The Analysis of Mill Capital Management, LLC's Holdings
Currently, Mill Capital Management, LLC holds 122 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in UNH (+9.8K shares, valued at $3.4M), ZTS (+22.9K shares, valued at $3.3M), ASML (+2.2K shares, valued at $2.2M); decreased their positions in GOOG (-16.3K shares, valued at $4.0M), MSFT (-5.7K shares, valued at $3.0M), V (-5.7K shares, valued at $1.9M); initiated new positions in SSB (+2.4K shares, valued at $241.1K), TFC (+4.5K shares, valued at $206.2K), MBB (+1.9K shares, valued at $176.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC534.0K shares-0.99%2025-09-302025-10-29
MSFT MICROSOFT CORP199.8K shares-2.79%2025-09-302025-10-29 BRK.A BERKSHIRE HATHAWAY INC DEL119 shares-0.83%2025-09-302025-10-29 GOOG ALPHABET INC363.5K shares-4.28%2025-09-302025-10-29 V VISA INC191.2K shares-2.88%2025-09-302025-10-29 JPM JPMORGAN CHASE & CO.203.9K shares-0.14%2025-09-302025-10-29 AMZN AMAZON COM INC190.7K shares0.23%2025-09-302025-10-29 AXP AMERICAN EXPRESS CO125.5K shares0.08%2025-09-302025-10-29 XOM EXXON MOBIL CORP365.1K shares0.50%2025-09-302025-10-29 BRK.B BERKSHIRE HATHAWAY INC DEL78.1K shares2.07%2025-09-302025-10-29 TMO THERMO FISHER SCIENTIFIC INC80.3K shares1.00%2025-09-302025-10-29 TDG TRANSDIGM GROUP INC24.8K shares-4.95%2025-09-302025-10-29 UNP UNION PAC CORP129.7K shares0.21%2025-09-302025-10-29 BKNG BOOKING HOLDINGS INC5.7K shares-0.04%2025-09-302025-10-29 MU MICRON TECHNOLOGY INC150.7K shares-6.03%2025-09-302025-10-29 ICE INTERCONTINENTAL EXCHANGE IN141.7K shares0.50%2025-09-302025-10-29 AMT AMERICAN TOWER CORP NEW122.7K shares0.51%2025-09-302025-10-29 JNJ JOHNSON & JOHNSON118.6K shares0.33%2025-09-302025-10-29 ZTS ZOETIS INC147.3K shares18.40%2025-09-302025-10-29 UNH UNITEDHEALTH GROUP INC60.1K shares19.50%2025-09-302025-10-29 CPRT COPART INC441.8K shares0.24%2025-09-302025-10-29 GOOGL ALPHABET INC80.3K shares-0.16%2025-09-302025-10-29 FI FISERV INC151.4K shares11.29%2025-09-302025-10-29 ASML ASML HOLDING N V20.1K shares12.55%2025-09-302025-10-29 LHX L3HARRIS TECHNOLOGIES INC61.9K shares0.33%2025-09-302025-10-29 LIN LINDE PLC39.8K shares0.62%2025-09-302025-10-29 VRSN VERISIGN INC66.7K shares0.18%2025-09-302025-10-29 LH LABCORP HOLDINGS INC64.0K shares0.52%2025-09-302025-10-29 CMCSA COMCAST CORP NEW546.4K shares-8.42%2025-09-302025-10-29 CPAY CORPAY INC55.0K shares0.12%2025-09-302025-10-29 CRM SALESFORCE INC58.3K shares6.47%2025-09-302025-10-29 OTIS OTIS WORLDWIDE CORP142.9K shares11.47%2025-09-302025-10-29 PM PHILIP MORRIS INTL INC72.2K shares-0.10%2025-09-302025-10-29 TT TRANE