Filed: 10/1/2025ACC: 0000225816-25-000008
📋 What this filing means
ROWLANDMILLER & PARTNERS.ADV filed this quarterly 13F‑HR report disclosing 187 equity positions with a total reported market value of $509.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
187
Positions
$509.12M
Total AUM (reported)
4.17M
Total Shares
Allocation by class
COM$509.12M100.0%
Portfolio Concentration
Top 3$85.54M16.8%
4–10$109.55M21.5%
11–25$130.38M25.6%
Rest$183.64M36.1%
Top 3 weight
16.8%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 4.17M
Sole
Full voting authority
4.17M
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:
APPLE INC COM
SOLEShares135.05K
TypeSH
Market value$34.39M
6.75%
Sole
135.05K
Shared
0.00
None
0.00
PROGRESSIVE CORP COM
SOLEShares106.36K
TypeSH
Market value$26.27M
5.16%
Sole
106.36K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares48.05K
TypeSH
Market value$24.89M
4.89%
Sole
48.05K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares88.21K
TypeSH
Market value$21.48M
4.22%
Sole
88.21K
Shared
0.00
None
0.00
WALMART INC COM
SOLEShares180.31K
TypeSH
Market value$18.58M
3.65%
Sole
180.31K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC COM
SOLEShares59.36K
TypeSH
Market value$17.42M
3.42%
Sole
59.36K
Shared
0.00
None
0.00
COCA COLA CO COM
SOLEShares209.83K
TypeSH
Market value$13.92M
2.73%
Sole
209.83K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares17.40K
TypeSH
Market value$13.27M
2.61%
Sole
17.40K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares31.06K
TypeSH
Market value$12.59M
2.47%
Sole
31.06K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares66.26K
TypeSH
Market value$12.29M
2.41%
Sole
66.26K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares38.35K
TypeSH
Market value$11.66M
2.29%
Sole
38.35K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares68.41K
TypeSH
Market value$11.38M
2.24%
Sole
68.41K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares44.86K
TypeSH
Market value$10.39M
2.04%
Sole
44.86K
Shared
0.00
None
0.00
CHUBB LIMITED COM
SOLEShares35.19K
TypeSH
Market value$9.93M
1.95%
Sole
35.19K
Shared
0.00
None
0.00
CUMMINS INC COM
SOLEShares23.05K
TypeSH
Market value$9.74M
1.91%
Sole
23.05K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares83.09K
TypeSH
Market value$9.37M
1.84%
Sole
83.09K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC COM
SOLEShares212.58K
TypeSH
Market value$9.34M
1.84%
Sole
212.58K
Shared
0.00
None
0.00
TRUIST FINL CORP COM
SOLEShares190.47K
TypeSH
Market value$8.71M
1.71%
Sole
190.47K
Shared
0.00
None
0.00
CHEVRON
SOLEShares52.50K
TypeSH
Market value$8.15M
1.60%
Sole
52.50K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares25.42K
TypeSH
Market value$8.02M
1.58%
Sole
25.42K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares42.94K
TypeSH
Market value$8.01M
1.57%
Sole
42.94K
Shared
0.00
None
0.00
GENUINE PARTS CO COM
SOLEShares53.49K
TypeSH
Market value$7.41M
1.46%
Sole
53.49K
Shared
0.00
None
0.00
CULLEN FROST BANKERS INC COM
SOLEShares53.70K
TypeSH
Market value$6.81M
1.34%
Sole
53.70K
Shared
0.00
None
0.00
INTEL CORP COM
SOLEShares180.80K
TypeSH
Market value$6.07M
1.19%
Sole
180.80K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares5.84K
TypeSH
Market value$5.40M
1.06%
Sole
5.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | COM | 135.05K | SH | $34.39M 6.75% | 135.05K | 0.00 | 0.00 |
PROGRESSIVE CORP COMSOLE | COM | 106.36K | SH | $26.27M 5.16% | 106.36K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 48.05K | SH | $24.89M 4.89% | 48.05K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | COM | 88.21K | SH | $21.48M 4.22% | 88.21K | 0.00 | 0.00 |
WALMART INC COMSOLE | COM | 180.31K | SH | $18.58M 3.65% | 180.31K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | COM | 59.36K | SH | $17.42M 3.42% | 59.36K | 0.00 | 0.00 |
COCA COLA CO COMSOLE | COM | 209.83K | SH | $13.92M 2.73% | 209.83K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | COM | 17.40K | SH | $13.27M 2.61% | 17.40K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | COM | 31.06K | SH | $12.59M 2.47% | 31.06K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 66.26K | SH | $12.29M 2.41% | 66.26K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | COM | 38.35K | SH | $11.66M 2.29% | 38.35K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 68.41K | SH | $11.38M 2.24% | 68.41K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 44.86K | SH | $10.39M 2.04% | 44.86K | 0.00 | 0.00 |
CHUBB LIMITED COMSOLE | COM | 35.19K | SH | $9.93M 1.95% | 35.19K | 0.00 | 0.00 |
CUMMINS INC COMSOLE | COM | 23.05K | SH | $9.74M 1.91% | 23.05K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 83.09K | SH | $9.37M 1.84% | 83.09K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 212.58K | SH | $9.34M 1.84% | 212.58K | 0.00 | 0.00 |
TRUIST FINL CORP COMSOLE | COM | 190.47K | SH | $8.71M 1.71% | 190.47K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 52.50K | SH | $8.15M 1.60% | 52.50K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | COM | 25.42K | SH | $8.02M 1.58% | 25.42K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 42.94K | SH | $8.01M 1.57% | 42.94K | 0.00 | 0.00 |
GENUINE PARTS CO COMSOLE | COM | 53.49K | SH | $7.41M 1.46% | 53.49K | 0.00 | 0.00 |
CULLEN FROST BANKERS INC COMSOLE | COM | 53.70K | SH | $6.81M 1.34% | 53.70K | 0.00 | 0.00 |
INTEL CORP COMSOLE | COM | 180.80K | SH | $6.07M 1.19% | 180.80K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | COM | 5.84K | SH | $5.40M 1.06% | 5.84K | 0.00 | 0.00 |
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