Filed: 4/15/2025ACC: 0000225816-25-000002
📋 What this filing means
ROWLANDMILLER & PARTNERS.ADV filed this quarterly 13F‑HR report disclosing 185 equity positions with a total reported market value of $475.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
185
Positions
$475.17M
Total AUM (reported)
4.26M
Total Shares
Allocation by class
COM$475.17M100.0%
Portfolio Concentration
Top 3$81.31M17.1%
4–10$103.30M21.7%
11–25$119.55M25.2%
Rest$171.01M36.0%
Top 3 weight
17.1%
Top 10 weight
38.9%
Voting Authority Distribution
Total shares with voting rights: 4.26M
Sole
Full voting authority
4.26M
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:
PROGRESSIVE CORP COM
SOLEShares112.87K
TypeSH
Market value$31.94M
6.72%
Sole
112.87K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares136.27K
TypeSH
Market value$30.27M
6.37%
Sole
136.27K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares50.87K
TypeSH
Market value$19.10M
4.02%
Sole
50.87K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC COM
SOLEShares61.53K
TypeSH
Market value$18.80M
3.96%
Sole
61.53K
Shared
0.00
None
0.00
WALMART INC COM
SOLEShares189.03K
TypeSH
Market value$16.59M
3.49%
Sole
189.03K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares19.14K
TypeSH
Market value$15.80M
3.33%
Sole
19.14K
Shared
0.00
None
0.00
COCA COLA CO COM
SOLEShares211.27K
TypeSH
Market value$15.13M
3.18%
Sole
211.27K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares85.35K
TypeSH
Market value$13.33M
2.81%
Sole
85.35K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares38.74K
TypeSH
Market value$12.10M
2.55%
Sole
38.74K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares69.53K
TypeSH
Market value$11.53M
2.43%
Sole
69.53K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares31.41K
TypeSH
Market value$11.51M
2.42%
Sole
31.41K
Shared
0.00
None
0.00
CHUBB LIMITED COM
SOLEShares35.80K
TypeSH
Market value$10.81M
2.27%
Sole
35.80K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares68.21K
TypeSH
Market value$10.48M
2.21%
Sole
68.21K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares84.13K
TypeSH
Market value$10.01M
2.11%
Sole
84.13K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares45.56K
TypeSH
Market value$9.55M
2.01%
Sole
45.56K
Shared
0.00
None
0.00
CHEVRON
SOLEShares47.91K
TypeSH
Market value$8.01M
1.69%
Sole
47.91K
Shared
0.00
None
0.00
TRUIST FINL CORP COM
SOLEShares194.68K
TypeSH
Market value$8.01M
1.69%
Sole
194.68K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC COM
SOLEShares176.02K
TypeSH
Market value$7.98M
1.68%
Sole
176.02K
Shared
0.00
None
0.00
CUMMINS INC COM
SOLEShares23.66K
TypeSH
Market value$7.42M
1.56%
Sole
23.66K
Shared
0.00
None
0.00
GENUINE PARTS CO COM
SOLEShares55.04K
TypeSH
Market value$6.56M
1.38%
Sole
55.04K
Shared
0.00
None
0.00
CULLEN FROST BANKERS INC COM
SOLEShares52.07K
TypeSH
Market value$6.52M
1.37%
Sole
52.07K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares25.10K
TypeSH
Market value$6.16M
1.30%
Sole
25.10K
Shared
0.00
None
0.00
COPART INC COM
SOLEShares108.79K
TypeSH
Market value$6.16M
1.30%
Sole
108.79K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares17.59K
TypeSH
Market value$5.48M
1.15%
Sole
17.59K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC CL B
SOLEShares44.59K
TypeSH
Market value$4.90M
1.03%
Sole
44.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORP COMSOLE | COM | 112.87K | SH | $31.94M 6.72% | 112.87K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 136.27K | SH | $30.27M 6.37% | 136.27K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 50.87K | SH | $19.10M 4.02% | 50.87K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | COM | 61.53K | SH | $18.80M 3.96% | 61.53K | 0.00 | 0.00 |
WALMART INC COMSOLE | COM | 189.03K | SH | $16.59M 3.49% | 189.03K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | COM | 19.14K | SH | $15.80M 3.33% | 19.14K | 0.00 | 0.00 |
COCA COLA CO COMSOLE | COM | 211.27K | SH | $15.13M 3.18% | 211.27K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | COM | 85.35K | SH | $13.33M 2.81% | 85.35K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | COM | 38.74K | SH | $12.10M 2.55% | 38.74K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 69.53K | SH | $11.53M 2.43% | 69.53K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | COM | 31.41K | SH | $11.51M 2.42% | 31.41K | 0.00 | 0.00 |
CHUBB LIMITED COMSOLE | COM | 35.80K | SH | $10.81M 2.27% | 35.80K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 68.21K | SH | $10.48M 2.21% | 68.21K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 84.13K | SH | $10.01M 2.11% | 84.13K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 45.56K | SH | $9.55M 2.01% | 45.56K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 47.91K | SH | $8.01M 1.69% | 47.91K | 0.00 | 0.00 |
TRUIST FINL CORP COMSOLE | COM | 194.68K | SH | $8.01M 1.69% | 194.68K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 176.02K | SH | $7.98M 1.68% | 176.02K | 0.00 | 0.00 |
CUMMINS INC COMSOLE | COM | 23.66K | SH | $7.42M 1.56% | 23.66K | 0.00 | 0.00 |
GENUINE PARTS CO COMSOLE | COM | 55.04K | SH | $6.56M 1.38% | 55.04K | 0.00 | 0.00 |
CULLEN FROST BANKERS INC COMSOLE | COM | 52.07K | SH | $6.52M 1.37% | 52.07K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | COM | 25.10K | SH | $6.16M 1.30% | 25.10K | 0.00 | 0.00 |
COPART INC COMSOLE | COM | 108.79K | SH | $6.16M 1.30% | 108.79K | 0.00 | 0.00 |
AMGEN INC COMSOLE | COM | 17.59K | SH | $5.48M 1.15% | 17.59K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INC CL BSOLE | COM | 44.59K | SH | $4.90M 1.03% | 44.59K | 0.00 | 0.00 |
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