Fund HoldingsMill Capital Management, LLC

Total Portfolio Value
$1.28B
Total Bought
$96.62M
Total Sold
$61.73M
Net Transaction
+$34.89M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
OTIS WORLDWIDE CORP(OTIS)0127,181+127,181013,2191.03%+13,219
VERISIGN INC065,986+65,986012,5350.98%+12,535
APPLE INC(AAPL)570,171567,889-2,282120,089132,31810.35%+12,229
BERKSHIRE HATHAWAY INC DEL74,57382,697+8,12430,33638,0622.98%+7,726
THERMO FISHER SCIENTIFIC INC(TMO)078,704+78,704048,6843.81%+48,684
AMERICAN EXPRESS CO(AXP)127,619127,982+36329,55034,7092.71%+5,159
AMERICAN TOWER CORP NEW(AMT)119,104119,243+13923,15127,7312.17%+4,580
FISERV INC(FISV)0136,201+136,201024,4691.91%+24,469
TRANSDIGM GROUP INC(TDG)26,63426,543-9134,02837,8802.96%+3,852
UNITEDHEALTH GROUP INC(UNH)49,76149,814+5325,34129,1252.28%+3,784
BERKSHIRE HATHAWAY INC DEL0133+133091,9277.19%+91,927
CORPAY INC(CPAY)054,615+54,615017,0811.34%+17,081
INTERCONTINENTAL EXCHANGE IN(ICE)138,331139,119+78818,93622,3481.75%+3,412
ZOETIS INC(ZTS)120,023123,134+3,11120,80724,0581.88%+3,251
VISA INC(V)0206,859+206,859056,8764.45%+56,876
UNION PAC CORP(UNP)0128,733+128,733031,7302.48%+31,730
JOHNSON & JOHNSON(JNJ)0118,290+118,290019,1701.50%+19,170
JPMORGAN CHASE & CO.(JPM)213,043212,680-36343,09044,8463.51%+1,756
LINDE PLC(LIN)039,315+39,315018,7481.47%+18,748
DIAGEO PLC(DEO)0110,910+110,910015,5651.22%+15,565
COMCAST CORP NEW(CCZ)0643,122+643,122026,8632.10%+26,863
BOOKING HOLDINGS INC(BKNG)5,6445,651+722,35923,8031.86%+1,444
LABCORP HOLDINGS INC(LH)63,00563,151+14612,82214,1131.10%+1,291
PHILIP MORRIS INTL INC(PM)75,42373,102-2,3217,6438,8750.69%+1,232
SALESFORCE INC(CRM)054,076+54,076014,8011.16%+14,801
TRANE TECHNOLOGIES PLC(TT)17,97917,97905,9146,9890.55%+1,075
L3HARRIS TECHNOLOGIES INC(LHX)61,09061,270+18013,72014,5741.14%+855
EXXON MOBIL CORP368,643368,960+31742,43843,2503.38%+811
GE AEROSPACE(GE)19,46619,428-383,0953,6640.29%+569
CATERPILLAR INC(CAT)09,737+9,73703,8080.30%+3,808
ORACLE CORP(ORCL)15,89715,89702,2452,7090.21%+464
3M CO(MMM)13,18613,18601,3471,8030.14%+455
HOME DEPOT INC(HD)7,4007,40002,5472,9980.23%+451
BRISTOL-MYERS SQUIBB CO(BMY)048,633+48,63302,5160.20%+2,516
MONDELEZ INTL INC(MDLZ)062,657+62,65704,6160.36%+4,616
NORFOLK SOUTHN CORP(NSC)012,926+12,92603,2120.25%+3,212
GE VERNOVA INC(GEV)4,4584,398-607651,1210.09%+357
COCA COLA CO(KO)44,11843,833-2852,8083,1500.25%+342
DUKE ENERGY CORP NEW(DUK)26,68526,125-5602,6753,0120.24%+338
NEXTERA ENERGY INC(NEE)24,00024,00001,6992,0290.16%+329
PROCTER AND GAMBLE CO(PG)38,56638,536-306,3606,6740.52%+314
MCDONALDS CORP(MCD)5,1295,12901,3071,5620.12%+255
LOWES COS INC(LOW)5,0595,058-11,1151,3700.11%+255
SPDR S&P 500 ETF TR(SPY)0414+41402380.02%+238
SOUTHSTATE CORPORATION02,439+2,43902370.02%+237
