Mill Capital Management, LLC Incresed Positions in Q3 2025

Mill Capital Management, LLC

  • $1.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
792
+ 1.0%
$404.94 - $499.99 $321K - $396K
80.3K $38.9M
ASML
Asml Holding Nv

Technology
2.25K
+ 12.55%
$689.63 - $968.09 $1.55M - $2.17M
20.1K $19.5M
UNH
Unitedhealth Group Inc

Healthcare
9.81K
+ 19.5%
$237.77 - $353.61 $2.33M - $3.47M
60.1K $20.8M
JNJ
Johnson & Johnson

Healthcare
391
+ 0.33%
$155.17 - $185.42 $60.7K - $72.5K
119K $22M
LHX
L3 Harris Technologies, Inc.

Industrials
206
+ 0.33%
$252.18 - $305.41 $51.9K - $62.9K
61.9K $18.9M
ZTS
Zoetis Inc.

Healthcare
22.9K
+ 18.4%
$141.13 - $159.19 $3.23M - $3.64M
147K $21.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.59K
+ 2.07%
$459.11 - $506.91 $729K - $804K
78.1K $39.3M
XOM
Exxon Mobil Corp

Energy
1.82K
+ 0.5%
$105.83 - $117.22 $192K - $213K
365K $41.2M
FISV
Fiserv Inc

Technology
15.4K
+ 11.29%
N/A
151K $18.9M
AXP
American Express CO

Financial Services
103
+ 0.08%
$294.27 - $342.31 $30.3K - $35.3K
125K $41.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
18.7K
+ 73.46%
$25.21 - $25.99 $471K - $485K
44.1K $1.14M
OTIS
Otis Worldwide Corp

Industrials
14.7K
+ 11.47%
$84.93 - $101.07 $1.25M - $1.49M
143K $13.1M
AMZN
Amazon Com Inc

Consumer Cyclical
438
+ 0.23%
$211.65 - $238.24 $92.7K - $104K
191K $41.9M
WMT
Walmart Inc.

Consumer Defensive
400
+ 11.62%
$94.4 - $104.27 $37.8K - $41.7K
3.84K $395K
ORI
Old Republic International Corp

Financial Services
79
+ 0.73%
$35.74 - $42.47 $2.82K - $3.36K
10.9K $464K
SPY
Spdr S&P 500 ETF Trust

ETFs
26
+ 4.63%
$617.65 - $666.84 $16.1K - $17.3K
588 $391K
Linde PLC
244
+ 0.62%
N/A
39.8K $0
Corpay Inc
68
+ 0.12%
N/A
55K $0
Labcorp Holdings Inc
334
+ 0.52%
N/A
64K $0
VRSN
Verisign Inc

Technology
118
+ 0.18%
$263.02 - $305.98 $31K - $36.1K
66.7K $18.6M
CRM
Salesforce, Inc.

Technology
3.54K
+ 6.47%
$231.66 - $273.65 $821K - $970K
58.3K $13.8M
CPRT
Copart Inc

Consumer Cyclical
1.06K
+ 0.24%
$44.6 - $49.97 $47.5K - $53.2K
442K $19.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
699
+ 0.5%
$167.28 - $188.45 $117K - $132K
142K $23.9M
AMT
American Tower Corp

Real Estate
619
+ 0.51%
$192.32 - $232.35 $119K - $144K
123K $23.6M
Activity Summary
Buys All Purchases 29 New Holdings 4 Increased Positions 25 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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