# Miller Capital Partners, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2111377. Source: https://holderbook.com/funds/2111377-miller-capital-partners-inc/

- Reported value: $256.7M
- Positions: 255
- Weight of the ten largest: 43.4%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $43.1M | 99,440 | 16.8% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $14.6M | 7,347 | 5.7% | 3 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $9.8M | 41,539 | 3.8% | 3 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $9.5M | 114,821 | 3.7% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $7.0M | 7,496 | 2.7% | 3 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $6.8M | 10,777 | 2.7% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.6M | 17,785 | 2.6% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $4.8M | 9,672 | 1.9% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.7M | 3,905 | 1.8% | 3 |
| LUMEN TECHNOLOGIES INC | [LUMN](https://holderbook.com/stocks/LUMN/) | $4.4M | 323,537 | 1.7% | 3 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $4.3M | 8,807 | 1.7% | 3 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $4.2M | 4,293 | 1.6% | 3 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $4.0M | 13,280 | 1.6% | 3 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $3.9M | 39,643 | 1.5% | 3 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $3.8M | 14,892 | 1.5% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.7M | 15,647 | 1.5% | 3 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $3.7M | 8,486 | 1.4% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $3.6M | 10,331 | 1.4% | 3 |
| MARTIN MARIETTA MATLS INC | [MLM](https://holderbook.com/stocks/MLM/) | $3.6M | 6,275 | 1.4% | 3 |
| AON PLC | [AON](https://holderbook.com/stocks/AON/) | $3.6M | 10,813 | 1.4% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.5M | 17,279 | 1.3% | 3 |
| OLD DOMINION FREIGHT LINE IN | [ODFL](https://holderbook.com/stocks/ODFL/) | $3.4M | 15,803 | 1.3% | 3 |
| GOLDMAN SACHS ETF TR | [GSEW](https://holderbook.com/stocks/GSEW/) | $3.1M | 33,321 | 1.2% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.1M | 10,807 | 1.2% | 3 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $2.8M | 2,792 | 1.1% | 3 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $2.5M | 46,720 | 1.0% | 3 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $2.5M | 7,286 | 1.0% | 3 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $2.4M | 23,750 | 0.9% | 3 |
| CF INDUSTRIES HOLD | [CF](https://holderbook.com/stocks/CF/) | $2.3M | 20,902 | 0.9% | 3 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $2.3M | 47,550 | 0.9% | 3 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $2.2M | 8,978 | 0.9% | 3 |
| ENTEGRIS INC | [ENTG](https://holderbook.com/stocks/ENTG/) | $2.1M | 11,875 | 0.8% | 3 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.1M | 7,729 | 0.8% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.1M | 6,375 | 0.8% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.0M | 5,709 | 0.8% | 3 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $2.0M | 3,883 | 0.8% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $2.0M | 1,715 | 0.8% | 3 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $1.9M | 5,647 | 0.8% | 3 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $1.9M | 38,325 | 0.8% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.8M | 4,912 | 0.7% | 3 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.7M | 4,062 | 0.7% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.7M | 21,714 | 0.7% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.6M | 3,355 | 0.6% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.6M | 2,081 | 0.6% | 3 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.5M | 7,868 | 0.6% | 3 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $1.5M | 4,634 | 0.6% | 3 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $1.3M | 8,879 | 0.5% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.3M | 3,455 | 0.5% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.3M | 5,112 | 0.5% | 3 |
| VANGUARD SCOTTSDALE FDS | [VONV](https://holderbook.com/stocks/VONV/) | $1.2M | 11,217 | 0.5% | 3 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $1.2M | 2,973 | 0.5% | 3 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $1.1M | 39,423 | 0.4% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.1M | 7,591 | 0.4% | 3 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.1M | 13,112 | 0.4% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.0M | 4,129 | 0.4% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.0M | 1,380 | 0.4% | 3 |
| PENSKE AUTOMOTIVE GRP INC | [PAG](https://holderbook.com/stocks/PAG/) | $1.0M | 5,679 | 0.4% | 3 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $951.7K | 9,586 | 0.4% | 3 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $938.8K | 3,097 | 0.4% | 3 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $894.3K | 3,994 | 0.3% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $881.7K | 3,988 | 0.3% | 1 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $837.2K | 15,745 | 0.3% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $815.0K | 5,961 | 0.3% | 3 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $796.4K | 9,800 | 0.3% | 3 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $788.4K | 10,605 | 0.3% | 3 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $768.6K | 9,725 | 0.3% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $759.9K | 5,182 | 0.3% | 3 |
| ISHARES INC | [EUSA](https://holderbook.com/stocks/EUSA/) | $756.6K | 6,626 | 0.3% | 3 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $747.7K | 1,468 | 0.3% | 3 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $740.6K | 4,468 | 0.3% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $685.6K | 1,330 | 0.3% | 3 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $664.6K | 4,643 | 0.3% | 3 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $651.2K | 1,911 | 0.3% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $613.0K | 1,735 | 0.2% | 3 |
| GOLDMAN SACHS ETF TR | [GMUB](https://holderbook.com/stocks/GMUB/) | $611.1K | 11,880 | 0.2% | 3 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $594.9K | 2,187 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $572.1K | 2,625 | 0.2% | 3 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $559.0K | 6,160 | 0.2% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $555.0K | 7,789 | 0.2% | 3 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $551.6K | 841 | 0.2% | 3 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $529.7K | 2,534 | 0.2% | 3 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $520.2K | 1,392 | 0.2% | 3 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $494.3K | 6,733 | 0.2% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $492.7K | 4,350 | 0.2% | 3 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $482.1K | 2,935 | 0.2% | 3 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $478.4K | 1,873 | 0.2% | 3 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $457.0K | 4,540 | 0.2% | 3 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $456.1K | 2,817 | 0.2% | 3 |
| ISHARES TR | [ITB](https://holderbook.com/stocks/ITB/) | $438.6K | 4,198 | 0.2% | 3 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $434.9K | 1,942 | 0.2% | 3 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $421.7K | 4,122 | 0.2% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $407.7K | 347 | 0.2% | 3 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $397.0K | 3,640 | 0.2% | 3 |
| BLACKROCK MUNIYIELD MICH QU | [MIY](https://holderbook.com/stocks/MIY/) | $389.0K | 31,700 | 0.2% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $367.7K | 633 | 0.1% | 3 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $353.7K | 6,208 | 0.1% | 3 |
| RPM INTL INC | [RPM](https://holderbook.com/stocks/RPM/) | $345.7K | 3,110 | 0.1% | 3 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $344.2K | 2,880 | 0.1% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $334.5K | 975 | 0.1% | 3 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $323.7K | 669 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +23.4% | +14.8% | +8.5% | 99% |
| Q1 2026 | +4.7% | -4.6% | +9.3% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $256.7M | 255 |
| Q1 2026 | $208.1M | 259 |
| Q4 2025 | $198.5M | 261 |