account_balance
Investment manager · 13F filer · SEC CIK 225816
Rowlandmiller & Partners.adv
Reported value$549Mas of Jun 30, 2026
Positions195 10 new, 4 sold out
Top 10 weight39.5%AAPL alone is 7%
FiledJul 2323 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.7%Trimmed −2%
GOOGAlphabet Inc.
5.8%
INTCIntel Corp
4.1%Trimmed −5%
PGRProgressive Corp
4.0%
MSFTMicrosoft Corp
3.7%Added +5%
LLYELI Lilly & Co
3.3%
WMTWalmart Inc.
3.2%
KOCoca-Cola Co
3.1%
JNJJohnson & Johnson
3.0%
CMICummins Inc
2.7%
QCOMQualcomm Inc
2.3%
ADPAutomatic Data Processing Inc
2.1%
AAPLApple Inc.
6.7%Trimmed −2%
GOOGAlphabet Inc.
5.8%
INTCIntel Corp
4.1%−5%
PGRProgressive Corp
4.0%
MSFTMicrosoft Corp
3.7%+5%
LLYELI Lilly & Co
3.3%
WMTWalmart Inc.
3.2%
KOCoca-Cola Co
3.1%
JNJJohnson & Johnson
3.0%
CMI2.7%QCOMADP2.1%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. 6.7% Trimmed −2%GOOG Alphabet Inc. 5.8% HeldINTC Intel Corp 4.1% Trimmed −5%PGR Progressive Corp 4.0% HeldMSFT Microsoft Corp 3.7% Added +5%LLY ELI Lilly & Co 3.3% HeldWMT Walmart Inc. 3.2% HeldKO Coca-Cola Co 3.1% HeldJNJ Johnson & Johnson 3.0% HeldCMI Cummins Inc 2.7% HeldQCOM Qualcomm Inc 2.3% HeldADP Automatic Data Processing Inc 2.1% Held
What changed
Biggest moves since Mar 31, 2026
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