Miller Capital Partners, Inc.
CIK 2111377 · Holdings on Mar 31, 2026 · First reported May 14, 2026
Top ten holdings
Q1 2026- LRCX10.63%
- ASML4.70%
- VIG4.33%
- VCIT4.29%
- COST3.63%
- MSFT3.26%
- DE2.88%
- BRK.B2.24%
- PH1.86%
- MPC1.76%
Share classes counted separately39.58%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LRCXWeight increased · +2.07 pp8.56% → 10.63%Shares +4.85K (+4.95%)
- MSFTWeight decreased · -1.22 pp4.48% → 3.26%Shares +45 (+0.25%)
- ASMLWeight increased · +0.69 pp4.01% → 4.70%Shares +2 (+0.03%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LRCXLAM RESEARCH CORPCOM NEW View history and evidence | $21.98M | 10.63% | 102.85K shares | 8.56% → 10.63%+2.07 pp +4.85K (+4.95%) | Added | ↗▾ |
| 02 | ASMLASML HOLDING NV-NY REG SHSN Y REGISTRY SHS View history and evidence | $9.71M | 4.70% | 7.35K shares | 4.01% → 4.70%+0.69 pp +2 (+0.03%) | Added | ↗▾ |
| 03 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $8.94M | 4.33% | 41.56K shares | 4.65% → 4.33%-0.32 pp +127 (+0.31%) | Added | ↗▾ |
| 04 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $8.86M | 4.29% | 107.05K shares | 4.40% → 4.29%-0.11 pp +4.20K (+4.08%) | Added | ↗▾ |
| 05 | COSTCOSTCO WHOLESALE CORP View history and evidence | $7.49M | 3.63% | 7.52K shares | 3.35% → 3.63%+0.28 pp -90 (-1.18%) | Reduced | ↗▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $6.74M | 3.26% | 18.21K shares | 4.48% → 3.26%-1.22 pp +45 (+0.25%) | Added | ↗▾ |
| 07 | DEDEERE & CO View history and evidence | $5.96M | 2.88% | 10.58K shares | 2.56% → 2.88%+0.32 pp -186 (-1.73%) | Reduced | ↗▾ |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $4.63M | 2.24% | 9.67K shares | 2.48% → 2.24%-0.24 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | PHPARKER HANNIFIN CORP View history and evidence | $3.84M | 1.86% | 4.29K shares | 1.93% → 1.86%-0.07 pp -15 (-0.35%) | Reduced | ↗▾ |
| 10 | MPCMARATHON PETROLEUM CORP View history and evidence | $3.64M | 1.76% | 14.89K shares | 1.25% → 1.76%+0.51 pp -110 (-0.73%) | Reduced | ↗▾ |
Options overlay 3
$1.45M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
LUMNLUMEN TECHNOLOGIES INCCALL View history and evidence | Call | 175.00K | $1.22M | 0 (0.00%) | ▾ |
ONON SEMICONDUCTORCALL View history and evidence | Call | 2.00K | $123.84K | 0 (0.00%) | ▾ |
TSLATESLA INCCALL View history and evidence | Call | 300 | $111.53K | 0 (0.00%) | ▾ |
3 / 3 options · preview only
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LRCX LAM RESEARCH CORP | Call | -6,200 | -$1.06M | SEC filing ↗ | SEC filing ↗ |
| 00912X302 AIR LEASE CORP | Non-derivative | -800 | -$51.38K | SEC filing ↗ | SEC filing ↗ |
| DORM DORMAN PRODUCTS INC | Non-derivative | -300 | -$36.96K | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2111377 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 208098323
}Research all 262 reported holdings.
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