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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 9 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TMUS T-MOBILE US INC Communication Services 390.0 $65K 0.03% -2K -81.9% $167.73 +8.2%
162 DFAX DIMENSIONAL ETF TRUST 1,718.0 $63K 0.03% $36.84 +4.8%
163 ISTB ISHARES TR 1,295.0 $62K 0.02% -1K -50.9% $48.25 -0.9%
164 HOOD ROBINHOOD MKTS INC Financial Services 600.0 $60K 0.02% $100.28 +21.8%
165 TXN TEXAS INSTRS INC Technology 198.0 $59K 0.02% $298.07 -13.3%
166 SPYM SPDR SERIES TRUST 671.0 $59K 0.02% $87.88 +3.2%
167 VEU VANGUARD INTL EQUITY INDEX F 674.0 $56K 0.02% $83.75 +3.2%
168 QQQ INVESCO QQQ TR Financial Services 75.0 $55K 0.02% $736.40 -2.4%
169 MRK MERCK & CO INC Healthcare 425.0 $55K 0.02% $128.50 +17.0%
170 RUSHB RUSH ENTERPRISES INC 705.0 $54K 0.02% $76.50
171 OUSM ALPS ETF TR 1,124.0 $53K 0.02% $47.52 +3.6%
172 SLYV SPDR SERIES TRUST 473.0 $52K 0.02% $109.11 +0.5%
173 SAB BIOTHERAPEUTICS INC 12,870.0 $50K 0.02% $3.90
174 CGGO CAPITAL GROUP GBL GROWTH EQT 1,184.0 $50K 0.02% $42.33 -4.2%
175 DIVB ISHARES TR 750.0 $46K 0.02% $61.60 +12.0%
176 SPAB SPDR SERIES TRUST 1,808.0 $46K 0.02% $25.52 -2.1%
177 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 468.0 $45K 0.02% $96.12 -54.4%
178 TRV TRAVELERS COMPANIES INC Financial Services 133.0 $44K 0.02% -134.0 -50.2% $330.12 +11.9%
179 TRGP TARGA RES CORP Energy 160.0 $43K 0.02% $268.14 +8.2%
180 MCHP MICROCHIP TECHNOLOGY INC. Technology 458.0 $42K 0.02% $91.20 -18.7%
Page 9 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%