Long-term investor
Mill Capital Management, LLC @millcapitalmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001901166).
Record
- Tracked since 2025-06-30 (454 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +51.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.7% · long · since 2025-06-30
- MU · 7.9% · long · since 2025-06-30
- 02079K107 · 7.6% · long · since 2025-06-30
- MSFT · 5.0% · long · since 2025-06-30
- 084670108 · 5.0% · long · since 2025-06-30
- V · 4.5% · long · since 2025-06-30
- JPM · 4.3% · long · since 2025-06-30
- XOM · 3.3% · long · since 2025-06-30
- AMZN · 3.1% · long · since 2025-06-30
- BRK-B · 2.9% · long · since 2025-06-30
- AXP · 2.7% · long · since 2025-06-30
- ASML · 2.7% · long · since 2025-06-30