Miller Capital Partners, Inc. Top Holdings and 13F Report (2026)

About Miller Capital Partners, Inc.

Investment Activity

Miller Capital Partners, Inc. has $208.10 million in total holdings as of March 31, 2026.
Miller Capital Partners, Inc. owns shares of 262 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 13.09% of the portfolio was purchased this quarter.
About 1.46% of the portfolio was sold this quarter.
This quarter, Miller Capital Partners, Inc. has purchased 264 new stocks and bought additional shares in 39 stocks.
Miller Capital Partners, Inc. sold shares of 39 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

LAM RESEARCH CORP: $21,975,145
ASML: $9,709,422
Vanguard Dividend Appreciation ETF: $8,937,679
Vanguard Intermediate-Term Corporate Bond ETF: $8,858,719
Costco Wholesale: $7,493,154

Largest New Holdings this Quarter

09254V105 - BlackRock MuniYield Michigan Quality Fund: $376,596 Holding
78397T202 - SAB BIOTHERAPEUTICS INC: $49,293 Holding
78464A599 - SPDR S&P Software & Services ETF: $32,016 Holding
091948109 - BITWISE SOLANA STAKING ETF: $19,725 Holding
941848103 - Waters: $8,637 Holding

Largest Purchases this Quarter

LAM RESEARCH CORP: 96,651 shares (about $20.65M)
onsemi: 39,215 shares (about $2.43M)
Lumen Technologies: 89,312 shares (about $620.72K)
Enbridge: 10,415 shares (about $563.87K)
Tesla: 1,030 shares (about $382.90K)

