Miller Capital Partners, Inc.

CIK 0002111377 · TROY, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Miller Capital Partners, Inc. reported 258 positions worth $256.7M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: LRCX (16.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$256.7M
2026 Q2
Positions
258
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.4%
Est. Net Flow (Q)
2026 Q2
10 / 258 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1LRCXLAM RESEARCH CORPSH$43.1M16.78%99,440
2ASMLASML HLDG NVSH$14.6M5.69%7,347
3VIGVANGUARD SPECIALIZED FUNDSSH$9.8M3.83%41,539
4VCITVANGUARD SCOTTSDALE FDSSH$9.5M3.70%114,821
5COSTCOSTCO WHOLESALE CORPORATIONSH$7.0M2.73%7,496
6DEDEERE & COSH$6.8M2.66%10,777
7MSFTMICROSOFT CORPSH$6.6M2.58%17,785
8BRK-BBERKSHIRE HATHAWAY INC DELSH$4.8M1.89%9,672
9LLYELI LILLY & COSH$4.7M1.82%3,905
10CIENCIENA CORPSH$4.3M1.68%8,807

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Miller Capital Partners, Inc. hold as of Q2 2026?

Miller Capital Partners, Inc. reported 258 positions worth $256.7M in its Q2 2026 13F filing. Largest positions: LRCX (16.8%), ASML (5.7%), VIG (3.8%), VCIT (3.7%) and COST (2.7%).

What did Miller Capital Partners, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Miller Capital Partners, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.