Institutional Manager · CIK 0002111377
Miller Capital Partners, Inc.
TROY, MI · File #028-26504
Latest AUM
$198.5M
Positions
265
Top-10 Concentration
48.3%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | LRCX | 98,001 | $16.8M | 10.72% |
| 2 | VANGUARD SPECIALIZED FUNDS | 921908844 | 41,432 | $9.1M | 5.82% |
| 3 | MICROSOFT CORP | MSFT | 18,163 | $8.8M | 5.61% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C870 | 102,854 | $8.6M | 5.51% |
| 5 | ASML HOLDING N V | ASMLF | 7,349 | $7.9M | 5.02% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 7,610 | $6.6M | 4.19% |
| 7 | DEERE & CO | DE | 10,763 | $5.0M | 3.20% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,672 | $4.9M | 3.11% |
| 9 | ELI LILLY & CO | LLY | 3,831 | $4.1M | 2.63% |
| 10 | AON PLC | AON | 10,833 | $3.8M | 2.44% |
| 11 | PARKER-HANNIFIN CORP | PH | 4,308 | $3.8M | 2.42% |
| 12 | MARTIN MARIETTA MATLS INC | 573284106 | 6,066 | $3.8M | 2.41% |
| 13 | AMAZON COM INC | AMZN | 15,335 | $3.5M | 2.26% |
| 14 | HOME DEPOT INC | HD | 10,263 | $3.5M | 2.26% |
| 15 | NVIDIA CORPORATION | NVDA | 17,314 | $3.2M | 2.06% |
| 16 | APPLE INC | AAPL | 10,807 | $2.9M | 1.88% |
| 17 | GOLDMAN SACHS ETF TR | NVGLF | 30,474 | $2.6M | 1.66% |
| 18 | OLD DOMINION FREIGHT LINE IN | ODFL | 16,107 | $2.5M | 1.61% |
| 19 | MCDONALDS CORP | MCD | 8,155 | $2.5M | 1.59% |
| 20 | MARATHON PETE CORP | MARA | 15,002 | $2.4M | 1.56% |