Miller Capital Partners

Miller Capital Partners as of June 30, 2026

Portfolio Holdings for Miller Capital Partners

Miller Capital Partners holds 255 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lam Research Corp Com New (LRCX) 16.8 $43M 99k 433.33
Asml Hldg Nv N Y Registry Shs (ASML) 5.7 $15M 7.3k 1989.44
Vanguard Specialized Funds Div App Etf (VIG) 3.8 $9.8M 42k 236.62
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.7 $9.5M 115k 82.65
Costco Wholesale Corporation (COST) 2.7 $7.0M 7.5k 935.47
Deere & Company (DE) 2.7 $6.8M 11k 634.33
Microsoft Corporation (MSFT) 2.6 $6.6M 18k 373.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $4.8M 9.7k 500.39
Eli Lilly & Co. (LLY) 1.8 $4.7M 3.9k 1199.43
Lumen Technologies Call Call Option (Principal) (LUMN) 1.7 $4.4M 579k 7.68
Ciena Corp Com New (CIEN) 1.7 $4.3M 8.8k 490.56
Parker-Hannifin Corporation (PH) 1.6 $4.2M 4.3k 978.12
Kla Corp Com New (KLAC) 1.6 $4.0M 13k 301.71
On Semiconductor Corp Call Call Option (Principal) (ON) 1.5 $3.9M 42k 94.54
Marathon Petroleum Corp (MPC) 1.5 $3.8M 15k 255.67
Amazon (AMZN) 1.5 $3.7M 16k 238.34
Dell Technologies CL C (DELL) 1.4 $3.7M 8.5k 431.46
Home Depot (HD) 1.4 $3.6M 10k 352.68
Martin Marietta Materials (MLM) 1.4 $3.6M 6.3k 576.70
Aon Shs Cl A (AON) 1.4 $3.6M 11k 331.69
NVIDIA Corporation (NVDA) 1.3 $3.5M 17k 200.09
Old Dominion Freight Line (ODFL) 1.3 $3.4M 16k 216.60
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 1.2 $3.1M 33k 94.42
Apple (AAPL) 1.2 $3.1M 11k 289.36
Goldman Sachs (GS) 1.1 $2.8M 2.8k 1011.37
Enbridge (ENB) 1.0 $2.5M 47k 54.21
American Express Company (AXP) 1.0 $2.5M 7.3k 338.25
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $2.4M 24k 98.98
CF Industries Holdings (CF) 0.9 $2.3M 21k 108.26
CSX Corporation (CSX) 0.9 $2.3M 48k 47.53
Vanguard Index Fds Extend Mkt Etf (VXF) 0.9 $2.2M 9.0k 246.21
Entegris (ENTG) 0.8 $2.1M 12k 179.86
McDonald's Corporation (MCD) 0.8 $2.1M 7.7k 270.31
JPMorgan Chase & Co. (JPM) 0.8 $2.1M 6.4k 327.33
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.0M 5.7k 357.37
Linde SHS (LIN) 0.8 $2.0M 3.9k 518.94
Micron Technology (MU) 0.8 $2.0M 1.7k 1154.29
Vanguard Index Fds Large Cap Etf (VV) 0.8 $1.9M 5.6k 343.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $1.9M 38k 50.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.8M 4.9k 370.04
Eaton Corp SHS (ETN) 0.7 $1.7M 4.1k 426.12
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.7M 22k 77.11
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.6 $1.6M 3.4k 477.57
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.6M 2.1k 748.89
Raytheon Technologies Corp (RTX) 0.6 $1.5M 7.9k 189.73
Stryker Corporation (SYK) 0.6 $1.5M 4.6k 314.84
TJX Companies (TJX) 0.5 $1.3M 8.9k 151.50
Broadcom (AVGO) 0.5 $1.3M 3.5k 377.75
Abbvie (ABBV) 0.5 $1.3M 5.1k 251.64
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $1.2M 11k 106.31
Analog Devices (ADI) 0.5 $1.2M 3.0k 397.17
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $1.1M 39k 28.96
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.1M 7.6k 148.31
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.1M 13k 80.57
Johnson & Johnson (JNJ) 0.4 $1.0M 4.1k 253.97
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $1.0M 1.4k 746.77
Penske Automotive (PAG) 0.4 $1.0M 5.7k 178.95
Servicenow (NOW) 0.4 $952k 9.6k 99.28
Vanguard Index Fds Small Cp Etf (VB) 0.4 $939k 3.1k 303.12
Honeywell International (HON) 0.3 $894k 4.0k 223.90
Honeywell Aerospace (HONA) 0.3 $882k 4.0k 221.08
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $837k 16k 53.17
