StockDriftsStockDriftsTop 50 Mcmillan Office INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 13.37% | 325.9K | $116.5M | -0.62%(-2.02K) | $278.05(+24.57%) | 2026-06-30 | |
| AAPL | APPLE INC | 11.44% | 344.4K | $99.6M | -0.36%(-1.24K) | $263.24(+15.96%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 7.31% | 180.2K | $63.7M | -0.07%(-135) | $278.67(+23.42%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 6.41% | 75.8K | $55.8M | -0.80%(-613) | $607.34(+20.54%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.01% | 116.9K | $43.6M | +0.82%(+955) | $498.36(-0.30%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.74% | 73.3K | $41.3M | +0.25%(+181) | $696.76(-14.61%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 4.01% | 146.4K | $34.9M | +0.20%(+287) | $225.00(+17.84%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.27% | 78.6K | $19.8M | -0.17%(-133) | $230.01(+9.05%) | 2026-06-30 | |
| CSCO | CISCO SYSTEMS INC | 2.18% | 161.3K | $18.9M | -0.10%(-162) | $72.72(+56.03%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.89% | 50.3K | $16.5M | +0.16%(+78) | $318.79(+13.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.85% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.56% |
Mcmillan Office INC reports $870.85M in US-listed equity holdings across 507 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (13.4%), AAPL (11.4%) and GOOG (7.3%). The top 20 holdings account for 72.13% of reported assets. Its disclosed equity book has returned +4.85% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mcmillan Office INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109205). View Mcmillan Office INC’s 13F filings on SEC