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Portfolio (Quarterly) Guide ↗

McMillan Office, Inc.

· CIK 0002109205
13F Portfolio $871M AUM 507 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 30 New 23 Added 72 Reduced 14 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES RUSSELL 1000 GROWTH 444.0 $55K 0.01% +333.0 +300.0% $124.17 -0.9%
22 PLTR PALANTIR TECHNOLOGIES INC Technology 439.0 $51K 0.01% +100.0 +29.5% $116.67 +47.0%
23 CIEN CIENA CORPORATION Technology 80.0 $39K 0.01% +10.0 +14.3% $490.56 -17.3%
Page 2 of 2  ·  23 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
Communication Services 27.1%
Technology 23.1%
Financial Services 17.5%
Healthcare 9.6%
Consumer Cyclical 6.2%
Industrials 6.1%
Consumer Defensive 5.3%
Energy 2.4%
Utilities 1.4%
Basic Materials 1.2%