account_balance
Investment manager · 13F filer · SEC CIK 1901166
Mill Capital Management, LLC
Reported value$1.52Bas of Sep 30, 2026
Positions128 0 new, 0 sold out
Top 10 weight55.1%AAPL alone is 11%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
11.0%
GOOGAlphabet Inc.
7.2%
MSFTMicrosoft Corp
6.8%
MUMicron Technology Inc
6.8%Trimmed −5%
Berkshire Hathaway Inc
VVisa Inc.
4.6%
JPMJPMorgan Chase & Co
4.0%Trimmed −7%
XOMExxonMobil Holdings Corp
3.9%
AMZNAmazon.com Inc
3.2%
BRK-BBerkshire Hathaway Inc
2.8%−3%
TMOThermo Fisher Scientific Inc.
2.5%
UNPUnion Pacific Corp
2.4%
AAPLApple Inc.
11.0%
GOOGAlphabet Inc.
7.2%
MSFTMicrosoft Corp
6.8%
MUMicron Technology Inc
6.8%
VVisa Inc.
4.6%
JPMJPMorgan Chase & Co
4.0%
XOMExxonMobil Holdings Corp
3.9%
AMZN3.2%BRK-BTMO2.5%UNP2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 11.0% HeldGOOG Alphabet Inc. 7.2% HeldMSFT Microsoft Corp 6.8% HeldMU Micron Technology Inc 6.8% Trimmed −5%
Berkshire Hathaway Inc 4.9% Held
V Visa Inc. 4.6% HeldJPM JPMorgan Chase & Co 4.0% Trimmed −7%XOM ExxonMobil Holdings Corp 3.9% HeldAMZN Amazon.com Inc 3.2% HeldBRK-B Berkshire Hathaway Inc 2.8% Trimmed −3%TMO Thermo Fisher Scientific Inc. 2.5% HeldUNP Union Pacific Corp 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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