Miller Capital Partners, Inc.

CIK 0002111377 · Q1 2026

13F Equity AUM

$208.1M

+4.8% QoQ

Positions

259

-2 QoQ

AUM Rank

#7,240

Top 58%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 27.4%Top 10: 39.3%Top 20: 55.0%

LRCX10.6%

ASML4.7%

VIG4.3%

VCIT4.3%

COST3.6%

MSFT3.2%

DE2.9%

BRK/B2.2%

PH1.9%

MPC1.8%

Others (249)60.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services32.6%

Technology29.2%

Industrials11.4%

Consumer Cyclical5.9%

Consumer Defensive4.8%

Energy4.4%

Healthcare4.3%

Basic Materials4.2%

Other3.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 259Median: 0.06%Avg: 0.39%

0–0.5%

208(18.8%)

0.5–1%

24(17.7%)

1–3%

21(32.9%)

3–5%

5(20.1%)

5%+

1(10.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 258Unique: 1vs 20 funds

3.5%Low

259

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

4.9%

BANK OF AMERICA CORP /DE/

5.4%

5.2%

7.9%

5.6%

5.2%

VANGUARD CAPITAL MANAGEMENT LLC

4.9%

GEODE CAPITAL MANAGEMENT, LLC

4.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased37Decreased40Exited7

New Positions

MIY0.2%

+32K

XSW0.0%

+225

SABS0.0%

+13K

BSOL0.0%

+2K

WAT0.0%

+29

Increased

ENB1.2%

+10K(+29%)

ON1.3%

+5K(+14%)

GMUB0.3%

+5K(+89%)

VCIT4.3%

+4K(+4%)

NOW0.4%

+3K(+58%)

LUMN1.5%

+3K(+1%)

RYN0.0%

+3K(+275%)

GSEW1.3%

+1K(+4%)

AXP0.9%

+953(+18%)

ETN0.6%

+556(+19%)

Decreased

CF1.3%

-6,498(-23%)

SGOV0.3%

-5,387(-48%)

DELL0.7%

-1,605(-16%)

LRCX10.6%

-1,350(-1%)

RPM0.1%

-1,275(-33%)

NTRS0.1%

-765(-45%)

CIEN1.7%

-500(-5%)

ABT0.3%

-413(-6%)

AGG1.1%

-380(-2%)

BKE0.0%

-350(-50%)

Exited

-800

-300

-426

-600

-30

-13

-93

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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