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CIK: 0000225816
Total reported value
$548.6M
$548.6M
196 檔
24.0%
In Q4 2025, Rowlandmiller & Partners.adv's U.S. equity holdings reached a combined market value of $548.6M, distributed across 196 disclosed stock positions.
In Q4 2025, Rowlandmiller & Partners.adv adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.01% | +0.01% | -0.99% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.40% | +0.49% | +1.15% | |
| 3 | PGR | Progressive CORP | Stock-Financials | 4.68% | -0.06% | +0.09% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.50% | -0.18% | +0.34% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.80% | -0.78% | -1.86% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.41% | +0.46% | -5.59% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 2.94% | -0.06% | -0.22% | |
| 8 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.82% | -0.13% | -0.20% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.63% | -0.23% | -0.45% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.26% | -0.51% | -0.19% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 2.25% | +0.39% | -0.91% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 2.25% | +0.52% | -0.45% | |
| 13 | CB | Chubb Limited | Stock-Financials | 2.10% | -0.13% | -0.68% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.05% | -0.07% | -0.60% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.96% | +0.08% | -0.96% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.91% | -2.74% | EXIT | |
| 17 | TFC | Truist Financial CORP | Stock-Financials | 1.79% | -0.07% | -0.96% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.65% | -0.49% | -1.41% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -0.04% | +0.68% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.55% | -0.61% | +0.63% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.06% | +0.19% | |
| 22 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 1.31% | +0.02% | -0.14% | |
| 23 | INTC | Intel CORP | Stock-Tech | 1.26% | +2.56% | -1.88% | |
| 24 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.24% | -0.01% | -2.13% | |
| 25 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.10% | +0.14% | +0.19% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 1.00% | -0.08% | -0.10% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.19% | +1.37% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.93% | +0.02% | +3.52% | |
| 29 | SYY | Sysco CORP | Stock-Consumer Staples | 0.82% | +0.04% | -2.60% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.80% | -0.03% | -2.44% | |
| 31 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.78% | -0.06% | +0.00% | |
| 32 | CTAS | Cintas CORP | Stock-Industrials | 0.78% | -0.06% | — | |
| 33 | CPRT | Copart Inc | Stock-Industrials | 0.77% | -0.18% | — | |
| 34 | IDCC | Interdigital Inc | Stock-Tech | 0.72% | -0.10% | -3.71% | |
| 35 | COP | Conocophillips | Stock-Energy | 0.71% | -0.30% | -1.17% | |
| 36 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.71% | +0.05% | -3.01% | |
| 37 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.70% | +0.12% | -1.18% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.67% | -0.01% | -0.41% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.63% | -0.11% | +0.14% | |
| 40 | PAYX | Paychex Inc | Stock-Tech | 0.63% | -0.02% | -2.90% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | — | +7.13% | |
| 42 | CSX | Csx CORP | Stock-Industrials | 0.60% | +0.02% | -1.55% | |
| 43 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.60% | -0.02% | -10.87% | |
| 44 | ENVA | Enova International Inc | Stock-Financials | 0.59% | +0.23% | -0.97% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.58% | -0.09% | -1.46% | |
| 46 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.56% | +0.01% | -1.52% | |
