Fund Holdings

Brown Miller Wealth Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
KINDER MORGAN INC DEL85,832123,726+37,8942,359,5214,148,539+1,789,018
VANGUARD INTL EQUITY INDEX F61,69980,217+18,5183,316,9444,335,727+1,018,783
SPDR SERIES TRUST4,67815,382+10,704427,4761,409,622+982,146
TRANE TECHNOLOGIES PLC1,1573,340+2,183450,4721,391,926+941,454
NEXTERA ENERGY INC62,09063,642+1,5524,984,6045,911,059+926,455
CAPITAL GROUP INTL FOCUS EQT187,107216,462+29,3555,529,0136,383,462+854,449
CHEVRON CORPORATION16,19515,673-5222,468,3053,242,715+774,410
LINDE PLC9,4839,640+1574,043,4434,779,006+735,563
ANALOG DEVICES INC13,46113,347-1143,650,6694,246,259+595,590
ISHARES TR03,991+3,9910567,480+567,480
ISHARES TR09,794+9,7940556,201+556,201
DOW HLDGS INC013,076+13,0760544,632+544,632
NOVO-NORDISK A S014,520+14,5200533,616+533,616
HOWMET AEROSPACE INC01,851+1,8510426,587+426,587
TAPESTRY INC02,992+2,9920422,234+422,234
SPDR SERIES TRUST73,33782,278+8,9415,883,1206,297,533+414,413
ALPHABET INC6,4628,478+2,0162,027,8972,432,115+404,218
INVESCO EXCH TRADED FD TR II10,92915,199+4,2701,304,1021,704,014+399,912
QXO INC52,48972,550+20,0611,012,5131,408,921+396,408
CARDINAL HEALTH INC01,817+1,8170383,022+383,022
ELANCO ANIMAL HEALTH INC015,699+15,6990375,677+375,677
LOCKHEED MARTIN CORP3,1183,109-91,508,1721,879,159+370,987
MERCK & CO INC22,73622,73602,393,1912,734,913+341,722
CLOROX CO DEL03,225+3,2250334,207+334,207
INTERACTIVE BROKERS GROUP IN04,972+4,9720333,483+333,483
EQT CORP05,072+5,0720322,796+322,796
INVESCO EXCHANGE TRADED FD T31,04433,625+2,5812,235,4552,556,159+320,704
COMFORT SYS USA INC544588+44507,721810,875+303,154
REALTY INCOME CORP39,80140,924+1,1232,243,5992,503,721+260,122
GE VERNOVA INC9881,035+47645,781903,540+257,759
MONDELEZ INTL INC4,7578,835+4,078256,074509,255+253,181
INVESCO EXCHANGE TRADED FD T19,12021,335+2,2151,958,2562,205,427+247,171
MARATHON PETE CORP2,9762,9760483,987726,680+242,693
TECHNIPFMC PLC8,0448,649+605358,441597,905+239,464
DIAGEO PLC2,8486,332+3,484245,706471,425+225,719
PHILLIPS 6601,136+1,1360206,893+206,893
CORNING INC3,6683,670+2321,195498,962+177,767
VERIZON COMMUNICATIONS INC23,57222,610-962960,0741,135,020+174,946
EMCOR GROUP INC845913+68517,009674,143+157,134
CHUBB LTD SWITZ15,51715,341-1764,843,3204,999,946+156,626
FASTENAL CO24,96824,96801,001,9661,158,515+156,549
CARPENTER TECHNOLOGY CORP1,4111,523+112444,260600,324+156,064
EXXON MOBIL CORP4,0113,671-340482,624622,737+140,113
DEERE & CO1,3931,3930648,539784,677+136,138
COSTCO WHOLESALE CORPORATION9549540822,411950,292+127,881
PROLOGIS INC.19,01819,305+2872,427,7802,551,759+123,979
ENTERPRISE PRODS PARTNERS L20,89020,904+14669,724790,994+121,270
WILLIAMS COS INC7,9778,085+108479,472588,420+108,948
JOHNSON & JOHNSON4,4874,243-244928,6521,037,216+108,564
