ROWLANDMILLER & PARTNERS.ADV — 13F holdings

ROWLANDMILLER & PARTNERS.ADV reported 195 holdings worth $549M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. AAPL APPLE INC — $36.6M (6.7%)
2. GOOG ALPHABET INC — $31.7M (5.8%)
3. INTC Intel Corp — $22.4M (4.1%)
4. PGR PROGRESSIVE CORP — $22.2M (4.0%)
5. MSFT MICROSOFT CORP — $20.2M (3.7%)
6. LLY ELI LILLY & CO — $18.1M (3.3%)
7. WMT Walmart Inc — $17.5M (3.2%)
8. KO COCA COLA CO — $16.7M (3.1%)
9. JNJ Johnson & Johnson — $16.3M (3.0%)
10. CMI CUMMINS INC — $15.0M (2.7%)