Mill Capital Management, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.16 Billion distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $120M, Microsoft Corp with a value of $97.3M, Berkshire Hathaway Inc with a value of $88.2M, Alphabet Inc. with a value of $72M, and Visa Inc. with a value of $54.1M.
Examining the 13F form we can see an increase of $4.24M in the current position value, from $1.16B to 1.16B.
Below you can find more details about Mill Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
Technology: $281 Million
Financial Services: $277 Million
Healthcare: $138 Million
Communication Services: $131 Million
Industrials: $106 Million
Consumer Cyclical: $94.9 Million
Energy: $53.1 Million
Consumer Defensive: $46.4 Million
Other: $34.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions