Courage Miller Partners, LLC

CIK

1482106

Location

NORFOLK, VA

Portfolio Value

Micro $23,927,768

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,525 / 2,968 ▲ 5024

Top Industry

Consumer Electronics 17.8%

3Y Alpha vs SPY

-2.6%

Period ended 30 days ago

Filed Jul 23, 2026 · 7d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+57.2%

SPY

+67.9%

Annualised alpha

-2.6%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

34.7%

−2.8 pts

Top 5

65.9%

+2.3 pts

Top 10

87.9%

+0.9 pts

HHI

1,581

Moderately concentrated−128

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	44.3%	$10,606,454	3
Industrials	12.0%	$2,863,495	3
Technology	10.8%	$2,584,891	2
Communication Services	8.6%	$2,053,090	1
Consumer Cyclical	7.2%	$1,726,924	2
Energy	6.0%	$1,433,509	1
Financial Services	4.8%	$1,146,949	3
Consumer Defensive	4.7%	$1,122,642	2
Healthcare	1.6%	$389,814	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
GLTR	abrdn Precious Metals Basket ETF Trust	+659	45,792	$8,295,220
AAPL	Apple Inc.	+2	8,179	$2,366,675
MSFT	Microsoft Corp	+1	585	$218,216
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−1,585	1,155	$577,950
XOM	ExxonMobil Holdings Corp	−37	10,485	$1,433,509
MCD	Mcdonalds Corp	−6	877	$237,061
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	3,201	$1,377,358
CVX	Chevron Corp	1,110	$229,659
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

18 tracked positions · $23,927,768 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLTR	abrdn Precious Metals Basket ETF Trust	Added	45,792	+659	$8,295,220	−16.0%	34.67%
AAPL	Apple Inc. Technology	Added	8,179	+2	$2,366,675	+14.0%	9.89%
GOOGL	Alphabet Inc. Communication Services	Held	5,745	0	$2,053,090	+24.3%	8.58%
SPY	Spdr S&P 500 ETF Trust	Held	2,099	0	$1,567,470	+14.8%	6.55%
AMZN	Amazon Com Inc Consumer Cyclical	Held	6,251	0	$1,489,863	+14.4%	6.23%
XOM	ExxonMobil Holdings Corp Energy	Reduced	10,485	-37	$1,433,509	−19.7%	5.99%
UNP	Union Pacific Corp Industrials	Held	5,188	0	$1,411,136	+12.1%	5.90%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	910	0	$851,277	−6.1%	3.56%
GE	General Electric Co Industrials	Held	2,176	0	$813,236	+31.7%	3.40%
QQQ	Invesco Qqq Trust, Series 1	Held	1,010	0	$743,764	+27.6%	3.11%
GEV	GE Vernova Inc. Industrials	Held	544	0	$639,123	+34.6%	2.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,155	-1,585	$577,950	−56.0%	2.42%
LLY	ELI LILLY & Co Healthcare	Held	325	0	$389,814	+30.4%	1.63%
V	Visa Inc. Financial Services	Held	932	0	$319,759	+13.5%	1.34%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,500	0	$271,365	+9.4%	1.13%
TRV	Travelers Companies, Inc. Financial Services	Held	755	0	$249,240	+13.2%	1.04%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	877	-6	$237,061	−13.6%	0.99%
MSFT	Microsoft Corp Technology	Added	585	+1	$218,216	+0.9%	0.91%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.