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

About Miller Capital Partners, Inc.

Investment Activity

Miller Capital Partners, Inc. has $256.74 million in total holdings as of June 30, 2026.
Miller Capital Partners, Inc. owns shares of 258 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 6.30% of the portfolio was purchased this quarter.
About 2.53% of the portfolio was sold this quarter.
This quarter, Miller Capital Partners, Inc. has purchased 262 new stocks and bought additional shares in 36 stocks.
Miller Capital Partners, Inc. sold shares of 48 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

LAM RESEARCH CORP: $43,090,336
ASML: $14,616,416
Vanguard Dividend Appreciation ETF: $9,828,959
Vanguard Intermediate-Term Corporate Bond ETF: $9,489,956
Costco Wholesale: $7,012,284

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $894,257 Holding
43849R105 - HONEYWELL AEROSPACE INC: $881,668 Holding
37045V100 - General Motors: $20,504 Holding
01749D105 - Allegro MicroSystems: $18,450 Holding
093712107 - Bloom Energy: $7,568 Holding

Largest Purchases this Quarter

KLA: 11,952 shares (about $3.61M)
onsemi: 37,643 shares (about $3.56M)
Analog Devices: 2,894 shares (about $1.15M)
Lumen Technologies: 148,537 shares (about $1.14M)
HONEYWELL INTL INC: 3,994 shares (about $894.26K)

Largest Sales this Quarter

LAM RESEARCH CORP: 3,411 shares (about $1.48M)
ISHARES BITCOIN TRUST ETF: 23,154 shares (about $770.80K)
T-Mobile US: 1,761 shares (about $295.37K)
Microsoft: 423 shares (about $157.79K)
iShares 0-3 Month Treasury Bond ETF: 1,233 shares (about $124.13K)

