ROWLANDMILLER & PARTNERS.ADV: 13F holdings
CIK 2258162026Q2
| Positions | 195 |
|---|
| Reported value | $548.6m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 195 (+6 vs prior quarter) |
|---|
| Reported value | $548.6m (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC COM | 126,596 | $36.6m | 6.7% |
| GOOG ALPHABET INC CAP STK CL C | 89,850 | $31.7m | 5.8% |
| INTC INTEL CORP COM | 160,083 | $22.4m | 4.1% |
| PGR PROGRESSIVE CORP COM | 101,695 | $22.2m | 4.0% |
| MSFT MICROSOFT CORP COM | 54,058 | $20.2m | 3.7% |
| LLY ELI LILLY & CO COM | 15,075 | $18.1m | 3.3% |
| WMT WALMART INC COM | 154,570 | $17.5m | 3.2% |
| KO COCA COLA CO COM | 206,019 | $16.7m | 3.1% |
| JNJ JOHNSON & JOHNSON COM | 64,152 | $16.3m | 3.0% |
| CMI CUMMINS INC COM | 21,026 | $15.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="225816")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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