TECHNOLOGIES PLC17.8K shares0.00%2025-09-302025-10-29 MRK MERCK & CO INC82.4K shares-2.57%2025-09-302025-10-29 WFC WELLS FARGO CO NEW82.2K shares-3.52%2025-09-302025-10-29 GE GE AEROSPACE19.3K shares0.00%2025-09-302025-10-29 PG PROCTER AND GAMBLE CO37.6K shares0.00%2025-09-302025-10-29 LRCX LAM RESEARCH CORP35.0K shares0.00%2025-09-302025-10-29 ETN EATON CORP PLC11.8K shares0.00%2025-09-302025-10-29 ORCL ORACLE CORP15.5K shares-1.27%2025-09-302025-10-29 CVX CHEVRON CORP NEW27.7K shares0.00%2025-09-302025-10-29 CAT CATERPILLAR INC8.8K shares-2.22%2025-09-302025-10-29 PFE PFIZER INC158.3K shares-7.39%2025-09-302025-10-29 MLM MARTIN MARIETTA MATLS INC6.2K shares0.00%2025-09-302025-10-29 ELV ELEVANCE HEALTH INC FORMERLY10.1K shares0.00%2025-09-302025-10-29 DUK DUKE ENERGY CORP NEW26.0K shares-0.20%2025-09-302025-10-29 HD HOME DEPOT INC7.3K shares0.00%2025-09-302025-10-29 MDLZ MONDELEZ INTL INC45.3K shares-12.82%2025-09-302025-10-29 NSC NORFOLK SOUTHN CORP9.1K shares0.00%2025-09-302025-10-29 GEV GE VERNOVA INC4.4K shares0.00%2025-09-302025-10-29 YUM YUM BRANDS INC17.0K shares0.00%2025-09-302025-10-29 SHEL SHELL PLC34.2K shares0.00%2025-09-302025-10-29 KO COCA COLA CO35.3K shares-1.12%2025-09-302025-10-29 RSG REPUBLIC SVCS INC10.1K shares0.00%2025-09-302025-10-29 BMY BRISTOL-MYERS SQUIBB CO46.4K shares-2.32%2025-09-302025-10-29 MMM 3M CO13.2K shares0.00%2025-09-302025-10-29 GS GOLDMAN SACHS GROUP INC2.5K shares0.00%2025-09-302025-10-29 BAC BANK AMERICA CORP35.2K shares0.00%2025-09-302025-10-29 NEE NEXTERA ENERGY INC24.0K shares0.00%2025-09-302025-10-29 COP CONOCOPHILLIPS18.9K shares0.00%2025-09-302025-10-29 SYK STRYKER CORPORATION4.8K shares0.00%2025-09-302025-10-29 TXN TEXAS INSTRS INC9.5K shares0.00%2025-09-302025-10-29 EMR EMERSON ELEC CO12.6K shares0.00%2025-09-302025-10-29 MCD MCDONALDS CORP5.0K shares-1.95%2025-09-302025-10-29 TJX TJX COS INC NEW9.6K shares-9.48%2025-09-302025-10-29 LLY ELI LILLY & CO1.8K shares0.00%2025-09-302025-10-29 DIS DISNEY WALT CO11.8K shares0.00%2025-09-302025-10-29 MSI MOTOROLA SOLUTIONS INC2.9K shares0.00%2025-09-302025-10-29 LOW LOWES COS INC5.1K shares0.00%2025-09-302025-10-29 IR INGERSOLL RAND INC14.9K shares0.00%2025-09-302025-10-29 CME CME GROUP INC4.5K shares0.00%2025-09-302025-10-29 IAU ISHARES GOLD TR16.3K shares0.00%2025-09-302025-10-29 IBM INTERNATIONAL BUSINESS MACHS4.1K shares0.00%2025-09-302025-10-29 SPAB SPDR SERIES TRUST44.1K shares73.46%2025-09-302025-10-29 L LOEWS CORP11.2K shares0.00%2025-09-302025-10-29 BDX BECTON DICKINSON & CO5.5K shares0.00%2025-09-302025-10-29 ABBV ABBVIE INC4.4K