Miller Capital Partners, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Miller Capital Partners, Inc. reported 261 stock positions worth $195.9 million. Its top holding was Lam Research (LRCX) at 8.6% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 4.6%) and Microsoft (MSFT, 4.5%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, MI
- CIK
- 0002111377
- Portfolio Value
- $195.9M (Q4 2025)
- SEC Filing
- 0002111377-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 261 stocks · $195.9M
| LRCX Lam Research Corp. | 8.56% | 98,001 | $16.8M | — |
| VIG Vanguard Dividend Apprec ETF | 4.65% | 41,432 | $9.1M | — |
| MSFT Microsoft Corp. | 4.48% | 18,163 | $8.8M | — |
| VCIT Vanguard Int-Term Corporate | 4.40% | 102,854 | $8.6M | — |
| ASML ASML Holding NV-NY Reg SHS | 4.01% | 7,349 | $7.9M | — |
| COST Costco Wholesale Corp. | 3.35% | 7,610 | $6.6M | — |
| DE Deere & Co. | 2.56% | 10,763 | $5.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.48% | 9,672 | $4.9M | — |
| LLY Eli Lilly & Co. | 2.10% | 3,831 | $4.1M | — |
| AON Aon PLC Class A | 1.95% | 10,833 | $3.8M | — |
| PH Parker Hannifin Corp. | 1.93% | 4,308 | $3.8M | — |
| MLM Martin Marietta Materials | 1.93% | 6,066 | $3.8M | — |
| AMZN Amazon.com Inc. | 1.81% | 15,335 | $3.5M | — |
| HD Home Depot Inc. | 1.80% | 10,263 | $3.5M | — |
| NVDA Nvidia Corp. | 1.65% | 17,314 | $3.2M | — |
| AAPL Apple Inc. | 1.50% | 10,807 | $2.9M | — |
| GSEW Goldman Sachs Eql WGHT Large | 1.32% | 30,474 | $2.6M | — |
| ODFL Old Dominion Freight Line | 1.29% | 16,107 | $2.5M | — |
| MCD McDonald's Corp. | 1.27% | 8,155 | $2.5M | — |
| MPC Marathon Petroleum Corp. | 1.25% | 15,002 | $2.4M | — |
| GS Goldman Sachs Group Inc. | 1.24% | 2,760 | $2.4M | — |
| AGG iShares Core U.S. Aggregate | 1.20% | 23,525 | $2.3M | — |
| CIEN Ciena Corp. | 1.13% | 9,467 | $2.2M | — |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 1.10% | 27,933 | $2.2M | — |
| JPM JPMorgan Chase & Co. | 1.05% | 6,392 | $2.1M | — |
| LUMN Lumen Technologies Inc. | 1.04% | 261,687 | $2.0M | — |
| AXP American Express Co. | 1.02% | 5,376 | $2.0M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.99% | 38,635 | $1.9M | — |
| ON On Semiconductor | 0.99% | 35,753 | $1.9M | — |
| GOOGL Alphabet Inc. Class A | 0.95% | 5,939 | $1.9M | — |
| VXF Vanguard Extended Market ETF | 0.95% | 8,883 | $1.9M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.91% | 5,647 | $1.8M | — |
| CSX CSX Corp. | 0.88% | 47,550 | $1.7M | — |
| ENB Enbridge Inc. | 0.87% | 35,785 | $1.7M | — |
| LIN Linde PLC | 0.85% | 3,893 | $1.7M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.84% | 4,911 | $1.6M | — |
| HON Honeywell International Inc. | 0.80% | 8,023 | $1.6M | — |
| KLAC KLA Corp. | 0.79% | 1,281 | $1.6M | — |
| RTX RTX Corp. | 0.74% | 7,868 | $1.4M | — |
| SYK Stryker Corp. | 0.73% | 4,053 | $1.4M | — |
| IBIT iShares Bitcoin Trust ETF | 0.72% | 28,510 | $1.4M | — |
| IVV iShares Core S&P 500 ETF | 0.71% | 2,031 | $1.4M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.70% | 8,879 | $1.4M | — |
| IJH iShares Core S&P Midcap ETF | 0.69% | 20,459 | $1.4M | — |
| DELL Dell Technologies -C | 0.65% | 10,091 | $1.3M | — |