Exxon Mobil Corporation (XOM) 0.3 $815k 6.0k 136.72
Coca-Cola Company (KO) 0.3 $796k 9.8k 81.27
Williams Companies (WMB) 0.3 $788k 11k 74.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $769k 9.7k 79.03
Procter & Gamble Company (PG) 0.3 $760k 5.2k 146.64
Ishares Msci Equal Weite (EUSA) 0.3 $757k 6.6k 114.19
Northrop Grumman Corporation (NOC) 0.3 $748k 1.5k 509.31
Chevron Corporation (CVX) 0.3 $741k 4.5k 165.76
Tesla Call Call Option (Principal) (TSLA) 0.3 $686k 1.6k 420.60
Emerson Electric (EMR) 0.3 $665k 4.6k 143.15
Chubb (CB) 0.3 $651k 1.9k 340.74
Alphabet Cap Stk Cl C (GOOG) 0.2 $613k 1.7k 353.33
Goldman Sachs Etf Tr Muni Income Etf (GMUB) 0.2 $611k 12k 51.44
Union Pacific Corporation (UNP) 0.2 $595k 2.2k 272.00
Vanguard Index Fds Value Etf (VTV) 0.2 $572k 2.6k 217.93
Abbott Laboratories (ABT) 0.2 $559k 6.2k 90.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $555k 7.8k 71.25
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $552k 841.00 655.89
Morgan Stanley Com New (MS) 0.2 $530k 2.5k 209.04
Ge Aerospace Com New (GE) 0.2 $520k 1.4k 373.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $494k 6.7k 73.41
Wal-Mart Stores (WMT) 0.2 $493k 4.4k 113.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $482k 2.9k 164.27
Corning Incorporated (GLW) 0.2 $478k 1.9k 255.43
Ishares Tr 0-3 Mth Treasury (SGOV) 0.2 $457k 4.5k 100.67
3M Company (MMM) 0.2 $456k 2.8k 161.91
Ishares Tr Us Home Cons Etf (ITB) 0.2 $439k 4.2k 104.48
Automatic Data Processing (ADP) 0.2 $435k 1.9k 223.95
Ishares Msci Emrg Chn (EMXC) 0.2 $422k 4.1k 102.30
Ge Vernova (GEV) 0.2 $408k 347.00 1174.86
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $397k 3.6k 109.07
BlackRock MuniYield Michigan Insured Fnd (MIY) 0.2 $389k 32k 12.27
Advanced Micro Devices (AMD) 0.1 $368k 633.00 580.91
Bank of America Corporation (BAC) 0.1 $354k 6.2k 56.98
RPM International (RPM) 0.1 $346k 3.1k 111.15
Vanguard World Inf Tech Etf (VGT) 0.1 $344k 2.9k 119.52
Visa Com Cl A (V) 0.1 $335k 975.00 343.09
Teradyne (TER) 0.1 $324k 669.00 483.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $323k 1.5k 212.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $291k 3.7k 77.91
Blackrock (BLK) 0.1 $288k 299.00 961.56
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $286k 4.9k 58.21
Caterpillar (CAT) 0.1 $282k 265.00 1064.90
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $279k 1.8k 154.29
SYSCO Corporation (SYY) 0.1 $258k 3.1k 83.58
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $251k 2.9k 85.49
Spdr Series Trust St Str Sp Semi (XSD) 0.1 $249k 399.00 623.70
Cisco Systems (CSCO) 0.1 $247k 2.1k 117.46
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 0.1 $234k 6.8k 34.62
Xylem (XYL) 0.1 $229k 1.9k 118.21
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $224k 9.7k 23.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $224k 920.00 242.99
International Business Machines (IBM) 0.1 $215k 765.00 281.21
Danaher Corporation (DHR) 0.1 $210k 1.1k 190.48
Royal Caribbean Cruises (RCL) 0.1 $208k 655.00 317.53
Te Connectivity Ord Shs (TEL) 0.1 $186k 921.00 201.61
Spdr Gold Tr Gold Shs (GLD) 0.1 $184k 500.00 368.38
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $178k 5.4k 33.29
Amgen (AMGN) 0.1 $174k 480.00 362.12
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $158k 432.00 365.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $155k 708.00 219.46
Spdr Series Trust ST STR P500GRW (SPYG) 0.1 $155k 1.3k 118.99
Nasdaq Omx (NDAQ) 0.1 $153k 1.9k 78.82
