Q2 2026 13F · SEC CIK 2111377

Miller Capital Partners, Inc.

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $254.5M
Reported positions: 255
Holdings vs S&P 500, 3 yrs: —
Assets under management: $311.6M

Miller Capital Partners, Inc. is a wealth manager that reported 255 positions worth $254.5M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Lam Research Corp (LRCX, 16.9%), Asml Hldg NV (ASML, 5.7%), Vanguard Specialized Funds (VIG, 3.9%).

Miller Capital Partners, Inc. holdings largest 50 of 255 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Miller Capital Partners, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
LRCXLam Research Corp	16.9%	10.6%	99,440	-3.3%	$43.1M
ASMLAsml Hldg NV	5.7%	4.7%	7,347	-0.1%	$14.6M
VIGVanguard Specialized Funds	3.9%	4.3%	41,539	-0.0%	$9.8M
VCITVanguard Scottsdale Fds	3.7%	4.3%	114,821	+7.3%	$9.5M
COSTCostco Wholesale Corporation	2.8%	3.6%	7,496	-0.3%	$7.0M
DEDeere & Co	2.7%	2.9%	10,777	+1.9%	$6.8M
MSFTMicrosoft Corp	2.6%	3.3%	17,785	-2.3%	$6.6M
BRK-BBerkshire Hathaway Inc Del	1.9%	2.2%	9,672	+0.0%	$4.8M
LLYEli Lilly & Co	1.8%	1.7%	3,905	+0.7%	$4.7M
CIENCiena Corp	1.7%	1.7%	8,807	-1.8%	$4.3M
PHParker-Hannifin Corp	1.6%	1.9%	4,293	+0.0%	$4.2M
KLACKla Corp	1.6%	0.9%	13,280	+900.0%	$4.0M
MPCMarathon Petroleum	1.5%	1.8%	14,892	+0.0%	$3.8M
ONOn Semiconductor Corp	1.5%	1.2%	39,643	-3.8%	$3.7M
AMZNAmazon Com Inc	1.5%	1.5%	15,647	+1.9%	$3.7M
DELLDell Technologies Inc	1.4%	0.7%	8,486	+0.0%	$3.7M
HDHome Depot Inc	1.4%	1.6%	10,331	+1.8%	$3.6M
MLMMartin Marietta Matls Inc	1.4%	1.7%	6,275	+2.8%	$3.6M
AONAon PLC	1.4%	1.7%	10,813	-1.8%	$3.6M
NVDANvidia Corporation	1.4%	1.5%	17,279	-0.2%	$3.5M
ODFLOld Dominion Freight Line in	1.3%	1.5%	15,803	+0.0%	$3.4M
GSEWGoldman Sachs Equal Weight US Large Cap	1.2%	1.3%	33,321	+4.8%	$3.1M
AAPLApple Inc	1.2%	1.3%	10,807	+0.0%	$3.1M
GSGoldman Sachs Group Inc	1.1%	1.1%	2,792	+0.0%	$2.8M
ENBEnbridge Inc	1.0%	1.2%	46,720	+1.1%	$2.5M
LUMNLumen Technologies Inc	1.0%	0.9%	323,537	+22.4%	$2.5M
AXPAmerican Express Co	1.0%	0.9%	7,286	+15.1%	$2.5M
AGGIshares Tr	0.9%	1.1%	23,750	+2.6%	$2.4M
CFCf Industries Hold	0.9%	1.3%	20,902	-2.5%	$2.3M
CSXCsx Corp	0.9%	0.9%	47,550	+0.0%	$2.3M
VXFVanguard Index Fds	0.9%	0.9%	8,978	+1.0%	$2.2M
ENTGEntegris Inc	0.8%	0.7%	11,875	-0.5%	$2.1M
MCDMcdonalds Corp	0.8%	1.2%	7,729	-5.2%	$2.1M
JPMJpmorgan Chase & Co	0.8%	0.9%	6,375	-0.3%	$2.1M
GOOGLAlphabet Inc	0.8%	0.8%	5,709	-3.9%	$2.0M
LINLinde PLC	0.8%	0.9%	3,883	+0.0%	$2.0M
MUMicron Technology Inc	0.8%	—	1,715	—	$2.0M
VVVanguard Index Fds	0.8%	0.8%	5,647	+0.0%	$1.9M
VTEBVanguard Mun Bd Fds	0.8%	0.9%	38,325	-1.6%	$1.9M
VTIVanguard Index Fds	0.7%	0.8%	4,912	+0.0%	$1.8M
ETNEaton Corp PLC	0.7%	0.6%	4,062	+17.1%	$1.7M
IJHIshares Tr	0.7%	0.7%	21,714	+4.6%	$1.7M
TSMTaiwan Semiconductor Manufac	0.6%	—	3,355	—	$1.6M
IVVIshares Tr	0.6%	0.7%	2,081	+0.0%	$1.6M
RTXRtx Corporation	0.6%	0.7%	7,868	+0.0%	$1.5M
SYKStryker Corporation	0.6%	0.7%	4,634	+12.0%	$1.5M
TJXTjx Cos Inc New	0.5%	0.7%	8,879	+0.0%	$1.3M
AVGOBroadcom Inc	0.5%	0.5%	3,455	-0.7%	$1.3M
ABBVAbbvie Inc	0.5%	0.6%	5,112	-4.4%	$1.3M
VONVVanguard Scottsdale Fds	0.5%	0.5%	11,217	-2.8%	$1.2M

What Miller Capital Partners, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$254.5M	255
Q1 2026	$206.6M	259
Q4 2025	$195.9M	261

Questions about Miller Capital Partners, Inc.'s portfolio

What stocks does Miller Capital Partners, Inc. own?

Miller Capital Partners, Inc.'s latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 255 positions worth $254.5M. The largest are Lam Research Corp (LRCX) at 16.9%, Asml Hldg NV (ASML) at 5.7%, Vanguard Specialized Funds (VIG) at 3.9%, Vanguard Scottsdale Fds (VCIT) at 3.7% and Costco Wholesale Corporation (COST) at 2.8%.

What did Miller Capital Partners, Inc. buy last quarter?

In Q2 2026, Miller Capital Partners, Inc. added Kla Corp (KLAC) (+900.0% shares), Lumen Technologies Inc (LUMN) (+22.4% shares) and Eaton Corp PLC (ETN) (+17.1% shares), compared with its Q1 2026 filing.

What did Miller Capital Partners, Inc. sell last quarter?

In Q2 2026, Miller Capital Partners, Inc. cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Ishares Bitcoin Trust ETF (IBIT) and Mcdonalds Corp (MCD) (-5.2% shares), compared with its Q1 2026 filing.

When is Miller Capital Partners, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Miller Capital Partners, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Miller Capital Partners, Inc. manage?

Miller Capital Partners, Inc. reported $311.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $254.5M.