Largest Sales this Quarter

CF Industries: 6,498 shares (about $843.70K)
iShares 0-3 Month Treasury Bond ETF: 5,387 shares (about $542.26K)
Dell Technologies: 1,605 shares (about $263.43K)
Ciena: 500 shares (about $194.12K)
RPM International: 1,275 shares (about $126.74K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LAM RESEARCH CORP	$21,975,145	$20,650,453 â–²	1,558.9%	102,851	10.6%	COM NEW
ASML ASML	$9,709,422	$2,642 â–²	0.0%	7,351	4.7%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$8,937,679	$27,313 â–²	0.3%	41,559	4.3%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$8,858,719	$347,550 â–²	4.1%	107,054	4.3%	ETF
COST Costco Wholesale	$7,493,154	$89,679 â–¼	-1.2%	7,520	3.6%	Retail/Wholesale
MSFT Microsoft	$6,740,056	$16,658 â–²	0.2%	18,208	3.2%	Computer and Technology
DE Deere & Company	$5,958,028	$104,774 â–¼	-1.7%	10,577	2.9%	Industrials
BRK.B Berkshire Hathaway	$4,634,823		0.0%	9,672	2.2%	Finance
PH Parker-Hannifin	$3,843,266	$13,429 â–¼	-0.3%	4,293	1.8%	Industrials
MPC Marathon Petroleum	$3,636,329	$26,860 â–¼	-0.7%	14,892	1.7%	Energy
MLM Martin Marietta Materials	$3,592,126	$21,192 â–²	0.6%	6,102	1.7%	Construction
LLY Eli Lilly and Company	$3,566,869	$43,229 â–²	1.2%	3,878	1.7%	Medical
AON AON	$3,553,163	$56,487 â–²	1.6%	11,008	1.7%	Finance
CIEN Ciena	$3,481,259	$194,115 â–¼	-5.3%	8,967	1.7%	Computer and Technology
HD Home Depot	$3,339,221	$36,178 â–¼	-1.1%	10,153	1.6%	Retail/Wholesale
AMZN Amazon.com	$3,197,986	$4,165 â–²	0.1%	15,355	1.5%	Retail/Wholesale
ODFL Old Dominion Freight Line	$3,087,907	$59,402 â–¼	-1.9%	15,803	1.5%	Transportation
NVDA NVIDIA	$3,019,562		0.0%	17,314	1.5%	Computer and Technology
CF CF Industries	$2,783,121	$843,701 â–¼	-23.3%	21,435	1.3%	Basic Materials
AAPL Apple	$2,742,709		0.0%	10,807	1.3%	Computer and Technology
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	$2,691,681	$111,751 â–²	4.3%	31,794	1.3%	ETF
ON onsemi	$2,552,033	$2,428,193 â–²	1,960.8%	41,215	1.2%	Computer and Technology
MCD McDonald's	$2,534,493		0.0%	8,155	1.2%	Retail/Wholesale
ENB Enbridge	$2,501,268	$563,868 â–²	29.1%	46,200	1.2%	Energy
GS The Goldman Sachs Group	$2,362,005	$27,072 â–²	1.2%	2,792	1.1%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$2,297,605	$37,723 â–¼	-1.6%	23,145	1.1%	Finance
KLAC KLA	$1,955,361	$69,203 â–²	3.7%	1,328	0.9%	Computer and Technology
CSX CSX	$1,951,928		0.0%	47,550	0.9%	Transportation
VTEB Vanguard Tax-Exempt Bond ETF	$1,942,468	$14,967 â–²	0.8%	38,935	0.9%	ETF
LINDE PLC	$1,925,037	$4,958 â–¼	-0.3%	3,883	0.9%	SHS
AXP American Express	$1,914,396	$288,263 â–²	17.7%	6,329	0.9%	Finance
JPM JPMorgan Chase & Co.	$1,880,271		0.0%	6,392	0.9%	Finance
LUMN Lumen Technologies	$1,836,969	$620,719 â–²	51.0%	264,312	0.9%	Utilities
VXF Vanguard Extended Market ETF	$1,830,180	$2,058 â–²	0.1%	8,893	0.9%	ETF
HON Honeywell International	$1,813,439		0.0%	8,023	0.9%	Multi-Sector Conglomerates
GOOGL Alphabet	$1,707,819		0.0%	5,939	0.8%	Computer and Technology
VV Vanguard Large-Cap ETF	$1,687,606		0.0%	5,647	0.8%	ETF
VTI Vanguard Total Stock Market ETF	$1,575,819	$321 â–²	0.0%	4,912	0.8%	ETF
RTX RTX	$1,517,738		0.0%	7,868	0.7%	Aerospace
TJX TJX Companies	$1,417,977		0.0%	8,879	0.7%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$1,402,193	$20,597 â–²	1.5%	20,764	0.7%	ETF
ENTG Entegris	$1,399,846	$17,586 â–¼	-1.2%	11,940	0.7%	Computer and Technology
DELL Dell Technologies	$1,392,808	$263,429 â–¼	-15.9%	8,486	0.7%	Computer and Technology
SYK Stryker	$1,359,706	$27,930 â–²	2.1%	4,138	0.7%	Medical
IVV iShares Core S&P 500 ETF	$1,359,331	$32,661 â–²	2.5%	2,081	0.7%	ETF
ETN Eaton	$1,240,758	$198,865 â–²	19.1%	3,469	0.6%	Industrials
LUMN Lumen Technologies	$1,216,250		0.0%	175,000	0.6%	Utilities
ABBV AbbVie	$1,162,485		0.0%	5,345	0.6%	Medical
ISHARES BITCOIN TRUST ETF	$1,095,355		0.0%	28,510	0.5%	SHS BEN INT
