Mill Capital Management, LLC Diversified Active

CIK: 0001901166 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 18, 2022

Total Value ($000): $856,848 (100.0% shares, 0.0% debt)

Holdings (123)

AAPL APPLE INC 10.6%
Value ($000) $90,538 Shares 655,126 Est. Cost $155.39 Unrealized -0.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 8.0%
Value ($000) $68,287 Shares 168 Est. Cost $431815.88 Unrealized -0.9%
MSFT MICROSOFT CORP 6.6%
Value ($000) $56,440 Shares 242,336 Est. Cost $310.27 Unrealized -17.2%
TMO THERMO FISHER SCIENTIFIC INC 5.1%
Value ($000) $43,714 Shares 86,188 Est. Cost $612.18 Unrealized -9.5%
GOOG ALPHABET INC 4.5%
Value ($000) $38,414 Shares 399,518 Est. Cost $112.39 Unrealized -1.4%
V VISA INC 4.2%
Value ($000) $36,154 Shares 203,513 Est. Cost $207.96 Unrealized -4.6%
UNP UNION PAC CORP 2.8%
Value ($000) $23,951 Shares 122,937 Est. Cost $216.49 Unrealized -5.7%
AMT AMERICAN TOWER CORP NEW 2.8%
Value ($000) $23,783 Shares 110,775 Est. Cost $238.17 Unrealized -3.9%
JPM JPMORGAN CHASE & CO 2.7%
Value ($000) $22,946 Shares 219,579 Est. Cost $146.00 Unrealized -27.7%
UNH UNITEDHEALTH GROUP INC 2.4%
Value ($000) $20,822 Shares 41,228 Est. Cost $429.27 Unrealized +15.3%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $20,248 Shares 231,908 Est. Cost $56.00 Unrealized +45.3%
CMCSA COMCAST CORP NEW 2.3%
Value ($000) $20,050 Shares 683,606 Est. Cost $45.65 Unrealized -26.2%
AMZN AMAZON COM INC 2.1%
Value ($000) $18,417 Shares 162,984 Est. Cost $126.17 Unrealized +0.2%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $18,197 Shares 111,392 Est. Cost $145.80 Unrealized +4.9%
DEO DIAGEO PLC 2.1%
Value ($000) $17,785 Shares 104,734 Est. Cost $216.14 Unrealized
DIS DISNEY WALT CO 2.0%
Value ($000) $17,374 Shares 184,178 Est. Cost $153.33 Unrealized -31.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $16,884 Shares 63,231 Est. Cost $290.93 Unrealized -2.2%
AXP AMERICAN EXPRESS CO 1.9%
Value ($000) $16,599 Shares 123,040 Est. Cost $161.68 Unrealized -10.3%
TDG TRANSDIGM GROUP INC 1.7%
Value ($000) $14,443 Shares 27,519 Est. Cost $518.09 Unrealized -3.0%
CVS CVS HEALTH CORP 1.5%
Value ($000) $12,604 Shares 132,162 Est. Cost $81.10 Unrealized +8.1%
LABORATORY CORP AMER HLDGS 1.5%
Value ($000) $12,566 Shares 61,355 Est. Cost $308.20 Unrealized
FISV FISERV INC 1.4%
Value ($000) $12,327 Shares 131,744 Est. Cost $102.22 Unrealized -0.3%
PIONEER NAT RES CO 1.4%
Value ($000) $12,075 Shares 55,768 Est. Cost $185.65 Unrealized
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $12,004 Shares 40,963 Est. Cost $353.16 Unrealized -15.9%
LHX L3HARRIS TECHNOLOGIES INC 1.4%
Value ($000) $11,832 Shares 56,933 Est. Cost $204.60 Unrealized +4.9%
SCHW SCHWAB CHARLES CORP 1.2%
Value ($000) $10,655 Shares 148,253 Est. Cost $75.80 Unrealized -12.7%
PFE PFIZER INC 1.1%
Value ($000) $9,239 Shares 211,137 Est. Cost $40.23 Unrealized +0.5%
BKNG BOOKING HOLDINGS INC 1.1%
Value ($000) $9,110 Shares 5,544 Est. Cost $2314.96 Unrealized -20.2%
FDX FEDEX CORP 1.0%
Value ($000) $8,779 Shares 59,128 Est. Cost $219.83 Unrealized -10.9%
FLEETCOR TECHNOLOGIES INC 1.0%
Value ($000) $8,724 Shares 49,520 Est. Cost $223.10 Unrealized
CPRT COPART INC 1.0%
Value ($000) $8,577 Shares 80,610 Est. Cost $29.77 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.9%
Value ($000) $7,989 Shares 159,460 Est. Cost $75.52 Unrealized -24.6%
MRK MERCK & CO INC 0.9%
Value ($000) $7,653 Shares 88,863 Est. Cost $70.27 Unrealized +14.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.8%
Value ($000) $7,225 Shares 79,968 Est. Cost $100.81 Unrealized -5.0%
ZTS ZOETIS INC 0.8%
Value ($000) $7,163 Shares 48,302 Est. Cost $206.50 Unrealized -21.8%
GOOGL ALPHABET INC 0.8%
Value ($000) $7,048 Shares 73,685 Est. Cost $111.59 Unrealized -1.4%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $6,845 Shares 82,460 Est. Cost $76.41 Unrealized +5.9%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $5,147 Shares 40,771 Est. Cost $134.13 Unrealized -2.6%
ELV ELEVANCE HEALTH INC 0.6%
