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 $548.6M across 195 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($36.6M, 6.68%), GOOG ($31.7M, 5.79%), INTC ($22.4M, 4.07%), PGR ($22.2M, 4.05%), MSFT ($20.2M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $36.6M | 6.68% | 126,596 | Trimmed |
| 2 | GOOG | ALPHABET INC CAP STK CL C | $31.7M | 5.79% | 89,850 | Trimmed |
| 3 | INTC | INTEL CORP COM | $22.4M | 4.07% | 160,083 | Trimmed |
| 4 | PGR | PROGRESSIVE CORP COM | $22.2M | 4.05% | 101,695 | Trimmed |
| 5 | MSFT | MICROSOFT CORP COM | $20.2M | 3.68% | 54,058 | Added |
| 6 | LLY | ELI LILLY & CO COM | $18.1M | 3.30% | 15,075 | Trimmed |
| 7 | WMT | WALMART INC COM | $17.5M | 3.19% | 154,570 | Trimmed |
| 8 | KO | COCA COLA CO COM | $16.7M | 3.05% | 206,019 | Trimmed |
| 9 | JNJ | JOHNSON & JOHNSON COM | $16.3M | 2.97% | 64,152 | Trimmed |
| 10 | CMI | CUMMINS INC COM | $15.0M | 2.73% | 21,026 | Trimmed |
| 11 | QCOM | QUALCOMM INC COM | $12.7M | 2.31% | 68,524 | Added |
| 12 | ADP | AUTOMATIC DATA PROCESSING INC COM | $11.6M | 2.12% | 52,016 | Trimmed |
| 13 | CB | CHUBB LIMITED COM | $11.4M | 2.07% | 33,387 | Added |
| 14 | ABBV | ABBVIE INC COM | $10.9M | 1.98% | 43,246 | Added |
| 15 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $10.8M | 1.97% | 79,239 | New |
| 16 | HD | HOME DEPOT INC COM | $10.2M | 1.86% | 29,006 | Added |
| 17 | MCD | MCDONALDS CORP COM | $9.9M | 1.81% | 36,807 | Trimmed |
| 18 | VZ | VERIZON COMMUNICATIONS INC COM | $9.8M | 1.78% | 230,592 | Added |
| 19 | TFC | TRUIST FINL CORP COM | $9.0M | 1.65% | 181,643 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION COM | $8.7M | 1.59% | 43,548 | Added |
| 21 | CVX | CHEVRON | $8.4M | 1.52% | 50,387 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO COM | $8.2M | 1.50% | 25,078 | Trimmed |
| 23 | CFR | CULLEN FROST BANKERS INC COM | $8.0M | 1.45% | 51,491 | Trimmed |
| 24 | GPC | GENUINE PARTS CO COM | $5.5M | 1.01% | 46,946 | Trimmed |
| 25 | UPS | UNITED PARCEL SVCS INC CL B | $5.4M | 0.99% | 50,279 | Added |
Source: SEC Form 13F filings · as of 2026-06-30