| ABBV Abbvie Inc. | 0.62% | 5,345 | $1.2M | — |
| AVGO Broadcom Inc. | 0.61% | 3,480 | $1.2M | — |
| SGOV iShares 0-3 Month Treasury B | 0.57% | 11,160 | $1.1M | — |
| VONV Vanguard Russell 1000 Value | 0.54% | 11,537 | $1.1M | — |
| SCHB Schwab US Broad Market ETF | 0.52% | 38,965 | $1.0M | — |
| ENTG Entegris Inc. | 0.52% | 12,090 | $1.0M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.49% | 3,137 | $953K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.48% | 3,273 | $950K | — |
| ETN Eaton Corp. PLC | 0.47% | 2,913 | $928K | — |
| ABT Abbott Laboratories | 0.47% | 7,300 | $915K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 1,340 | $914K | — |
| IJR iShares Core S&P Small-Cap E | 0.46% | 7,468 | $898K | — |
| JNJ Johnson & Johnson | 0.45% | 4,244 | $878K | — |
| NOC Northrop Grumman Corp. | 0.43% | 1,490 | $850K | — |
| NOW ServiceNow Inc. | 0.42% | 5,335 | $817K | — |
| PAG Penske Automotive Group Inc. | 0.41% | 5,084 | $805K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.41% | 3,097 | $799K | — |
| PG The Procter & Gamble Co. | 0.38% | 5,182 | $743K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.37% | 13,400 | $722K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.37% | 9,040 | $721K | — |
| XOM Exxon Mobil Corp. | 0.37% | 5,961 | $717K | — |
| KO The Coca-Cola Co. | 0.35% | 9,800 | $685K | — |
| EUSA iShares MSCI USA Equal Weigh | 0.35% | 6,626 | $685K | — |
| CVX Chevron Corp. | 0.35% | 4,468 | $681K | — |
| WMB Williams Cos Inc. | 0.33% | 10,605 | $637K | — |
| EMR Emerson Electric Co. | 0.31% | 4,643 | $616K | — |
| CB Chubb Ltd. | 0.31% | 1,934 | $604K | — |
| TSLA Tesla Inc. | 0.31% | 1,330 | $598K | — |
| GOOG Alphabet Inc. Class C | 0.29% | 1,800 | $565K | — |
| UNP Union Pacific Corp. | 0.29% | 2,425 | $561K | — |
| MU Micron Technology Inc. | 0.27% | 1,864 | $532K | — |
| ADP Automatic Data Processing | 0.26% | 1,965 | $505K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 2,625 | $501K | — |
| WMT Walmart Inc. | 0.25% | 4,350 | $485K | — |
| BND Vanguard Total Bond Market | 0.25% | 6,493 | $481K | — |
| TMUS T-Mobile US Inc. | 0.24% | 2,361 | $479K | — |
| VEA Vanguard Ftse Developed ETF | 0.24% | 7,476 | $467K | — |
| MMM 3M Co. | 0.23% | 2,817 | $451K | — |
| MS Morgan Stanley | 0.23% | 2,534 | $450K | — |
| GE General Electric filed as GE AEROSPACE | 0.22% | 1,392 | $429K | — |
| ITOT iShares Core S&P Total U.S. | 0.22% | 2,845 | $423K | — |
| ITB iShares U.S. Home Constructi | 0.21% | 4,207 | $405K | — |
| RPM RPM International Inc. | 0.21% | 3,885 | $404K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 7,220 | $397K | — |
| BSV Vanguard Short-Term Bond ETF | 0.18% | 4,595 | $362K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.18% | 3,270 | $360K | — |
| V Visa Inc. Class A | 0.18% | 984 | $345K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 1,110 | $329K | — |
| XYL Xylem Inc. | 0.16% | 2,366 | $322K | — |
| BLK BlackRock Inc. | 0.16% | 300 | $321K | — |
| SMH Vaneck Semiconductor ETF | 0.16% | 856 | $308K | — |
| GMUB GS Municipal Income ETF | 0.16% | 5,960 | $305K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.15% | 4,122 | $300K | — |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 1,517 | $291K | — |
