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CIK: 0000225816
Total reported value
$548.6M
$548.6M
187 檔
22.9%
According to the latest 13F quarterly dataset, Rowlandmiller & Partners.adv managed an equity portfolio of $548.6M at the end of Q3 2025, spanning 187 distinct U.S. exchange-listed positions.
In Q3 2025, Rowlandmiller & Partners.adv adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.75% | +0.01% | -0.99% | |
| 2 | PGR | Progressive CORP | Stock-Financials | 5.16% | -0.06% | -5.38% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.89% | -0.18% | -5.71% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.22% | +0.49% | -0.22% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.65% | -0.78% | -3.49% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 3.42% | -0.06% | -2.22% | |
| 7 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.73% | -0.13% | -0.41% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.61% | +0.46% | -8.78% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.47% | -0.07% | -1.13% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.41% | -0.23% | -4.45% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.29% | -0.51% | -0.67% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 2.24% | +0.52% | +0.02% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.04% | +0.08% | -1.40% | |
| 14 | CB | Chubb Limited | Stock-Financials | 1.95% | -0.13% | -1.44% | |
| 15 | CMI | Cummins Inc | Stock-Industrials | 1.91% | +0.39% | -1.76% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.84% | -2.74% | EXIT | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.84% | -0.49% | +10.09% | |
| 18 | TFC | Truist Financial CORP | Stock-Financials | 1.71% | -0.07% | -1.07% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.60% | -0.61% | +5.32% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | -0.04% | +1.21% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.06% | +0.73% | |
| 22 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.46% | -0.01% | -1.63% | |
| 23 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 1.34% | +0.02% | +1.86% | |
| 24 | INTC | Intel CORP | Stock-Tech | 1.19% | +2.56% | -7.39% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.19% | +15.59% | |
| 26 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.04% | +0.14% | -1.56% | |
| 27 | SYY | Sysco CORP | Stock-Consumer Staples | 0.96% | +0.04% | -1.47% | |
| 28 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.91% | +0.05% | -3.46% | |
| 29 | CPRT | Copart Inc | Stock-Industrials | 0.90% | -0.18% | -6.73% | |
| 30 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.90% | +0.07% | +4.29% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | -0.08% | -9.61% | |
| 32 | CTAS | Cintas CORP | Stock-Industrials | 0.86% | -0.06% | -6.65% | |
| 33 | IDCC | Interdigital Inc | Stock-Tech | 0.82% | -0.10% | -0.10% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.77% | +0.02% | -1.36% | |
| 35 | PAYX | Paychex Inc | Stock-Tech | 0.74% | -0.02% | -1.48% | |
| 36 | COP | Conocophillips | Stock-Energy | 0.74% | -0.30% | -3.14% | |
| 37 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.73% | +0.12% | -7.47% | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.72% | -0.06% | -2.87% | |
| 39 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.72% | -0.02% | +5.29% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.68% | -0.01% | +3.34% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.03% | -1.38% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.64% | -0.11% | — | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.64% | -0.09% | -1.44% | |
| 44 | CSX | Csx CORP | Stock-Industrials | 0.61% | +0.02% | -1.23% | |
| 45 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.61% | +0.01% | +0.09% | |
| 46 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.61% | +0.03% | +24.02% | |
