McMillion Capital Management Inc

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Assets, Funds, Holdings

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McMillion Capital Management Inc
CRD #110854
SEC #801-15919
CIK #0001079930
AUM
Employees 3 (33% Investors, 0% Brokers)
Phone336-274-2491
Address701 Green Valley Road
Greensboro, NC 27408
Source [IAPD] [EDGAR]
Total AUM ($M)
2502001501005001999200720152024
Sector Form 13F Holdings Value ($M)
Apple Inc 9.3
Microsoft Corp 8.4
Costco Wholesale Corp /NEW 3.8
Chevron Corp 2.8
Lennar Corp /New/ 2.5
Oracle Corp 2.5
TJX Companies Inc /DE/ 2.5
Nike Inc 2.4
Caterpillar Inc 2.3
Target Corp 2.2
View All
Holdings by Sector ($M)
2502001501005002011201520192024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 104 33.5
(b) Individuals (high net worth individuals) 25 76.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 6.5
(h) Charitable organizations 5 5.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 4.4
(n) Other 0 0.0
Total 140 126.7
By Discretionary
Discretionary 140 126.7
Non-Discretionary 0 0.0
Total 140 126.7
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 126.5
Total 140 126.7
EDGAR Form CIK 2011 - 2025
13F-HR [0001079930]
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