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MILL CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Elevance Health Inc.ELV10.04K$3.88M
The TJX Companies, Inc.TJX9.55K$1.45M
Old Republic International CorporationORI9.5K$388.72K
Texas Instruments IncorporatedTXN9.49K$2.83M
Loews CorporationL9.27K$1.05M
Norfolk Southern CorporationNSC9.14K$2.87M
The Walt Disney CompanyDIS8.56K$824.19K
Caterpillar Inc.CAT8.41K$8.95M
Lincoln National CorporationLNC8.22K$290.65K
The Home Depot, Inc.HD7.3K$2.57M
Enbridge Inc.ENB6.78K$367.6K
Martin Marietta Materials, Inc.MLM6.22K$3.59M
GE HealthCare Technologies Inc.GEHC6.07K$388.8K
Kimberly-Clark CorporationKMB6K$658.73K
ER EQUITY RESIDENTIALEQR5.65K$383.81K
Zimmer Biomet Holdings, Inc.ZBH5.38K$463.51K
Lowe's Companies, Inc.LOW5.06K$1.12M
WEC Energy Group, Inc.WEC4.82K$563.3K
Stryker CorporationSYK4.82K$1.52M
McDonald's CorporationMCD4.75K$1.28M