Mill Capital Management
$1.5B 13F equity value
136 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mill Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 502,607 | $145M | 9.7% |
| MU | MICRON TECHNOLOGY INC | 101,867 | $118M | 7.9% |
| GOOG | ALPHABET INC | 324,102 | $115M | 7.6% |
| MSFT | MICROSOFT CORP | 201,680 | $75M | 5.0% |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 100 | $75M | 5.0% |
| V | VISA INC | 194,893 | $67M | 4.5% |
| JPM | JPMORGAN CHASE & CO | 198,650 | $65M | 4.3% |
| XOM | EXXON MOBIL CORP | 364,490 | $50M | 3.3% |
| AMZN | AMAZON COM INC | 193,725 | $46M | 3.1% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 86,700 | $43M | 2.9% |
Track Mill Capital Management's 13F portfolio: $1.5B in reported holdings, 136 positions. Top holdings and quarterly changes on SentiSense.
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