TransDigm Group Incorporated (TDG) 0.1 $145k 109.00 1332.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $143k 208.00 686.81
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $141k 283.00 496.73
Intel Corporation (INTC) 0.1 $140k 1.0k 139.63
Philip Morris International (PM) 0.1 $137k 755.00 180.91
Strategy Cl A New (MSTR) 0.1 $135k 1.6k 86.93
Alps Etf Tr Oshares Us Qualt (OUSA) 0.1 $134k 2.3k 58.33
Duke Energy Corp Com New (DUK) 0.1 $130k 1.0k 126.58
Ameriprise Financial (AMP) 0.1 $129k 280.00 458.76
Howmet Aerospace (HWM) 0.0 $120k 448.00 268.86
Anthem (ELV) 0.0 $117k 303.00 386.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $110k 695.00 158.03
EQT Corporation (EQT) 0.0 $106k 2.0k 53.17
Palantir Technologies Cl A (PLTR) 0.0 $106k 909.00 116.67
Capital Group Core Equity Et Shs Creat Unit (CGUS) 0.0 $95k 2.1k 44.48
Illinois Tool Works (ITW) 0.0 $91k 338.00 270.47
Applovin Corp Com Cl A (APP) 0.0 $88k 170.00 515.24
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.0 $87k 1.7k 51.77
Bristol Myers Squibb (BMY) 0.0 $83k 1.4k 57.62
Cnx Resources Corporation (CNX) 0.0 $82k 2.4k 33.93
Solstice Advanced Matls Com Shs (SOLS) 0.0 $82k 924.00 88.60
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $80k 420.00 190.52
HEICO Corporation (HEI) 0.0 $77k 215.00 356.19
Boeing Company (BA) 0.0 $75k 345.00 216.47
Spdr Series Trust St Str Sp400val (MDYV) 0.0 $73k 767.00 94.80
Rayonier (RYN) 0.0 $73k 3.4k 21.28
NiSource (NI) 0.0 $72k 1.5k 47.55
Kimberly-Clark Corporation (KMB) 0.0 $71k 650.00 109.77
Meta Platforms Cl A (META) 0.0 $71k 126.00 563.29
Northern Trust Corporation (NTRS) 0.0 $70k 400.00 173.84
UnitedHealth (UNH) 0.0 $67k 160.00 415.63
Amphenol Corp Cl A (APH) 0.0 $66k 373.00 176.32
Metropcs Communications (TMUS) 0.0 $65k 390.00 167.73
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $63k 1.7k 36.84
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $63k 1.3k 48.25
Robinhood Mkts Com Cl A (HOOD) 0.0 $60k 600.00 100.28
Texas Instruments Incorporated (TXN) 0.0 $59k 198.00 298.07
Spdr Series Trust St Str P500etf (SPYM) 0.0 $59k 671.00 87.88
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $56k 674.00 83.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $55k 75.00 736.40
Merck & Co (MRK) 0.0 $55k 425.00 128.50
Rush Enterprises CL B (RUSHB) 0.0 $54k 705.00 76.50
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.0 $53k 1.1k 47.52
Spdr Series Trust ST STR SP600SM C (SLYV) 0.0 $52k 473.00 109.11
Sab Biotherapeutics Com New (SABS) 0.0 $50k 13k 3.90
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 0.0 $50k 1.2k 42.33
Ishares Tr Core Divid Etf (DIVB) 0.0 $46k 750.00 61.60
Spdr Series Trust St Str Aggre Etf (SPAB) 0.0 $46k 1.8k 25.52
Monster Beverage Corp (MNST) 0.0 $45k 468.00 96.12
Travelers Companies (TRV) 0.0 $44k 133.00 330.12
Targa Res Corp (TRGP) 0.0 $43k 160.00 268.14
Microchip Technology (MCHP) 0.0 $42k 458.00 91.20
Spdr Series Trust St Str Sw Serv (XSW) 0.0 $39k 225.00 171.81
Ishares Tr U.s. Finls Etf (IYF) 0.0 $37k 292.00 127.51
Ishares Tr Core Msci Total (IXUS) 0.0 $37k 385.00 95.44
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $37k 306.00 119.33
Altria (MO) 0.0 $36k 505.00 71.95
Ishares Msci Eurzone Etf (EZU) 0.0 $36k 522.00 69.50
Ishares Tr U.s. Tech Etf (IYW) 0.0 $35k 140.00 252.24
Taylor Morrison Hom (TMHC) 0.0 $33k 465.00 71.74
Ishares Tr Select Divid Etf (DVY) 0.0 $33k 210.00 156.30
Cummins (CMI) 0.0 $32k 45.00 713.22
Palo Alto Networks (PANW) 0.0 $31k 92.00 341.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $31k 525.00 59.69
Autodesk (ADSK) 0.0 $30k 155.00 194.43
