Filed: 2/4/2025ACC: 0000225816-25-000001
📋 What this filing means
ROWLANDMILLER & PARTNERS.ADV filed this quarterly 13F‑HR report disclosing 185 equity positions with a total reported market value of $478.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
185
Positions
$478.51M
Total AUM (reported)
4.32M
Total Shares
Allocation by class
COM$478.51M100.0%
Portfolio Concentration
Top 3$84.07M17.6%
4–10$103.86M21.7%
11–25$116.80M24.4%
Rest$173.78M36.3%
Top 3 weight
17.6%
Top 10 weight
39.3%
Voting Authority Distribution
Total shares with voting rights: 4.32M
Sole
Full voting authority
4.32M
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)
Sole185
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings185
Rows:
APPLE INC COM
SOLEShares138.31K
TypeSH
Market value$34.64M
7.24%
Sole
138.31K
Shared
0.00
None
0.00
PROGRESSIVE CORP COM
SOLEShares116.04K
TypeSH
Market value$27.80M
5.81%
Sole
116.04K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares51.32K
TypeSH
Market value$21.63M
4.52%
Sole
51.32K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC COM
SOLEShares62.43K
TypeSH
Market value$18.28M
3.82%
Sole
62.43K
Shared
0.00
None
0.00
WALMART INC COM
SOLEShares191.65K
TypeSH
Market value$17.32M
3.62%
Sole
191.65K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares82.60K
TypeSH
Market value$15.73M
3.29%
Sole
82.60K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares19.82K
TypeSH
Market value$15.30M
3.20%
Sole
19.82K
Shared
0.00
None
0.00
COCA COLA CO COM
SOLEShares215.15K
TypeSH
Market value$13.40M
2.80%
Sole
215.15K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares31.73K
TypeSH
Market value$12.34M
2.58%
Sole
31.73K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares39.64K
TypeSH
Market value$11.49M
2.40%
Sole
39.64K
Shared
0.00
None
0.00
CHUBB LIMITED COM
SOLEShares37.28K
TypeSH
Market value$10.30M
2.15%
Sole
37.28K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares66.92K
TypeSH
Market value$10.28M
2.15%
Sole
66.92K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares70.19K
TypeSH
Market value$10.15M
2.12%
Sole
70.19K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares84.03K
TypeSH
Market value$9.04M
1.89%
Sole
84.03K
Shared
0.00
None
0.00
TRUIST FINL CORP COM
SOLEShares198.40K
TypeSH
Market value$8.61M
1.80%
Sole
198.40K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares47.26K
TypeSH
Market value$8.40M
1.76%
Sole
47.26K
Shared
0.00
None
0.00
CUMMINS INC COM
SOLEShares24.02K
TypeSH
Market value$8.38M
1.75%
Sole
24.02K
Shared
0.00
None
0.00
CULLEN FROST BANKERS INC COM
SOLEShares52.59K
TypeSH
Market value$7.06M
1.48%
Sole
52.59K
Shared
0.00
None
0.00
CHEVRON
SOLEShares48.33K
TypeSH
Market value$7.00M
1.46%
Sole
48.33K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC COM
SOLEShares167.61K
TypeSH
Market value$6.70M
1.40%
Sole
167.61K
Shared
0.00
None
0.00
GENUINE PARTS CO COM
SOLEShares55.72K
TypeSH
Market value$6.51M
1.36%
Sole
55.72K
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATION CL A
SOLEShares16.80K
TypeSH
Market value$6.49M
1.36%
Sole
16.80K
Shared
0.00
None
0.00
COPART INC COM
SOLEShares111.29K
TypeSH
Market value$6.39M
1.33%
Sole
111.29K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares24.75K
TypeSH
Market value$5.93M
1.24%
Sole
24.75K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares41.48K
TypeSH
Market value$5.57M
1.16%
Sole
41.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | COM | 138.31K | SH | $34.64M 7.24% | 138.31K | 0.00 | 0.00 |
PROGRESSIVE CORP COMSOLE | COM | 116.04K | SH | $27.80M 5.81% | 116.04K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 51.32K | SH | $21.63M 4.52% | 51.32K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | COM | 62.43K | SH | $18.28M 3.82% | 62.43K | 0.00 | 0.00 |
WALMART INC COMSOLE | COM | 191.65K | SH | $17.32M 3.62% | 191.65K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | COM | 82.60K | SH | $15.73M 3.29% | 82.60K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | COM | 19.82K | SH | $15.30M 3.20% | 19.82K | 0.00 | 0.00 |
COCA COLA CO COMSOLE | COM | 215.15K | SH | $13.40M 2.80% | 215.15K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | COM | 31.73K | SH | $12.34M 2.58% | 31.73K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | COM | 39.64K | SH | $11.49M 2.40% | 39.64K | 0.00 | 0.00 |
CHUBB LIMITED COMSOLE | COM | 37.28K | SH | $10.30M 2.15% | 37.28K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 66.92K | SH | $10.28M 2.15% | 66.92K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 70.19K | SH | $10.15M 2.12% | 70.19K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 84.03K | SH | $9.04M 1.89% | 84.03K | 0.00 | 0.00 |
TRUIST FINL CORP COMSOLE | COM | 198.40K | SH | $8.61M 1.80% | 198.40K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 47.26K | SH | $8.40M 1.76% | 47.26K | 0.00 | 0.00 |
CUMMINS INC COMSOLE | COM | 24.02K | SH | $8.38M 1.75% | 24.02K | 0.00 | 0.00 |
CULLEN FROST BANKERS INC COMSOLE | COM | 52.59K | SH | $7.06M 1.48% | 52.59K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 48.33K | SH | $7.00M 1.46% | 48.33K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 167.61K | SH | $6.70M 1.40% | 167.61K | 0.00 | 0.00 |
GENUINE PARTS CO COMSOLE | COM | 55.72K | SH | $6.51M 1.36% | 55.72K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATION CL ASOLE | COM | 16.80K | SH | $6.49M 1.36% | 16.80K | 0.00 | 0.00 |
COPART INC COMSOLE | COM | 111.29K | SH | $6.39M 1.33% | 111.29K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | COM | 24.75K | SH | $5.93M 1.24% | 24.75K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 41.48K | SH | $5.57M 1.16% | 41.48K | 0.00 | 0.00 |
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