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Portfolio (Quarterly) Guide ↗

ROWLANDMILLER & PARTNERS.ADV

· CIK 0000225816
13F Portfolio $493M AUM 189 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 32 Added 100 Reduced 9 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,068.0 $695K 0.14% +78.0 +7.9% $650.66 +14.4%
22 MU MICRON TECHNOLOGY INC COM Technology 1,915.0 $647K 0.13% +570.0 +42.4% $337.84 +258.6%
23 ZTS ZOETIS INC CL A Healthcare 5,163.0 $610K 0.12% +2K +47.8% $118.21 -33.4%
24 SCHD SCHWAB US DIVIDEND EQUITY ETF 13,700.0 $420K 0.09% +3K +28.5% $30.68 +3.9%
25 TSLA TESLA INC COM Consumer Cyclical 736.0 $274K 0.06% +70.0 +10.5% $371.75 +9.0%
26 CINF CINCINNATI FINL CORP COM Financial Services 1,453.0 $229K 0.05% +470.0 +47.8% $157.41 +9.6%
27 QQQ INVESCO QQQ TRUST SERIES I Financial Services 374.0 $216K 0.04% +83.0 +28.5% $577.28 +27.8%
28 AEP AMERICAN ELEC PWR CO INC COM Utilities 1,498.0 $196K 0.04% +190.0 +14.5% $131.08 -0.6%
29 VANGUARD 500 INDEX ADMIRAL 287.0 $173K 0.04% +42.0 +17.1% $603.23
30 RPM RPM INTL INC COM Basic Materials 1,659.0 $165K 0.03% +9.0 +0.6% $99.42 +8.2%
31 NEM NEWMONT CORP COM Basic Materials 1,475.0 $160K 0.03% +200.0 +15.7% $108.25 -6.0%
32 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 1,311.0 $139K 0.03% +45.0 +3.5% $106.04 -48.4%
Page 2 of 2  ·  32 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.3%
Financial Services 14.6%
Industrials 13.5%
Healthcare 13.4%
Consumer Defensive 10.5%
Communication Services 9.0%
Consumer Cyclical 8.6%
Energy 7.1%
Utilities 2.2%
Real Estate 1.3%