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| Mill Capital Management LLC
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|---|---|
| CRD # | 312798 |
| SEC # | 801-120478 |
| CIK # | 0001901166 |
| AUM | 1,493.1 M (2026-02-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 128.2 | ||
| Alphabet Inc | 95.2 | ||
| Microsoft Corp | 74.6 | ||
| Visa Inc | 58.8 | ||
| J P Morgan Chase & Co | 58.4 | ||
| Micron Technology Inc | 41.2 | ||
| Amazon Com Inc | 40.2 | ||
| Thermo Fisher Scientific Inc | 39.8 | ||
| American Express Co | 36.8 | ||
| Union Pacific Corp | 32.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 9.3 |
| (b) Individuals (high net worth individuals) | 78 | 769.7 |
| (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 | 8 | 713.1 |
| (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 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 306 | 1,493.1 |
| By Discretionary | ||
| Discretionary | 303 | 1,455.1 |
| Non-Discretionary | 3 | 38.0 |
| Total | 306 | 1,493.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,493.1 | |
| Total | 306 | 1,493.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001901166] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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