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	$43,090,336	$1,478,089 â–¼	-3.3%	99,440	16.8%	COM NEW
ASML ASML	$14,616,416	$7,958 â–¼	-0.1%	7,347	5.7%	Technology
VIG Vanguard Dividend Appreciation ETF	$9,828,959	$4,732 â–¼	0.0%	41,539	3.8%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$9,489,956	$641,943 â–²	7.3%	114,821	3.7%	ETF
COST Costco Wholesale	$7,012,284	$22,451 â–¼	-0.3%	7,496	2.7%	Consumer Staples
DE Deere & Company	$6,836,179	$126,866 â–²	1.9%	10,777	2.7%	Industrials
MSFT Microsoft	$6,634,161	$157,787 â–¼	-2.3%	17,785	2.6%	Technology
BRK.B Berkshire Hathaway	$4,839,773		0.0%	9,672	1.9%	Finance
LLY Eli Lilly and Company	$4,683,775	$32,385 â–²	0.7%	3,905	1.8%	Healthcare
CIEN Ciena	$4,320,362	$78,490 â–¼	-1.8%	8,807	1.7%	Technology
PH Parker-Hannifin	$4,199,070		0.0%	4,293	1.6%	Industrials
KLAC KLA	$4,006,709	$3,606,038 â–²	900.0%	13,280	1.6%	Technology
MPC Marathon Petroleum	$3,807,438		0.0%	14,892	1.5%	Energy
ON onsemi	$3,747,850	$3,558,770 â–²	1,882.2%	39,643	1.5%	Technology
AMZN Amazon.com	$3,729,306	$69,595 â–²	1.9%	15,647	1.5%	Consumer Discretionary
DELL Dell Technologies	$3,661,370		0.0%	8,486	1.4%	Technology
HD Home Depot	$3,643,538	$62,777 â–²	1.8%	10,331	1.4%	Consumer Discretionary
MLM Martin Marietta Materials	$3,618,793	$99,769 â–²	2.8%	6,275	1.4%	Materials
AON AON	$3,586,564	$64,680 â–¼	-1.8%	10,813	1.4%	Finance
NVDA NVIDIA	$3,457,356	$7,003 â–¼	-0.2%	17,279	1.3%	Technology
ODFL Old Dominion Freight Line	$3,422,930		0.0%	15,803	1.3%	Industrials
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	$3,146,169	$144,179 â–²	4.8%	33,321	1.2%	ETF
AAPL Apple	$3,127,114		0.0%	10,807	1.2%	Technology
GS The Goldman Sachs Group	$2,823,746		0.0%	2,792	1.1%	Finance
ENB Enbridge	$2,532,692	$28,189 â–²	1.1%	46,720	1.0%	Energy
LUMN Lumen Technologies	$2,484,765	$1,140,765 â–²	84.9%	323,537	1.0%	Communication Services
AXP American Express	$2,464,490	$323,705 â–²	15.1%	7,286	1.0%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$2,350,775	$59,883 â–²	2.6%	23,750	0.9%	ETF
CF CF Industries	$2,262,851	$57,703 â–¼	-2.5%	20,902	0.9%	Materials
CSX CSX	$2,260,052		0.0%	47,550	0.9%	Industrials
VXF Vanguard Extended Market ETF	$2,210,474	$20,928 â–²	1.0%	8,978	0.9%	ETF
ENTG Entegris	$2,135,838	$11,691 â–¼	-0.5%	11,875	0.8%	Technology
MCD McDonald's	$2,089,226	$115,152 â–¼	-5.2%	7,729	0.8%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$2,086,729	$5,565 â–¼	-0.3%	6,375	0.8%	Finance
GOOGL Alphabet	$2,040,226	$82,195 â–¼	-3.9%	5,709	0.8%	Communication Services
LINDE PLC	$2,015,045		0.0%	3,883	0.8%	SHS
MU Micron Technology	$1,979,608	$45,017 â–¼	-2.2%	1,715	0.8%	Technology
LUMN Lumen Technologies	$1,958,400	$614,400 â–²	45.7%	255,000	0.8%	Communication Services
VV Vanguard Large-Cap ETF	$1,942,060		0.0%	5,647	0.8%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,938,479	$30,854 â–¼	-1.6%	38,325	0.8%	ETF
VTI Vanguard Total Stock Market ETF	$1,817,637		0.0%	4,912	0.7%	ETF
ETN Eaton	$1,730,900	$252,689 â–²	17.1%	4,062	0.7%	Industrials
IJH iShares Core S&P Mid-Cap ETF	$1,674,367	$73,255 â–²	4.6%	21,714	0.7%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,602,248	$104,110 â–²	6.9%	3,355	0.6%	Technology
IVV iShares Core S&P 500 ETF	$1,558,441		0.0%	2,081	0.6%	ETF
RTX RTX	$1,492,796		0.0%	7,868	0.6%	Industrials
SYK Stryker	$1,458,969	$156,161 â–²	12.0%	4,634	0.6%	Healthcare
TJX TJX Companies	$1,345,169		0.0%	8,879	0.5%	Consumer Discretionary
AVGO Broadcom	$1,305,127	$9,444 â–¼	-0.7%	3,455	0.5%	Technology
ABBV AbbVie	$1,286,384	$58,632 â–¼	-4.4%	5,112	0.5%	Healthcare
