Rowlandmiller & Partners.adv
Rowlandmiller & Partners.adv reported 195 stocks worth $549M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are AAPL (6.7%), GOOG (5.8%) and INTC (4.1%). Compared with Q1 2026, the fund opened new positions in XOM, added to MSFT, QCOM and CB, trimmed AAPL, GOOG and INTC and sold out of XOM, TMUS and CIEN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $36.6M | 6.7% | 127K | −2,963 (−2%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $31.7M | 5.8% | 90K | −1,217 (−1%) | 8 of 8 | |
| 3 |  INTC Intel Corp | $22.4M | 4.1% | 160K | −9,168 (−5%) | 8 of 8 | |
| 4 |  PGR Progressive Corp | $22.2M | 4.0% | 102K | −589 (−1%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $20.2M | 3.7% | 54K | +2,596 (+5%) | 8 of 8 | |
| 6 |  LLY Eli Lilly & Co | $18.1M | 3.3% | 15K | −155 (−1%) | 8 of 8 | |
| 7 |  WMT Walmart Inc | $17.5M | 3.2% | 155K | −2,897 (−2%) | 8 of 8 | |
| 8 |  KO Coca Cola Co | $16.7M | 3.0% | 206K | No change | 8 of 8 | |
| 9 |  JNJ Johnson & Johnson | $16.3M | 3.0% | 64K | −494 (−1%) | 8 of 8 | |
| 10 |  CMI Cummins Inc | $15M | 2.7% | 21K | −398 (−2%) | 8 of 8 |
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 |
|---|---|---|
 XOM Exxon Mobil Corp | $13.5M | 80K |
HONEYWELL INTL INC | $754K | 3,337 |
 TMUS T-Mobile US Inc | $398K | 1,895 |
 CIEN Ciena Corp | $250K | 645 |
 TTNDY Techtronic Industries Company Adr | $146K | 2,200 |
🔒 Free account: see all 6.
Reported value
last 8 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 | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Rowlandmiller & Partners.adv 13F FAQ
What does Rowlandmiller & Partners.adv own?
Rowlandmiller & Partners.adv reported 195 stocks worth $549M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are AAPL (6.7%), GOOG (5.8%) and INTC (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Rowlandmiller & Partners.adv buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 65 added to, 52 trimmed and 6 sold out. New positions include XOM. It sold all of XOM, TMUS and CIEN.
When will Rowlandmiller & Partners.adv 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 Rowlandmiller & Partners.adv's portfolio worth?
The Q2 2026 filing reports $549M 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.