Fund HoldingsMill Capital Management, LLC

Total Portfolio Value
$1.12B
Total Bought
$35.29M
Total Sold
$72.11M
Net Transaction
-$36.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)0229,816+229,816086,4207.72%+86,420
APPLE INC(AAPL)0587,252+587,2520113,06410.10%+113,064
AMERICAN TOWER CORP NEW(AMT)0116,560+116,560025,1632.25%+25,163
VISA INC(V)0205,611+205,611053,5314.78%+53,531
JPMORGAN CHASE & CO(JPM)224,153223,162-99132,50737,9603.39%+5,453
UNION PAC CORP(UNP)127,491127,532+4125,96131,3242.80%+5,363
AMAZON COM INC(AMZN)0218,409+218,409033,1852.96%+33,185
AMERICAN EXPRESS CO(AXP)0127,429+127,429023,8732.13%+23,873
TRANSDIGM GROUP INC(TDG)027,293+27,293027,6102.47%+27,610
ALPHABET INC(GOOG)413,658408,733-4,92554,54157,6035.14%+3,062
SALESFORCE INC(CRM)049,726+49,726013,0851.17%+13,085
MICRON TECHNOLOGY INC(MU)159,808159,892+8410,87213,6451.22%+2,773
FISERV INC(FISV)0135,415+135,415017,9891.61%+17,989
BOOKING HOLDINGS INC(BKNG)5,6155,612-317,31619,9071.78%+2,591
COPART INC(CPRT)0432,810+432,810021,2081.89%+21,208
INTERCONTINENTAL EXCHANGE IN(ICE)134,954135,064+11014,84817,3461.55%+2,499
BERKSHIRE HATHAWAY INC DEL156157+182,91085,1927.61%+2,282
L3HARRIS TECHNOLOGIES INC(LHX)059,197+59,197012,4681.11%+12,468
SCHWAB CHARLES CORP(SCHW)150,541151,056+5158,26510,3930.93%+2,128
THERMO FISHER SCIENTIFIC INC(TMO)076,811+76,811040,7713.64%+40,771
DISNEY WALT CO(DIS)0191,980+191,980017,3341.55%+17,334
LABORATORY CORP AMER HLDGS062,529+62,529014,2121.27%+14,212
LINDE PLC(LIN)38,57638,646+7014,36415,8721.42%+1,509
FLEETCOR TECHNOLOGIES INC50,29050,270-2012,84114,2071.27%+1,366
ZOETIS INC(ZTS)47,75147,618-1338,3089,3980.84%+1,091
UNITEDHEALTH GROUP INC(UNH)43,01143,028+1721,68622,6532.02%+967
TRANE TECHNOLOGIES PLC(TT)17,97917,97903,6484,3850.39%+737
WELLS FARGO CO NEW(WFC)89,16088,788-3723,6434,3700.39%+727
ALPHABET INC(GOOG)82,18081,860-32010,75411,4351.02%+681
LAM RESEARCH CORP(LRCX)4,0454,04502,5353,1680.28%+633
MARTIN MARIETTA MATLS INC(MLM)6,2256,22502,5553,1060.28%+550
MERCK & CO INC(MRK)087,948+87,94809,5880.86%+9,588
NORFOLK SOUTHN CORP(NSC)012,926+12,92603,0550.27%+3,055
ELEVANCE HEALTH INC(ELV)10,45810,45804,5544,9320.44%+378
GENERAL ELECTRIC CO(GE)19,51419,479-352,1572,4860.22%+329
HOME DEPOT INC(HD)7,4007,40002,2362,5640.23%+328
EATON CORP PLC(ETN)11,80011,80002,5172,8420.25%+325
NIKE INC(NKE)021,949+21,94902,3830.21%+2,383
FIFTH THIRD BANCORP(FITB)32,45631,432-1,0248221,0840.10%+262
3M CO(MMM)016,682+16,68201,8240.16%+1,824
REPUBLIC SVCS INC(RSG)11,10211,10201,5821,8310.16%+249
BROADCOM INC(AVGO)0215+21502400.02%+240
BANK AMERICA CORP36,60136,60101,0021,2320.11%+230
DUKE ENERGY CORP NEW(DUK)27,25727,018-2392,4062,6220.23%+216
APPLIED MATLS INC01,300+1,30002110.02%+211