Value ($000) $4,764 Shares 10,488 Est. Cost $397.15 Unrealized +14.6%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $4,085 Shares 28,436 Est. Cost $97.03 Unrealized +36.9%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $4,045 Shares 56,896 Est. Cost $49.23 Unrealized +26.5%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $3,943 Shares 71,917 Est. Cost $55.31 Unrealized +2.3%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $3,626 Shares 90,145 Est. Cost $44.41 Unrealized -11.3%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $3,582 Shares 38,506 Est. Cost $88.12 Unrealized +6.7%
MMM 3M CO 0.3%
Value ($000) $2,969 Shares 26,866 Est. Cost $127.29 Unrealized -24.2%
KO COCA COLA CO 0.3%
Value ($000) $2,912 Shares 51,977 Est. Cost $49.18 Unrealized +14.0%
YUM YUM BRANDS INC 0.3%
Value ($000) $2,791 Shares 26,249 Est. Cost $117.98 Unrealized -7.8%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $2,711 Shares 12,933 Est. Cost $255.22 Unrealized -12.7%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $2,604 Shares 17,979 Est. Cost $178.56 Unrealized -19.6%
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,223 Shares 21,717 Est. Cost $64.51 Unrealized +36.7%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $2,133 Shares 27,200 Est. Cost $72.07 Unrealized +7.0%
HD HOME DEPOT INC 0.2%
Value ($000) $2,047 Shares 7,417 Est. Cost $317.05 Unrealized -14.6%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $2,011 Shares 12,451 Est. Cost $175.45 Unrealized -8.5%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $2,005 Shares 6,225 Est. Cost $393.22 Unrealized -15.7%
SHEL SHELL PLC 0.2%
Value ($000) $1,925 Shares 38,690 Est. Cost $54.94 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,718 Shares 11,100 Est. Cost $169.28 Unrealized -10.4%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,641 Shares 9,999 Est. Cost $186.69 Unrealized -7.8%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,606 Shares 7,208 Est. Cost $223.48 Unrealized +4.9%
ETN EATON CORP PLC 0.2%
Value ($000) $1,574 Shares 11,800 Est. Cost $147.33 Unrealized -9.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,562 Shares 38,687 Est. Cost $32.79 Unrealized +0.8%
NKE NIKE INC 0.2%
Value ($000) $1,533 Shares 18,449 Est. Cost $135.02 Unrealized -24.8%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $1,510 Shares 11,102 Est. Cost $127.20 Unrealized +5.2%
LAM RESEARCH CORP 0.2%
Value ($000) $1,464 Shares 4,000 Est. Cost $585.84 Unrealized
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $1,327 Shares 21,430 Est. Cost $58.52 Unrealized -26.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,318 Shares 5,714 Est. Cost $229.50 Unrealized +2.9%
PEP PEPSICO INC 0.2%
Value ($000) $1,308 Shares 8,014 Est. Cost $143.93 Unrealized +7.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,161 Shares 10,313 Est. Cost $115.03 Unrealized -0.6%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $1,077 Shares 22,745 Est. Cost $54.25 Unrealized -11.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,065 Shares 14,547 Est. Cost $86.51 Unrealized -10.3%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $1,039 Shares 34,405 Est. Cost $40.66 Unrealized -24.8%
CME CME GROUP INC 0.1%
Value ($000) $1,027 Shares 5,800 Est. Cost $193.53 Unrealized -11.9%
LOW LOWES COS INC 0.1%
Value ($000) $1,011 Shares 5,385 Est. Cost $217.42 Unrealized -16.1%
ORCL ORACLE CORP 0.1%
Value ($000) $1,007 Shares 16,497 Est. Cost $84.22 Unrealized -16.7%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $1,005 Shares 31,432 Est. Cost $32.30 Unrealized -7.4%
CB CHUBB LIMITED 0.1%
Value ($000) $876 Shares 4,815 Est. Cost $177.58 Unrealized +2.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $855 Shares 7,198 Est. Cost $107.00 Unrealized +8.1%
L LOEWS CORP 0.1%
Value ($000) $812 Shares 16,300 Est. Cost $55.90 Unrealized -0.8%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $806 Shares 3,600 Est. Cost $239.53 Unrealized -5.3%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $728 Shares 16,579 Est. Cost $55.95 Unrealized -29.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $707 Shares 6,761 Est. Cost $126.23 Unrealized -15.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $683 Shares 4,088 Est. Cost $174.73 Unrealized -7.2%
