MILL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 508K | $138.04M |
 | CPRT | 445K | $17.42M |
 | XOM | 366K | $44.03M |
 | GOOG | 342K | $107.27M |
 | MSFT | 201K | $96.98M |
 | JPM | 198K | $63.86M |
 | V | 192K | $67.24M |
 | AMZN | 191K | $44.14M |
 | CMCSA | 188K | $5.61M |
 | ZTS | 163K | $20.47M |
 | PFE | 158K | $3.94M |
 | ICE | 146K | $23.71M |
 | OTIS | 144K | $12.56M |
 | MU | 135K | $38.40M |
 | UNP | 130K | $30.09M |
 | AMT | 123K | $21.59M |
 | AXP | 122K | $45.05M |
 | JNJ | 119K | $24.57M |
 | BSX | 107K | $10.23M |
 | WFC | 81K | $7.60M |
Apple Inc.
AAPL
Shares Held
508K
Value
$138.04M
Copart, Inc.
CPRT
Shares Held
445K
Value
$17.42M
Exxon Mobil Corporation
XOM
Shares Held
366K
Value
$44.03M
Alphabet Inc.
GOOG
Shares Held
342K
Value
$107.27M
Microsoft Corporation
MSFT
Shares Held
201K
Value
$96.98M
JPMorgan Chase & Co.
JPM
Shares Held
198K
Value
$63.86M
Visa Inc.
V
Shares Held
192K
Value
$67.24M
Amazon.com, Inc.
AMZN
Shares Held
191K
Value
$44.14M
Comcast Corporation
CMCSA
Shares Held
188K
Value
$5.61M
Zoetis Inc.
ZTS
Shares Held
163K
Value
$20.47M
Pfizer Inc.
PFE
Shares Held
158K
Value
$3.94M
Intercontinental Exchange, Inc.
ICE
Shares Held
146K
Value
$23.71M
Otis Worldwide Corporation
OTIS
Shares Held
144K
Value
$12.56M
Micron Technology, Inc.
MU
Shares Held
135K
Value
$38.40M
Union Pacific Corporation
UNP
Shares Held
130K
Value
$30.09M
American Tower Corporation
AMT
Shares Held
123K
Value
$21.59M
American Express Company
AXP
Shares Held
122K
Value
$45.05M
Johnson & Johnson
JNJ
Shares Held
119K
Value
$24.57M
Boston Scientific Corporation
BSX
Shares Held
107K
Value
$10.23M
Wells Fargo & Company
WFC
Shares Held
81K
Value
$7.60M