ROWLANDMILLER & PARTNERS.ADV
•CIK: 225816•Filing: Q4 2025
**ROWLANDMILLER & PARTNERS.ADV** manages $518M across a diversified portfolio of 196 positions. The fund exhibits significant concentration in mega-cap technology and consumer staples, notably holding AAPL ($36.4M) and GOOG ($28.0M). Further substantial allocations include PGR ($24.2M), MSFT ($23.3M), and WMT ($19.7M). This structure suggests a core investment thesis focused on established market leaders across technology, healthcare, and consumer goods.
Total AUM
$518.2M
QoQ Performance
+1.8%
Positions
196
Top 10 Concentration
39.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOGL
AAPL7.0%
GOOGL5.4%
PGR4.7%
MSFT4.5%
WMT3.8%
LLY3.4%
ADP2.9%
KO2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.6%
Technology23.4%
Healthcare11.8%
Consumer10.2%
Financial6.2%
Energy4.3%
Consumer Staples3.0%
Industrial2.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW12 new positions
↑62 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022