VONV Vanguard Russell 1000 Value ETF	$1,081,479		0.0%	11,537	0.5%	ETF
AVGO Broadcom	$1,077,095		0.0%	3,480	0.5%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$1,060,150		0.0%	3,137	0.5%	Computer and Technology
XOM ExxonMobil	$1,011,344		0.0%	5,961	0.5%	Energy
JNJ Johnson & Johnson	$1,009,293	$28,111 â–¼	-2.7%	4,129	0.5%	Medical
NOC Northrop Grumman	$1,001,529	$15,009 â–¼	-1.5%	1,468	0.5%	Aerospace
SCHB Schwab US Broad Market ETF	$987,008	$8,986 â–²	0.9%	39,323	0.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$943,638	$15,290 â–²	1.6%	7,591	0.5%	ETF
VO Vanguard Mid-Cap ETF	$941,377	$1,436 â–²	0.2%	3,278	0.5%	ETF
CVX Chevron	$924,430		0.0%	4,468	0.4%	Energy
SPY SPDR S&P 500 ETF Trust	$897,470	$26,014 â–²	3.0%	1,380	0.4%	Finance
NOW ServiceNow	$883,448	$325,673 â–²	58.4%	8,450	0.4%	Computer and Technology
VB Vanguard Small-Cap ETF	$811,167		0.0%	3,097	0.4%	ETF
WMB Williams Companies	$771,832		0.0%	10,605	0.4%	Energy
PAG Penske Automotive Group	$760,160		0.0%	5,084	0.4%	Retail/Wholesale
PG Procter & Gamble	$748,489		0.0%	5,182	0.4%	Consumer Staples
KO CocaCola	$745,290		0.0%	9,800	0.4%	Consumer Staples
VCSH Vanguard Short-Term Corporate Bond ETF	$718,187	$1,585 â–²	0.2%	9,060	0.3%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$713,148		0.0%	13,400	0.3%	Manufacturing
ABT Abbott Laboratories	$707,089	$42,403 â–¼	-5.7%	6,887	0.3%	Medical
EUSA iShares MSCI USA Equal Weighted ETF	$674,329		0.0%	6,626	0.3%	ETF
CB Chubb	$622,853	$7,496 â–¼	-1.2%	1,911	0.3%	Finance
EMR Emerson Electric	$608,326		0.0%	4,643	0.3%	Industrials
MU Micron Technology	$592,572	$37,162 â–¼	-5.9%	1,754	0.3%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$581,111	$542,256 â–¼	-48.3%	5,773	0.3%	ETF
GOLDMAN SACHS ETF TR	$574,207	$270,545 â–²	89.1%	11,270	0.3%	MUNI INCOME ETF
WALMART INC	$540,618		0.0%	4,350	0.3%	COM
UNP Union Pacific	$531,338	$57,016 â–¼	-9.7%	2,190	0.3%	Transportation
GOOG Alphabet	$516,348		0.0%	1,800	0.2%	Computer and Technology
VTV Vanguard Value ETF	$515,025		0.0%	2,625	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$499,120	$20,057 â–²	4.2%	7,789	0.2%	ETF
TSLA Tesla	$494,428	$382,903 â–²	343.3%	1,330	0.2%	Auto/Tires/Trucks
BND Vanguard Total Bond Market ETF	$478,145		0.0%	6,493	0.2%	ETF
TMUS T-Mobile US	$451,775	$44,106 â–¼	-8.9%	2,151	0.2%	Computer and Technology
MS Morgan Stanley	$417,021		0.0%	2,534	0.2%	Finance
MMM 3M	$409,113		0.0%	2,817	0.2%	Multi-Sector Conglomerates
ITOT iShares Core S&P Total U.S. Stock Market ETF	$405,784	$570 â–²	0.1%	2,849	0.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$405,443	$49,046 â–²	13.8%	3,720	0.2%	Finance
GE GE Aerospace	$395,008		0.0%	1,392	0.2%	Aerospace
ADP Automatic Data Processing	$394,576	$4,673 â–¼	-1.2%	1,942	0.2%	Computer and Technology
ITB iShares U.S. Home Construction ETF	$380,129	$815 â–¼	-0.2%	4,198	0.2%	ETF
MIY BlackRock MuniYield Michigan Quality Fund	$376,596	$376,596 â–²	New Holding	31,700	0.2%	Finance
BSV Vanguard Short-Term Bond ETF	$360,294		0.0%	4,595	0.2%	ETF
BAC Bank of America	$351,975		0.0%	7,220	0.2%	Finance
SMH VanEck Semiconductor ETF	$328,191		0.0%	856	0.2%	Manufacturing
EMXC iShares MSCI Emerging Markets ex China ETF	$324,237		0.0%	4,122	0.2%	Manufacturing
GE VERNOVA INC	$302,897		0.0%	347	0.1%	COM
V Visa	$297,405		0.0%	984	0.1%	Business Services
RSP Invesco S&P 500 Equal Weight ETF	$291,143		0.0%	1,517	0.1%	ETF
BLACKROCK INC	$288,513		0.0%	300	0.1%	COM
VGSH Vanguard Short-Term Treasury ETF	$277,860		0.0%	4,746	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Miller Capital Partners, Inc. Top Holdings and 13F Report (2026)

About Miller Capital Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Miller Capital Partners, Inc. Top Holdings and 13F Report (2026)

About Miller Capital Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMiller Capital Partners, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools