Miller Capital Partners, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Miller Capital Partners, Inc. reported 255 stock positions worth $254.5 million. Its top holding was Lam Research (LRCX) at 16.9% of the portfolio, followed by ASML Holding NV-NY Reg SHS (ASML, 5.7%) and Vanguard Dividend Apprec ETF (VIG, 3.9%). Compared with Q1 2026, it opened 3 new positions, sold out of 8, added to 28 and reduced 51. The biggest buy was Analog Devices (ADI, shares +3663%) and the biggest sale Costco Wholesale (COST, shares −0%).

Most Recent 13F
Q2 2026
Location
TROY, MI
CIK
0002111377
Portfolio Value
$254.5M (Q2 2026)
SEC Filing
0002111377-26-000004 ↗ filed Aug 12, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q4 2025: $195.9M Q4 2025 Q1 2026: $206.6M Q1 2026 Q2 2026: $254.5M $254.5M Q2 2026

Holdings 255 stocks · $254.5M
LRCX Lam Research Corp. 16.93% 99,440 $43.1M Reduce -3.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 5.74% 7,347 $14.6M Reduce -0.1%
VIG Vanguard Dividend Apprec ETF 3.86% 41,539 $9.8M Reduce -0.1%
VCIT Vanguard Int-Term Corporate 3.73% 114,821 $9.5M Add +7.3%
COST Costco Wholesale Corp. 2.76% 7,496 $7.0M Reduce -0.3%
DE Deere & Co. 2.69% 10,777 $6.8M Add +1.9%
MSFT Microsoft Corp. 2.61% 17,785 $6.6M Reduce -2.3%
BRK.B Berkshire Hathaway Inc. Class B 1.90% 9,672 $4.8M No change
LLY Eli Lilly & Co. 1.84% 3,905 $4.7M Add +0.7%
CIEN Ciena Corp. 1.70% 8,807 $4.3M Reduce -1.8%
PH Parker Hannifin Corp. 1.65% 4,293 $4.2M No change
KLAC KLA Corp. 1.57% 13,280 $4.0M No change
MPC Marathon Petroleum Corp. 1.50% 14,892 $3.8M No change
ON On Semiconductor 1.47% 39,643 $3.7M Reduce -3.8%
AMZN Amazon.com Inc. 1.47% 15,647 $3.7M Add +1.9%
DELL Dell Technologies -C 1.44% 8,486 $3.7M No change
HD Home Depot Inc. 1.43% 10,331 $3.6M Add +1.8%
MLM Martin Marietta Materials 1.42% 6,275 $3.6M Add +2.8%
AON Aon PLC Class A 1.41% 10,813 $3.6M Reduce -1.8%
NVDA Nvidia Corp. 1.36% 17,279 $3.5M Reduce -0.2%
ODFL Old Dominion Freight Line 1.35% 15,803 $3.4M No change
GSEW Goldman Sachs Eql WGHT Large 1.24% 33,321 $3.1M Add +4.8%
AAPL Apple Inc. 1.23% 10,807 $3.1M No change
GS Goldman Sachs Group Inc. 1.11% 2,792 $2.8M No change
ENB Enbridge Inc. 1.00% 46,720 $2.5M Add +1.1%
LUMN Lumen Technologies Inc. 0.98% 323,537 $2.5M Add +22.4%
AXP American Express Co. 0.97% 7,286 $2.5M Add +15.1%
AGG iShares Core U.S. Aggregate 0.92% 23,750 $2.4M Add +2.6%
CF CF Industries Holdings Inc. 0.89% 20,902 $2.3M Reduce -2.5%
CSX CSX Corp. 0.89% 47,550 $2.3M No change
VXF Vanguard Extended Market ETF 0.87% 8,978 $2.2M Add +1.0%
ENTG Entegris Inc. 0.84% 11,875 $2.1M Reduce -0.5%
MCD McDonald's Corp. 0.82% 7,729 $2.1M Reduce -5.2%
JPM JPMorgan Chase & Co. 0.82% 6,375 $2.1M Reduce -0.3%
GOOGL Alphabet Inc. Class A 0.80% 5,709 $2.0M Reduce -3.9%
LIN Linde PLC 0.79% 3,883 $2.0M No change
MU Micron Technology Inc. 0.78% 1,715 $2.0M Reduce -2.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.76% 5,647 $1.9M No change
VTEB Vanguard Tax-Exempt Bond ETF 0.76% 38,325 $1.9M Reduce -1.6%
VTI VG Morningstar TS MKT ETF-US 0.71% 4,912 $1.8M No change
ETN Eaton Corp. PLC 0.68% 4,062 $1.7M Add +17.1%
IJH iShares Core S&P Midcap ETF 0.66% 21,714 $1.7M Add +4.6%
TSM Taiwan Semiconductor-SP ADR 0.63% 3,355 $1.6M Add +7.0%
