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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
Page 5 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLA TESLA INC Consumer Cyclical 1,330.0 $494K 0.24% $371.75 +16.6%
82 BND VANGUARD BD INDEX FDS 6,493.0 $478K 0.23% $73.64 -0.6%
83 TMUS T-MOBILE US INC Communication Services 2,151.0 $452K 0.22% -210.0 -8.9% $210.03 -9.0%
84 MS MORGAN STANLEY Financial Services 2,534.0 $417K 0.20% $164.57 +22.6%
85 MMM 3M CO Industrials 2,817.0 $409K 0.20% $145.23 +6.1%
86 ITOT ISHARES TR 2,849.0 $406K 0.20% $142.43 +15.2%
87 LQD ISHARES TR 3,720.0 $405K 0.20% +450.0 +13.8% $108.99 -0.2%
88 GE GE AEROSPACE Industrials 1,392.0 $395K 0.19% $283.77 +10.8%
89 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,942.0 $395K 0.19% -23.0 -1.2% $203.18 +7.5%
90 ITB ISHARES TR 4,198.0 $380K 0.18% $90.55 +1.7%
91 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 31,700.0 $377K 0.18% NEW $11.88 +0.9%
92 BSV VANGUARD BD INDEX FDS 4,595.0 $360K 0.17% $78.41 -0.5%
93 BAC BANK AMERICA CORP Financial Services 7,220.0 $352K 0.17% $48.75 +7.1%
94 SMH VANECK ETF TRUST 856.0 $328K 0.16% $383.40 +57.1%
95 EMXC ISHARES INC 4,122.0 $324K 0.16% $78.66 +27.1%
96 GEV GE VERNOVA INC Utilities 347.0 $303K 0.15% $872.90 +22.6%
97 V VISA INC Financial Services 984.0 $297K 0.14% $302.24 +8.0%
98 RSP INVESCO EXCHANGE TRADED FD T 1,517.0 $291K 0.14% $191.92 +8.2%
99 BLK BLACKROCK INC Financial Services 300.0 $289K 0.14% $961.71 +12.0%
100 VGSH VANGUARD SCOTTSDALE FDS 4,746.0 $278K 0.13% $58.55 -0.5%
Page 5 of 14  ·  262 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 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%