Mill Capital Management, LLC - Q42025 Holdings

Mill Capital Management, LLC holds 129 stocks with a total portfolio value of $ 1.39B as of Q42025. In Q42025, Mill Capital Management, LLC added 9 new positions, increased stakes in 43 stocks, reduced 25 holdings, and fully exited 2 positions. The largest holding is Apple Inc (AAPL), representing 9.96% of the total portfolio.