Filed: 2/12/2026ACC: 0000225816-26-000001
📋 What this filing means
ROWLANDMILLER & PARTNERS.ADV filed this quarterly 13F‑HR report disclosing 196 equity positions with a total reported market value of $518.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
196
Positions
$518.22M
Total AUM (reported)
4.16M
Total Shares
Allocation by class
COM$518.22M100.0%
Portfolio Concentration
Top 3$88.59M17.1%
4–10$115.91M22.4%
11–25$132.55M25.6%
Rest$181.17M35.0%
Top 3 weight
17.1%
Top 10 weight
39.5%
Voting Authority Distribution
Total shares with voting rights: 4.16M
Sole
Full voting authority
4.16M
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)
Sole196
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings196
Rows:
APPLE INC COM
SOLEShares133.71K
TypeSH
Market value$36.35M
7.01%
Sole
133.71K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares89.22K
TypeSH
Market value$28.00M
5.40%
Sole
89.22K
Shared
0.00
None
0.00
PROGRESSIVE CORP COM
SOLEShares106.45K
TypeSH
Market value$24.24M
4.68%
Sole
106.45K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares48.21K
TypeSH
Market value$23.31M
4.50%
Sole
48.21K
Shared
0.00
None
0.00
WALMART INC COM
SOLEShares176.96K
TypeSH
Market value$19.71M
3.80%
Sole
176.96K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares16.42K
TypeSH
Market value$17.65M
3.41%
Sole
16.42K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC COM
SOLEShares59.23K
TypeSH
Market value$15.24M
2.94%
Sole
59.23K
Shared
0.00
None
0.00
COCA COLA CO COM
SOLEShares209.40K
TypeSH
Market value$14.64M
2.82%
Sole
209.40K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares65.97K
TypeSH
Market value$13.65M
2.63%
Sole
65.97K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares38.28K
TypeSH
Market value$11.70M
2.26%
Sole
38.28K
Shared
0.00
None
0.00
CUMMINS INC COM
SOLEShares22.84K
TypeSH
Market value$11.66M
2.25%
Sole
22.84K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares68.10K
TypeSH
Market value$11.65M
2.25%
Sole
68.10K
Shared
0.00
None
0.00
CHUBB LIMITED COM
SOLEShares34.95K
TypeSH
Market value$10.91M
2.10%
Sole
34.95K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares30.88K
TypeSH
Market value$10.62M
2.05%
Sole
30.88K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares44.43K
TypeSH
Market value$10.15M
1.96%
Sole
44.43K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares82.40K
TypeSH
Market value$9.92M
1.91%
Sole
82.40K
Shared
0.00
None
0.00
TRUIST FINL CORP COM
SOLEShares188.64K
TypeSH
Market value$9.28M
1.79%
Sole
188.64K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC COM
SOLEShares209.58K
TypeSH
Market value$8.54M
1.65%
Sole
209.58K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares25.59K
TypeSH
Market value$8.25M
1.59%
Sole
25.59K
Shared
0.00
None
0.00
CHEVRON
SOLEShares52.84K
TypeSH
Market value$8.05M
1.55%
Sole
52.84K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares43.02K
TypeSH
Market value$8.02M
1.55%
Sole
43.02K
Shared
0.00
None
0.00
CULLEN FROST BANKERS INC COM
SOLEShares53.63K
TypeSH
Market value$6.79M
1.31%
Sole
53.63K
Shared
0.00
None
0.00
INTEL CORP COM
SOLEShares177.40K
TypeSH
Market value$6.55M
1.26%
Sole
177.40K
Shared
0.00
None
0.00
GENUINE PARTS CO COM
SOLEShares52.35K
TypeSH
Market value$6.44M
1.24%
Sole
52.35K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO COM CL A
SOLEShares35.33K
TypeSH
Market value$5.72M
1.10%
Sole
35.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | COM | 133.71K | SH | $36.35M 7.01% | 133.71K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | COM | 89.22K | SH | $28.00M 5.40% | 89.22K | 0.00 | 0.00 |
PROGRESSIVE CORP COMSOLE | COM | 106.45K | SH | $24.24M 4.68% | 106.45K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 48.21K | SH | $23.31M 4.50% | 48.21K | 0.00 | 0.00 |
WALMART INC COMSOLE | COM | 176.96K | SH | $19.71M 3.80% | 176.96K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | COM | 16.42K | SH | $17.65M 3.41% | 16.42K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | COM | 59.23K | SH | $15.24M 2.94% | 59.23K | 0.00 | 0.00 |
COCA COLA CO COMSOLE | COM | 209.40K | SH | $14.64M 2.82% | 209.40K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 65.97K | SH | $13.65M 2.63% | 65.97K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | COM | 38.28K | SH | $11.70M 2.26% | 38.28K | 0.00 | 0.00 |
CUMMINS INC COMSOLE | COM | 22.84K | SH | $11.66M 2.25% | 22.84K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 68.10K | SH | $11.65M 2.25% | 68.10K | 0.00 | 0.00 |
CHUBB LIMITED COMSOLE | COM | 34.95K | SH | $10.91M 2.10% | 34.95K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | COM | 30.88K | SH | $10.62M 2.05% | 30.88K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 44.43K | SH | $10.15M 1.96% | 44.43K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 82.40K | SH | $9.92M 1.91% | 82.40K | 0.00 | 0.00 |
TRUIST FINL CORP COMSOLE | COM | 188.64K | SH | $9.28M 1.79% | 188.64K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 209.58K | SH | $8.54M 1.65% | 209.58K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | COM | 25.59K | SH | $8.25M 1.59% | 25.59K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 52.84K | SH | $8.05M 1.55% | 52.84K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 43.02K | SH | $8.02M 1.55% | 43.02K | 0.00 | 0.00 |
CULLEN FROST BANKERS INC COMSOLE | COM | 53.63K | SH | $6.79M 1.31% | 53.63K | 0.00 | 0.00 |
INTEL CORP COMSOLE | COM | 177.40K | SH | $6.55M 1.26% | 177.40K | 0.00 | 0.00 |
GENUINE PARTS CO COMSOLE | COM | 52.35K | SH | $6.44M 1.24% | 52.35K | 0.00 | 0.00 |
VERTIV HOLDINGS CO COM CL ASOLE | COM | 35.33K | SH | $5.72M 1.10% | 35.33K | 0.00 | 0.00 |
Page 1 of 8
…