Miller Capital Partners, Inc.

Registered adviser

CIK

2111377

Location

TROY, MI

Portfolio Value

Small $245,788,890

Diversification

Diversified

Filing Date

Global Rank

#5,699 / 8,814 ▲ 3

Top Industry

Semiconductor Equipment & Materials 31.8%

Period ended 4 months ago

Filed Aug 12, 2026 · 2mo

3 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 124489

Roster of Oct 1, 2026

Regulatory AUM

$311,566,992

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$311,566,992	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$240,413,927	Individuals and high net worth (97%)
Apr 2024 to Mar 2025	$226,347,404	Individuals and high net worth (97%)
May 2023 to Mar 2024	$190,997,206	Individuals and high net worth (97%)
Apr 2023	$190,997,206	Individuals and high net worth (97%)
Apr 2022 to Mar 2023	$218,597,695	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 47.7%, 20.9 effective positions, active share 69.5% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 69.5%; sector active share 21.7% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

17.5%

+6.9 pts

Top 5

35.1%

+5.8 pts

Top 10

47.3%

+3.0 pts

HHI

473

Diversified+169

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.3%	$99,033,370	37
Unclassified	18.0%	$44,180,256	88
Industrials	10.7%	$26,284,785	32
Financial Services	7.7%	$18,927,559	24
Consumer Cyclical	5.2%	$12,841,025	17
Healthcare	4.1%	$9,992,063	18
Consumer Defensive	3.9%	$9,631,535	11
Energy	3.6%	$8,931,442	10
Basic Materials	3.4%	$8,328,140	6
Communication Services	3.0%	$7,326,819	7
Utilities	0.1%	$217,599	3
Real Estate	0.0%	$94,297	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LUMN	Lumen Technologies, Inc.	+59,225	323,537	$2,484,764
KLAC	Kla Corp	+11,952	13,280	$4,006,708
VO	VANGUARD MID-CAP INDEX FUND	+9,834	13,112	$1,056,433
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+7,767	114,821	$9,489,955
ADI	Analog Devices Inc	+2,894	2,973	$1,180,786
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,520	2,880	$344,217
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+2,345	15,745	$0
GSEW	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	+1,527	33,321	$3,146,168
NOW	ServiceNow, Inc.	+1,136	9,586	$951,698
AXP	American Express Co	+957	7,286	$2,464,489
IJH	iShares Core S&P Mid-Cap ETF	+950	21,714	$0
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+665	9,725	$768,566
GMUB	Goldman Sachs Municipal Income ETF	+610	11,880	$611,107
AGG	iShares Core U.S. Aggregate Bond ETF	+605	23,750	$0
PAG	Penske Automotive Group, Inc.	+595	5,679	$1,016,257
ETN	Eaton Corp plc	+593	4,062	$1,730,899
ENB	Enbridge Inc	+520	46,720	$2,532,691
RPM	Rpm International Inc	+500	3,110	$345,676
SYK	Stryker Corp	+496	4,634	$1,458,968
AMZN	Amazon Com Inc	+292	15,647	$3,729,305
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+240	6,733	$494,269
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+218	3,355	$1,602,247
DE	Deere & Co	+200	10,777	$6,836,174
HD	Home Depot, Inc.	+178	10,331	$3,643,537
MLM	Martin Marietta Materials Inc	+173	6,275	$3,618,792
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−23,154	5,356	$178,301
HON	Honeywell International Inc	−4,029	3,994	$894,256
LRCX	Lam Research Corp	−3,411	99,440	$43,090,335
TMUS	T-Mobile US, Inc.	−1,761	390	$65,414
ON	On Semiconductor Corp	−1,572	39,643	$3,747,849
ISTB	iShares Core 1-5 Year USD Bond ETF	−1,340	1,295	$0
SGOV	iShares 0-3 Month Treasury Bond ETF	−1,233	4,540	$0
BAC	Bank Of America Corp	−1,012	6,208	$353,731
KMB	Kimberly Clark Corp	−883	650	$71,350
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−860	3,735	$290,993
ABT	Abbott Laboratories	−727	6,160	$558,958
MDLZ	Mondelez International, Inc.	−667	207	$11,972
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−610	38,325	$1,938,478
NTRS	Northern Trust Corp	−535	400	$69,536
CF	CF Industries Holdings, Inc.	−533	20,902	$2,262,850
ADBE	Adobe Inc.	−441	112	$22,962
MCD	Mcdonalds Corp	−426	7,729	$2,089,225
MSFT	Microsoft Corp	−423	17,785	$6,634,160
XYL	Xylem Inc.	−367	1,933	$228,499
IBM	International Business Machines Corp	−345	765	$215,125
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	−320	11,217	$1,192,479
ABBV	AbbVie Inc.	−233	5,112	$1,286,383
SOLS	Solstice Advanced Materials Inc.	−232	924	$81,866
GOOGL	Alphabet Inc.	−230	5,709	$2,040,225
VRTX	Vertex Pharmaceuticals Inc	−222	283	$140,574
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	3,988	$881,667
GM	General Motors Co	266	$20,503
ALGM	Allegro Microsystems, Inc.	265	$18,449
BE	Bloom Energy Corp	25	$7,567
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
FISV	Fiserv Inc	469	$26,170
BSOL	Bitwise Solana Staking ETF	1,785	$19,724
VLTO	Veralto Corp	132	$11,671
ACWI	iShares MSCI ACWI ETF	54	$7,471
SOLV	Solventum Corp	110	$7,183
—		500	$0
SLON	ProShares Ultra Solana ETF	5,000	$0
EWU	iShares MSCI United Kingdom ETF	230	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

