Rowlandmiller & Partners.Adv Top Holdings and 13F Report (2026) About Rowlandmiller & Partners.AdvInvestment ActivityRowlandmiller & Partners.Adv has $493.28 million in total holdings as of March 31, 2026.Rowlandmiller & Partners.Adv owns shares of 189 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 1.75% of the portfolio was purchased this quarter.About 6.20% of the portfolio was sold this quarter.This quarter, Rowlandmiller & Partners.Adv has purchased 196 new stocks and bought additional shares in 36 stocks.Rowlandmiller & Partners.Adv sold shares of 102 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $32,880,944Alphabet $26,123,546Progressive $20,276,917WALMART INC COM $19,570,103Microsoft $19,049,701 Largest New Holdings this Quarter 49456B101 - Kinder Morgan $112,895 Holding032654105 - Analog Devices $108,053 Holding Largest Purchases this Quarter Netflix 12,740 shares (about $1.22M)Microsoft 3,256 shares (about $1.21M)BLACKROCK INC COM 943 shares (about $907.19K)Amazon.com 4,135 shares (about $861.20K)International Business Machines 3,180 shares (about $770.80K) Largest Sales this Quarter Vertiv 21,450 shares (about $5.38M)WALMART INC COM 19,489 shares (about $2.42M)Automatic Data Processing 6,211 shares (about $1.26M)Eli Lilly and Company 1,194 shares (about $1.10M)Apple 4,154 shares (about $1.05M) 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 PortfolioSectorAAPLApple$32,880,944$1,054,249 ▼-3.1%129,5596.7%Computer and TechnologyGOOGAlphabet$26,123,546$528,971 ▲2.1%91,0675.3%Computer and TechnologyPGRProgressive$20,276,917$826,666 ▼-3.9%102,2844.1%FinanceWALMART INC COM$19,570,103$2,422,106 ▼-11.0%157,4674.0%COMMSFTMicrosoft$19,049,701$1,205,274 ▲6.8%51,4623.9%Computer and TechnologyJNJJohnson & Johnson$15,802,259$322,909 ▼-2.0%64,6463.2%MedicalKOCocaCola$15,670,487$254,615 ▼-1.6%206,0553.2%Consumer StaplesLLYEli Lilly and Company$14,008,177$1,098,212 ▼-7.3%15,2302.8%MedicalXOMExxonMobil$13,519,042$461,306 ▼-3.3%79,6832.7%EnergyCMICummins$11,526,903$762,936 ▼-6.2%21,4242.3%Auto/Tires/TrucksMCDMcDonald's$11,456,599$441,021 ▼-3.7%36,8622.3%Retail/WholesaleVZVerizon Communications$11,209,269$688,293 ▲6.5%223,2922.3%Computer and TechnologyCBChubb$10,868,638$521,155 ▼-4.6%33,3472.2%FinanceADPAutomatic Data Processing$10,772,940$1,261,967 ▼-10.5%53,0212.2%Computer and TechnologyCVXChevron$10,491,747$440,079 ▼-4.0%50,7092.1%EnergyHDHome Depot$9,524,581$630,499 ▼-6.2%28,9591.9%Retail/WholesaleABBVAbbVie$9,366,637$297,316 ▼-3.1%43,0661.9%MedicalQCOMQualcomm$8,815,046$45,073 ▲0.5%68,4501.8%Computer and TechnologyTFCTruist Financial$8,471,625$200,338 ▼-2.3%184,2851.7%FinanceJPMJPMorgan Chase & Co.