13F Insight
DOSSIER · 13F-HR · Q2 2026

Mill Capital Management, LLC

$1.5B in tracked AUM across 128 positions as of Q2 2026.

MC
CIK 0001901166 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
128
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Mill Capital Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$145M503K9.7%02
MU
MICRON TECHNOLOGY INC
$118M102K7.9%03
GOOG
ALPHABET INC
$115M324K7.6%04
MSFT
MICROSOFT CORP
$75M202K5.0%05
BRK/A
BERKSHIRE HATHAWAY INC DEL
$75M1005.0%06
V
VISA INC
$67M195K4.5%07
JPM
JPMORGAN CHASE & CO
$65M199K4.3%08
XOM
EXXON MOBIL CORP
$50M364K3.3%09
AMZN
AMAZON COM INC
$46M194K3.1%10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$43M87K2.9%

Filing history

2026Q2Jun 30
$1.5B▲ 13.9%
128 positionsView →2026Q1Mar 31
$1.3B▼ 5.1%
130 positionsView →2025Q4Dec 31
$1.4B▲ 2.7%
129 positionsView →2025Q3Sep 30
$1.3B▲ 5.8%
122 positionsLocked2025Q2Jun 30
$1.3B▲ 2.2%
120 positionsLocked2025Q1Mar 31
$1.2B▼ 1.4%
119 positionsLocked2024Q4Dec 31
$1.3B▼ 1.0%
124 positionsLocked2024Q3Sep 30
$1.3B▲ 5.6%
124 positionsLocked2024Q2Jun 30
$1.2B▲ 1.1%
120 positionsLocked2024Q1Mar 31
$1.2B▲ 6.9%
121 positionsLocked2023Q4Dec 31
$1.1B▲ 9.5%
119 positionsLocked2023Q3Sep 30
$1.0B▼ 3.8%
117 positionsLocked
Showing 12 of 19