| VGSH Vanguard Short-Term Treasury | 0.14% | 4,746 | $279K | — |
| VGT Vanguard Info Tech ETF | 0.14% | 360 | $271K | — |
| DHR Danaher Corp. | 0.14% | 1,183 | $271K | — |
| MSTR Strategy Inc. | 0.13% | 1,696 | $258K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.13% | 1,766 | $253K | — |
| SYY Sysco Corp. | 0.13% | 3,409 | $251K | — |
| NTRS Northern Trust Corp. | 0.12% | 1,700 | $232K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.12% | 505 | $229K | — |
| GEV GE Vernova Inc. | 0.12% | 347 | $227K | — |
| IBDU iShares Ibonds Dec 2029 Term | 0.12% | 9,675 | $226K | — |
| VXUS Vanguard Total Intl Stock | 0.11% | 2,910 | $220K | — |
| TEL Te Connectivity PLC | 0.11% | 921 | $210K | — |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.10% | 6,760 | $200K | — |
| GLD SPDR Gold Shares | 0.10% | 500 | $198K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 920 | $195K | — |
| ADBE Adobe Inc. | 0.10% | 553 | $194K | — |
| RCL Royal Caribbean Cruises Ltd. | 0.10% | 690 | $192K | — |
| NDAQ Nasdaq Inc. | 0.10% | 1,935 | $188K | — |
| AMGN Amgen Inc. | 0.09% | 530 | $173K | — |
| GLW Corning Inc. | 0.08% | 1,873 | $164K | — |
| CSCO Cisco Systems Inc. | 0.08% | 2,103 | $162K | — |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 909 | $162K | — |
| ELV Elevance Health Inc. | 0.08% | 453 | $159K | — |
| KMB Kimberly-Clark Corp. | 0.08% | 1,533 | $155K | — |
| CAT Caterpillar Inc. | 0.08% | 265 | $152K | — |
| AMP Ameriprise Financial Inc. | 0.07% | 297 | $146K | — |
| TDG Transdigm Group Inc. | 0.07% | 109 | $145K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.07% | 1,301 | $139K | — |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 692 | $137K | — |
| AMD Advanced Micro Devices | 0.07% | 633 | $136K | — |
| OUSA Alps Oshares US Quality Divi | 0.07% | 2,298 | $133K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.07% | 432 | $131K | — |
| TER Teradyne Inc. | 0.07% | 669 | $129K | — |
| ISTB iShares Core 1-5 Year Usd Bo | 0.07% | 2,635 | $128K | — |
| PM Philip Morris International | 0.06% | 755 | $121K | — |
| DUK Duke Energy Corp. | 0.06% | 1,030 | $121K | — |
| VOO Vanguard S&P 500 ETF | 0.06% | 185 | $116K | — |
| APP AppLovin Corp. Class A | 0.06% | 170 | $115K | — |
| XSD SS SPDR S&P Semiconductor | 0.06% | 339 | $109K | — |
| EQT Eqt Corp. | 0.05% | 1,995 | $107K | — |
| VYM Vanguard High DVD Yield ETF | 0.05% | 695 | $100K | — |
| HWM Howmet Aerospace Inc. | 0.05% | 448 | $92K | — |
| CNX CNX Resources Corp. | 0.05% | 2,420 | $89K | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.04% | 2,140 | $86K | — |
| ITW Illinois Tool Works | 0.04% | 338 | $83K | — |
| META Meta Platforms Inc. Class A | 0.04% | 126 | $83K | — |
| SPEM State Street SP PTF Em ETF | 0.04% | 1,674 | $78K | — |
| TRV The Travelers Cos Inc. | 0.04% | 267 | $77K | — |
| BMY Bristol-Myers Squibb Co. | 0.04% | 1,435 | $77K | — |
| BA The Boeing Co. | 0.04% | 345 | $75K | — |
| SOLS Solstice Adv Materials Inc. | 0.04% | 1,489 | $72K | — |
| PROSHARES ULTRA SOLANA ETF | 0.04% | 5,000 | $70K | — |
| HEI Heico Corp. | 0.04% | 215 | $70K | — |
