ROWLANDMILLER & PARTNERS.ADV
CIK: 225816
Holdings (195)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Jul 23, 2026
- AAPL
APPLE INC COM
$36.63M
126,596 sh6.68%-2.3% - GOOG
ALPHABET INC CAP STK CL C
$31.75M
89,850 sh5.79%-1.3% - INTC
INTEL CORP COM
$22.35M
160,083 sh4.07%-5.4% - PGR
PROGRESSIVE CORP COM
$22.22M
101,695 sh4.05%-0.6% - MSFT
MICROSOFT CORP COM
$20.17M
54,058 sh3.68%+5.0% - LLY
ELI LILLY & CO COM
$18.08M
15,075 sh3.30%-1.0% - WMT
WALMART INC COM
$17.51M
154,570 sh3.19%-1.8% - KO
COCA COLA CO COM
$16.74M
206,019 sh3.05%-0.0% - JNJ
JOHNSON & JOHNSON COM
$16.29M
64,152 sh2.97%-0.8% - CMI
CUMMINS INC COM
$15M
21,026 sh2.73%-1.9% - QCOM
QUALCOMM INC COM
$12.66M
68,524 sh2.31%+0.1% - ADP
AUTOMATIC DATA PROCESSING INC COM
$11.65M
52,016 sh2.12%-1.9% - CB
CHUBB LIMITED COM
$11.38M
33,387 sh2.07%+0.1% - ABBV
ABBVIE INC COM
$10.88M
43,246 sh1.98%+0.4% - XOM
EXXONMOBIL HOLDINGS CORP COM SHS
$10.83M
79,239 sh1.97%-0.6% - HD
HOME DEPOT INC COM
$10.23M
29,006 sh1.86%+0.2% - MCD
MCDONALDS CORP COM
$9.95M
36,807 sh1.81%-0.1% - VZ
VERIZON COMMUNICATIONS INC COM
$9.76M
230,592 sh1.78%+3.3% - TFC
TRUIST FINL CORP COM
$9.05M
181,643 sh1.65%-1.4% - NVDA
NVIDIA CORPORATION COM
$8.71M
43,548 sh1.59%+0.3% - CVX
CHEVRON
$8.35M
50,387 sh1.52%-0.6% - JPM
JPMORGAN CHASE & CO COM
$8.21M
25,078 sh1.50%-2.8% - CFR
CULLEN FROST BANKERS INC COM
$7.96M
51,491 sh1.45%-0.2% - GPC
GENUINE PARTS CO COM
$5.54M
46,946 sh1.01%-1.1% - UPS
UNITED PARCEL SVCS INC CL B
$5.41M
50,279 sh0.99%+3.2% - AMGN
AMGEN INC COM
$5.34M
14,748 sh0.97%+0.0% - COST
COSTCO WHOLESALE CORPORATION COM
$4.91M
5,252 sh0.90%-2.3% - MRK
MERCK & CO INC COM
$4.76M
37,007 sh0.87%-0.1% - VRT
VERTIV HOLDINGS CO COM CL A
$4.67M
13,953 sh0.85%+0.5% - GILD
GILEAD SCIENCES INC COM
$4.59M
36,350 sh0.84%+13.8% - SYY
SYSCO CORP COM
$4.58M
54,816 sh0.84%-0.9% - AMZN
AMAZON COM INC COM
$4.19M
17,573 sh0.76%-2.2% - TROW
PRICE T ROWE GROUP INC COM
$4.12M
36,217 sh0.75%+4.7% - CSX
CSX CORP COM
$4.01M
84,281 sh0.73%-1.2% - COP
CONOCOPHILLIPS COM
$3.98M
38,287 sh0.73%-0.6% - TXN
TEXAS INSTRS INC COM
$3.92M
13,146 sh0.71%+0.0% - ENVA
ENOVA INTL INC COM
$3.91M
16,247 sh0.71%-6.2% - EMR
EMERSON ELEC CO COM
$3.68M
25,696 sh0.67%+0.2% - ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
$3.61M
13,714 sh0.66%-4.1% - WY
WEYERHAEUSER CO COM NEW
$3.5M
146,344 sh0.64%+10.4% - SON
SONOCO PRODS CO COM
$3.39M
60,142 sh0.62%+0.3% - CPRT
COPART INC COM
$3.19M
113,334 sh0.58%+0.6% - DUK
DUKE ENERGY CORP NEW COM NEW
$3.19M
25,234 sh0.58%-0.1% - PKG
PACKAGING CORP AMER COM
$3.16M
13,244 sh0.58%+0.1% - CTAS
CINTAS CORP COM
$3.11M
