MILL CAPITAL MANAGEMENT, LLC

PrivateCIK: 1901166
Location

CONCORD, NC

130
Positions
$1.31B
Total AUM (reported)
5.89M
Total Shares

Allocation by class

TOTAL AUM$1.31B130 positions
COM$875.23M66.6%
CL A$112.13M8.5%
CAP STK CL C$95.16M7.2%
COM CL A$58.83M4.5%
CL B NEW$43.07M3.3%
SHS$32.43M2.5%
N Y REGISTRY SHS$26.57M2.0%

Portfolio Concentration

Top 322.7%4–1028.7%11–2529.1%Rest19.5%TOP 1051.3%0%100%
Top 3$298.01M22.7%
4–10$377.05M28.7%
11–25$382.72M29.1%
Rest$256.95M19.5%

Top 3 weight

22.7%

Top 10 weight

51.3%

Voting Authority Distribution

Total shares with voting rights: 5.89M

Sole

Full voting authority

5.89M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole130
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings130
Rows:

APPLE INC

SOLE
COM
Shares505.30K
TypeSH
Market value$128.24M
9.75%
Sole
505.30K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares331.72K
TypeSH
Market value$95.16M
7.24%
Sole
331.72K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares201.55K
TypeSH
Market value$74.61M
5.67%
Sole
201.55K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares102.00
TypeSH
Market value$73.25M
5.57%
Sole
102.00
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares365.80K
TypeSH
Market value$62.06M
4.72%
Sole
365.80K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares194.64K
TypeSH
Market value$58.83M
4.47%
Sole
194.64K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares198.51K
TypeSH
Market value$58.39M
4.44%
Sole
198.51K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares89.88K
TypeSH
Market value$43.07M
3.28%
Sole
89.88K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares122K
TypeSH
Market value$41.22M
3.13%
Sole
122K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares193.18K
TypeSH
Market value$40.23M
3.06%
Sole
193.18K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares80.89K
TypeSH
Market value$39.76M
3.02%
Sole
80.89K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares121.53K
TypeSH
Market value$36.76M
2.80%
Sole
121.53K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares134.35K
TypeSH
Market value$32.60M
2.48%
Sole
134.35K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares118.77K
TypeSH
Market value$29.03M
2.21%
Sole
118.77K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares24.94K
TypeSH
Market value$28.90M
2.20%
Sole
24.94K
Shared
0.00
None
0.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares20.12K
TypeSH
Market value$26.57M
2.02%
Sole
20.12K
Shared
0.00
None
0.00

BOOKING HOLDINGS INC

SOLE
COM
Shares5.72K
TypeSH
Market value$24.09M
1.83%
Sole
5.72K
Shared
0.00
None
0.00

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares151.50K
TypeSH
Market value$23.83M
1.81%
Sole
151.50K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares75.97K
TypeSH
Market value$21.85M
1.66%
Sole
75.97K
Shared
0.00
None
0.00

L3HARRIS TECHNOLOGIES INC

SOLE
COM
Shares62.06K
TypeSH
Market value$21.42M
1.63%
Sole
62.06K
Shared
0.00
None
0.00

AMERICAN TOWER CORP

SOLE
COM
Shares123.31K
TypeSH
Market value$21.28M
1.62%
Sole
123.31K
Shared
0.00
None
0.00

ZOETIS INC

SOLE
CL A
Shares173.82K
TypeSH
Market value$20.55M
1.56%
Sole
173.82K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares41.09K
TypeSH
Market value$20.37M
1.55%
Sole
41.09K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares43.47K
TypeSH
Market value$18.49M
1.41%
Sole
43.47K
Shared
0.00
None
0.00

LABCORP HOLDINGS INC

SOLE
COM SHS
Shares64.55K
TypeSH
Market value$17.22M
1.31%
Sole
64.55K
Shared
0.00
None
0.00
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