| HOOD Robinhood Markets Inc. Class A | 0.03% | 600 | $68K | — |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.03% | 767 | $65K | — |
| NI Nisource Inc. | 0.03% | 1,515 | $63K | — |
| XLK SS Technology Select Sector | 0.03% | 420 | $60K | — |
| DFAX Dimensional World Ex US Core | 0.03% | 1,718 | $56K | — |
| LOW Lowe's Cos Inc. | 0.03% | 227 | $55K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.03% | 671 | $54K | — |
| UNH Unitedhealth Group Inc. | 0.03% | 160 | $53K | — |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.03% | 800 | $51K | — |
| APH Amphenol Corp. Class A | 0.03% | 373 | $50K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.03% | 674 | $50K | — |
| OUSM Alps Oshares US Small-Cap Qu | 0.03% | 1,124 | $49K | — |
| MDLZ Mondelez International Inc. Class A | 0.02% | 874 | $47K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.02% | 1,808 | $47K | — |
| RUSHB Rush Enterprises Inc. Class B | 0.02% | 825 | $46K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 75 | $46K | — |
| ADSK Autodesk Inc. | 0.02% | 155 | $46K | — |
| MRK Merck & Co. Inc. | 0.02% | 425 | $45K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.02% | 473 | $43K | — |
| BDX Becton Dickinson and Co. | 0.02% | 221 | $43K | — |
| MA Mastercard Inc. Class A | 0.02% | 72 | $41K | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.02% | 1,184 | $41K | — |
| DIVB iShares Core Dividend ETF | 0.02% | 750 | $40K | — |
| GEHC GE Healthcare Technology | 0.02% | 464 | $38K | — |
| IYF iShares US Financials ETF | 0.02% | 292 | $38K | — |
| BKE The Buckle Inc. | 0.02% | 700 | $37K | — |
| DORM Dorman Products Inc. | 0.02% | 300 | $37K | — |
| INTC Intel Corp. | 0.02% | 1,000 | $37K | — |
| MNST Monster Beverage Corp. | 0.02% | 468 | $36K | — |
| TXN Texas Instruments Inc. | 0.02% | 198 | $34K | — |
| EZU iShares MSCI Eurozone ETF | 0.02% | 522 | $33K | — |
| IXUS iShares Core Intl Stock ETF | 0.02% | 385 | $33K | — |
| FISV Fiserv Inc. | 0.02% | 469 | $32K | — |
| DVY iShares Select Dividend ETF | 0.02% | 210 | $30K | — |
| TRGP Targa Resources Corp. | 0.02% | 160 | $30K | — |
| MCHP Microchip Technology Inc. | 0.01% | 458 | $29K | — |
| MO Altria Group Inc. | 0.01% | 505 | $29K | — |
| AAXJ iShares MSCI All Country Asi | 0.01% | 306 | $28K | — |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 525 | $28K | — |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.01% | 600 | $28K | — |
| IYW iShares Ustechnology ETF | 0.01% | 140 | $28K | — |
| TMHC Taylor Morrison Home Corp. | 0.01% | 465 | $27K | — |
| AYI Acuity Inc. | 0.01% | 74 | $27K | — |
| GWW WW Grainger Inc. | 0.01% | 26 | $26K | — |
| WFC Wells Fargo & Co. | 0.01% | 270 | $25K | — |
| AMT American Tower Corp. | 0.01% | 133 | $23K | — |
| CMI Cummins Inc. | 0.01% | 45 | $23K | — |
| OGIG Alps Oshares Global Internet | 0.01% | 426 | $22K | — |
| MAR Marriott International Class A | 0.01% | 70 | $22K | — |
| ADI Analog Devices Inc. | 0.01% | 79 | $21K | — |
| BKNG Booking Holdings Inc. | 0.01% | 4 | $21K | — |
| AIT Applied Industrial Tech Inc. | 0.01% | 83 | $21K | — |
| RSG Republic Services Inc. | 0.01% | 100 | $21K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.01% | 470 | $21K | — |
