Stock Taper 
MILL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mondelez International, Inc. | MDLZ | 30.64K | $1.77M |
 Chevron Corporation | CVX | 27.35K | $4.53M |
 Eli Lilly and Company | LLY | 25.42K | $30.49M |
 TransDigm Group Incorporated | TDG | 25.11K | $33.45M |
 NextEra Energy, Inc. | NEE | 24K | $2.11M |
 Duke Energy Corporation | DUK | 23.77K | $3.01M |
 ASML Holding N.V. | ASML | 20.16K | $40.12M |
 GE Aerospace | GE | 19.27K | $7.2M |
 Trane Technologies plc | TT | 17.63K | $8.66M |
 Fifth Third Bancorp | FITB | 17.18K | $968.55K |
 ConocoPhillips | COP | 16.74K | $1.74M |
 Oracle Corporation | ORCL | 15.5K | $2.27M |
 Yum! Brands, Inc. | YUM | 15.33K | $2.45M |
 BP p.l.c. | BP | 14.83K | $547.89K |
 Ingersoll Rand Inc. | IR | 13.1K | $1.07M |
 3M Company | MMM | 13.04K | $2.11M |
 Emerson Electric Co. | EMR | 12.63K | $1.81M |
 Eaton Corporation plc | ETN | 11.85K | $5.05M |
 Regions Financial Corporation | RF | 10.88K | $328.58K |
 Republic Services, Inc. | RSG | 10.1K | $2.15M |