Miller Capital Partners, Inc.: 13F holdings
CIK 21113772026Q2
| Positions | 255 |
|---|---|
| Reported value | $256.7m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| LRCX LAM RESEARCH CORP | 99,440 | $43.1m | 16.8% |
| ASML HLDG NV | 7,347 | $14.6m | 5.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 41,539 | $9.8m | 3.8% |
| VCIT VANGUARD SCOTTSDALE FDS | 114,821 | $9.5m | 3.7% |
| COST COSTCO WHOLESALE CORPORATION | 7,496 | $7.0m | 2.7% |
| DE DEERE & CO | 10,777 | $6.8m | 2.7% |
| MSFT MICROSOFT CORP | 17,785 | $6.6m | 2.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 9,672 | $4.8m | 1.9% |
| LLY ELI LILLY & CO | 3,905 | $4.7m | 1.8% |
| CIEN CIENA CORP | 8,807 | $4.3m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111377")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.