LOCKHEED MARTIN CORP(LMT)0375+37502190.02%+219
INTERNATIONAL BUSINESS MACHS(IBM)4,4654,46507729870.08%+215
BLACKROCK INC(BLK)0226+22602150.02%+215
EATON CORP PLC(ETN)11,80011,80003,7003,9110.31%+211
MOTOROLA SOLUTIONS INC(MSI)2,9102,91001,1231,3080.10%+185
YUM CHINA HLDGS INC(YUMC)10,79010,548-2423334750.04%+142
TEXAS INSTRS INC(TXN)11,10011,10002,1592,2930.18%+134
ABBVIE INC(ABBV)4,3824,38207528650.07%+114
GE HEALTHCARE TECHNOLOGIES I(GEHC)7,1077,090-175546650.05%+112
GOLDMAN SACHS GROUP INC(GS)2,5502,55001,1531,2630.10%+109
INGERSOLL RAND INC(IR)14,85914,85901,3501,4590.11%+109
CME GROUP INC(CME)4,5004,50008859930.08%+108
CHUBB LIMITED
COM
3,2103,21008199260.07%+107
FIFTH THIRD BANCORP(FITB)16,43216,43206007040.06%+104
STRYKER CORPORATION(SYK)4,8194,81901,6401,7410.14%+101
ISHARES GOLD TR(IAU)16,25016,25007148080.06%+94
TJX COS INC NEW(TJX)12,55012,55001,3821,4750.12%+93
WEC ENERGY GROUP INC(WEC)4,8244,82403784640.04%+85
FIRST CTZNS BANCSHARES INC N(FCNCA)52552508849660.08%+83
CUMMINS INC(CMI)1,6661,66604615390.04%+78
REPUBLIC SVCS INC(RSG)11,10211,10202,1582,2300.17%+72
NOVARTIS AG(NVS)7,3347,33407818440.07%+63
ISHARES TR8,7248,72407077690.06%+62
PNC FINL SVCS GROUP INC(PNC)2,0762,07603233840.03%+61
OLD POINT FINL CORP11,92511,92501752300.02%+55
OLD REP INTL CORP(ORI)9,99010,065+753093570.03%+48
WALMART INC(WMT)3,4413,44102332780.02%+45
GARMIN LTD(GRMN)3,0003,00004895280.04%+39
PFIZER INC(PFE)195,291190,164-5,1275,4645,5030.43%+39
REGIONS FINANCIAL CORP NEW(RF)11,88011,88002382770.02%+39
AUTOMATIC DATA PROCESSING IN1,0001,00002392770.02%+38
EQUITY RESIDENTIAL(EQR)6,2506,25004334650.04%+32
TRAVELERS COMPANIES INC(TRV)1,0001,00002032340.02%+31
ENBRIDGE INC(ENB)9,7949,225-5693493750.03%+26
ILLINOIS TOOL WKS INC(ITW)85785702032250.02%+22
BROADCOM INC(AVGO)1751,750+1,5752813020.02%+21
DUPONT DE NEMOURS INC(DD)5,4585,159-2994394600.04%+20
ISHARES TR1,9001,90002142290.02%+15
ISHARES TR25025001371440.01%+7
ISHARES TR362362073800.01%+7
ISHARES TR600600064700.01%+6
ISHARES TR1,2001,20001061100.01%+5
LINCOLN NATL CORP IND(LNC)10,24410,24403193230.03%+4
QUEST DIAGNOSTICS INC(DGX)1,8081,620-1882472520.02%+4
ISHARES TR200200073750.01%+2
ZIMMER BIOMET HOLDINGS INC(ZBH)6,7616,76107347300.06%-4
ISHARES TR1,4001,150-2501361240.01%-12
KIMBERLY-CLARK CORP(KMB)7,4837,163-3201,0341,0190.08%-15
MARTIN MARIETTA MATLS INC(MLM)06,225+6,22503,3510.26%+3,351
BECTON DICKINSON & CO(BDX)6,7086,403-3051,5681,5440.12%-24
HONEYWELL INTL INC(HON)3,7883,78808097830.06%-26
DOW INC(DOW)6,6975,971-7263553260.03%-29
ELI LILLY & CO(LLY)1,8031,80301,6321,5970.12%-35
PHILLIPS 66(PSX)4,1454,14505855450.04%-40
APPLIED MATLS INC1,3001,30003072630.02%-44
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