VONV Vanguard Russell 1000 Value ETF	$1,192,480	$34,019 â–¼	-2.8%	11,217	0.5%	ETF
ADI Analog Devices	$1,180,787	$1,149,411 â–²	3,663.3%	2,973	0.5%	Technology
SCHB Schwab US Broad Market ETF	$1,141,691	$2,896 â–²	0.3%	39,423	0.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,125,822		0.0%	7,591	0.4%	ETF
VO Vanguard Mid-Cap ETF	$1,056,434	$792,326 â–²	300.0%	13,112	0.4%	ETF
JNJ Johnson & Johnson	$1,048,643		0.0%	4,129	0.4%	Healthcare
SPY SPDR S&P 500 ETF Trust	$1,030,543		0.0%	1,380	0.4%	ETF
PAG Penske Automotive Group	$1,016,258	$106,475 â–²	11.7%	5,679	0.4%	Consumer Discretionary
NOW ServiceNow	$951,699	$112,782 â–²	13.4%	9,586	0.4%	Technology
VB Vanguard Small-Cap ETF	$938,763		0.0%	3,097	0.4%	ETF
HONEYWELL INTL INC	$894,257	$894,257 â–²	New Holding	3,994	0.3%	COM
HONEYWELL AEROSPACE INC	$881,668	$881,668 â–²	New Holding	3,988	0.3%	COM
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$837,162	$124,684 â–²	17.5%	15,745	0.3%	ETF
XOM ExxonMobil	$814,988		0.0%	5,961	0.3%	Energy
KO CocaCola	$796,446		0.0%	9,800	0.3%	Consumer Staples
WMB Williams Companies	$788,376		0.0%	10,605	0.3%	Energy
VCSH Vanguard Short-Term Corporate Bond ETF	$768,567	$52,555 â–²	7.3%	9,725	0.3%	ETF
PG Procter & Gamble	$759,889		0.0%	5,182	0.3%	Consumer Staples
EUSA iShares MSCI USA Equal Weighted ETF	$756,623		0.0%	6,626	0.3%	ETF
NOC Northrop Grumman	$747,668		0.0%	1,468	0.3%	Industrials
CVX Chevron	$740,616		0.0%	4,468	0.3%	Energy
EMR Emerson Electric	$664,646		0.0%	4,643	0.3%	Industrials
CB Chubb	$651,155		0.0%	1,911	0.3%	Finance
GOOG Alphabet	$613,028	$22,966 â–¼	-3.6%	1,735	0.2%	Communication Services
GOLDMAN SACHS ETF TR	$611,108	$31,378 â–²	5.4%	11,880	0.2%	MUNI INCOME ETF
UNP Union Pacific	$594,864	$816 â–¼	-0.1%	2,187	0.2%	Industrials
VTV Vanguard Value ETF	$572,067		0.0%	2,625	0.2%	ETF
TSLA Tesla	$559,398	$433,218 â–²	343.3%	1,330	0.2%	Consumer Discretionary
ABT Abbott Laboratories	$558,959	$65,968 â–¼	-10.6%	6,160	0.2%	Healthcare
VEA Vanguard FTSE Developed Markets ETF	$554,967		0.0%	7,789	0.2%	ETF
SMH VanEck Semiconductor ETF	$551,604	$9,838 â–¼	-1.8%	841	0.2%	ETF
MS Morgan Stanley	$529,708		0.0%	2,534	0.2%	Finance
GE GE Aerospace	$520,233		0.0%	1,392	0.2%	Industrials
BND Vanguard Total Bond Market ETF	$494,270	$17,618 â–²	3.7%	6,733	0.2%	ETF
WALMART INC	$492,681		0.0%	4,350	0.2%	COM
ITOT iShares Core S&P Total U.S. Stock Market ETF	$482,133	$14,127 â–²	3.0%	2,935	0.2%	ETF
GLW Corning	$478,421		0.0%	1,873	0.2%	Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$457,042	$124,126 â–¼	-21.4%	4,540	0.2%	ETF
MMM 3M	$456,101		0.0%	2,817	0.2%	Industrials
ITB iShares U.S. Home Construction ETF	$438,608		0.0%	4,198	0.2%	ETF
ADP Automatic Data Processing	$434,911		0.0%	1,942	0.2%	Industrials
EMXC iShares MSCI Emerging Markets ex China ETF	$421,681		0.0%	4,122	0.2%	ETF
GE VERNOVA INC	$407,677		0.0%	347	0.2%	COM
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$397,015	$8,726 â–¼	-2.2%	3,640	0.2%	ETF
MIY BlackRock MuniYield Michigan Quality Fund	$388,959		0.0%	31,700	0.2%	Finance
AMD Advanced Micro Devices	$367,717		0.0%	633	0.1%	Technology
BAC Bank of America	$353,732	$57,664 â–¼	-14.0%	6,208	0.1%	Finance
RPM RPM International	$345,677	$55,575 â–²	19.2%	3,110	0.1%	Materials
VGT Vanguard Information Technology ETF	$344,218	$301,191 â–²	700.0%	2,880	0.1%	ETF
V Visa	$334,513	$3,088 â–¼	-0.9%	975	0.1%	Finance

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

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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