Mill Capital Management, LLC: 13F holdings
CIK 19011662026Q2
| Positions | 128 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 128 (-2 vs prior quarter) |
|---|
| Reported value | $1.5bn (+13.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 502,607 | $145.4m | 9.7% |
| MU MICRON TECHNOLOGY INC | 101,867 | $117.6m | 7.9% |
| GOOG ALPHABET INC | 324,102 | $114.5m | 7.6% |
| MSFT MICROSOFT CORP | 201,680 | $75.2m | 5.0% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 100 | $74.9m | 5.0% |
| V VISA INC | 194,893 | $66.9m | 4.5% |
| JPM JPMORGAN CHASE & CO | 198,650 | $65.0m | 4.3% |
| EXXON MOBIL CORP | 364,490 | $49.8m | 3.3% |
| AMZN AMAZON COM INC | 193,725 | $46.2m | 3.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 86,700 | $43.4m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1901166")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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