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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 20 of 26  ·  507 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 INVESCO GLOBAL FUND 150.0 $14K 0.00% $94.66
382 DFIN DONNELLEY FINANCIAL SOLUTIONS Financial Services 325.0 $14K 0.00% $41.95 +15.3%
383 WASHINGTON MUTUAL INVS FD 200.0 $13K 0.00% $66.93
384 FEDEX FREIGHT HOLDING COMPANY 87.0 $13K 0.00% NEW $151.00
385 ACN ACCENTURE PLC IRELAND Technology 100.0 $12K 0.00% $124.44 +39.0%
386 NOK NOKIA CORPORATION Technology 905.0 $12K 0.00% $13.28 -21.8%
387 ACCO ACCO BRANDS CORP Industrials 2,820.0 $12K 0.00% $4.16 +2.9%
388 ERTH INVESCO EXCHANGE TRADED FD TR 245.0 $12K 0.00% $47.30 -1.9%
389 AEE AMEREN CORP Utilities 100.0 $11K 0.00% $113.04 -3.0%
390 GEN GEN DIGITAL INC Technology 450.0 $11K 0.00% $24.89 +11.0%
391 MPWR MONOLITHIC POWER SYS INC Technology 8.0 $11K 0.00% $1382.38 -3.6%
392 PRU PRUDENTIAL FINANCIAL INC Financial Services 100.0 $11K 0.00% $107.93 +15.4%
393 UPS UNITED PARCEL SVC INC Industrials 100.0 $11K 0.00% $107.50 -5.2%
394 DOX AMDOCS LIMITED Technology 210.0 $11K 0.00% $50.54 +14.5%
395 ICE INTERCONTINENTAL EXCHANGE Financial Services 85.0 $10K 0.00% $123.11 +26.9%
396 COLORADO BONDSHARES-A TAX 1,138.0 $10K 0.00% $9.06
397 VLTO VERALTO CORPORATION Industrials 116.0 $10K 0.00% $88.68 +8.3%
398 AEIS ADVANCED ENERGY INDUSTRIES INC Industrials 27.0 $10K 0.00% $372.85 -15.7%
399 FAN FIRST TRUST EXCHANGE TRADED 400.0 $10K 0.00% $24.98 -3.6%
400 HBAN HUNTINGTON BANCSHARES INC Financial Services 544.0 $10K 0.00% $17.73 -0.4%
Page 20 of 26  ·  507 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%