% | 7.3K | 4.7% | Common Stock | |
| 3 | VIG | 3.8% | $9.8M | -0.0% | 41.5K | 4.3% | ETF | |
| 4 | VCIT | 3.7% | $9.5M | +7.3% | 114.8K | 4.3% | ETF | |
| 5 | COST | 2.7% | $7.0M | -0.3% | 7.5K | 3.6% | Common Stock | |
| 6 | DE | 2.7% | $6.8M | +1.9% | 10.8K | 2.9% | Common Stock | |
| 7 | MSFT | 2.6% | $6.6M | -2.3% | 17.8K | 3.2% | Common Stock | |
| 8 | BRK.BFiling details
|
1.9% | $4.8M | — | 9.7K | 2.2% | Common Stock | |
| 9 | LLY | 1.8% | $4.7M | +0.7% | 3.9K | 1.7% | Common Stock | |
| 10 | CIEN | 1.7% | $4.3M | -1.8% | 8.8K | 1.7% | Common Stock | |
| 11 | PH | 1.6% | $4.2M | — | 4.3K | 1.8% | Common Stock | |
| 12 | KLAC | 1.6% | $4.0M | — | 13.3K | 0.9% | — | Common Stock |
| 13 | MPC | 1.5% | $3.8M | — | 14.9K | 1.7% | Common Stock | |
| 14 | ON | 1.5% | $3.7M | -3.8% | 39.6K | 1.2% | Common Stock | |
| 15 | AMZN | 1.5% | $3.7M | +1.9% | 15.6K | 1.5% | Common Stock | |
| 16 | DELL | 1.4% | $3.7M | — | 8.5K | 0.7% | Common Stock | |
| 17 | HD | 1.4% | $3.6M | +1.8% | 10.3K | 1.6% | Common Stock | |
| 18 | MLM | 1.4% | $3.6M | +2.8% | 6.3K | 1.7% | Common Stock | |
| 19 | AON | 1.4% | $3.6M | -1.8% | 10.8K | 1.7% | Common Stock | |
| 20 | NVDA | 1.3% | $3.5M | -0.2% | 17.3K | 1.5% | Common Stock |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing8
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.