J P MORGAN EXCHANGE TRADED F21,16923,227+2,0581,211,6901,316,535+104,845
ENTERGY CORP NEW5,4395,404-35502,727607,193+104,466
WALMART INC7,2657,2650809,403902,916+93,513
GILEAD SCIENCES INC6,1296,058-71752,263844,292+92,029
RTX CORPORATION22,80622,152-6544,182,5794,273,062+90,483
AIR PRODUCTS AND CHEMICALS I1,1341,283+149280,120370,377+90,257
GERMAN AMERN BANCORP INC34,36934,36901,346,5771,436,281+89,704
ENSIGN GROUP INC2,0362,199+163354,671443,103+88,432
ALTRIA GROUP INC10,60010,6000611,196699,494+88,298
CONOCOPHILLIPS2,2872,2870214,086301,884+87,798
SPDR SERIES TRUST13,99515,483+1,488795,059875,992+80,933
GENERAL DYNAMICS CORP8,8898,952+632,992,5243,072,580+80,056
BWX TECHNOLOGIES INC2,5162,5160434,865514,497+79,632
HERSHEY CO2,9152,921+6530,432607,202+76,770
PHILIP MORRIS INTL INC14,81914,818-12,376,9002,449,991+73,091
NEWMONT CORP4,2684,590+322426,191496,830+70,639
ZOETIS INC9,58110,759+1,1781,205,4381,271,781+66,343
ARCH CAP GROUP LTD14,63315,309+6761,403,5971,469,511+65,914
ISHARES INC7,4468,645+1,199477,289541,523+64,234
AMERICAN TOWER CORP5,3145,767+453932,959995,184+62,225
ONEOK INC NEW2,8222,972+150207,417268,639+61,222
SOUTHERN CO6,3816,358-23556,423613,675+57,252
PRICE T ROWE GROUP INC2,2273,163+936228,000285,113+57,113
SPDR GOLD TR1,5031,5030595,654646,726+51,072
CNX RES CORP9,73910,510+771358,103405,161+47,058
HONEYWELL INTL INC3,4473,177-270672,476718,097+45,621
WORLD GOLD TR25,75324,209-1,5442,198,5332,243,932+45,399
INVESCO DB MULTI-SECTOR COMM6,0686,0680623,851667,723+43,872
UNITED BANKSHARES INC WEST V12,65012,775+125485,750529,142+43,392
DOMINION ENERGY INC5,7946,085+291339,443376,158+36,715
WHITE MTNS INS GROUP LTD2982980620,157655,650+35,493
COLGATE PALMOLIVE CO5,6295,6290444,803479,760+34,957
ENBRIDGE INC5,4095,4090258,699292,828+34,129
SEMPRA3,5643,5640314,666346,314+31,648
WEC ENERGY GROUP INC4,6904,528-162494,607524,207+29,600
VANGUARD INDEX FDS5,5355,53501,057,1301,085,967+28,837
ABBVIE INC16,05216,992+9403,667,6463,695,491+27,845
NETFLIX INC.3,4803,677+197326,285353,543+27,258
SELECT SECTOR SPDR TR3,9813,9810617,533643,848+26,315
VANGUARD INDEX FDS743903+160207,278232,274+24,996
SNAP ON INC1,6121,597-15555,495580,062+24,567
CHOICE HOTELS INTL INC2,8682,8680273,206296,013+22,807
CSX CORP5,6955,521-174206,443226,635+20,192
ISHARES TR4,7365,339+603583,748603,919+20,171
GLOBAL X FDS17,24316,007-1,2361,117,1941,133,909+16,715
AMERICAN WTR WKS CO INC NEW2,9302,9300382,365398,744+16,379
MCDONALDS CORP3,0663,068+2937,039953,350+16,311
ISHARES TR47,31746,478-8393,122,9503,138,648+15,698
PAYCOM SOFTWARE INC1,4061,959+553224,076238,109+14,033
J P MORGAN EXCHANGE TRADED F24,98226,392+1,4101,451,9411,465,272+13,331
UNION PAC CORP1,0601,062+2245,274257,758+12,484
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