StockDriftsStockDriftsTop 50 Miller Capital Partners, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 10.63% | 102.9K | $22.0M | +4.95%(+4.85K) | $154.42(+127.57%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 4.7% | 7.4K | $9.7M | +0.03%(+2) | $1019.02(+73.63%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.33% | 41.6K | $8.9M | +0.31%(+127) | $217.78(+9.57%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.29% | 107.1K | $8.9M | +4.08%(+4.20K) | $83.90(-1.86%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.63% | 7.5K | $7.5M | -1.18%(-90) | $893.99(+6.45%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.26% | 18.2K | $6.7M | +0.25%(+45) | $500.60(-22.00%) | 2026-03-31 | |
| DE | DEERE & CO | 2.88% | 10.6K | $6.0M | -1.73%(-186) | $461.42(+34.64%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.24% | 9.7K | $4.6M | +0.00%(+0) | $493.90(+2.81%) | 2026-03-31 | |
| PH | PARKER-HANNIFIN CORP | 1.86% | 4.3K | $3.8M | -0.35%(-15) | $818.56(+17.63%) | 2026-03-31 | |
| MPC | MARATHON PETE CORP | 1.76% | 14.9K | $3.6M | -0.73%(-110) | $177.69(+49.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.93% | +81.26% |
| Top 20 Holdings Unweighted | +15.95% | +55.89% |
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