StockDriftsStockDriftsTop 50 Rowlandmiller & Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 6.68% | 126.6K | $36.6M | -2.29%(-2.96K) | $141.96(+115.11%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 5.79% | 89.8K | $31.7M | -1.34%(-1.22K) | $117.77(+190.95%) | 2026-06-30 | |
| INTC | INTEL CORP COM | 4.07% | 160.1K | $22.4M | -5.42%(-9.17K) | $36.44(+183.81%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORP COM | 4.05% | 101.7K | $22.2M | -0.58%(-589) | $31.52(+561.22%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 3.68% | 54.1K | $20.2M | +5.04%(+2.60K) | $149.34(+225.48%) | 2026-06-30 | |
| LLY | ELI LILLY & CO COM | 3.3% | 15.1K | $18.1M | -1.02%(-155) | $80.65(+1362.42%) | 2026-06-30 | |
| WMT | WALMART INC COM | 3.19% | 154.6K | $17.5M | -1.84%(-2.90K) | $17.73(+548.08%) | 2026-06-30 | |
| KO | COCA COLA CO COM | 3.05% | 206.0K | $16.7M | -0.02%(-36) | $26.31(+232.97%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON COM | 2.97% | 64.2K | $16.3M | -0.76%(-494) | $109.66(+137.51%) | 2026-06-30 | |
| CMI | CUMMINS INC COM | 2.73% | 21.0K | $15.0M | -1.86%(-398) | $152.46(+321.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.48% | +54.00% | +9.57% | +57.94% |
| Top 20 Holdings Unweighted | +15.94% | +55.83% | +10.14% | +62.08% |
Rowlandmiller & Partners reports $548.59K in US-listed equity holdings across 195 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.7%), GOOG (5.8%) and INTC (4.1%). The top 20 holdings account for 58.2% of reported assets. Its disclosed equity book has returned +54.00% on a three-year cumulative basis. 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 Rowlandmiller & Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 225816). View Rowlandmiller & Partners’s 13F filings on SEC