Miller Capital Partners, Inc.

Est. AUM

$208.1M

13F long equity, this entity only

Positions

262

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	LAM RESEARCH CORP	COM NEW	$22.0M	102851	10.56%	SOLE
2	ASML HLDG NV	N Y REGISTRY SHS	$9.7M	7351	4.67%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.9M	41559	4.30%	SOLE
4	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.9M	107054	4.26%	SOLE
5	COSTCO WHOLESALE CORPORATION	COM	$7.5M	7520	3.60%	SOLE
6	MICROSOFT CORP	COM	$6.7M	18208	3.24%	SOLE
7	DEERE & CO	COM	$6.0M	10577	2.86%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.6M	9672	2.23%	SOLE
9	PARKER-HANNIFIN CORP	COM	$3.8M	4293	1.85%	SOLE
10	MARATHON PETE CORP	COM	$3.6M	14892	1.75%	SOLE
11	MARTIN MARIETTA MATLS INC	COM	$3.6M	6102	1.73%	SOLE
12	ELI LILLY & CO	COM	$3.6M	3878	1.71%	SOLE
13	AON PLC	SHS CL A	$3.6M	11008	1.71%	SOLE
14	CIENA CORP	COM NEW	$3.5M	8967	1.67%	SOLE
15	HOME DEPOT INC	COM	$3.3M	10153	1.60%	SOLE
16	AMAZON COM INC	COM	$3.2M	15355	1.54%	SOLE
17	OLD DOMINION FREIGHT LINE IN	COM	$3.1M	15803	1.48%	SOLE
18	NVIDIA CORPORATION	COM	$3.0M	17314	1.45%	SOLE
19	CF INDUSTRIES HOLD	COM	$2.8M	21435	1.34%	SOLE
20	APPLE INC	COM	$2.7M	10807	1.32%	SOLE
21	GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$2.7M	31794	1.29%	SOLE
22	ON SEMICONDUCTOR CORP	COM	$2.6M	41215	1.23%	SOLE
23	MCDONALDS CORP	COM	$2.5M	8155	1.22%	SOLE
24	ENBRIDGE INC	COM	$2.5M	46200	1.20%	SOLE
25	GOLDMAN SACHS GROUP INC	COM	$2.4M	2792	1.14%	SOLE
26	ISHARES TR	CORE US AGGBD ET	$2.3M	23145	1.10%	SOLE
27	KLA CORP	COM NEW	$2.0M	1328	0.94%	SOLE
28	CSX CORP	COM	$2.0M	47550	0.94%	SOLE
29	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.9M	38935	0.93%	SOLE
30	LINDE PLC	SHS	$1.9M	3883	0.93%	SOLE
31	AMERICAN EXPRESS CO	COM	$1.9M	6329	0.92%	SOLE
32	JPMORGAN CHASE & CO	COM	$1.9M	6392	0.90%	SOLE
33	LUMEN TECHNOLOGIES INC	COM	$1.8M	264312	0.88%	SOLE
34	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.8M	8893	0.88%	SOLE
35	HONEYWELL INTL INC	COM	$1.8M	8023	0.87%	SOLE
36	ALPHABET INC	CAP STK CL A	$1.7M	5939	0.82%	SOLE
37	VANGUARD INDEX FDS	LARGE CAP ETF	$1.7M	5647	0.81%	SOLE
38	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	4912	0.76%	SOLE
39	RTX CORPORATION	COM	$1.5M	7868	0.73%	SOLE
40	TJX COS INC NEW	COM	$1.4M	8879	0.68%	SOLE
41	ISHARES TR	CORE S&P MCP ETF	$1.4M	20764	0.67%	SOLE
42	ENTEGRIS INC	COM	$1.4M	11940	0.67%	SOLE
43	DELL TECHNOLOGIES INC	CL C	$1.4M	8486	0.67%	SOLE
44	STRYKER CORPORATION	COM	$1.4M	4138	0.65%	SOLE
45	ISHARES TR	CORE S&P500 ETF	$1.4M	2081	0.65%	SOLE
46	EATON CORP PLC	SHS	$1.2M	3469	0.60%	SOLE
47	LUMEN TECHNOLOGIES INCCALL	CALL	$1.2M	175000	0.58%	SOLE
48	ABBVIE INC	COM	$1.2M	5345	0.56%	SOLE
49	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.1M	28510	0.53%	SOLE
50	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.1M	11537	0.52%	SOLE

1–50 of 262

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