ROWLANDMILLER & PARTNERS.ADV
SEC Form 13F institutional filer · CIK 0000225816
13F-HR · 146 reported holdings · 2026-03-31
Reported long-US-equity value
$0.46B
Top-10 concentration
40.7%
ROWLANDMILLER & PARTNERS.ADV — $463M AUM allocation strategy
ROWLANDMILLER & PARTNERS.ADV files SEC Form 13F and reports $463M of long US equity value across 146 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 13.1%, followed by Financials 10.2% and Health Care 8.5%.
The top 10 holdings account for 41% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ROWLANDMILLER & PARTNERS.ADV — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$463M
total across 146 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
41% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VZ +13.7K sh · +$2.67M+$NFLX +12.7K sh · +$1.24M+$CPRT +11.2K sh · −$233K
Biggest trims (shares)
−$VRT −21.4K sh · −$2.25M−$WMT −19.5K sh · −$145K−$AMCR −12.8K sh · +$33.8K
Exited to nil (held last quarter, gone now)
$CF ($297K last qtr)$FDS ($158K last qtr)$ROP ($116K last qtr)$GEHC ($106K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.1%—
- Property & Casualty Insurance6.8%—
- Pharmaceuticals6.4%—
- Interactive Media & Services5.6%—
- Integrated Oil & Gas5.2%—
- Consumer Staples Merchandise Retail4.2%—
- Systems Software4.1%—
- Diversified Banks3.5%—
- Other holdings57.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 130K | $32.9M | -4.15K | 7.1% |
| $GOOGL | Alphabet Inc | 91.1K | $26.1M | +1.84K | 5.6% |
| $PGR | Progressive Corporation | 102K | $20.3M | -4.17K | 4.4% |
| $WMT | Walmart Inc | 157K | $19.6M | -19.5K | 4.2% |
| $MSFT | Microsoft Corporation | 51.5K | $19M | +3.26K | 4.1% |
| $JNJ | Johnson & Johnson | 64.6K | $15.8M | -1.32K | 3.4% |
| $KO | Coca-Cola Company | 206K | $15.7M | -3.35K | 3.4% |
| $LLY | Eli Lilly and Company | 15.2K | $14M | -1.19K | 3.0% |
| $XOM | ExxonMobil Holdings Corporation | 79.7K | $13.5M | -2.72K | 2.9% |
| $CMI | Cummins Inc | 21.4K | $11.5M | -1.42K | 2.5% |
…and 136 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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