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| Happy Holidays!! thanks for using AUM13F!! |
| Mill Capital Management LLC
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| CRD # | 312798 |
| SEC # | 801-120478 |
| CIK # | 0001901166 |
| AUM | $1.4 B (2025-03-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 980-494-6455 |
| Address | 845 Church Street North Concord, NC 28025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 110.7 | ||
| Microsoft Corp | 102.3 | ||
| VISA Inc | 69.9 | ||
| Alphabet Inc | 67.4 | ||
| J P Morgan Chase & Co | 59.2 | ||
| Amazon Com Inc | 41.7 | ||
| American Express Co | 40.0 | ||
| Transdigm Group Inc | 39.7 | ||
| Exxon Mobil Corp | 39.2 | ||
| Priceline Com Inc | 32.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 4.1 |
| (b) Individuals (high net worth individuals) | 77 | 708.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 657.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 1,371.3 |
| By Discretionary | ||
| Discretionary | 280 | 1,335.7 |
| Non-Discretionary | 3 | 35.6 |
| Total | 283 | 1,371.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,371.3 | |
| Total | 283 | 1,371.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001901166] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Willis Johnson & Associates Inc
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|
TX | 1.4 |
|
Telos Capital Management Inc
✚
|
CA | 1.4 |
|
Sheaff Brock Investment Advisors LLC
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IN | 1.4 |
|
Bloom Advisors Inc
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MI | 1.4 |
|
Ally Invest Advisors Inc
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|
NC | 1.4 |
|
Romano Brothers and Company
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|
IL | 1.4 |
|
The Nemes Rush Group LLC
✚
|
MI | 1.4 |
|
Anchor Investment Management LLC
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|
SC | 1.4 |
|
D'Orazio & Associates Inc
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|
VA | 1.3 |
|
Private Advisory Group LLC
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|
WA | 1.3 |