| 47 | AFL | Aflac Inc | Stock-Financials | 0.59% | -0.03% | -1.50% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | — | +21.45% | |
| 49 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.55% | -0.04% | -0.11% | |
| 50 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.49% | +0.01% | -6.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.4% | -0.22% | Add |
| 2 | MSFT | Microsoft CORP | +0.9% | -5.71% | Trim |
| 3 | NVDA | Nvidia CORP | +0.6% | +0.73% | Add |
| 4 | VRT | Vertiv Holdings Co-a | +0.5% | -1.56% | Trim |
| 5 | AAPL | Apple Inc | +0.4% | -0.99% | Trim |
| 6 | CMI | Cummins Inc | +0.4% | -1.76% | Trim |
| 7 | IDCC | Interdigital Inc | +0.3% | -0.10% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +1.21% | Add |
| 9 | SMCI | Super Micro Computer Inc | +0.3% | +4.29% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | +93.53% | Add |
| 11 | INTC | Intel CORP | +0.2% | -7.39% | Trim |
| 12 | SWKS | Skyworks Solutions Inc | +0.2% | +24.02% | Add |
| 13 | BLK | Blackrock Inc | +0.2% | +24.33% | Add |
| 14 | WMT | Walmart Inc | +0.2% | -3.49% | Trim |
| 15 | VZ | Verizon Communications Inc | +0.2% | +10.09% | Add |
| 16 | AMZN | Amazon.com Inc | +0.2% | +21.45% | Add |
| 17 | NEE | Nextera Energy Inc | +0.2% | +21.58% | Add |
| 18 | ORCL | Oracle CORP | +0.2% | -4.56% | Trim |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | +65.67% | Add |
| 20 | MDT | Medtronic plc | +0.1% | +32.19% | Add |
| 21 | EMR | Emerson Electric Co | +0.1% | +3.34% | Add |
| 22 | GPC | Genuine Parts Co | +0.1% | -1.63% | Trim |
| 23 | GE | General Electric | +0.1% | +0.04% | Add |
| 24 | COST | Costco Wholesale CORP | +0.1% | +15.59% | Add |
| 25 | HD | Home Depot Inc | +0.1% | -1.13% | Trim |
| 26 | CSX | Csx CORP | +0.1% | -1.23% | Trim |
| 27 | QCOM | Qualcomm Inc | 0% | +0.02% | Add |
| 28 | ABBV | Abbvie Inc | 0% | -1.40% | Trim |
| 29 | TFC | Truist Financial CORP | 0% | -1.07% | Trim |
| 30 | JNJ | Johnson & Johnson | 0% | -4.45% | Trim |
| 31 | LULU | Lululemon Athletica Inc | -0.1% | -7.01% | Trim |
| 32 | KMB | Kimberly-clark CORP | -0.2% | -6.49% | Trim |
| 33 | WY | Weyerhaeuser Co | -0.2% | +5.29% | Add |
| 34 | COP | Conocophillips | -0.2% | -3.14% | Trim |
| 35 | WERN | Werner Enterprises Inc | -0.2% | -11.62% | Trim |
| 36 | PAYX | Paychex Inc | -0.2% | -1.48% | Trim |
| 37 | UPS | United Parcel Service-cl B | -0.3% | -1.36% | Add |
| 38 | AMGN | Amgen Inc | -0.3% | -9.61% | Trim |
| 39 | XOM | Exxon Mobil CORP | -0.3% | -0.92% | Trim |
| 40 | CB | Chubb Limited | -0.3% | -1.44% | Trim |
| 41 | CPRT | Copart Inc | -0.4% | -6.73% | Trim |
| 42 | KO | Coca-cola Co/the | -0.5% | -0.41% | Trim |
| 43 | ADP | Automatic Data Processing | -0.5% | -2.22% | Trim |
| 44 | LLY | Eli Lilly & Co | -0.7% | -8.78% | Trim |
| 45 | PGR | Progressive CORP | -1.6% | -5.38% | Trim |
| 46 | PDCOEUR | Patterson Cos Inc | — | EXIT | Sold out |
| 47 | COF | Capital One Financial CORP | — | NEW | New buy |
| 48 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 49 | FCPGX | Fidelity Small Cap Grow | — | EXIT | Sold out |
| 50 | TMUS | T-mobile US Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Rowlandmiller & Partners.adv reported a total U.S. public equity portfolio value of $548.6M across 187 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, PGR, MSFT) accounted for 22.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
COF
市值: $1.8M
Top Position Liquidated / Trimmed
PDCOEUR
前期市值: $1.9M
During Q3 2025, Rowlandmiller & Partners.adv's top holdings by market value included AAPL (6.8%)、PGR (5.2%)、MSFT (4.9%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q3 2025, Rowlandmiller & Partners.adv made 50 total portfolio adjustments, initiating 2 new buys, adding to 19 positions, trimming 26 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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