NVS NOVARTIS AG 0.1%
Value ($000) $673 Shares 8,859 Est. Cost $86.12 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $643 Shares 14,860 Est. Cost $56.66 Unrealized -17.2%
SYK STRYKER CORPORATION 0.1%
Value ($000) $638 Shares 3,149 Est. Cost $249.21 Unrealized -18.5%
ABBV ABBVIE INC 0.1%
Value ($000) $588 Shares 4,382 Est. Cost $102.77 Unrealized +23.7%
IWR ISHARES TR 0.1%
Value ($000) $547 Shares 8,794 Est. Cost $78.80 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $536 Shares 1,658 Est. Cost $245.55 Unrealized +25.5%
BP BP PLC 0.1%
Value ($000) $522 Shares 18,276 Est. Cost $26.94 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $512 Shares 13,793 Est. Cost $32.25 Unrealized +4.8%
IAU ISHARES GOLD TR 0.1%
Value ($000) $512 Shares 16,250 Est. Cost $34.83 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $493 Shares 3,300 Est. Cost $174.29 Unrealized -18.5%
TJX TJX COS INC NEW 0.1%
Value ($000) $450 Shares 7,250 Est. Cost $63.62 Unrealized -5.9%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $440 Shares 8,737 Est. Cost $27.67 Unrealized -19.6%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $431 Shares 4,824 Est. Cost $79.41 Unrealized +14.3%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $420 Shares 6,250 Est. Cost $68.15 Unrealized -6.0%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $419 Shares 525 Est. Cost $822.07 Unrealized -6.1%
PSX PHILLIPS 66 0.0%
Value ($000) $415 Shares 5,145 Est. Cost $65.75 Unrealized +14.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $401 Shares 12,022 Est. Cost $29.49 Unrealized +6.7%
TFC TRUIST FINL CORP 0.0%
Value ($000) $391 Shares 8,976 Est. Cost $47.17 Unrealized -14.8%
DOW DOW INC 0.0%
Value ($000) $384 Shares 8,737 Est. Cost $44.25 Unrealized -6.3%
CMI CUMMINS INC 0.0%
Value ($000) $339 Shares 1,666 Est. Cost $205.83 Unrealized -4.7%
OLD POINT FINL CORP 0.0%
Value ($000) $331 Shares 11,925 Est. Cost $22.81 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $319 Shares 5,575 Est. Cost $47.01 Unrealized +19.5%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $314 Shares 4,200 Est. Cost $74.76 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $267 Shares 3,631 Est. Cost $73.53 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $260 Shares 10,100 Est. Cost $47.29 Unrealized -31.7%
GRMN GARMIN LTD 0.0%
Value ($000) $241 Shares 3,000 Est. Cost $96.97 Unrealized -9.6%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $238 Shares 11,880 Est. Cost $17.59 Unrealized +3.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $237 Shares 1,933 Est. Cost $140.46 Unrealized -12.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $226 Shares 1,000 Est. Cost $207.28 Unrealized +5.7%
ORI OLD REP INTL CORP 0.0%
Value ($000) $200 Shares 9,541 Est. Cost $17.46 Unrealized -0.3%
SUSA ISHARES TR 0.0%
Value ($000) $188 Shares 2,475 Est. Cost $75.96 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $142 Shares 1,815 Est. Cost $93.44 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $140 Shares 390 Est. Cost $390.53 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $116 Shares 704 Est. Cost $213.76 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $115 Shares 1,400 Est. Cost $82.14 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $93 Shares 1,200 Est. Cost $77.50 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $76 Shares 1,200 Est. Cost $63.33 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $56 Shares 1,600 Est. Cost $35.00 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $52 Shares 600 Est. Cost $107.64 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $42 Shares 200 Est. Cost $210.00 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $26 Shares 280 Est. Cost $92.86 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $11 Shares 50 Est. Cost $280.00 Unrealized