| USRT iShares Core US REIT ETF | 0.01% | 350 | $20K | — |
| RYN Rayonier Inc. | 0.01% | 909 | $20K | — |
| XLC SS Comm Select Sector SPDR | 0.01% | 164 | $19K | — |
| XLV SS Health Care Select Sector | 0.01% | 123 | $19K | — |
| NFLX Netflix Inc. | 0.01% | 200 | $19K | — |
| VCR Vanguard Consumer Discre ETF | 0.01% | 47 | $19K | — |
| CGGR Cap Group Growth Equity | 0.01% | 412 | $18K | — |
| CHKP Check Point Software Tech | 0.01% | 96 | $18K | — |
| NTAP Netapp Inc. | 0.01% | 164 | $18K | — |
| DGRO iShares Core Dividend Growth | 0.01% | 252 | $17K | — |
| SOLV Solventum Corp. | 0.01% | 219 | $17K | — |
| CTAS Cintas Corp. | 0.01% | 92 | $17K | — |
| PANW Palo Alto Networks Inc. | 0.01% | 92 | $17K | — |
| CBSH Commerce Bancshares Inc. | 0.01% | 305 | $16K | — |
| EWJ iShares MSCI Japan ETF | 0.01% | 189 | $15K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 350 | $15K | — |
| IYJ iShares U.S. Industrials ETF | 0.01% | 100 | $15K | — |
| FBND Fidelity Total Bond ETF | 0.01% | 305 | $14K | — |
| QCOM Qualcomm Inc. | 0.01% | 82 | $14K | — |
| NEE Nextera Energy Inc. | 0.01% | 173 | $14K | — |
| ACA Arcosa Inc. | 0.01% | 129 | $14K | — |
| BMNR Bitmine Immersion Technologi | 0.01% | 500 | $14K | — |
| VLTO Veralto Corp. | 0.01% | 132 | $13K | — |
| SPGI S&P Global Inc. | 0.01% | 24 | $13K | — |
| AGCO Agco Corp. | 0.01% | 106 | $11K | — |
| VIS Vanguard Industrials ETF | 0.01% | 37 | $11K | — |
| FANG Diamondback Energy Inc. | 0.01% | 73 | $11K | — |
| VTWG Vanguard Russell 2000 Growth | 0.01% | 45 | $11K | — |
| DECK Deckers Outdoor Corp. | 0.01% | 100 | $10K | — |
| IAU iShares Gold Trust | 0.01% | 125 | $10K | — |
| COR Cencora Inc. | 0.01% | 30 | $10K | — |
| EWU iShares MSCI United Kingdom | 0.01% | 230 | $10K | — |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.01% | 100 | $10K | — |
| IYH iShares U.S. Healthcare ETF | 0.01% | 150 | $10K | — |
| GD General Dynamics Corp. | 0.01% | 29 | $10K | — |
| EWC iShares MSCI Canada ETF | 0.01% | 180 | $10K | — |
| AFL Aflac Inc. | 0.00% | 79 | $9K | — |
| INTU Intuit Inc. | 0.00% | 13 | $9K | — |
| VT Vanguard Tot World STK ETF | 0.00% | 55 | $8K | — |
| ACWI iShares MSCI Acwi ETF | 0.00% | 54 | $8K | — |
| BRO Brown & Brown Inc. | 0.00% | 93 | $7K | — |
| RIVN Rivian Automotive Inc. Class A | 0.00% | 300 | $6K | — |
| ICE Intercontinental Exchange Inc. | 0.00% | 33 | $5K | — |
| RODM Hartford Multifact Dev MRKT | 0.00% | 141 | $5K | — |
| HDV iShares Core High Dividend E | 0.00% | 40 | $5K | — |
| KW Kennedy-Wilson Holdings Inc. | 0.00% | 500 | $5K | — |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.00% | 131 | $5K | — |
| DHI D.R. Horton Inc. | 0.00% | 30 | $4K | — |
| KMI Kinder Morgan Inc. | 0.00% | 107 | $3K | — |
| EBAY eBay Inc. | 0.00% | 30 | $3K | — |
| KALU Kaiser Aluminum Corp. | 0.00% | 20 | $2K | — |
| ROG Rogers Corp. | 0.00% | 20 | $2K | — |
| TRN Trinity Industries Inc. | 0.00% | 40 | $1K | — |
| VSAT Viasat Inc. | 0.00% | 25 | $862 | — |
| HCSG Healthcare Services Group | 0.00% | 40 | $765 | — |
Options reported separately and not counted above: LUMN calls ($1.4M), LRCX calls ($1.1M), TSLA calls ($135K), ON calls ($108K).
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.