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Portfolio (Quarterly) Guide ↗

Miller Capital Partners, Inc.

· CIK 0002111377
13F Portfolio $257M AUM 258 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 33 Added 42 Reduced 9 Exited
Page 4 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HONEYWELL INTL INC 3,994.0 $894K 0.35% NEW $223.90
62 HONEYWELL AEROSPACE INC 3,988.0 $882K 0.34% NEW $221.08
63 IGIB ISHARES TR 15,745.0 $837K 0.33% +2K +17.5% $53.17 -2.5%
64 XOM EXXON MOBIL CORP Energy 5,961.0 $815K 0.32% $136.72 +16.6%
65 KO COCA COLA CO Consumer Defensive 9,800.0 $796K 0.31% $81.27 +8.4%
66 WMB WILLIAMS COS INC Energy 10,605.0 $788K 0.31% $74.34 -0.3%
67 VCSH VANGUARD SCOTTSDALE FDS 9,725.0 $769K 0.30% +665.0 +7.3% $79.03 -1.1%
68 PG PROCTER & GAMBLE CO Consumer Defensive 5,182.0 $760K 0.30% $146.64 -0.1%
69 EUSA ISHARES INC 6,626.0 $757K 0.29% $114.19 +2.5%
70 NOC NORTHROP GRUMMAN CORP Industrials 1,468.0 $748K 0.29% $509.31 +1.1%
71 CVX CHEVRON CORPORATION Energy 4,468.0 $741K 0.29% $165.76 +25.8%
72 EMR EMERSON ELEC CO Industrials 4,643.0 $665K 0.26% $143.15 +6.8%
73 CB CHUBB LIMITED Financial Services 1,911.0 $651K 0.25% $340.74 +0.2%
74 GOOG ALPHABET INC 1,735.0 $613K 0.24% -65.0 -3.6% $353.33
75 GMUB GOLDMAN SACHS ETF TR 11,880.0 $611K 0.24% +610.0 +5.4% $51.44 -2.3%
76 UNP UNION PAC CORP Industrials 2,187.0 $595K 0.23% $272.00 +6.5%
77 VTV VANGUARD INDEX FDS 2,625.0 $572K 0.22% $217.93 +3.9%
78 TSLA TESLA INC Consumer Cyclical 1,330.0 $559K 0.22% $420.60 -15.8%
79 ABT ABBOTT LABORATORIES Healthcare 6,160.0 $559K 0.22% -727.0 -10.6% $90.74 +19.4%
80 VEA VANGUARD TAX-MANAGED FDS 7,789.0 $555K 0.22% $71.25 +3.5%
Page 4 of 13  ·  258 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 50.9%
Industrials 12.7%
Financial Services 8.0%
Consumer Cyclical 6.6%
Healthcare 5.1%
Consumer Defensive 5.0%
Energy 4.6%
Basic Materials 4.3%
Communication Services 2.4%
Utilities 0.3%