Filed: 2/17/2026ACC: 0002111377-26-000001
📋 What this filing means
MILLER CAPITAL PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 265 equity positions with a total reported market value of $198.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
265
Positions
$198.54M
Total AUM (reported)
1.64M
Total Shares
Allocation by class
COM$97.55M49.1%
COM NEW$21.57M10.9%
DIV APP ETF$9.11M4.6%
INT-TERM CORP$8.61M4.3%
N Y REGISTRY SHS$7.86M4.0%
CL B NEW$4.86M2.4%
SHS CL A$3.82M1.9%
Portfolio Concentration
Top 3$34.67M17.5%
4–10$40.85M20.6%
11–25$42.06M21.2%
Rest$80.96M40.8%
Top 3 weight
17.5%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 1.64M
Sole
Full voting authority
1.64M
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)
Sole265
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings265
Rows:
LAM RESEARCH CORP
SOLEShares98K
TypeSH
Market value$16.78M
8.45%
Sole
98K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares41.43K
TypeSH
Market value$9.11M
4.59%
Sole
41.43K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares18.16K
TypeSH
Market value$8.78M
4.42%
Sole
18.16K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares102.85K
TypeSH
Market value$8.61M
4.34%
Sole
102.85K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares7.35K
TypeSH
Market value$7.86M
3.96%
Sole
7.35K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares7.61K
TypeSH
Market value$6.56M
3.31%
Sole
7.61K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares10.76K
TypeSH
Market value$5.01M
2.52%
Sole
10.76K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.67K
TypeSH
Market value$4.86M
2.45%
Sole
9.67K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares3.83K
TypeSH
Market value$4.12M
2.07%
Sole
3.83K
Shared
0.00
None
0.00
AON PLC
SOLEShares10.83K
TypeSH
Market value$3.82M
1.93%
Sole
10.83K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares4.31K
TypeSH
Market value$3.79M
1.91%
Sole
4.31K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares6.07K
TypeSH
Market value$3.78M
1.90%
Sole
6.07K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares15.34K
TypeSH
Market value$3.54M
1.78%
Sole
15.34K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares10.26K
TypeSH
Market value$3.53M
1.78%
Sole
10.26K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.31K
TypeSH
Market value$3.23M
1.63%
Sole
17.31K
Shared
0.00
None
0.00
APPLE INC
SOLEShares10.81K
TypeSH
Market value$2.94M
1.48%
Sole
10.81K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares30.47K
TypeSH
Market value$2.59M
1.31%
Sole
30.47K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares16.11K
TypeSH
Market value$2.53M
1.27%
Sole
16.11K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares8.15K
TypeSH
Market value$2.49M
1.26%
Sole
8.15K
Shared
0.00
None
0.00
MARATHON PETE CORP
SOLEShares15K
TypeSH
Market value$2.44M
1.23%
Sole
15K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares2.76K
TypeSH
Market value$2.43M
1.22%
Sole
2.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.52K
TypeSH
Market value$2.35M
1.18%
Sole
23.52K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares9.47K
TypeSH
Market value$2.21M
1.12%
Sole
9.47K
Shared
0.00
None
0.00
CF INDS HLDGS INC
SOLEShares27.93K
TypeSH
Market value$2.16M
1.09%
Sole
27.93K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares6.39K
TypeSH
Market value$2.06M
1.04%
Sole
6.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LAM RESEARCH CORPSOLE | COM NEW | 98K | SH | $16.78M 8.45% | 98K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 41.43K | SH | $9.11M 4.59% | 41.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 18.16K | SH | $8.78M 4.42% | 18.16K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 102.85K | SH | $8.61M 4.34% | 102.85K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 7.35K | SH | $7.86M 3.96% | 7.35K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 7.61K | SH | $6.56M 3.31% | 7.61K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 10.76K | SH | $5.01M 2.52% | 10.76K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.67K | SH | $4.86M 2.45% | 9.67K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.83K | SH | $4.12M 2.07% | 3.83K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 10.83K | SH | $3.82M 1.93% | 10.83K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 4.31K | SH | $3.79M 1.91% | 4.31K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 6.07K | SH | $3.78M 1.90% | 6.07K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.34K | SH | $3.54M 1.78% | 15.34K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 10.26K | SH | $3.53M 1.78% | 10.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.31K | SH | $3.23M 1.63% | 17.31K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.81K | SH | $2.94M 1.48% | 10.81K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | EQUAL WEIGHT US | 30.47K | SH | $2.59M 1.31% | 30.47K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 16.11K | SH | $2.53M 1.27% | 16.11K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 8.15K | SH | $2.49M 1.26% | 8.15K | 0.00 | 0.00 |
MARATHON PETE CORPSOLE | COM | 15K | SH | $2.44M 1.23% | 15K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 2.76K | SH | $2.43M 1.22% | 2.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 23.52K | SH | $2.35M 1.18% | 23.52K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 9.47K | SH | $2.21M 1.12% | 9.47K | 0.00 | 0.00 |
CF INDS HLDGS INCSOLE | COM | 27.93K | SH | $2.16M 1.09% | 27.93K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 6.39K | SH | $2.06M 1.04% | 6.39K | 0.00 | 0.00 |
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