shares0.00%2025-09-302025-10-29 FCNCA FIRST CTZNS BANCSHARES INC D525 shares0.00%2025-09-302025-10-29 CB CHUBB LIMITED3.2K shares0.00%2025-09-302025-10-29 KMB KIMBERLY-CLARK CORP7.1K shares0.00%2025-09-302025-10-29 IWR ISHARES TR8.7K shares0.00%2025-09-302025-10-29 HON HONEYWELL INTL INC3.8K shares0.00%2025-09-302025-10-29 FITB FIFTH THIRD BANCORP17.2K shares0.00%2025-09-302025-10-29 CMI CUMMINS INC1.7K shares0.00%2025-09-302025-10-29 PEP PEPSICO INC5.0K shares-6.14%2025-09-302025-10-29 ZBH ZIMMER BIOMET HOLDINGS INC6.8K shares0.00%2025-09-302025-10-29 DEO DIAGEO PLC6.2K shares-22.08%2025-09-302025-10-29 AVGO BROADCOM INC1.8K shares0.00%2025-09-302025-10-29 BP BP PLC16.5K shares0.00%2025-09-302025-10-29 PSX PHILLIPS 664.1K shares0.00%2025-09-302025-10-29 NVS NOVARTIS AG4.4K shares-1.13%2025-09-302025-10-29 WEC WEC ENERGY GROUP INC4.8K shares0.00%2025-09-302025-10-29 GEHC GE HEALTHCARE TECHNOLOGIES I7.1K shares0.00%2025-09-302025-10-29 GRMN GARMIN LTD2.0K shares0.00%2025-09-302025-10-29 ENB ENBRIDGE INC9.2K shares0.00%2025-09-302025-10-29 ORI OLD REP INTL CORP10.9K shares0.73%2025-09-302025-10-29 PNC PNC FINL SVCS GROUP INC2.1K shares0.00%2025-09-302025-10-29 LNC LINCOLN NATL CORP IND10.2K shares0.00%2025-09-302025-10-29 EQR EQUITY RESIDENTIAL6.3K shares0.00%2025-09-302025-10-29 WMT WALMART INC3.8K shares11.62%2025-09-302025-10-29 SPY SPDR S&P 500 ETF TR588 shares4.63%2025-09-302025-10-29 DD DUPONT DE NEMOURS INC5.0K shares0.00%2025-09-302025-10-29 TSLA TESLA INC710 shares0.00%2025-09-302025-10-29 RF REGIONS FINANCIAL CORP NEW11.9K shares0.00%2025-09-302025-10-29 DGX QUEST DIAGNOSTICS INC1.6K shares0.00%2025-09-302025-10-29 ADP AUTOMATIC DATA PROCESSING IN1.0K shares0.00%2025-09-302025-10-29 TRV TRAVELERS COMPANIES INC1.0K shares0.00%2025-09-302025-10-29 BLK BLACKROCK INC226 shares0.00%2025-09-302025-10-29 YUMC YUM CHINA HLDGS INC6.1K shares-14.72%2025-09-302025-10-29 SUSA ISHARES TR1.9K shares0.00%2025-09-302025-10-29 SSB SOUTHSTATE BK CORP2.4K sharesnew addition2025-09-302025-10-29 ITW ILLINOIS TOOL WKS INC857 shares0.00%2025-09-302025-10-29 TFC TRUIST FINL CORP4.5K sharesnew addition2025-09-302025-10-29 CTVA CORTEVA INC3.0K shares0.00%2025-09-302025-10-29 MBB ISHARES TR1.9K sharesnew addition2025-09-302025-10-29 IVV ISHARES TR250 shares0.00%2025-09-302025-10-29 ITOT ISHARES TR1.0K sharesnew addition2025-09-302025-10-29 IWF ISHARES TR200 shares0.00%2025-09-302025-10-29 IJK ISHARES TR900 shares0.00%2025-09-302025-10-29 IWP ISHARES TR570 shares0.00%2025-09-302025-10-29 IWM ISHARES TR209 shares-2.79%2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available