18,295 sh0.57%+0.0% - IDCC
INTERDIGITAL INC COM
$3.08M
10,870 sh0.56%+0.3% - WM
WASTE MGMT INC DEL COM
$3.05M
13,679 sh0.56%-4.8% - AFL
AFLAC INC COM
$2.76M
23,577 sh0.50%-1.0% - NEE
NEXTERA ENERGY INC COM
$2.65M
30,180 sh0.48%+0.4% - SMCI
SUPER MICRO COMPUTER INC COM NEW
$2.65M
90,280 sh0.48%+1.2%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 AAPL APPLE INC COM | 126,596 | $36.63M | -2.3% | 6.68% | Q2 2026 |
 GOOG ALPHABET INC CAP STK CL C | 89,850 | $31.75M | -1.3% | 5.79% | Q2 2026 |
 INTC INTEL CORP COM | 160,083 | $22.35M | -5.4% | 4.07% | Q2 2026 |
 PGR PROGRESSIVE CORP COM | 101,695 | $22.22M | -0.6% | 4.05% | Q2 2026 |
 MSFT MICROSOFT CORP COM | 54,058 | $20.17M | +5.0% | 3.68% | Q2 2026 |
 LLY ELI LILLY & CO COM | 15,075 | $18.08M | -1.0% | 3.30% | Q2 2026 |
 WMT WALMART INC COM | 154,570 | $17.51M | -1.8% | 3.19% | Q2 2026 |
 KO COCA COLA CO COM | 206,019 | $16.74M | -0.0% | 3.05% | Q2 2026 |
 JNJ JOHNSON & JOHNSON COM | 64,152 | $16.29M | -0.8% | 2.97% | Q2 2026 |
 CMI CUMMINS INC COM | 21,026 | $15M | -1.9% | 2.73% | Q2 2026 |
 QCOM QUALCOMM INC COM | 68,524 | $12.66M | +0.1% | 2.31% | Q2 2026 |
 ADP AUTOMATIC DATA PROCESSING INC COM | 52,016 | $11.65M | -1.9% | 2.12% | Q2 2026 |
 CB CHUBB LIMITED COM | 33,387 | $11.38M | +0.1% | 2.07% | Q2 2026 |
 ABBV ABBVIE INC COM | 43,246 | $10.88M | +0.4% | 1.98% | Q2 2026 |
 XOM EXXONMOBIL HOLDINGS CORP COM SHS | 79,239 | $10.83M | -0.6% | 1.97% | Q2 2026 |
 HD HOME DEPOT INC COM | 29,006 | $10.23M | +0.2% | 1.86% | Q2 2026 |
 MCD MCDONALDS CORP COM | 36,807 | $9.95M | -0.1% | 1.81% | Q2 2026 |
 VZ VERIZON COMMUNICATIONS INC COM | 230,592 | $9.76M | +3.3% | 1.78% | Q2 2026 |
 TFC TRUIST FINL CORP COM | 181,643 | $9.05M | -1.4% | 1.65% | Q2 2026 |
 NVDA NVIDIA CORPORATION COM | 43,548 | $8.71M | +0.3% | 1.59% | Q2 2026 |
 CVX CHEVRON | 50,387 | $8.35M | -0.6% | 1.52% | Q2 2026 |
 JPM JPMORGAN CHASE & CO COM | 25,078 | $8.21M | -2.8% | 1.50% | Q2 2026 |
 CFR CULLEN FROST BANKERS INC COM | 51,491 | $7.96M | -0.2% | 1.45% | Q2 2026 |
 GPC GENUINE PARTS CO COM | 46,946 | $5.54M | -1.1% | 1.01% | Q2 2026 |
 UPS UNITED PARCEL SVCS INC CL B | 50,279 | $5.41M | +3.2% | 0.99% | Q2 2026 |
 AMGN AMGEN INC COM | 14,748 | $5.34M | +0.0% | 0.97% | Q2 2026 |
 COST COSTCO WHOLESALE CORPORATION COM | 5,252 | $4.91M | -2.3% | 0.90% | Q2 2026 |
 MRK MERCK & CO INC COM | 37,007 | $4.76M | -0.1% | 0.87% | Q2 2026 |
 VRT VERTIV HOLDINGS CO COM CL A | 13,953 | $4.67M | +0.5% | 0.85% | Q2 2026 |
 GILD GILEAD SCIENCES INC COM | 36,350 | $4.59M | +13.8% | 0.84% | Q2 2026 |
 SYY SYSCO CORP COM | 54,816 | $4.58M | -0.9% | 0.84% | Q2 2026 |
