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Funds / Mill Capital Management, LLC
Institutional Fund

Mill Capital Management, LLC

Concord, NCCIK 19011665 filings on record

Portfolio Value
$1.31B
Q1 2026
Holdings
130
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-5.1%
from $1.39B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Apple Inc9.8%
  • Alphabet Inc7.2%
  • Microsoft Corp5.7%
  • Berkshire Hathaway Inc Del5.6%
  • Exxon Mobil Corp4.7%
  • Visa Inc4.5%
  • Other62.6%

Portfolio Holdings

130 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Apple Inc505.3K$128.24M9.8%2.5KReduced
2Alphabet Inc331.7K$95.16M7.2%10.1KReduced
3Microsoft Corp201.6K$74.61M5.7%+1.0KAdded
4Berkshire Hathaway Inc Del102$73.25M5.6%15Reduced
5Exxon Mobil Corp365.8K$62.06M4.7%80Reduced
6Visa Inc194.6K$58.83M4.5%+2.9KAdded
7Jpmorgan Chase & Co.198.5K$58.39M4.4%+330Added
8Berkshire Hathaway Inc Del89.9K$43.07M3.3%+9.0KAdded
9Micron Technology Inc122.0K$41.22M3.1%12.5KReduced
10Amazon Com Inc193.2K$40.23M3.1%+1.9KAdded

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