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Disclosed positions
Mill Capital Management, LLC: source evidence dated 2026-08-04T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $145,434,385
- Reported amount
- 502,607
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001398344-26-013354Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLE INC | AAPL | COM | $145,434,385 | 502,607 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $117,584,109 | 101,867 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $114,514,960 | 324,102 | SH | None |
| MICROSOFT CORP | MSFT | COM | $75,230,692 | 201,680 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $74,885,000 | 100 | SH | None |
| VISA INC | V | COM CL A | $66,865,857 | 194,893 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $65,024,170 | 198,650 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $49,833,018 | 364,490 | SH | None |
| AMAZON COM INC | AMZN | COM | $46,172,417 | 193,725 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $43,383,813 | 86,700 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $41,099,066 | 121,505 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $40,115,068 | 20,164 | SH | None |
| UNION PAC CORP | UNP | COM | $36,871,530 | 135,557 | SH | None |
| TRANSDIGM GROUP INC | TDG | COM | $33,454,185 | 25,115 | SH | None |
| ELI LILLY & CO | LLY | COM | $30,491,909 | 25,422 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $29,802,659 | 117,347 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $28,153,372 | 56,154 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $27,095,436 | 75,819 | SH | None |
| BOOKING HOLDINGS INC | BKNG | COM | $25,609,701 | 143,681 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $23,933,650 | 57,584 | SH | None |
| LINDE PLC | LIN | SHS | $21,341,926 | 41,126 | SH | None |
| AMERICAN TOWER CORP | AMT | COM | $19,439,000 | 118,842 | SH | None |
| INTERCONTINENTAL EXCHANGE IN | ICE | COM | $19,293,676 | 156,719 | SH | None |
| L3HARRIS TECHNOLOGIES INC | LHX | COM | $18,055,537 | 62,134 | SH | None |
| S&P GLOBAL INC | SPGI | COM | $17,860,795 | 43,856 | SH | None |
| LABCORP HOLDINGS INC | LH | COM SHS | $17,548,720 | 62,674 | SH | None |
| AMPHENOL CORP | APH | CL A | $17,266,489 | 97,927 | SH | None |
| VERISIGN INC | VRSN | COM | $16,839,678 | 66,941 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $13,844,894 | 31,950 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $13,065,682 | 72,222 | SH | None |
| COPART INC | CPRT | COM | $12,710,815 | 450,898 | SH | None |
| ZOETIS INC | ZTS | CL A | $12,502,850 | 173,989 | SH | None |
| OTIS WORLDWIDE CORP | OTIS | COM | $10,351,856 | 144,579 | SH | None |
| BOSTON SCIENTIFIC CORP | BSX | COM | $9,851,184 | 230,815 | SH | None |
| SALESFORCE INC | CRM | COM | $9,375,474 | 59,846 | SH | None |
| CATERPILLAR INC | CAT | COM | $8,953,679 | 8,408 | SH | None |
| TRANE TECHNOLOGIES PLC | TT | SHS | $8,658,660 | 17,629 | SH | None |
| MERCK & CO INC | MRK | COM | $8,277,071 | 64,413 | SH | None |
| GE AEROSPACE | GE | COM NEW | $7,199,908 | 19,265 | SH | None |
| WELLS FARGO & CO | WFC | COM | $6,549,964 | 79,259 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $5,178,005 | 35,311 | SH | None |
| GE VERNOVA INC | GEV | COM | $5,152,936 | 4,386 | SH | None |
| EATON CORP PLC | ETN | SHS | $5,049,522 | 11,850 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $4,534,199 | 27,354 | SH | None |
| ELEVANCE HEALTH INC FORMERLY | ELV | COM | $3,883,929 | 10,043 | SH | None |
| MARTIN MARIETTA MATLS INC | MLM | COM | $3,589,958 | 6,225 | SH | None |
| PFIZER INC | PFE | COM | $3,458,803 | 143,638 | SH | None |
| COMCAST CORP NEW | CMCSA | CL A | $3,043,439 | 123,969 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $3,009,397 | 23,775 | SH | None |
| NORFOLK SOUTHN CORP | NSC | COM | $2,874,723 | 9,138 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.