 AMZN AMAZON COM INC COM | 17,573 | $4.19M | -2.2% | 0.76% | Q2 2026 |
 TROW PRICE T ROWE GROUP INC COM | 36,217 | $4.12M | +4.7% | 0.75% | Q2 2026 |
 CSX CSX CORP COM | 84,281 | $4.01M | -1.2% | 0.73% | Q2 2026 |
 COP CONOCOPHILLIPS COM | 38,287 | $3.98M | -0.6% | 0.73% | Q2 2026 |
 TXN TEXAS INSTRS INC COM | 13,146 | $3.92M | +0.0% | 0.71% | Q2 2026 |
 ENVA ENOVA INTL INC COM | 16,247 | $3.91M | -6.2% | 0.71% | Q2 2026 |
 EMR EMERSON ELEC CO COM | 25,696 | $3.68M | +0.2% | 0.67% | Q2 2026 |
 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A | 13,714 | $3.61M | -4.1% | 0.66% | Q2 2026 |
 WY WEYERHAEUSER CO COM NEW | 146,344 | $3.5M | +10.4% | 0.64% | Q2 2026 |
 SON SONOCO PRODS CO COM | 60,142 | $3.39M | +0.3% | 0.62% | Q2 2026 |
 CPRT COPART INC COM | 113,334 | $3.19M | +0.6% | 0.58% | Q2 2026 |
 DUK DUKE ENERGY CORP NEW COM NEW | 25,234 | $3.19M | -0.1% | 0.58% | Q2 2026 |
 PKG PACKAGING CORP AMER COM | 13,244 | $3.16M | +0.1% | 0.58% | Q2 2026 |
 CTAS CINTAS CORP COM | 18,295 | $3.11M | +0.0% | 0.57% | Q2 2026 |
 IDCC INTERDIGITAL INC COM | 10,870 | $3.08M | +0.3% | 0.56% | Q2 2026 |
 WM WASTE MGMT INC DEL COM | 13,679 | $3.05M | -4.8% | 0.56% | Q2 2026 |
 AFL AFLAC INC COM | 23,577 | $2.76M | -1.0% | 0.50% | Q2 2026 |
 NEE NEXTERA ENERGY INC COM | 30,180 | $2.65M | +0.4% | 0.48% | Q2 2026 |
 SMCI SUPER MICRO COMPUTER INC COM NEW | 90,280 | $2.65M | +1.2% | 0.48% | Q2 2026 |
1-50 of 195 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About ROWLANDMILLER & PARTNERS.ADV
ROWLANDMILLER & PARTNERS.ADV is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 225816). Signal8 holds 15 13F filings from it. Its SEC filings list Georgia as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Jul 23, 2026. That report lists 195 securities, not counting options, up from 189 in Q1 2026.
Its five largest reported positions, in order, are APPLE INC COM (AAPL), ALPHABET INC CAP STK CL C (GOOG), INTEL CORP COM (INTC), PROGRESSIVE CORP COM (PGR) and MICROSOFT CORP COM (MSFT). The next five are ELI LILLY & CO COM (LLY), WALMART INC COM (WMT), COCA COLA CO COM (KO), JOHNSON & JOHNSON COM (JNJ) and CUMMINS INC COM (CMI).
Recent 13F filings by ROWLANDMILLER & PARTNERS.ADV
- Q2 2026: 13F-HR filed Jul 23, 2026, listing 195 securities.
- Q1 2026: 13F-HR filed Mar 31, 2026, listing 189 securities.
- Q4 2025: 13F-HR filed Feb 12, 2026, listing 196 securities.
- Q3 2025: 13F-HR filed Oct 1, 2025, listing 187 securities.
- Q2 2025: 13F-HR filed Jul 1, 2025, listing 187 securities.
- Q1 2025: 13F-HR filed Apr 15, 2025, listing 185 securities.