Applied Industrial Technologies (AIT) 0.0 $28k 83.00 338.16
Acuity Brands (AYI) 0.0 $28k 74.00 376.66
Marriott Intl Cl A (MAR) 0.0 $26k 70.00 370.60
NetApp (NTAP) 0.0 $25k 164.00 154.76
Lowe's Companies (LOW) 0.0 $25k 113.00 220.50
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $25k 387.00 64.01
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.0 $24k 470.00 50.43
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $23k 350.00 66.45
Adobe Systems Incorporated (ADBE) 0.0 $23k 112.00 205.03
Wells Fargo & Company (WFC) 0.0 $22k 270.00 82.64
American Tower Reit (AMT) 0.0 $22k 133.00 163.57
Republic Services (RSG) 0.0 $21k 100.00 213.08
General Motors Company (GM) 0.0 $21k 266.00 77.08
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $20k 123.00 158.67
Capital Group Growth Etf Shs Creat Unit (CGGR) 0.0 $19k 412.00 47.20
Ishares Tr Core Div Grwth (DGRO) 0.0 $19k 252.00 75.79
Vanguard World Consum Dis Etf (VCR) 0.0 $19k 47.00 396.62
Allegro Microsystems Ord (ALGM) 0.0 $18k 265.00 69.62
Mastercard Incorporated Cl A (MA) 0.0 $18k 35.00 513.60
Booking Holdings (BKNG) 0.0 $18k 100.00 178.24
Ishares Msci Japan Etf (EWJ) 0.0 $18k 189.00 93.28
Commerce Bancshares (CBSH) 0.0 $18k 305.00 57.75
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $18k 164.00 107.13
Ishares Tr Us Industrials (IYJ) 0.0 $17k 100.00 166.65
Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $16k 350.00 45.34
Nextera Energy (NEE) 0.0 $15k 173.00 87.77
Qualcomm (QCOM) 0.0 $15k 82.00 184.79
Becton, Dickinson and (BDX) 0.0 $15k 100.00 151.33
Buckle (BKE) 0.0 $15k 350.00 42.20
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $14k 305.00 45.49
Vanguard World Industrial Etf (VIS) 0.0 $13k 37.00 360.41
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.0 $13k 45.00 287.69
Diamondback Energy (FANG) 0.0 $13k 73.00 175.78
AGCO Corporation (AGCO) 0.0 $13k 106.00 119.71
Check Point Software Tech Lt Ord (CHKP) 0.0 $13k 96.00 131.44
Mondelez Intl Cl A (MDLZ) 0.0 $12k 207.00 57.84
Smucker J M Com New (SJM) 0.0 $11k 100.00 112.50
Waters Corporation (WAT) 0.0 $11k 29.00 375.07
Ishares Msci Cda Etf (EWC) 0.0 $10k 180.00 57.64
General Dynamics Corporation (GD) 0.0 $10k 29.00 354.24
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $10k 150.00 67.01
Deckers Outdoor Corporation (DECK) 0.0 $9.9k 100.00 99.29
Ishares Gold Tr Ishares New (IAU) 0.0 $9.4k 125.00 75.51
AFLAC Incorporated (AFL) 0.0 $9.3k 79.00 117.25
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $8.6k 55.00 156.96
AmerisourceBergen (COR) 0.0 $8.5k 30.00 283.00
Bloom Energy Corp Com Cl A (BE) 0.0 $7.6k 25.00 302.72
Cintas Corporation (CTAS) 0.0 $6.8k 40.00 170.10
W.W. Grainger (GWW) 0.0 $6.8k 5.00 1360.40
Bitmine Immersion Techs Com New (BMNR) 0.0 $6.7k 500.00 13.31
Netflix (NFLX) 0.0 $6.4k 90.00 71.40
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.0 $5.7k 141.00 40.41
Ishares Tr Core High Dv Etf (HDV) 0.0 $5.5k 200.00 27.41
Fidelity Covington Trust Enh Mid Cor Etf (FMDE) 0.0 $5.3k 131.00 40.58
Rivian Automotive Com Cl A (RIVN) 0.0 $5.2k 300.00 17.35
D.R. Horton (DHI) 0.0 $4.9k 30.00 162.90
Intercontinental Exchange (ICE) 0.0 $4.1k 33.00 123.12
Kaiser Aluminium Corporation Com Par $0.01 (KALU) 0.0 $3.9k 20.00 195.65
Kinder Morgan (KMI) 0.0 $3.4k 107.00 31.97
Rogers Corporation (ROG) 0.0 $3.3k 20.00 163.75
ViaSat (VSAT) 0.0 $2.2k 25.00 89.84
S&p Global (SPGI) 0.0 $2.0k 5.00 407.40
Arcosa (ACA) 0.0 $1.9k 13.00 145.31
Trinity Industries (TRN) 0.0 $1.4k 40.00 34.60
Healthcare Services (HCSG) 0.0 $983.000000 40.00 24.57