Mill Capital Management
$1.3B Assets Reported
133 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 505,298 | $128M | 9.8% |
| GOOG | ALPHABET INC | 331,724 | $95M | 7.2% |
| MSFT | MICROSOFT CORP | 201,553 | $75M | 5.7% |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 102 | $73M | 5.6% |
| XOM | EXXON MOBIL CORP | 365,801 | $62M | 4.7% |
| V | VISA INC | 194,639 | $59M | 4.5% |
| JPM | JPMORGAN CHASE & CO | 198,511 | $58M | 4.4% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 89,884 | $43M | 3.3% |
| MU | MICRON TECHNOLOGY INC | 121,997 | $41M | 3.1% |
| AMZN | AMAZON COM INC | 193,176 | $40M | 3.1% |
Track Mill Capital Management's 13F portfolio: $1.3B in reported holdings, 133 positions. Top holdings, AUM, and quarterly changes on SentiSense.