§ 13F · FUND PROFILE
ROWLANDMILLER & PARTNERS.ADV.
AUM · $549M (13F)Positions · 195Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 127K | $37M | 6.7% | −2% |
| 2 | GOOG | ALPHABET INC CAP STK CL C | 90K | $32M | 5.8% | −1% |
| 3 | INTC | INTEL CORP COM | 160K | $22M | 4.1% | −5% |
| 4 | PGR | PROGRESSIVE CORP COM | 102K | $22M | 4.0% | −1% |
| 5 | MSFT | MICROSOFT CORP COM | 54K | $20M | 3.7% | +5% |
| 6 | LLY | ELI LILLY & CO COM | 15K | $18M | 3.3% | −1% |
| 7 | WMT | WALMART INC COM | 155K | $18M | 3.2% | −2% |
| 8 | KO | COCA COLA CO COM | 206K | $17M | 3.1% | ±0% |
| 9 | JNJ | JOHNSON & JOHNSON COM | 64K | $16M | 3.0% | −1% |
| 10 | CMI | CUMMINS INC COM | 21K | $15M | 2.7% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROWLANDMILLER SIGNAL
AC read
ROWLANDMILLER & PARTNERS.ADV is a Other fund managing $549 million in assets. The fund runs a portfolio of 195 positions.
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