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Portfolio (Quarterly) Guide ↗

ROWLANDMILLER & PARTNERS.ADV

· CIK 0000225816
13F Portfolio $518M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 196 New
Page 8 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 5,537.0 $258K 0.05% NEW $46.59 +17.0%
142 SCHWAB S&P 500 INDEX 14,536.0 $255K 0.05% NEW $17.54
143 MPLX MPLX LP COM UNIT REP LTD Energy 4,741.0 $253K 0.05% NEW $53.37 +7.9%
144 GLW CORNING INC COM Technology 2,860.0 $250K 0.05% NEW $87.56 +120.1%
145 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 3,370.0 $250K 0.05% NEW $74.17 +8.7%
146 VANGUARD EXTENDED MARKET INDEX ADMIRAL 1,508.0 $239K 0.05% NEW $158.66
147 METLIFE INC PFD A FLT RATE 10,800.0 $233K 0.04% NEW $21.62
148 V VISA INC COM CL A Financial Services 664.0 $233K 0.04% NEW $351.05 -6.1%
149 CSCO CISCO SYS INC COM Technology 2,999.0 $231K 0.04% NEW $77.03 +57.7%
150 RHLD RESOLUTE HLDGS MGMT INC COM Industrials 1,078.0 $223K 0.04% NEW $206.43 -41.6%
151 BNL BROADSTONE NET LEASE INC COM Real Estate 11,904.0 $207K 0.04% NEW $17.37 +21.3%
152 NSC NORFOLK SOUTHN CORP COM Industrials 676.0 $195K 0.04% NEW $288.72 +5.4%
153 BK BANK NEW YORK MELLON CORP COM Financial Services 1,678.0 $195K 0.04% NEW $116.09 +22.2%
154 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 11,600.0 $191K 0.04% NEW $16.49 +16.0%
155 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,000.0 $187K 0.04% NEW $62.47 +12.6%
156 LMT LOCKHEED MARTIN CORP COM Industrials 382.0 $185K 0.04% NEW $484.74 +3.5%
157 MFC MANULIFE FINL CORP COM Financial Services 5,063.0 $184K 0.04% NEW $36.28 +10.4%
158 QQQ INVESCO QQQ TRUST SERIES I Financial Services 291.0 $179K 0.03% NEW $614.36 +16.6%
159 RPM RPM INTL INC COM Basic Materials 1,650.0 $172K 0.03% NEW $104.06 +1.8%
160 BIO BIO RAD LABS INC CL A Healthcare 565.0 $171K 0.03% NEW $302.99 -9.4%
Page 8 of 10  ·  196 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 20.7%
Financial Services 15.4%
Industrials 15.1%
Healthcare 13.3%
Consumer Defensive 9.9%
Consumer Cyclical 8.6%
Communication Services 8.4%
Energy 5.1%
Utilities 1.9%
Real Estate 1.2%