IVV iShares Core S&P 500 ETF 0.61% 2,081 $1.6M No change
RTX RTX Corp. 0.59% 7,868 $1.5M No change
SYK Stryker Corp. 0.57% 4,634 $1.5M Add +12.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.53% 8,879 $1.3M No change
AVGO Broadcom Inc. 0.51% 3,455 $1.3M Reduce -0.7%
ABBV Abbvie Inc. 0.51% 5,112 $1.3M Reduce -4.4%
VONV Vanguard Russell 1000 Value 0.47% 11,217 $1.2M Reduce -2.8%
ADI Analog Devices Inc. 0.46% 2,973 $1.2M Add +3663.3%
SCHB Schwab US Broad Market ETF 0.45% 39,423 $1.1M Add +0.3%
IJR iShares Core S&P Small-Cap E 0.44% 7,591 $1.1M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.42% 13,112 $1.1M No change
JNJ Johnson & Johnson 0.41% 4,129 $1.0M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.41% 1,380 $1.0M No change
PAG Penske Automotive Group Inc. 0.40% 5,679 $1.0M Add +11.7%
NOW ServiceNow Inc. 0.37% 9,586 $952K Add +13.4%
VB Vanguard Most SM-Cap ETF-Usd 0.37% 3,097 $939K No change
HON Honeywell International Inc. 0.35% 3,994 $894K Reduce -0.4%
HONA Honeywell Aerospace Inc. 0.35% 3,988 $882K Reduce -0.6%
IGIB iShares 5-10Y Inv Grade Corp. 0.33% 15,745 $837K Add +17.5%
XOM Exxon Mobil Corp. 0.32% 5,961 $815K No change
KO The Coca-Cola Co. 0.31% 9,800 $796K No change
WMB Williams Cos Inc. 0.31% 10,605 $788K No change
VCSH Vanguard S/T Corp. Bond ETF 0.30% 9,725 $769K Add +7.3%
PG The Procter & Gamble Co. 0.30% 5,182 $760K No change
EUSA iShares MSCI USA Equal Weigh 0.30% 6,626 $757K No change
NOC Northrop Grumman Corp. 0.29% 1,468 $748K No change
CVX Chevron Corp. 0.29% 4,468 $741K No change
EMR Emerson Electric Co. 0.26% 4,643 $665K No change
CB Chubb Ltd. 0.26% 1,911 $651K No change
GOOG Alphabet Inc. Class C 0.24% 1,735 $613K Reduce -3.6%
GMUB GS Municipal Income ETF 0.24% 11,880 $611K Add +5.4%
UNP Union Pacific Corp. 0.23% 2,187 $595K Reduce -0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.22% 2,625 $572K No change
TSLA Tesla Inc. 0.22% 1,330 $559K No change
ABT Abbott Laboratories 0.22% 6,160 $559K Reduce -10.6%
VEA Vanguard Ftse Developed ETF 0.22% 7,789 $555K No change
SMH Vaneck Semiconductor ETF 0.22% 841 $552K Reduce -1.8%
MS Morgan Stanley 0.21% 2,534 $530K No change
GE General Electric filed as GE AEROSPACE 0.20% 1,392 $520K No change
BND Vanguard Total Bond Market 0.19% 6,733 $494K Add +3.7%
WMT Walmart Inc. 0.19% 4,350 $493K No change
ITOT iShares Core S&P Total U.S. 0.19% 2,935 $482K Add +3.0%
GLW Corning Inc. 0.19% 1,873 $478K No change
SGOV iShares 0-3 Month Treasury B 0.18% 4,540 $457K Reduce -21.4%
MMM 3M Co. 0.18% 2,817 $456K No change
ITB iShares U.S. Home Constructi 0.17% 4,198 $439K No change
ADP Automatic Data Processing 0.17% 1,942 $435K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.17% 4,122 $422K No change
GEV GE Vernova Inc. 0.16% 347 $408K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.16% 3,640 $397K Reduce -2.1%
MIY BlackRock Muniyield Mi QLTY 0.15% 31,700 $389K No change
AMD Advanced Micro Devices 0.14% 633 $368K No change
BAC Bank of America Corp. 0.14% 6,208 $354K Reduce -14.0%
RPM RPM International Inc. 0.14% 3,110 $346K Add +19.2%
VGT Vanguard Info Tech ETF 0.14% 2,880 $344K No change
V Visa Inc. Class A 0.13% 975 $335K Reduce -0.9%
TER Teradyne Inc. 0.13% 669 $324K No change

