§ 13F · FUND PROFILE
Miller Capital Partners, Inc..
AUM · $257M (13F)Positions · 258Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LRCX | LAM RESEARCH CORP | 99K | $43M | 16.8% | −3% |
| 2 | ASML | ASML HLDG NV | 7K | $15M | 5.7% | ±0% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 42K | $10M | 3.8% | ±0% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 115K | $9M | 3.7% | +7% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 7K | $7M | 2.7% | ±0% |
| 6 | DE | DEERE & CO | 11K | $7M | 2.7% | +2% |
| 7 | MSFT | MICROSOFT CORP | 18K | $7M | 2.6% | −2% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 10K | $5M | 1.9% | ±0% |
| 9 | LLY | ELI LILLY & CO | 4K | $5M | 1.8% | +1% |
| 10 | CIEN | CIENA CORP | 9K | $4M | 1.7% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILLER SIGNAL
AC read
Miller Capital Partners, Inc. is a Other fund managing $257 million in assets. The fund runs a broad portfolio of 258 positions.
Read the full dossier →