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Portfolio (Quarterly) Guide ↗

McMillan Office, Inc.

· CIK 0002109205
13F Portfolio $831M AUM 491 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 491 New
Page 7 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DTE DTE ENERGY COMPANY Utilities 3,808.0 $491K 0.06% NEW $128.98 +15.4%
122 CI CIGNA GROUP (THE) Healthcare 1,762.0 $485K 0.06% NEW $275.23 +6.0%
123 VB VANGUARD INDEX FUNDS 1,865.0 $481K 0.06% NEW $257.95 +15.0%
124 AMAL AMALGAMATED FINANCIAL CORP Financial Services 15,000.0 $480K 0.06% NEW $32.03 +37.3%
125 EFA ISHARES MSCI EAFE ETF 4,800.0 $461K 0.06% NEW $96.03 +8.6%
126 QCOM QUALCOMM INC Technology 2,670.0 $457K 0.06% NEW $171.05 +25.2%
127 PINS PINTEREST INC Communication Services 17,630.0 $456K 0.06% NEW $25.89 -18.3%
128 BK BANK NEW YORK MELLON CORP Financial Services 3,900.0 $453K 0.05% NEW $116.09 +24.0%
129 VGSH VANGUARD SCOTTSDALE FUNDS 7,700.0 $452K 0.05% NEW $58.73 -0.9%
130 D DOMINION ENERGY INC Utilities 7,393.0 $433K 0.05% NEW $58.59 +16.9%
131 MUSA MURPHY USA INC Consumer Cyclical 1,055.0 $426K 0.05% NEW $403.52 +41.3%
132 AMD ADVANCED MICRO DEVICES INC Technology 1,955.0 $419K 0.05% NEW $214.16 +136.9%
133 GRUMA SAB DE CV 25,600.0 $414K 0.05% NEW $16.18
134 MDY STANDARD & POORS MIDCAP 400 Financial Services 670.0 $404K 0.05% NEW $603.28 +15.1%
135 TEVA TEVA PHARMACEUTICAL Healthcare 12,675.0 $396K 0.05% NEW $31.21 +5.4%
136 BOX BOX INC Technology 13,190.0 $395K 0.05% NEW $29.91 -14.2%
137 IWM ISHARES RUSSELL 2000 ETF 1,600.0 $394K 0.05% NEW $246.16 +18.6%
138 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 1,742.0 $389K 0.05% NEW $223.17 -35.5%
139 WY WEYERHAEUSER CO Real Estate 15,767.0 $374K 0.04% NEW $23.69 +4.1%
140 WAT WATERS CORP Healthcare 982.0 $373K 0.04% NEW $379.83 -5.8%
Page 7 of 25  ·  491 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 26.8%
Technology 23.6%
Financial Services 17.4%
Healthcare 9.8%
Industrials 6.1%
Consumer Cyclical 6.1%
Consumer Defensive 5.6%
Energy 2.3%
Basic Materials 1.3%
Utilities 1.1%