Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mill Capital Management, LLC (CIK 1901166) reported $1.31B across 128 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($128.2M, 9.75%), GOOG ($95.2M, 7.24%), MSFT ($74.6M, 5.67%), BRK/A ($73.3M, 5.57%), XOM ($62.1M, 4.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $128.2M | 9.75% | 505,298 | Trimmed |
| 2 | GOOG | ALPHABET INC | $95.2M | 7.24% | 331,724 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $74.6M | 5.67% | 201,553 | Added |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $73.3M | 5.57% | 102 | Trimmed |
| 5 | XOM | EXXON MOBIL CORP | $62.1M | 4.72% | 365,801 | Trimmed |
| 6 | V | VISA INC | $58.8M | 4.47% | 194,639 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $58.4M | 4.44% | 198,511 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.1M | 3.28% | 89,884 | Added |
| 9 | MU | MICRON TECHNOLOGY INC | $41.2M | 3.13% | 121,997 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $40.2M | 3.06% | 193,176 | Added |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $39.8M | 3.02% | 80,887 | Added |
| 12 | AXP | AMERICAN EXPRESS CO | $36.8M | 2.80% | 121,534 | Trimmed |
| 13 | UNP | UNION PAC CORP | $32.6M | 2.48% | 134,355 | Added |
| 14 | JNJ | JOHNSON & JOHNSON | $29.0M | 2.21% | 118,774 | Added |
| 15 | TDG | TRANSDIGM GROUP INC | $28.9M | 2.20% | 24,940 | Added |
| 16 | ASML | ASML HLDG NV | $26.6M | 2.02% | 20,118 | Trimmed |
| 17 | BKNG | BOOKING HOLDINGS INC | $24.1M | 1.83% | 5,721 | Added |
| 18 | ICE | INTERCONTINENTAL EXCHANGE IN | $23.8M | 1.81% | 151,502 | Added |
| 19 | GOOGL | ALPHABET INC | $21.8M | 1.66% | 75,969 | Trimmed |
| 20 | LHX | L3HARRIS TECHNOLOGIES INC | $21.4M | 1.63% | 62,061 | Added |
| 21 | AMT | AMERICAN TOWER CORP | $21.3M | 1.62% | 123,311 | Added |
| 22 | ZTS | ZOETIS INC | $20.5M | 1.56% | 173,822 | Added |
| 23 | LIN | LINDE PLC | $20.4M | 1.55% | 41,092 | Added |
| 24 | SPGI | S&P GLOBAL INC | $18.5M | 1.41% | 43,470 | New |
| 25 | LH | LABCORP HOLDINGS INC | $17.2M | 1.31% | 64,547 | Added |
Source: SEC Form 13F filings · as of 2026-03-31