Show all 255 holdings

Options reported separately and not counted above: LUMN calls ($2.0M), ON calls ($189K), TSLA calls ($126K).

Portfolio Sells Q1 2026 → Q2 2026
COST Costco Wholesale Corp. Reduce -0.3% 2.76% −0.87
MSFT Microsoft Corp. Reduce -2.3% 2.61% −0.65
HON Honeywell International Inc. Reduce -0.4% 0.35% −0.53
VIG Vanguard Dividend Apprec ETF Reduce -0.1% 3.86% −0.46
IBIT iShares Bitcoin Trust ETF Reduce -81.2% 0.07% −0.46
CF CF Industries Holdings Inc. Reduce -2.5% 0.89% −0.46
MCD McDonald's Corp. Reduce -5.2% 0.82% −0.41
AON Aon PLC Class A Reduce -1.8% 1.41% −0.31
TMUS T-Mobile US Inc. Reduce -81.9% 0.03% −0.19
VTEB Vanguard Tax-Exempt Bond ETF Reduce -1.6% 0.76% −0.18
ABT Abbott Laboratories Reduce -10.6% 0.22% −0.12
NVDA Nvidia Corp. Reduce -0.2% 1.36% −0.10
SGOV iShares 0-3 Month Treasury B Reduce -21.4% 0.18% −0.10
JPM JPMorgan Chase & Co. Reduce -0.3% 0.82% −0.09
HONA Honeywell Aerospace Inc. Reduce -0.6% 0.35% −0.08
BSV Vanguard Short-Term Bond ETF Reduce -18.7% 0.11% −0.06
ABBV Abbvie Inc. Reduce -4.4% 0.51% −0.06
ADBE Adobe Inc. Reduce -79.8% 0.01% −0.06
VONV Vanguard Russell 1000 Value Reduce -2.8% 0.47% −0.05
VRTX Vertex Pharmaceuticals Inc. Reduce -44.0% 0.06% −0.05
MSTR Strategy Inc. Reduce -8.3% 0.05% −0.05
IBM Intl Business Machines Corp. Reduce -31.1% 0.08% −0.05
KMB Kimberly-Clark Corp. Reduce -57.6% 0.03% −0.04
XYL Xylem Inc. Reduce -16.0% 0.09% −0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -2.1% 0.16% −0.04
ISTB iShares Core 1-5 Year Usd Bo Reduce -50.9% 0.02% −0.04
NTRS Northern Trust Corp. Reduce -57.2% 0.03% −0.04
BAC Bank of America Corp. Reduce -14.0% 0.14% −0.03
BLK BlackRock Inc. Reduce -0.3% 0.11% −0.03
GOOGL Alphabet Inc. Class A Reduce -3.9% 0.80% −0.02
UNP Union Pacific Corp. Reduce -0.1% 0.23% −0.02
AMGN Amgen Inc. Reduce -9.4% 0.07% −0.02
TRV The Travelers Cos Inc. Reduce -50.2% 0.02% −0.02
MDLZ Mondelez International Inc. Class A Reduce -76.3% 0.00% −0.02
ELV Elevance Health Inc. Reduce -33.1% 0.05% −0.02
LOW Lowe's Cos Inc. Reduce -47.0% 0.01% −0.01
FISV Fiserv Inc. Sold out 0.00% −0.01
V Visa Inc. Class A Reduce -0.9% 0.13% −0.01
PROSHARES ULTRA SOLANA ETF Sold out 0.00% −0.01
BDX Becton Dickinson and Co. Reduce -54.8% 0.01% −0.01
SOLS Solstice Adv Materials Inc. Reduce -20.1% 0.03% −0.01
BSOL Bitwise Solana Staking ETF Sold out 0.00% −0.01
GOOG Alphabet Inc. Class C Reduce -3.6% 0.24% −0.01
AVGO Broadcom Inc. Reduce -0.7% 0.51% −0.01
ACA Arcosa Inc. Reduce -89.9% 0.00% −0.01
VLTO Veralto Corp. Sold out 0.00% −0.01
NFLX Netflix Inc. Reduce -47.1% 0.00% −0.01
EWU iShares MSCI United Kingdom Sold out 0.00% −0.01
CTAS Cintas Corp. Reduce -56.5% 0.00% −0.00
ACWI iShares MSCI Acwi ETF Sold out 0.00% −0.00

