MILL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 546K | $17.17M |
 | AAPL | 534K | $135.98M |
 | CPRT | 442K | $19.87M |
 | XOM | 365K | $41.16M |
 | GOOG | 363K | $88.52M |
 | JPM | 204K | $64.30M |
 | MSFT | 200K | $103.51M |
 | V | 191K | $65.27M |
 | AMZN | 191K | $41.87M |
 | PFE | 158K | $4.03M |
 | MU | 151K | $25.21M |
 | ZTS | 147K | $21.56M |
 | OTIS | 143K | $13.07M |
 | ICE | 142K | $23.87M |
 | UNP | 130K | $30.66M |
 | AXP | 125K | $41.68M |
 | AMT | 123K | $23.59M |
 | JNJ | 119K | $21.98M |
 | MRK | 82K | $6.92M |
 | WFC | 82K | $6.89M |
Comcast Corporation
CMCSA
Shares Held
546K
Value
$17.17M
Apple Inc.
AAPL
Shares Held
534K
Value
$135.98M
Copart, Inc.
CPRT
Shares Held
442K
Value
$19.87M
Exxon Mobil Corporation
XOM
Shares Held
365K
Value
$41.16M
Alphabet Inc.
GOOG
Shares Held
363K
Value
$88.52M
JPMorgan Chase & Co.
JPM
Shares Held
204K
Value
$64.30M
Microsoft Corporation
MSFT
Shares Held
200K
Value
$103.51M
Visa Inc.
V
Shares Held
191K
Value
$65.27M
Amazon.com, Inc.
AMZN
Shares Held
191K
Value
$41.87M
Pfizer Inc.
PFE
Shares Held
158K
Value
$4.03M
Micron Technology, Inc.
MU
Shares Held
151K
Value
$25.21M
Zoetis Inc.
ZTS
Shares Held
147K
Value
$21.56M
Otis Worldwide Corporation
OTIS
Shares Held
143K
Value
$13.07M
Intercontinental Exchange, Inc.
ICE
Shares Held
142K
Value
$23.87M
Union Pacific Corporation
UNP
Shares Held
130K
Value
$30.66M
American Express Company
AXP
Shares Held
125K
Value
$41.68M
American Tower Corporation
AMT
Shares Held
123K
Value
$23.59M
Johnson & Johnson
JNJ
Shares Held
119K
Value
$21.98M
Merck & Co., Inc.
MRK
Shares Held
82K
Value
$6.92M
Wells Fargo & Company
WFC
Shares Held
82K
Value
$6.89M