13F Insight
DOSSIER · 13F-HR · Q1 2026

Mill Capital Management, LLC

$1.3B in tracked AUM across 130 positions as of Q1 2026.

MC
CIK 0001901166 · last filed Mar 31, 2026
Total AUM
$1.3B
as of Q1 2026
Holdings
130
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Mill Capital Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$128M505K9.8%02
GOOG
ALPHABET INC
$95M332K7.2%03
MSFT
MICROSOFT CORP
$75M202K5.7%04
BRK/A
BERKSHIRE HATHAWAY INC DEL
$73M1025.6%05
XOM
EXXON MOBIL CORP
$62M366K4.7%06
V
VISA INC
$59M195K4.5%07
JPM
JPMORGAN CHASE & CO
$58M199K4.4%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$43M90K3.3%09
MU
MICRON TECHNOLOGY INC
$41M122K3.1%10
AMZN
AMAZON COM INC
$40M193K3.1%

Filing history

2026Q1Mar 31
$1.3B▼ 5.1%
130 positionsView →2025Q4Dec 31
$1.4B▲ 2.7%
129 positionsView →2025Q3Sep 30
$1.3B▲ 5.8%
122 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$1.1B▲ 8.0%
126 positionsLocked
Showing 12 of 18