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.
ROWLANDMILLER & PARTNERS.ADV (CIK 225816) reported $493.3M across 189 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($32.9M, 6.67%), GOOG ($26.1M, 5.30%), PGR ($20.3M, 4.11%), WMT ($19.6M, 3.97%), MSFT ($19.0M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $32.9M | 6.67% | 129,559 | Trimmed |
| 2 | GOOG | ALPHABET INC CAP STK CL C | $26.1M | 5.30% | 91,067 | Added |
| 3 | PGR | PROGRESSIVE CORP COM | $20.3M | 4.11% | 102,284 | Trimmed |
| 4 | WMT | WALMART INC COM | $19.6M | 3.97% | 157,467 | Trimmed |
| 5 | MSFT | MICROSOFT CORP COM | $19.0M | 3.86% | 51,462 | Added |
| 6 | JNJ | JOHNSON & JOHNSON COM | $15.8M | 3.20% | 64,646 | Trimmed |
| 7 | KO | COCA COLA CO COM | $15.7M | 3.18% | 206,055 | Trimmed |
| 8 | LLY | ELI LILLY & CO COM | $14.0M | 2.84% | 15,230 | Trimmed |
| 9 | XOM | EXXON MOBIL CORP COM | $13.5M | 2.74% | 79,683 | Trimmed |
| 10 | CMI | CUMMINS INC COM | $11.5M | 2.34% | 21,424 | Trimmed |
| 11 | MCD | MCDONALDS CORP COM | $11.5M | 2.32% | 36,862 | Trimmed |
| 12 | VZ | VERIZON COMMUNICATIONS INC COM | $11.2M | 2.27% | 223,292 | Added |
| 13 | CB | CHUBB LTD SWITZ COM | $10.9M | 2.20% | 33,347 | Trimmed |
| 14 | ADP | AUTOMATIC DATA PROCESSING INC COM | $10.8M | 2.18% | 53,021 | Trimmed |
| 15 | CVX | CHEVRON | $10.5M | 2.13% | 50,709 | Trimmed |
| 16 | HD | HOME DEPOT INC COM | $9.5M | 1.93% | 28,959 | Trimmed |
| 17 | ABBV | ABBVIE INC COM | $9.4M | 1.90% | 43,066 | Trimmed |
| 18 | QCOM | QUALCOMM INC COM | $8.8M | 1.79% | 68,450 | Added |
| 19 | TFC | TRUIST FINL CORP COM | $8.5M | 1.72% | 184,285 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO COM | $7.6M | 1.54% | 25,807 | Added |
| 21 | NVDA | NVIDIA CORPORATION COM | $7.6M | 1.53% | 43,397 | Added |
| 22 | INTC | INTEL CORP COM | $7.5M | 1.51% | 169,251 | Trimmed |
| 23 | CFR | CULLEN FROST BANKERS INC COM | $7.1M | 1.43% | 51,588 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION COM | $5.4M | 1.09% | 5,376 | Trimmed |
| 25 | AMGN | AMGEN INC COM | $5.2M | 1.05% | 14,746 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31