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Portfolio (Quarterly) Guide ↗

Miller Capital Partners, Inc.

· CIK 0002111377
13F Portfolio $208M AUM 262 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 29 Added 36 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 31,700.0 $377K 0.18% NEW $11.88 +0.9%
2 SAB BIOTHERAPEUTICS INC 12,870.0 $49K 0.02% NEW $3.83
3 XSW SPDR SERIES TRUST 225.0 $32K 0.01% NEW $142.29 +16.6%
4 BSOL BITWISE SOLANA STAKING ETF Financial Services 1,785.0 $20K 0.01% NEW $11.05 +2.3%
5 WAT WATERS CORP Healthcare 29.0 $9K 0.00% NEW $297.83 +15.0%

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 39.5%
Industrials 15.5%
Financial Services 9.7%
Consumer Cyclical 7.9%
Consumer Defensive 6.6%
Energy 5.9%
Healthcare 5.7%
Basic Materials 5.6%
Communication Services 3.0%
Utilities 0.3%