Filed: 7/1/2025ACC: 0000225816-25-000003
📋 What this filing means
ROWLANDMILLER & PARTNERS.ADV filed this quarterly 13F‑HR report disclosing 187 equity positions with a total reported market value of $484.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
187
Positions
$484.52M
Total AUM (reported)
4.27M
Total Shares
Allocation by class
COM$484.52M100.0%
Portfolio Concentration
Top 3$83.33M17.2%
4–10$105.25M21.7%
11–25$118.61M24.5%
Rest$177.34M36.6%
Top 3 weight
17.2%
Top 10 weight
38.9%
Voting Authority Distribution
Total shares with voting rights: 4.27M
Sole
Full voting authority
4.27M
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)
Sole187
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings187
Rows:
PROGRESSIVE CORP COM
SOLEShares112.42K
TypeSH
Market value$30.00M
6.19%
Sole
112.42K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares136.40K
TypeSH
Market value$27.98M
5.78%
Sole
136.40K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares50.95K
TypeSH
Market value$25.35M
5.23%
Sole
50.95K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC COM
SOLEShares60.71K
TypeSH
Market value$18.72M
3.86%
Sole
60.71K
Shared
0.00
None
0.00
WALMART INC COM
SOLEShares186.82K
TypeSH
Market value$18.27M
3.77%
Sole
186.82K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares88.41K
TypeSH
Market value$15.68M
3.24%
Sole
88.41K
Shared
0.00
None
0.00
COCA COLA CO COM
SOLEShares210.70K
TypeSH
Market value$14.91M
3.08%
Sole
210.70K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares19.07K
TypeSH
Market value$14.87M
3.07%
Sole
19.07K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares31.42K
TypeSH
Market value$11.52M
2.38%
Sole
31.42K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares38.61K
TypeSH
Market value$11.28M
2.33%
Sole
38.61K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares68.39K
TypeSH
Market value$10.89M
2.25%
Sole
68.39K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares69.35K
TypeSH
Market value$10.59M
2.19%
Sole
69.35K
Shared
0.00
None
0.00
CHUBB LIMITED COM
SOLEShares35.70K
TypeSH
Market value$10.34M
2.13%
Sole
35.70K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares83.86K
TypeSH
Market value$9.04M
1.87%
Sole
83.86K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares45.50K
TypeSH
Market value$8.45M
1.74%
Sole
45.50K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC COM
SOLEShares193.10K
TypeSH
Market value$8.36M
1.72%
Sole
193.10K
Shared
0.00
None
0.00
TRUIST FINL CORP COM
SOLEShares192.53K
TypeSH
Market value$8.28M
1.71%
Sole
192.53K
Shared
0.00
None
0.00
CUMMINS INC COM
SOLEShares23.46K
TypeSH
Market value$7.68M
1.59%
Sole
23.46K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares25.12K
TypeSH
Market value$7.28M
1.50%
Sole
25.12K
Shared
0.00
None
0.00
CHEVRON
SOLEShares49.85K
TypeSH
Market value$7.14M
1.47%
Sole
49.85K
Shared
0.00
None
0.00
CULLEN FROST BANKERS INC COM
SOLEShares52.72K
TypeSH
Market value$6.78M
1.40%
Sole
52.72K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares42.63K
TypeSH
Market value$6.74M
1.39%
Sole
42.63K
Shared
0.00
None
0.00
GENUINE PARTS CO COM
SOLEShares54.38K
TypeSH
Market value$6.60M
1.36%
Sole
54.38K
Shared
0.00
None
0.00
COPART INC COM
SOLEShares108.79K
TypeSH
Market value$5.34M
1.10%
Sole
108.79K
Shared
0.00
None
0.00
CINTAS CORP COM
SOLEShares22.93K
TypeSH
Market value$5.11M
1.05%
Sole
22.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORP COMSOLE | COM | 112.42K | SH | $30.00M 6.19% | 112.42K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 136.40K | SH | $27.98M 5.78% | 136.40K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 50.95K | SH | $25.35M 5.23% | 50.95K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | COM | 60.71K | SH | $18.72M 3.86% | 60.71K | 0.00 | 0.00 |
WALMART INC COMSOLE | COM | 186.82K | SH | $18.27M 3.77% | 186.82K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | COM | 88.41K | SH | $15.68M 3.24% | 88.41K | 0.00 | 0.00 |
COCA COLA CO COMSOLE | COM | 210.70K | SH | $14.91M 3.08% | 210.70K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | COM | 19.07K | SH | $14.87M 3.07% | 19.07K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | COM | 31.42K | SH | $11.52M 2.38% | 31.42K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | COM | 38.61K | SH | $11.28M 2.33% | 38.61K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 68.39K | SH | $10.89M 2.25% | 68.39K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 69.35K | SH | $10.59M 2.19% | 69.35K | 0.00 | 0.00 |
CHUBB LIMITED COMSOLE | COM | 35.70K | SH | $10.34M 2.13% | 35.70K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 83.86K | SH | $9.04M 1.87% | 83.86K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 45.50K | SH | $8.45M 1.74% | 45.50K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 193.10K | SH | $8.36M 1.72% | 193.10K | 0.00 | 0.00 |
TRUIST FINL CORP COMSOLE | COM | 192.53K | SH | $8.28M 1.71% | 192.53K | 0.00 | 0.00 |
CUMMINS INC COMSOLE | COM | 23.46K | SH | $7.68M 1.59% | 23.46K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | COM | 25.12K | SH | $7.28M 1.50% | 25.12K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 49.85K | SH | $7.14M 1.47% | 49.85K | 0.00 | 0.00 |
CULLEN FROST BANKERS INC COMSOLE | COM | 52.72K | SH | $6.78M 1.40% | 52.72K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 42.63K | SH | $6.74M 1.39% | 42.63K | 0.00 | 0.00 |
GENUINE PARTS CO COMSOLE | COM | 54.38K | SH | $6.60M 1.36% | 54.38K | 0.00 | 0.00 |
COPART INC COMSOLE | COM | 108.79K | SH | $5.34M 1.10% | 108.79K | 0.00 | 0.00 |
CINTAS CORP COMSOLE | COM | 22.93K | SH | $5.11M 1.05% | 22.93K | 0.00 | 0.00 |
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