Mill Capital Management, LLC 13F Holdings

CIK 0001901166 · CONCORD, NC

As of Sep 30, 2025, Mill Capital Management, LLC reported 122 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology534,043 36.0M10.08%
MICROSOFT CORPMSFTTechnology199,841 03.5M7.67%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services119$89.7M6.65%
ALPHABET INCGOOGEquity363,453$88.5M6.56%
VISA INC-CLASS A SHARESVFinancial Services191,205$65.3M4.84%
JPMORGAN CHASE & COJPMFinancial Services203,855$64.3M4.77%
AMAZON.COM INCAMZNEquity190,669$41.9M3.10%
AMERICAN EXPRESS COAXPFinancial Services125,482$41.7M3.09%
EXXON MOBIL CORPXOMEnergy365,058$41.2M3.05%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services78,077$39.3M2.91%
THERMO FISHER SCIENTIFIC INCTMOHealthcare80,305$38.9M2.89%
TRANSDIGM GROUP INCTDGIndustrials24,814$32.7M2.42%
UNION PACIFIC CORPUNPIndustrials129,699$30.7M2.27%
BOOKING HOLDINGS INCBKNGIndustrials5,653$30.5M2.26%
MICRON TECHNOLOGY INCMUTechnology150,672$25.2M1.87%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services141,658$23.9M1.77%
AMERICAN TOWER CORPAMTReal Estate122,684$23.6M1.75%
JOHNSON & JOHNSONJNJHealthcare118,563$22.0M1.63%
ZOETIS INCZTSHealthcare147,324$21.6M1.60%
UNITEDHEALTH GROUP INCUNHHealthcare60,118$20.8M1.54%
COPART INCCPRTIndustrials441,758 9.9M1.47%
ALPHABET INCGOOGLEquity80,341 9.5M1.45%
FISERV INCFISVTechnology151,351 9.5M1.45%
ASML HOLDING NVASMLTechnology20,145 9.5M1.45%
L3HARRIS TECHNOLOGIES INCLHXIndustrials61,927 8.9M1.40%