Rowlandmiller & Partners.Adv Top Holdings and 13F Report (2025) About Rowlandmiller & Partners.AdvInvestment ActivityRowlandmiller & Partners.Adv has $484.52 million in total holdings as of June 30, 2025.Rowlandmiller & Partners.Adv owns shares of 187 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 1.62% of the portfolio was purchased this quarter.About 1.31% of the portfolio was sold this quarter.This quarter, Rowlandmiller & Partners.Adv has purchased 185 new stocks and bought additional shares in 63 stocks.Rowlandmiller & Partners.Adv sold shares of 43 stocks and completely divested from 5 stocks this quarter.Largest Holdings Progressive $29,999,150Apple $27,984,221Microsoft $25,345,837Automatic Data Processing $18,722,760Walmart $18,267,239 Largest New Holdings this Quarter 14040H105 - Capital One Financial $1,795,268 Holding466313103 - Jabil $152,670 Holding46222L108 - IonQ $113,870 Holding573284106 - Martin Marietta Materials $109,792 Holding595112103 - Micron Technology $107,843 Holding Largest Purchases this Quarter Capital One Financial 8,438 shares (about $1.80M)Verizon Communications 17,082 shares (about $739.14K)UnitedHealth Group 2,123 shares (about $662.31K)Alphabet 3,055 shares (about $541.93K)BLACKROCK INC COM 410 shares (about $428.02K) Largest Sales this Quarter Patterson Companies 58,303 shares (about $1.83M)Automatic Data Processing 821 shares (about $253.20K)Walmart 2,211 shares (about $216.19K)Target 1,655 shares (about $163.27K)Aflac 1,534 shares (about $161.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRowlandmiller & Partners.Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPGRProgressive$29,999,150$121,688 ▼-0.4%112,4156.2%FinanceAAPLApple$27,984,221$26,057 ▲0.1%136,3955.8%Computer and TechnologyMSFTMicrosoft$25,345,837$41,783 ▲0.2%50,9555.2%Computer and TechnologyADPAutomatic Data Processing$18,722,760$253,198 ▼-1.3%60,7093.9%Computer and TechnologyWMTWalmart$18,267,239$216,192 ▼-1.2%186,8193.8%Retail/WholesaleGOOGAlphabet$15,682,186$541,927 ▲3.6%88,4053.2%Computer and TechnologyKOCocaCola$14,907,210$40,398 ▼-0.3%210,7023.1%Consumer StaplesLLYEli Lilly and Company$14,866,833$50,671 ▼-0.3%19,0713.1%MedicalHDHome Depot$11,519,319$4,033 ▲0.0%31,4182.4%Retail/WholesaleMCDMcDonald's$11,280,799$38,275 ▼-0.3%38,6102.3%Retail/WholesaleQCOMQUALCOMM$10,892,625$29,304 ▲0.3%68,3952.2%Computer and TechnologyJNJJohnson & Johnson$10,593,262$26,731 ▼-0.3%69,3502.2%MedicalCBChubb$10,342,401$27,231 ▼-0.3%35,7022.1%FinanceXOMExxon Mobil$9,040,078$28,675 ▼-0.3%83,8591.9%EnergyABBVAbbVie$8,445,893$11,880 ▼-0.1%45,5001.7%MedicalVZVerizon