MONDELEZ INTL INC(MDLZ)68,83368,83304,7774,9860.45%+209
SOUTHSTATE CORPORATION02,439+2,43902060.02%+206
INGERSOLL RAND INC(IR)14,86014,86009471,1490.10%+202
MCDONALDS CORP(MCD)5,6435,64301,4871,6730.15%+187
CATERPILLAR INC(CAT)9,8669,737-1292,6932,8790.26%+186
GOLDMAN SACHS GROUP INC(GS)2,5502,55008259840.09%+159
MOTOROLA SOLUTIONS INC(MSI)3,6003,60009801,1270.10%+147
JOHNSON & JOHNSON(JNJ)0115,499+115,499018,1031.62%+18,103
TEXAS INSTRS INC(TXN)11,10011,10001,7651,8920.17%+127
INTERNATIONAL BUSINESS MACHS(IBM)5,4655,46507678940.08%+127
STRYKER CORPORATION(SYK)4,8194,81901,3171,4430.13%+126
YUM BRANDS INC(YUM)021,717+21,71702,8380.25%+2,838
PNC FINL SVCS GROUP INC(PNC)3,3003,30004055110.05%+106
LAUDER ESTEE COS INC(EL)075,938+75,938011,1060.99%+11,106
LOEWS CORP(L)14,47514,47509161,0070.09%+91
HONEYWELL INTL INC(HON)3,9633,913-507328210.07%+88
NEXTERA ENERGY INC(NEE)024,000+24,00001,4580.13%+1,458
ELI LILLY & CO(LLY)1,8031,80309681,0510.09%+83
ISHARES TR8,7948,79406096840.06%+75
GARMIN LTD(GRMN)3,0003,00003163860.03%+70
PHILLIPS 66(PSX)5,1455,14506186850.06%+67
GE HEALTHCARE TECHNOLOGIES I(GEHC)7,1167,112-44845500.05%+66
ISHARES GOLD TR(IAU)16,25016,25005696340.06%+66
TJX COS INC NEW(TJX)13,15013,15001,1691,2340.11%+65
ZIMMER BIOMET HOLDINGS INC(ZBH)6,7616,76107598230.07%+64
LOWES COS INC(LOW)5,3845,309-751,1191,1820.11%+63
SHELL PLC(SHEL)38,49038,49002,4782,5330.23%+55
CME GROUP INC(CME)4,5004,50009019480.08%+47
PROCTER AND GAMBLE CO(PG)40,31640,31605,8805,9080.53%+27
ENBRIDGE INC(ENB)13,99913,793-2064704970.04%+27
OLD REP INTL CORP(ORI)9,7349,815+812622890.03%+26
REGIONS FINANCIAL CORP NEW(RF)11,88011,88002042300.02%+26
ABBVIE INC(ABBV)4,3824,38206536790.06%+26
ISHARES TR1,0601,06001872130.02%+25
LINCOLN NATL CORP IND(LNC)10,94410,94402702950.03%+25
ISHARES TR1,8151,81501661900.02%+24
DOW INC(DOW)6,7146,71403463680.03%+22
GLOBAL PMTS INC(GPN)1,8311,83102112330.02%+21
FIRST CTZNS BANCSHARES INC N(FCNCA)52552507257450.07%+20
UNITED PARCEL SERVICE INC(UPS)014,500+14,50002,2800.20%+2,280
ISHARES TR1,4001,40001251440.01%+19
CUMMINS INC(CMI)1,6661,66603813990.04%+19
WEC ENERGY GROUP INC(WEC)4,8244,82403894060.04%+17
EQUITY RESIDENTIAL(EQR)6,2506,25003673820.03%+15
QUEST DIAGNOSTICS INC(DGX)1,9331,808-1252362490.02%+14
DUPONT DE NEMOURS INC(DD)5,4785,47804094210.04%+13
ISHARES TR25025001071190.01%+12
EMERSON ELEC CO(EMR)14,37714,37701,3881,3990.12%+11
ISHARES TR1,2001,200087950.01%+8
ISHARES TR600600057650.01%+8
ISHARES TR200200053610.01%+7
KIMBERLY-CLARK CORP(KMB)9,8639,86301,1921,1980.11%+7
ILLINOIS TOOL WKS INC(ITW)977857-1202252240.02%-1
OLD POINT FINL CORP11,92511,92502182110.02%-6
NOVARTIS AG(NVS)8,3848,38408548470.08%-7
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