Mill Capital Management, LLC - Q12026 Holdings

Mill Capital Management, LLC holds 130 stocks with a total portfolio value of $ 1.31B as of Q12026. In Q12026, Mill Capital Management, LLC added 4 new positions, increased stakes in 27 stocks, reduced 49 holdings, and fully exited 3 positions. The largest holding is Apple Inc (AAPL), representing 9.75% of the total portfolio.