Filed: 7/23/2026ACC: 0000225816-26-000003
📋 What this filing means
ROWLANDMILLER & PARTNERS.ADV filed this quarterly 13F‑HR report disclosing 195 equity positions with a total reported market value of $548.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
195
Positions
$548.59M
Total AUM (reported)
3.99M
Total Shares
Allocation by class
COM$548.59M100.0%
Portfolio Concentration
Top 3$90.73M16.5%
4–10$126.00M23.0%
11–25$140.57M25.6%
Rest$191.28M34.9%
Top 3 weight
16.5%
Top 10 weight
39.5%
Voting Authority Distribution
Total shares with voting rights: 3.99M
Sole
Full voting authority
3.99M
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)
Sole195
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings195
Rows:
APPLE INC COM
SOLEShares126.60K
TypeSH
Market value$36.63M
6.68%
Sole
126.60K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares89.85K
TypeSH
Market value$31.75M
5.79%
Sole
89.85K
Shared
0.00
None
0.00
INTEL CORP COM
SOLEShares160.08K
TypeSH
Market value$22.35M
4.07%
Sole
160.08K
Shared
0.00
None
0.00
PROGRESSIVE CORP COM
SOLEShares101.69K
TypeSH
Market value$22.22M
4.05%
Sole
101.69K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares54.06K
TypeSH
Market value$20.17M
3.68%
Sole
54.06K
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares15.07K
TypeSH
Market value$18.08M
3.30%
Sole
15.07K
Shared
0.00
None
0.00
WALMART INC COM
SOLEShares154.57K
TypeSH
Market value$17.51M
3.19%
Sole
154.57K
Shared
0.00
None
0.00
COCA COLA CO COM
SOLEShares206.02K
TypeSH
Market value$16.74M
3.05%
Sole
206.02K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares64.15K
TypeSH
Market value$16.29M
2.97%
Sole
64.15K
Shared
0.00
None
0.00
CUMMINS INC COM
SOLEShares21.03K
TypeSH
Market value$15.00M
2.73%
Sole
21.03K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares68.52K
TypeSH
Market value$12.66M
2.31%
Sole
68.52K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC COM
SOLEShares52.02K
TypeSH
Market value$11.65M
2.12%
Sole
52.02K
Shared
0.00
None
0.00
CHUBB LIMITED COM
SOLEShares33.39K
TypeSH
Market value$11.38M
2.07%
Sole
33.39K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares43.25K
TypeSH
Market value$10.88M
1.98%
Sole
43.25K
Shared
0.00
None
0.00
EXXONMOBIL HOLDINGS CORP COM SHS
SOLEShares79.24K
TypeSH
Market value$10.83M
1.97%
Sole
79.24K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares29.01K
TypeSH
Market value$10.23M
1.86%
Sole
29.01K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares36.81K
TypeSH
Market value$9.95M
1.81%
Sole
36.81K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC COM
SOLEShares230.59K
TypeSH
Market value$9.76M
1.78%
Sole
230.59K
Shared
0.00
None
0.00
TRUIST FINL CORP COM
SOLEShares181.64K
TypeSH
Market value$9.05M
1.65%
Sole
181.64K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares43.55K
TypeSH
Market value$8.71M
1.59%
Sole
43.55K
Shared
0.00
None
0.00
CHEVRON
SOLEShares50.39K
TypeSH
Market value$8.35M
1.52%
Sole
50.39K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares25.08K
TypeSH
Market value$8.21M
1.50%
Sole
25.08K
Shared
0.00
None
0.00
CULLEN FROST BANKERS INC COM
SOLEShares51.49K
TypeSH
Market value$7.96M
1.45%
Sole
51.49K
Shared
0.00
None
0.00
GENUINE PARTS CO COM
SOLEShares46.95K
TypeSH
Market value$5.54M
1.01%
Sole
46.95K
Shared
0.00
None
0.00
UNITED PARCEL SVCS INC CL B
SOLEShares50.28K
TypeSH
Market value$5.41M
0.99%
Sole
50.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | COM | 126.60K | SH | $36.63M 6.68% | 126.60K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | COM | 89.85K | SH | $31.75M 5.79% | 89.85K | 0.00 | 0.00 |
INTEL CORP COMSOLE | COM | 160.08K | SH | $22.35M 4.07% | 160.08K | 0.00 | 0.00 |
PROGRESSIVE CORP COMSOLE | COM | 101.69K | SH | $22.22M 4.05% | 101.69K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 54.06K | SH | $20.17M 3.68% | 54.06K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | COM | 15.07K | SH | $18.08M 3.30% | 15.07K | 0.00 | 0.00 |
WALMART INC COMSOLE | COM | 154.57K | SH | $17.51M 3.19% | 154.57K | 0.00 | 0.00 |
COCA COLA CO COMSOLE | COM | 206.02K | SH | $16.74M 3.05% | 206.02K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 64.15K | SH | $16.29M 2.97% | 64.15K | 0.00 | 0.00 |
CUMMINS INC COMSOLE | COM | 21.03K | SH | $15.00M 2.73% | 21.03K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 68.52K | SH | $12.66M 2.31% | 68.52K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | COM | 52.02K | SH | $11.65M 2.12% | 52.02K | 0.00 | 0.00 |
CHUBB LIMITED COMSOLE | COM | 33.39K | SH | $11.38M 2.07% | 33.39K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 43.25K | SH | $10.88M 1.98% | 43.25K | 0.00 | 0.00 |
EXXONMOBIL HOLDINGS CORP COM SHSSOLE | COM | 79.24K | SH | $10.83M 1.97% | 79.24K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | COM | 29.01K | SH | $10.23M 1.86% | 29.01K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | COM | 36.81K | SH | $9.95M 1.81% | 36.81K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 230.59K | SH | $9.76M 1.78% | 230.59K | 0.00 | 0.00 |
TRUIST FINL CORP COMSOLE | COM | 181.64K | SH | $9.05M 1.65% | 181.64K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 43.55K | SH | $8.71M 1.59% | 43.55K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 50.39K | SH | $8.35M 1.52% | 50.39K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | COM | 25.08K | SH | $8.21M 1.50% | 25.08K | 0.00 | 0.00 |
CULLEN FROST BANKERS INC COMSOLE | COM | 51.49K | SH | $7.96M 1.45% | 51.49K | 0.00 | 0.00 |
GENUINE PARTS CO COMSOLE | COM | 46.95K | SH | $5.54M 1.01% | 46.95K | 0.00 | 0.00 |
UNITED PARCEL SVCS INC CL BSOLE | COM | 50.28K | SH | $5.41M 0.99% | 50.28K | 0.00 | 0.00 |
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