| 47 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.55% | +0.07% | +2.64% | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.54% | -0.03% | -5.63% | |
| 49 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.52% | -0.04% | -4.86% | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.50% | -0.08% | +0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.2% | +1.15% | Add |
| 2 | LLY | Eli Lilly & Co | +0.8% | -5.59% | Trim |
| 3 | CMI | Cummins Inc | +0.3% | -0.91% | Trim |
| 4 | AAPL | Apple Inc | +0.3% | -0.99% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.2% | -0.45% | Trim |
| 6 | UPS | United Parcel Service-cl B | +0.2% | +3.52% | Add |
| 7 | WMT | Walmart Inc | +0.2% | -1.86% | Trim |
| 8 | CB | Chubb Limited | +0.2% | -0.68% | Trim |
| 9 | ENVA | Enova International Inc | +0.2% | -0.97% | Trim |
| 10 | MRK | Merck & Co. Inc. | +0.1% | -2.44% | Trim |
| 11 | AMGN | Amgen Inc | +0.1% | -0.10% | Trim |
| 12 | ISRG | Intuitive Surgical Inc | +0.1% | +0.11% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +45.81% | Add |
| 14 | KO | Coca-cola Co/the | +0.1% | -0.20% | Trim |
| 15 | TFC | Truist Financial CORP | +0.1% | -0.96% | Trim |
| 16 | XOM | Exxon Mobil CORP | +0.1% | -0.83% | Trim |
| 17 | INTC | Intel CORP | +0.1% | -1.88% | Trim |
| 18 | VRT | Vertiv Holdings Co-a | +0.1% | +0.19% | Add |
| 19 | GILD | Gilead Sciences Inc | +0.1% | +0.00% | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +7.13% | Add |
| 21 | EXPD | Expeditors Intl Wash Inc | +0.1% | -1.04% | Trim |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +19.95% | Add |
| 23 | COF | Capital One Financial CORP | 0% | — | Unchanged |
| 24 | MU | Micron Technology Inc | 0% | +48.62% | Add |
| 25 | MO | Altria Group Inc | 0% | +143.93% | Add |
| 26 | QCOM | Qualcomm Inc | 0% | -0.45% | Trim |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +0.68% | Add |
| 28 | PSA | Public Storage | -0.1% | -5.05% | Trim |
| 29 | CTAS | Cintas CORP | -0.1% | — | Unchanged |
| 30 | COST | Costco Wholesale CORP | -0.1% | +1.37% | Add |
| 31 | ABBV | Abbvie Inc | -0.1% | -0.96% | Trim |
| 32 | IDCC | Interdigital Inc | -0.1% | -3.71% | Trim |
| 33 | PAYX | Paychex Inc | -0.1% | -2.90% | Trim |
| 34 | KMB | Kimberly-clark CORP | -0.1% | -2.94% | Trim |
| 35 | WY | Weyerhaeuser Co | -0.1% | -10.87% | Trim |
| 36 | ORCL | Oracle CORP | -0.1% | -8.42% | Trim |
| 37 | CPRT | Copart Inc | -0.1% | — | Unchanged |
| 38 | SYY | Sysco CORP | -0.1% | -2.60% | Trim |
| 39 | SWKS | Skyworks Solutions Inc | -0.2% | -12.47% | Trim |
| 40 | VZ | Verizon Communications Inc | -0.2% | -1.41% | Trim |
| 41 | ZBRA | Zebra Technologies Corp-cl A | -0.2% | -3.01% | Trim |
| 42 | GPC | Genuine Parts Co | -0.2% | -2.13% | Trim |
| 43 | SMCI | Super Micro Computer Inc | -0.4% | +2.64% | Add |
| 44 | MSFT | Microsoft CORP | -0.4% | +0.34% | Add |
| 45 | HD | Home Depot Inc | -0.4% | -0.60% | Trim |
| 46 | ADP | Automatic Data Processing | -0.5% | -0.22% | Trim |
| 47 | PGR | Progressive CORP | -0.5% | +0.09% | Add |
| 48 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 49 | FFIV | F5 Inc | — | EXIT | Sold out |
| 50 | VEXAX | Vanguard Ext Mkt Indx-adm | — | 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 196 disclosed positions in Q4 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, GOOG, PGR) accounted for 24.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHD
市值: $292.5K
Top Position Liquidated / Trimmed
FFIV
前期市值: $284.4K
During Q4 2025, Rowlandmiller & Partners.adv's top holdings by market value included AAPL (7.0%)、GOOG (5.4%)、PGR (4.7%). The largest single position, AAPL, represented 7.0% of total portfolio value.
In Q4 2025, Rowlandmiller & Partners.adv made 47 total portfolio adjustments, initiating 2 new buys, adding to 15 positions, trimming 29 holdings, and fully liquidating 1 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.
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