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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 10 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 200.0 $118K 0.02% $588.68 +3.6%
182 KMI KINDER MORGAN INC DEL COM Energy 3,367.0 $113K 0.02% NEW $33.53 -3.8%
183 LOW LOWES COS INC COM Consumer Cyclical 476.0 $112K 0.02% $236.28 -9.3%
184 ADI ANALOG DEVICES INC COM Technology 339.0 $108K 0.02% NEW $318.74 +39.8%
185 IWV ISHARES RUSSELL 3000 ETF 285.0 $106K 0.02% $370.68 +14.3%
186 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 1,043.0 $102K 0.02% $97.98 +21.0%
187 BAC BANK AMERICA CORP COM Financial Services 2,092.0 $102K 0.02% $48.75 +17.7%
188 MS MORGAN STANLEY COM NEW Financial Services 611.0 $101K 0.02% $164.57 +38.0%
189 USB US BANCORP COM NEW Financial Services 1,924.0 $100K 0.02% $52.03 +12.8%
Page 10 of 10  ·  189 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%