account_balance
Investment manager · 13F filer · SEC CIK 2111377
Miller Capital Partners, Inc.
Reported value$239Mas of Sep 30, 2026
Positions250 2 new, 7 sold out
Top 10 weight43.0%LRCX alone is 14%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LRCXLam Research Corp
13.7%
ASMLASML Holding NV
5.6%
VIGVanguard Specialized Funds
4.0%
MSFTMicrosoft Corp
3.8%
VCITVanguard Scottsdale FDS
3.8%
DEDeere & Co
3.0%
COSTCostco Wholesale Corp
2.8%
MPCMarathon Petroleum Corp
2.3%Trimmed −8%
BRK-BBerkshire Hathaway Inc
2.0%
DELLDell Technologies Inc.
1.9%
LLYELI Lilly & Co
1.9%
PHParker-Hannifin Corp
1.7%
LRCXLam Research Corp
13.7%
ASMLASML Holding NV
5.6%
VIGVanguard Specialized Funds
4.0%
MSFTMicrosoft Corp
3.8%
VCITVanguard Scottsdale FDS
3.8%
DEDeere & Co
3.0%
COSTCostco Wholesale Corp
2.8%
MPC2.3%BRK-BDELLLLY1.9%PH1.7%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
LRCX Lam Research Corp 13.7% HeldASML ASML Holding NV 5.6% Held
VIG Vanguard Specialized Funds 4.0% Held
MSFT Microsoft Corp 3.8% HeldVCIT Vanguard Scottsdale FDS 3.8% Held
DE Deere & Co 3.0% HeldCOST Costco Wholesale Corp 2.8% HeldMPC Marathon Petroleum Corp 2.3% Trimmed −8%BRK-B Berkshire Hathaway Inc 2.0% HeldDELL Dell Technologies Inc. 1.9% HeldLLY ELI Lilly & Co 1.9% HeldPH Parker-Hannifin Corp 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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