Stock Taper 
MILL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Trane Technologies plc | TT | 17.63K | $8.66M |
 GE Aerospace | GE | 19.27K | $7.2M |
 ASML Holding N.V. | ASML | 20.16K | $40.12M |
 Duke Energy Corporation | DUK | 23.77K | $3.01M |
 NextEra Energy, Inc. | NEE | 24K | $2.11M |
 TransDigm Group Incorporated | TDG | 25.11K | $33.45M |
 Eli Lilly and Company | LLY | 25.42K | $30.49M |
 Chevron Corporation | CVX | 27.35K | $4.53M |
 Mondelez International, Inc. | MDLZ | 30.64K | $1.77M |
 Shell plc | SHEL | 31.66K | $2.46M |
 Lam Research Corporation | LRCX | 31.95K | $13.84M |
 The Coca-Cola Company | KO | 33.64K | $2.73M |
 The Procter & Gamble Company | PG | 35.31K | $5.18M |
 Bank of America Corporation | BAC | 35.65K | $2.03M |
 Linde plc | LIN | 41.13K | $21.34M |
 Bristol-Myers Squibb Company | BMY | 42.87K | $2.47M |
 S&P Global Inc. | SPGI | 43.86K | $17.86M |
 Thermo Fisher Scientific Inc. | TMO | 56.15K | $28.15M |
 UnitedHealth Group Incorporated | UNH | 57.58K | $23.93M |
 Salesforce, Inc. | CRM | 59.85K | $9.38M |