Communications$8,355,576$739,139 ▲9.7%193,1031.7%Computer and TechnologyTFCTruist Financial$8,276,916$92,300 ▼-1.1%192,5311.7%FinanceCMICummins$7,684,792$65,500 ▼-0.8%23,4651.6%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$7,281,638$4,349 ▲0.1%25,1161.5%FinanceCVXChevron$7,138,022$278,361 ▲4.1%49,8501.5%EnergyCFRCullen/Frost Bankers$6,777,098$83,423 ▲1.2%52,7231.4%FinanceNVDANVIDIA$6,735,113$14,219 ▲0.2%42,6301.4%Computer and TechnologyGPCGenuine Parts$6,596,812$79,944 ▼-1.2%54,3791.4%Retail/WholesaleCPRTCopart$5,338,5210.0%108,7941.1%Business ServicesCTASCintas$5,111,348$45,689 ▼-0.9%22,9341.1%Business ServicesCOSTCostco Wholesale$4,998,484$33,660 ▲0.7%5,0491.0%Retail/WholesaleZBRAZebra Technologies$4,988,031$19,427 ▼-0.4%16,1761.0%IndustrialsAMGNAmgen$4,878,657$32,109 ▼-0.7%17,4731.0%MedicalUPSUnited Parcel Service$4,782,654$281,926 ▲6.3%47,3811.0%TransportationVRTVertiv$4,600,398$34,286 ▲0.8%35,8250.9%Computer and TechnologySYYSysco$4,546,268$40,067 ▼-0.9%60,0240.9%Consumer StaplesSUPER MICRO COMPUTER INC COM NEW$4,470,349$278,769 ▲6.7%91,2130.9%COMPAYXPaychex$4,395,518$3,491 ▲0.1%30,2180.9%Computer and TechnologyINTCIntel$4,372,966$122,416 ▼-2.7%195,2210.9%Computer and TechnologyTROWT. Rowe Price Group$3,763,029$76,621 ▲2.1%38,9950.8%FinanceGILDGilead Sciences$3,751,996$14,968 ▼-0.4%33,8410.8%MedicalCOPConocoPhillips$3,693,851$18,307 ▼-0.5%41,1610.8%EnergyWYWeyerhaeuser$3,589,473$27,000 ▼-0.7%139,7220.7%ConstructionEMREmerson Electric$3,412,096$267 ▲0.0%25,5910.7%IndustrialsWMWaste Management$3,397,633$3,432 ▼-0.1%14,8480.7%Business ServicesMRKMerck & Co., Inc.$3,237,513$15,832 ▲0.5%40,8980.7%MedicalDUKDuke Energy$3,132,941$590 ▼0.0%26,5500.6%UtilitiesAFLAflac$2,892,383$161,778 ▼-5.3%27,4260.6%FinanceCSXCSX$2,891,300$35,078 ▼-1.2%88,6080.6%TransportationWERNWerner Enterprises$2,846,397$70,808 ▼-2.4%104,0350.6%TransportationSONSonoco Products$2,823,024$32,278 ▲1.2%64,8070.6%IndustrialsKMBKimberly-Clark$2,761,366$15,342 ▼-0.6%21,4190.6%Consumer StaplesIDCCInterDigital$2,718,803$22,872 ▲0.8%12,1250.6%Computer and TechnologyPKGPackaging Corporation of America$2,683,936$2,073 ▲0.1%14,2420.6%IndustrialsTXNTexas Instruments$2,669,146$831 ▲0.0%12,8550.6%Computer and TechnologyENVAEnova International$2,453,663$6,691 ▼-0.3%22,0020.5%FinanceSWKSSkyworks Solutions$2,409,455$138,235 ▲6.1%32,3330.5%Computer and TechnologyMETAMeta Platforms$2,358,489$33,956 ▲1.5%3,1950.5%Computer and TechnologyAMZNAmazon.com$2,331,457$120,664 ▲5.5%10,6270.5%Retail/WholesaleDISWalt Disney$2,214,2360.0%17,8550.5%Consumer DiscretionaryBABoeing$2,164,587$2,095 ▼-0.1%10,3300.4%AerospaceTECHBio-Techne$2,082,696$30,870 ▲1.5%40,4800.4%MedicalPFEPfizer$1,944,460$4,290 ▼-0.2%80,2170.4%MedicalPSAPublic Storage$1,939,465$19,662 ▼-1.0%6,6090.4%FinanceCOFCapital One Financial$1,795,268$1,795,268 ▲New Holding8,4380.4%FinanceNEENextEra Energy$1,737,704$322,813 ▲22.8%25,0310.4%UtilitiesSNASnap-On$1,672,620$29,874 ▼-1.8%5,3750.3%Consumer DiscretionaryPSXPhillips 66$1,514,878$49,510 ▲3.4%12,6980.3%EnergyISRGIntuitive Surgical$1,505,245$107,595 ▲7.7%2,7700.3%MedicalPGProcter & Gamble$1,497,427$159 ▲0.0%9,3980.3%Consumer StaplesMDTMedtronic$1,492,437$112,013 ▲8.1%17,1210.3%MedicalEXPDExpeditors International of Washington$1,445,3760.0%12,6510.3%TransportationSBUXStarbucks$1,375,732$19,242 ▲1.4%15,0140.3%Retail/WholesaleORCLOracle$1,357,692$4,373 ▲0.3%6,2100.3%Computer and TechnologyPNRPentair$1,326,3670.0%12,9200.3%Business ServicesBLACKROCK INC COM$1,321,638$428,019 ▲47.9%1,2660.3%COMBRK.BBerkshire Hathaway$1,311,5790.0%2,7000.3%FinanceDLRDigital Realty Trust$1,304,153$64,510 ▲5.2%7,4800.3%FinanceLULUlululemon athletica$1,219,973$8,078 ▼-0.7%5,1350.3%Consumer DiscretionaryGEGE Aerospace$1,202,1730.0%4,6700.2%AerospaceSOSouthern$1,152,865$3,214 ▲0.3%12,5540.2%UtilitiesDVNDevon Energy$1,108,2920.0%34,8410.2%EnergyWECWEC Energy Group$1,103,5820.0%10,5910.2%UtilitiesITWIllinois Tool Works$1,086,798$1,731 ▲0.2%4,3950.2%IndustrialsRNRRenaissanceRe$1,079,962$19,190 ▼-1.7%4,4460.2%FinanceNFLXNetflix$1,052,556$20,087 ▼-1.9%7860.2%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$978,579$19,760 ▼-2.0%3,2190.2%ETFHONHoneywell International$974,815$1,165 ▲0.1%4,1850.2%Multi-Sector ConglomeratesROSTRoss Stores$962,7180.0%7,5460.2%Retail/WholesaleTFXTeleflex$881,6630.0%7,4490.2%MedicalIBMInternational Business Machines$867,537$41,269 ▼-4.5%2,9430.2%Computer and TechnologyBF.BBrown-Forman$852,535$59,256 ▲7.5%31,6810.2%Consumer StaplesTGTTarget$823,332$163,266 ▼-16.5%8,3460.2%Retail/WholesaleGNTXGentex$799,081$33,007 ▲4.3%36,3380.2%Auto/Tires/TrucksUNHUnitedHealth Group$737,185$662,312 ▲884.6%2,3630.2%MedicalWUWestern Union$678,970$135 ▲0.0%80,6370.1%Business ServicesULTAUlta Beauty$671,321$28,069 ▲4.4%1,4350.1%Retail/WholesaleVANGUARD TOTAL STOCK MKT IDX ADM$645,598$148 ▲0.0%4,3610.1%COMVUGVanguard Growth ETF$639,6250.0%1,4590.1%ETFCHDChurch & Dwight$623,5610.0%6,4880.1%Consumer StaplesGE VERNOVA INC COM$619,105$5,291 ▲0.9%1,1700.1%COMSPYSPDR S&P 500 ETF Trust$608,492$4,329 ▲0.7%9840.1%FinanceFASTFastenal$607,068$303,534 ▲100.0%14,4540.1%Retail/WholesaleEDConsolidated Edison$546,6060.0%5,4470.1%UtilitiesCMGChipotle Mexican Grill$520,510$1,123 ▲0.2%9,2700.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.