$7,591,441$62,951 ▲0.8%25,8071.5%FinanceNVDANVIDIA$7,568,444$65,749 ▲0.9%43,3971.5%Computer and TechnologyINTCIntel$7,469,052$359,439 ▼-4.6%169,2511.5%Computer and TechnologyCFRCullen/Frost Bankers$7,071,752$279,646 ▼-3.8%51,5881.4%FinanceCOSTCostco Wholesale$5,357,348$538,126 ▼-9.1%5,3761.1%Retail/WholesaleAMGNAmgen$5,188,681$363,130 ▼-6.5%14,7461.1%MedicalCOPConocoPhillips$5,083,725$117,348 ▼-2.3%38,5131.0%EnergyGPCGenuine Parts$5,017,329$518,494 ▼-9.4%47,4451.0%Retail/WholesaleUPSUnited Parcel Service$4,794,689$34,728 ▲0.7%48,7361.0%TransportationMRKMerck & Co., Inc.$4,454,582$278,712 ▼-5.9%37,0320.9%MedicalGILDGilead Sciences$4,452,874$128,499 ▼-2.8%31,9500.9%MedicalSYYSysco$3,943,940$164,845 ▼-4.0%55,2910.8%Consumer StaplesAMZNAmazon.com$3,740,945$861,196 ▲29.9%17,9620.8%Retail/WholesaleCPRTCopart$3,740,112$371,176 ▲11.0%112,6540.8%Business ServicesCSXCSX$3,502,778$33,949 ▼-1.0%85,3290.7%TransportationVRTVertiv$3,478,617$5,375,042 ▼-60.7%13,8820.7%Computer and TechnologyEMREmerson Electric$3,359,985$90,931 ▼-2.6%25,6440.7%IndustrialsDUKDuke Energy$3,305,979$70,446 ▼-2.1%25,2480.7%UtilitiesWMWaste Management$3,301,779$115,130 ▼-3.4%14,3680.7%Business ServicesIDCCInterDigital$3,273,418$249,153 ▼-7.1%10,8390.7%Computer and TechnologySONSonoco Products$3,243,045$88,438 ▼-2.7%59,9560.7%IndustrialsWYWeyerhaeuser$3,238,834$35,595 ▲1.1%132,5760.7%ConstructionTROWT. Rowe Price Group$3,117,062$97,081 ▼-3.0%34,5800.6%FinanceCTASCintas$3,094,452$526,877 ▼-14.5%18,2950.6%Business ServicesZBRAZebra Technologies$2,989,007$177,718 ▼-5.6%14,2960.6%IndustrialsPKGPackaging Corporation of America$2,807,607$171,907 ▼-5.8%13,2290.6%IndustrialsNEENextEra Energy$2,791,436$10,403 ▼-0.4%30,0540.6%UtilitiesAFLAflac$2,613,656$183,328 ▼-6.6%23,8230.5%FinanceTXNTexas Instruments$2,551,636$51,448 ▲2.1%13,1430.5%Computer and TechnologyBLACKROCK INC COM$2,458,939$907,191 ▲58.5%2,5560.5%COMENVAEnova International$2,352,168$286,601 ▼-10.9%17,3170.5%FinancePSXPhillips 66$2,309,142$37,711 ▼-1.6%12,6750.5%EnergyPFEPfizer$2,181,685$113,528 ▼-4.9%77,6950.4%MedicalSUPER MICRO COMPUTER INC COM NEW$2,031,425$191,678 ▼-8.6%89,2150.4%COMNFLXNetflix$1,974,921$1,224,951 ▲163.3%20,5400.4%Consumer DiscretionaryPAYXPaychex$1,930,663$732,266 ▼-27.5%20,9580.4%Computer and TechnologyTECHBio-Techne$1,898,083$55,396 ▼-2.8%36,3200.4%MedicalBABoeing$1,870,818$40,008 ▼-2.1%9,3990.4%AerospaceISRGIntuitive Surgical$1,839,350$278,438 ▼-13.1%3,9900.4%MedicalWERNWerner Enterprises$1,812,003$678,880 ▼-27.3%61,6110.4%TransportationMDTMedtronic$1,781,350$137,340 ▼-7.2%20,5580.4%MedicalKIMBERLY-CLARK CORP COM$1,745,516$129,855 ▼-6.9%18,0930.4%COMDVNDevon Energy$1,734,3290.0%34,4660.4%EnergySNASnap-On$1,723,341$232,128 ▼-11.9%4,7440.3%Consumer DiscretionaryEXPDExpeditors International of Washington$1,723,315$55,863 ▼-3.1%12,0310.3%TransportationSWKSSkyworks Solutions$1,721,742$157,919 ▼-8.4%32,1520.3%Computer and TechnologyPSAPublic Storage$1,716,521$16,797 ▼-1.0%6,3360.3%FinanceVTIVanguard Total Stock Market ETF$1,698,166$152,075 ▲9.8%5,2930.3%ETFMETAMeta Platforms$1,651,557$20,602 ▲1.3%2,8860.3%Computer and TechnologyROSTRoss Stores$1,580,532$23,829 ▼-1.5%7,2960.3%Retail/WholesaleUNHUnitedHealth Group$1,536,275$183,476 ▲13.6%5,6770.3%MedicalIBMInternational Business Machines$1,440,281$770,800 ▲115.1%5,9420.3%Computer and TechnologyCOFCapital One Financial$1,399,055$116,208 ▼-7.7%7,6690.3%FinanceBRK.BBerkshire Hathaway$1,328,821$231,453 ▲21.1%2,7730.3%FinanceDLRDigital Realty Trust$1,325,782$142,383 ▼-9.7%7,3560.3%FinanceRNRRenaissanceRe$1,306,208$6,540 ▼-0.5%4,3940.3%FinanceGEGE Aerospace$1,279,473$100,473 ▼-7.3%4,5080.3%AerospacePGProcter & Gamble$1,267,418$90,716 ▼-6.7%8,7740.3%Consumer StaplesSOSouthern$1,197,170$26,544 ▼-2.2%12,4030.2%UtilitiesWECWEC Energy Group$1,126,210$94,468 ▼-7.7%9,7280.2%UtilitiesPNRPentair$1,096,725$5,575 ▼-0.5%12,5900.2%Business ServicesSBUXStarbucks$1,046,590$148,003 ▼-12.4%11,6820.2%Retail/WholesaleDISWalt Disney$1,035,632$404,807 ▼-28.1%10,7450.2%Consumer DiscretionaryITWIllinois Tool Works$1,035,090$106,737 ▼-9.3%3,9760.2%IndustrialsGE VERNOVA INC COM$960,448$82,075 ▼-7.9%1,1000.2%COMULTAUlta Beauty$940,878$106,110 ▲12.7%1,8000.2%Retail/WholesaleTFXTeleflex$828,179$16,147 ▼-1.9%6,9240.2%MedicalTGTTarget$820,281$13,574 ▼-1.6%6,7680.2%Retail/WholesaleMLIMueller Industries$761,786$97,952 ▲14.8%6,8750.2%IndustrialsBF.BBrown-Forman$756,613$166,706 ▼-18.1%28,6160.2%Consumer StaplesHONHoneywell International$754,354$180,620 ▼-19.3%3,3370.2%Multi-Sector ConglomeratesGNTXGentex$700,339$47,786 ▼-6.4%32,0520.1%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$694,906$50,752 ▲7.9%1,0680.1%FinanceGOOGLAlphabet$657,097$86,271 ▼-11.6%2,2850.1%Computer and TechnologyMUMicron Technology$646,963$192,569 ▲42.4%1,9150.1%Computer and TechnologyVUGVanguard Growth ETF$637,2760.0%1,4590.1%ETFZTSZoetis$610,318$197,411 ▲47.8%5,1630.1%MedicalVANGUARD TOTAL STOCK MKT IDX ADM$602,543$106,414 ▼-15.0%3,8560.1%COMWUWestern Union$589,176$31,280 ▼-5.0%67,4880.1%Business ServicesLULUlululemon athletica$537,687$93,085 ▼-14.8%3,5120.1%Consumer DiscretionaryFASTFastenal$535,456$60,320 ▼-10.1%11,5400.1%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. 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