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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 KMI KINDER MORGAN INC DEL COM Energy 3,367.0 $113K 0.02% NEW $33.53 -7.5%
2 ADI ANALOG DEVICES INC COM Technology 339.0 $108K 0.02% NEW $318.74 +16.4%

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 20.4%
Financial Services 15.5%
Industrials 14.3%
Healthcare 14.1%
Consumer Defensive 11.1%
Consumer Cyclical 9.1%
Energy 7.6%
Communication Services 3.8%
Utilities 2.4%
Real Estate 1.4%