Q2 2026 13F · SEC CIK 225816
Rowlandmiller & Partners.adv
Investment managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $548.6M
- Reported positions
- 195
- Top holdings a year, 3 yrs
- +16.4%
- Average holding period
- 10.6 yrs
Rowlandmiller & Partners.adv is an investment manager that reported 195 positions worth $548.6M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Apple Inc (AAPL, 6.7%), Alphabet Inc (GOOG, 5.8%), Intel Corp (INTC, 4.1%). A portfolio copying its top holdings returned 16.4% a year over the last 3 years, against 20.4% for the S&P 500.
Rowlandmiller & Partners.adv holdings largest 50 of 195 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.
What Rowlandmiller & Partners.adv bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- GILD Gilead Sciences+13.8% shares
- WY Weyerhaeuser Co+10.4% shares
- MSFT Microsoft Corp+5.0% shares
Reduced
- ENVA Enova Intl Inc-6.2% shares
- INTC Intel Corp-5.4% shares
Left the top 50
- XOM Exxon Mobil Corpwas 2.7%
- BLK Blackrock Incwas 0.5%
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
- +19.3% /yr
- S&P 500 +20.1%
- 3 years
- +16.4% /yr
- S&P 500 +20.4%
- 5 years
- +10.0% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $548.6M | 195 |
| Q1 2026 | $493.3M | 189 |
| Q4 2025 | $518.2M | 196 |
| Q3 2025 | $509.1M | 187 |
| Q2 2025 | $484.5M | 187 |
| Q1 2025 | $475.2M | 185 |
| Q4 2024 | $478.5M | 185 |
| Q3 2024 | $492.3M | 184 |
| Q2 2024 | $458.7M | 177 |
| Q1 2024 | $473.8M | 181 |
| Q4 2023 | $436.3M | 179 |
| Q3 2023 | $405.2M | 173 |
Questions about Rowlandmiller & Partners.adv's portfolio
What stocks does Rowlandmiller & Partners.adv own?
Rowlandmiller & Partners.adv's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 195 positions worth $548.6M. The largest are Apple Inc (AAPL) at 6.7%, Alphabet Inc (GOOG) at 5.8%, Intel Corp (INTC) at 4.1%, Progressive Corp. (PGR) at 4.0% and Microsoft Corp (MSFT) at 3.7%.
What did Rowlandmiller & Partners.adv buy last quarter?
In Q2 2026, Rowlandmiller & Partners.adv added Gilead Sciences (GILD) (+13.8% shares), Weyerhaeuser Co (WY) (+10.4% shares) and Microsoft Corp (MSFT) (+5.0% shares), compared with its Q1 2026 filing.
What did Rowlandmiller & Partners.adv sell last quarter?
In Q2 2026, Rowlandmiller & Partners.adv cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Blackrock Inc (BLK), Enova Intl Inc (ENVA) (-6.2% shares) and Intel Corp (INTC) (-5.4% shares), compared with its Q1 2026 filing.
How has Rowlandmiller & Partners.adv's portfolio performed?
A portfolio copying Rowlandmiller & Partners.adv's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.3% against +20.1%. Over 5 years: +10.0% a year against +11.6%.
When is Rowlandmiller & Partners.adv's next 13F filing due?
13F filings are due 45 days after each quarter ends. Rowlandmiller & Partners.adv's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.