Mill Capital Management, LLC

Est. AUM

$1.31B

13F long equity, this entity only

Positions

130

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$128.2M	505298	9.75%	SOLE
2	ALPHABET INC	CAP STK CL C	$95.2M	331724	7.24%	SOLE
3	MICROSOFT CORP	COM	$74.6M	201553	5.67%	SOLE
4	BERKSHIRE HATHAWAY INC DEL	CL A	$73.3M	102	5.57%	SOLE
5	EXXON MOBIL CORP	COM	$62.1M	365801	4.72%	SOLE
6	VISA INC	COM CL A	$58.8M	194639	4.47%	SOLE
7	JPMORGAN CHASE & CO	COM	$58.4M	198511	4.44%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$43.1M	89884	3.28%	SOLE
9	MICRON TECHNOLOGY INC	COM	$41.2M	121997	3.13%	SOLE
10	AMAZON COM INC	COM	$40.2M	193176	3.06%	SOLE
11	THERMO FISHER SCIENTIFIC INC	COM	$39.8M	80887	3.02%	SOLE
12	AMERICAN EXPRESS CO	COM	$36.8M	121534	2.80%	SOLE
13	UNION PAC CORP	COM	$32.6M	134355	2.48%	SOLE
14	JOHNSON & JOHNSON	COM	$29.0M	118774	2.21%	SOLE
15	TRANSDIGM GROUP INC	COM	$28.9M	24940	2.20%	SOLE
16	ASML HLDG NV	N Y REGISTRY SHS	$26.6M	20118	2.02%	SOLE
17	BOOKING HOLDINGS INC	COM	$24.1M	5721	1.83%	SOLE
18	INTERCONTINENTAL EXCHANGE IN	COM	$23.8M	151502	1.81%	SOLE
19	ALPHABET INC	CAP STK CL A	$21.8M	75969	1.66%	SOLE
20	L3HARRIS TECHNOLOGIES INC	COM	$21.4M	62061	1.63%	SOLE
21	AMERICAN TOWER CORP	COM	$21.3M	123311	1.62%	SOLE
22	ZOETIS INC	CL A	$20.5M	173822	1.56%	SOLE
23	LINDE PLC	SHS	$20.4M	41092	1.55%	SOLE
24	S&P GLOBAL INC	COM	$18.5M	43470	1.41%	SOLE
25	LABCORP HOLDINGS INC	COM SHS	$17.2M	64547	1.31%	SOLE
26	VERISIGN INC	COM	$16.6M	66973	1.27%	SOLE
27	UNITEDHEALTH GROUP INC	COM	$16.1M	59471	1.22%	SOLE
28	COPART INC	COM	$14.9M	449887	1.14%	SOLE
29	PHILIP MORRIS INTL INC	COM	$11.9M	72222	0.91%	SOLE
30	SALESFORCE INC	COM	$11.2M	59943	0.85%	SOLE
31	OTIS WORLDWIDE CORP	COM	$11.1M	144443	0.85%	SOLE
32	AMPHENOL CORP	CL A	$11.0M	87224	0.84%	SOLE
33	BOSTON SCIENTIFIC CORP	COM	$9.4M	149756	0.71%	SOLE
34	MERCK & CO INC	COM	$7.7M	64423	0.59%	SOLE
35	LAM RESEARCH CORP	COM NEW	$7.4M	34650	0.56%	SOLE
36	TRANE TECHNOLOGIES PLC	SHS	$7.3M	17629	0.56%	SOLE
37	WELLS FARGO & CO	COM	$6.3M	79494	0.48%	SOLE
38	CATERPILLAR INC	COM	$6.0M	8458	0.46%	SOLE
39	CHEVRON CORPORATION	COM	$5.7M	27686	0.44%	SOLE
40	GE AEROSPACE	COM NEW	$5.5M	19265	0.42%	SOLE
41	PROCTER & GAMBLE CO	COM	$5.2M	35663	0.39%	SOLE
42	COMCAST CORP NEW	CL A	$4.3M	150777	0.33%	SOLE
43	PFIZER INC	COM	$4.3M	153865	0.33%	SOLE
44	EATON CORP PLC	SHS	$4.2M	11850	0.32%	SOLE
45	GE VERNOVA INC	COM	$3.8M	4386	0.29%	SOLE
46	MARTIN MARIETTA MATLS INC	COM	$3.7M	6225	0.28%	SOLE
47	DUKE ENERGY CORP NEW	COM NEW	$3.2M	24327	0.24%	SOLE
48	ELEVANCE HEALTH INC FORMERLY	COM	$3.0M	10142	0.23%	SOLE
49	SHELL PLC	SPON ADS	$2.9M	31662	0.22%	SOLE
50	NORFOLK SOUTHN CORP	COM	$2.6M	9138	0.20%	SOLE

1–50 of 130

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.