Portfolio Buys Q1 2026 → Q2 2026
ADI Analog Devices Inc. Add +3663.3% 0.46% +0.45
TSM Taiwan Semiconductor-SP ADR Add +7.0% 0.63% +0.12
LLY Eli Lilly & Co. Add +0.7% 1.84% +0.11
LUMN Lumen Technologies Inc. Add +22.4% 0.98% +0.09
ETN Eaton Corp. PLC Add +17.1% 0.68% +0.08
AXP American Express Co. Add +15.1% 0.97% +0.04
PAG Penske Automotive Group Inc. Add +11.7% 0.40% +0.03
RPM RPM International Inc. Add +19.2% 0.14% +0.01
GM General Motors Co. New 0.01% +0.01
ALGM Allegro Microsystems Inc. New 0.01% +0.01
BE Bloom Energy Corp. Class A New 0.00% +0.00
VOO Vanguard S&P 500 ETF Add +12.4% 0.06% +0.00
ITOT iShares Core S&P Total U.S. Add +3.0% 0.19% −0.01
IGIB iShares 5-10Y Inv Grade Corp. Add +17.5% 0.33% −0.02
VXF Vanguard Extended Market ETF Add +1.0% 0.87% −0.02
IJH iShares Core S&P Midcap ETF Add +4.6% 0.66% −0.02
VGSH Vanguard Short-Term Treasury Add +3.4% 0.11% −0.02
SCHB Schwab US Broad Market ETF Add +0.3% 0.45% −0.03
BND Vanguard Total Bond Market Add +3.7% 0.19% −0.04
GMUB GS Municipal Income ETF Add +5.4% 0.24% −0.04
VCSH Vanguard S/T Corp. Bond ETF Add +7.3% 0.30% −0.05
NOW ServiceNow Inc. Add +13.4% 0.37% −0.05
GSEW Goldman Sachs Eql WGHT Large Add +4.8% 1.24% −0.07
AMZN Amazon.com Inc. Add +1.9% 1.47% −0.08
SYK Stryker Corp. Add +12.0% 0.57% −0.08
HD Home Depot Inc. Add +1.8% 1.43% −0.18
AGG iShares Core U.S. Aggregate Add +2.6% 0.92% −0.19
DE Deere & Co. Add +1.9% 2.69% −0.20
ENB Enbridge Inc. Add +1.1% 1.00% −0.22
MLM Martin Marietta Materials Add +2.8% 1.42% −0.32
VCIT Vanguard Int-Term Corporate Add +7.3% 3.73% −0.56

Options Activity Q1 2026 → Q2 2026
LUMN Lumen Technologies Inc. call Add +45.7% 255,000 $2.0M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 255$254.5MLRCX, ASML, VIG, VCIT, COST
Q1 2026 259$206.6MLRCX, ASML, VIG, VCIT, COST
Q4 2025 261$195.9MLRCX, VIG, MSFT, VCIT, ASML