Filed: 5/14/2026ACC: 0002111377-26-000003
📋 What this filing means
MILLER CAPITAL PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 262 equity positions with a total reported market value of $208.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
262
Positions
$208.10M
Total AUM (reported)
1.70M
Total Shares
Allocation by class
COM$100.40M48.2%
COM NEW$28.43M13.7%
N Y REGISTRY SHS$9.71M4.7%
DIV APP ETF$8.94M4.3%
INT-TERM CORP$8.86M4.3%
CL B NEW$4.63M2.2%
SHS CL A$3.55M1.7%
Portfolio Concentration
Top 3$40.62M19.5%
4–10$41.16M19.8%
11–25$45.01M21.6%
Rest$81.31M39.1%
Top 3 weight
19.5%
Top 10 weight
39.3%
Voting Authority Distribution
Total shares with voting rights: 1.70M
Sole
Full voting authority
1.70M
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)
Sole262
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings262
Rows:
LAM RESEARCH CORP
SOLEShares102.85K
TypeSH
Market value$21.98M
10.56%
Sole
102.85K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares7.35K
TypeSH
Market value$9.71M
4.67%
Sole
7.35K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares41.56K
TypeSH
Market value$8.94M
4.29%
Sole
41.56K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares107.05K
TypeSH
Market value$8.86M
4.26%
Sole
107.05K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares7.52K
TypeSH
Market value$7.49M
3.60%
Sole
7.52K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares18.21K
TypeSH
Market value$6.74M
3.24%
Sole
18.21K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares10.58K
TypeSH
Market value$5.96M
2.86%
Sole
10.58K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.67K
TypeSH
Market value$4.63M
2.23%
Sole
9.67K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares4.29K
TypeSH
Market value$3.84M
1.85%
Sole
4.29K
Shared
0.00
None
0.00
MARATHON PETE CORP
SOLEShares14.89K
TypeSH
Market value$3.64M
1.75%
Sole
14.89K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares6.10K
TypeSH
Market value$3.59M
1.73%
Sole
6.10K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares3.88K
TypeSH
Market value$3.57M
1.71%
Sole
3.88K
Shared
0.00
None
0.00
AON PLC
SOLEShares11.01K
TypeSH
Market value$3.55M
1.71%
Sole
11.01K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares8.97K
TypeSH
Market value$3.48M
1.67%
Sole
8.97K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares10.15K
TypeSH
Market value$3.34M
1.60%
Sole
10.15K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares15.36K
TypeSH
Market value$3.20M
1.54%
Sole
15.36K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares15.80K
TypeSH
Market value$3.09M
1.48%
Sole
15.80K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.31K
TypeSH
Market value$3.02M
1.45%
Sole
17.31K
Shared
0.00
None
0.00
CF INDUSTRIES HOLD
SOLEShares21.43K
TypeSH
Market value$2.78M
1.34%
Sole
21.43K
Shared
0.00
None
0.00
APPLE INC
SOLEShares10.81K
TypeSH
Market value$2.74M
1.32%
Sole
10.81K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares31.79K
TypeSH
Market value$2.69M
1.29%
Sole
31.79K
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares41.22K
TypeSH
Market value$2.55M
1.23%
Sole
41.22K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares8.15K
TypeSH
Market value$2.53M
1.22%
Sole
8.15K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares46.20K
TypeSH
Market value$2.50M
1.20%
Sole
46.20K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares2.79K
TypeSH
Market value$2.36M
1.14%
Sole
2.79K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LAM RESEARCH CORPSOLE | COM NEW | 102.85K | SH | $21.98M 10.56% | 102.85K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 7.35K | SH | $9.71M 4.67% | 7.35K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 41.56K | SH | $8.94M 4.29% | 41.56K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 107.05K | SH | $8.86M 4.26% | 107.05K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 7.52K | SH | $7.49M 3.60% | 7.52K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 18.21K | SH | $6.74M 3.24% | 18.21K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 10.58K | SH | $5.96M 2.86% | 10.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.67K | SH | $4.63M 2.23% | 9.67K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 4.29K | SH | $3.84M 1.85% | 4.29K | 0.00 | 0.00 |
MARATHON PETE CORPSOLE | COM | 14.89K | SH | $3.64M 1.75% | 14.89K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 6.10K | SH | $3.59M 1.73% | 6.10K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.88K | SH | $3.57M 1.71% | 3.88K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 11.01K | SH | $3.55M 1.71% | 11.01K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 8.97K | SH | $3.48M 1.67% | 8.97K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 10.15K | SH | $3.34M 1.60% | 10.15K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.36K | SH | $3.20M 1.54% | 15.36K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 15.80K | SH | $3.09M 1.48% | 15.80K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.31K | SH | $3.02M 1.45% | 17.31K | 0.00 | 0.00 |
CF INDUSTRIES HOLDSOLE | COM | 21.43K | SH | $2.78M 1.34% | 21.43K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.81K | SH | $2.74M 1.32% | 10.81K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | EQUAL WEIGHT US | 31.79K | SH | $2.69M 1.29% | 31.79K | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 41.22K | SH | $2.55M 1.23% | 41.22K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 8.15K | SH | $2.53M 1.22% | 8.15K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 46.20K | SH | $2.50M 1.20% | 46.20K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 2.79K | SH | $2.36M 1.14% | 2.79K | 0.00 | 0.00 |
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