255 tracked positions · $245,788,890 total · filing declares 258 positions · $256,740,520 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 255 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
LRCX	Lam Research Corp Technology	Reduced	99,440	-3,411	$43,090,335	+96.1%	3	before history	17.53%
ASML	Asml Holding NV Technology	Reduced	7,347	-4	$14,616,414	+50.5%	3	before history	5.95%
VIG	Vanguard Specialized Funds	Reduced	41,539	-20	$9,828,958	+10.0%	3	before history	4.00%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	114,821	+7,767	$9,489,955	+7.1%	3	before history	3.86%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	7,496	-24	$7,012,283	−6.4%	3	before history	2.85%
DE	Deere & Co Industrials	Added	10,777	+200	$6,836,174	+14.7%	3	before history	2.78%
MSFT	Microsoft Corp Technology	Reduced	17,785	-423	$6,634,160	−1.6%	3	before history	2.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	9,672	0	$4,839,772	+4.4%	3	before history	1.97%
LLY	ELI LILLY & Co Healthcare	Added	3,905	+27	$4,683,774	+31.3%	3	before history	1.91%
LUMN	Lumen Technologies, Inc. CALL + SHARES Communication Services	Added	578,537	+139,225	$4,443,164	+45.5%	3	before history	1.81%
CIEN	Ciena Corp Technology	Reduced	8,807	-160	$4,320,361	+24.1%	3	before history	1.76%
PH	Parker-Hannifin Corp Industrials	Held	4,293	0	$4,199,069	+9.3%	3	before history	1.71%
KLAC	Kla Corp Technology	Added	13,280	+11,952	$4,006,708	+104.9%	3	before history	1.63%
ON	On Semiconductor Corp CALL + SHARES Technology	Reduced	41,643	-1,572	$3,936,929	+47.1%	3	before history	1.60%
MPC	Marathon Petroleum Corp Energy	Held	14,892	0	$3,807,437	+4.7%	3	before history	1.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,647	+292	$3,729,305	+16.6%	3	before history	1.52%
DELL	Dell Technologies Inc. Technology	Held	8,486	0	$3,661,369	+162.9%	3	before history	1.49%
HD	Home Depot, Inc. Consumer Cyclical	Added	10,331	+178	$3,643,537	+9.1%	3	before history	1.48%
MLM	Martin Marietta Materials Inc Basic Materials	Added	6,275	+173	$3,618,792	+0.7%	3	before history	1.47%
AON	Aon plc Financial Services	Reduced	10,813	-195	$3,586,563	+0.9%	3	before history	1.46%
NVDA	Nvidia Corp Technology	Reduced	17,279	-35	$3,457,355	+14.5%	3	before history	1.41%
ODFL	Old Dominion Freight Line, Inc. Industrials	Held	15,803	0	$3,422,929	+10.8%	3	before history	1.39%
GSEW	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	Added	33,321	+1,527	$3,146,168	+16.9%	3	before history	1.28%
AAPL	Apple Inc. Technology	Held	10,807	0	$3,127,113	+14.0%	3	before history	1.27%
