Miller Capital Partners
Miller Capital Partners reported 255 stocks worth $254M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are LRCX (16.9%), ASML (5.7%) and VIG (3.9%). Compared with Q1 2026, the fund opened new positions in HON and HONA, added to VCIT, DE and LLY, trimmed LRCX, COST and MSFT and sold out of FISV, BSOL and VLTO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  LRCX Lam Research Corp | $43.1M | 16.9% | 99K | −3,411 (−3%) | 3 of 3 | |
| 2 |  ASML Asml Holding N V | $14.6M | 5.7% | 7,347 | No change | 3 of 3 | |
| 3 |  VIG Vanguard Dividend Appreciation ETF | $9.8M | 3.9% | 42K | No change | 3 of 3 | |
| 4 |  VCIT Vanguard Scottsdale Fds | $9.5M | 3.7% | 115K | +7,767 (+7%) | 3 of 3 | |
| 5 |  COST Costco Whsl Corp New | $7M | 2.8% | 7,496 | −24 (−0%) | 3 of 3 | |
| 6 |  DE Deere & Co | $6.8M | 2.7% | 11K | +200 (+2%) | 3 of 3 | |
| 7 |  MSFT Microsoft Corp | $6.6M | 2.6% | 18K | −423 (−2%) | 3 of 3 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $4.8M | 1.9% | 9,672 | No change | 3 of 3 | |
| 9 |  LLY Eli Lilly & Co | $4.7M | 1.8% | 3,905 | +27 (+1%) | 3 of 3 | |
| 10 |  CIEN Ciena Corp | $4.3M | 1.7% | 8,807 | −160 (−2%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $1.8M | 8,023 |
 FISV Fiserv Inc | $26K | 469 |
PROSHARES TR | $25K | 5,000 |
 BSOL Bitwise Solana Staking ETF | $20K | 1,785 |
 VLTO Veralto Corp | $12K | 132 |
🔒 Free account: see all 9.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Miller Capital Partners 13F FAQ
What does Miller Capital Partners own?
Miller Capital Partners reported 255 stocks worth $254M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are LRCX (16.9%), ASML (5.7%) and VIG (3.9%). The table above lists every position in the filing (the top 10 without an account).
What did Miller Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 33 added to, 47 trimmed and 9 sold out. New positions include HON and HONA. It sold all of FISV, BSOL and VLTO.
When will Miller Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Miller Capital Partners's portfolio worth?
The Q2 2026 filing reports $254M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.