Institutional Fund
Miller Capital Partners, Inc.
Troy, MICIK 21113772 filings on record
Portfolio Value
$206.65M
Q1 2026
Holdings
259
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+5.5%
from $195.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Lam Research Corp10.6%
- Asml Holding N V4.7%
- Vanguard Specialized Funds4.3%
- Vanguard Scottsdale Fds4.3%
- Costco Whsl Corp New3.6%
- Microsoft Corp3.3%
- Other69.2%
Portfolio Holdings
259 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lam Research Corp | 102.9K | $21.98M | 10.6% | +4.8K | Added |
| 2 | Asml Holding N V | 7.4K | $9.71M | 4.7% | +2 | Added |
| 3 | Vanguard Specialized Funds | 41.6K | $8.94M | 4.3% | +127 | Added |
| 4 | Vanguard Scottsdale Fds | 107.1K | $8.86M | 4.3% | +4.2K | Added |
| 5 | Costco Whsl Corp New | 7.5K | $7.49M | 3.6% | −90 | Reduced |
| 6 | Microsoft Corp | 18.2K | $6.74M | 3.3% | +45 | Added |
| 7 | Deere & Co | 10.6K | $5.96M | 2.9% | −186 | Reduced |
| 8 | Berkshire Hathaway Inc Del | 9.7K | $4.63M | 2.2% | 0 | Held |
| 9 | Parker-Hannifin Corp | 4.3K | $3.84M | 1.9% | −15 | Reduced |
| 10 | Marathon Pete Corp | 14.9K | $3.64M | 1.8% | −110 | Reduced |
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