GS	Goldman Sachs Group Inc Financial Services	Held	2,792	0	$2,823,745	+19.5%	3	before history	1.15%
ENB	Enbridge Inc Energy	Added	46,720	+520	$2,532,691	+1.3%	3	before history	1.03%
AXP	American Express Co Financial Services	Added	7,286	+957	$2,464,489	+28.7%	3	before history	1.00%
CF	CF Industries Holdings, Inc. Basic Materials	Reduced	20,902	-533	$2,262,850	−18.7%	3	before history	0.92%
CSX	Csx Corp Industrials	Held	47,550	0	$2,260,051	+15.8%	3	before history	0.92%
		Added	8,978	+85	$2,210,473	+20.8%	3	before history	0.90%
ENTG	Entegris Inc Technology	Reduced	11,875	-65	$2,135,837	+52.6%	3	before history	0.87%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	7,729	-426	$2,089,225	−17.6%	3	before history	0.85%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,375	-17	$2,086,728	+11.0%	3	before history	0.85%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,709	-230	$2,040,225	+19.5%	3	before history	0.83%
LIN	Linde PLC Basic Materials	Held	3,883	0	$2,015,044	+4.7%	3	before history	0.82%
MU	Micron Technology Inc Technology	Reduced	1,715	-39	$1,979,607	+234.1%	3	before history	0.81%
VV	VANGUARD LARGE-CAP INDEX FUND	Held	5,647	0	$1,942,059	+15.1%	3	before history	0.79%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	38,325	-610	$1,938,478	−0.2%	3	before history	0.79%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	4,912	0	$1,817,636	+15.3%	3	before history	0.74%
ETN	Eaton Corp plc Industrials	Added	4,062	+593	$1,730,899	+39.5%	3	before history	0.70%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,355	+218	$1,602,247	+51.1%	3	before history	0.65%
RTX	RTX Corp Industrials	Held	7,868	0	$1,492,795	−1.6%	3	before history	0.61%
SYK	Stryker Corp Healthcare	Added	4,634	+496	$1,458,968	+7.3%	3	before history	0.59%
TJX	Tjx Companies Inc Consumer Cyclical	Held	8,879	0	$1,345,168	−5.1%	3	before history	0.55%
AVGO	Broadcom Inc. Technology	Reduced	3,455	-25	$1,305,126	+21.2%	3	before history	0.53%
ABBV	AbbVie Inc. Healthcare	Reduced	5,112	-233	$1,286,383	+10.7%	3	before history	0.52%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Reduced	11,217	-320	$1,192,479	+10.3%	3	before history	0.49%
ADI	Analog Devices Inc Technology	Added	2,973	+2,894	$1,180,786	+4598.1%	3	before history	0.48%
SCHB	Schwab U.S. Broad Market ETF	Added	39,423	+100	$1,141,690	+15.7%	3	before history	0.46%
VO	VANGUARD MID-CAP INDEX FUND	Added	13,112	+9,834	$1,056,433	+12.2%	3	before history	0.43%

Showing the top 50 of 255 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.