McMillan Office, Inc. Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$830.9M

Holdings

491

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (491 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
328,883$102.9M12.39%
2
AAPLAPPLE INC
344,239$93.6M11.26%
3
GOOGALPHABET INC
180,867$56.8M6.83%
4
MSFTMICROSOFT CORP
113,863$55.1M6.63%
5
METAMETA PLATFORMS INC
73,028$48.2M5.80%
6
NDQINVESCO QQQ TR
76,481$47.0M5.65%
7
AMZNAMAZON.COM INC
141,333$32.6M3.93%
8
ABBVABBVIE INC
78,868$18.0M2.17%
9
JPMJPMORGAN CHASE & CO
50,153$16.2M1.94%
10
RTXRTX CORPORATION
85,920$15.8M1.90%
11
COFCAPITAL ONE FINANCIAL CORP
61,194$14.8M1.78%
12
AXPAMERICAN EXPRESS COMPANY
38,158$14.1M1.70%
13
CSCOCISCO SYSTEMS INC
161,580$12.4M1.50%
14
BACBANK OF AMERICA CORP
217,106$11.9M1.44%
15
XOMEXXON MOBIL CORP
97,180$11.7M1.41%
16
PEPPEPSICO INC
76,223$10.9M1.32%
17
JNJJOHNSON & JOHNSON
49,267$10.2M1.23%
18
PGPROCTER & GAMBLE CO
66,126$9.5M1.14%
19
PFEPFIZER INC
363,627$9.1M1.09%
20
KOCOCA COLA COMPANY
119,982$8.4M1.01%
21
CMACOMERICA INC
89,032$7.7M0.93%
22
GEGE AEROSPACE
23,767$7.3M0.88%
23
PYPLPAYPAL HOLDINGS INC
108,896$6.4M0.77%
24
ABTABBOTT LABORATORIES
48,781$6.1M0.74%
25
NVONOVO NORDISK A/S-ADR
114,419$5.8M0.70%
26
CRMSALESFORCE INC
21,196$5.6M0.68%
27
CARRCARRIER GLOBAL CORPORATION
90,996$4.8M0.58%
28
IVVISHARES CORE S&P 500 ETF
6,944$4.8M0.57%
29
IBMINTERNATIONAL BUSINESS
15,444$4.6M0.55%
30
CVXCHEVRON CORPORATION
29,229$4.5M0.54%
31
BMYBRISTOL MYERS SQUIBB CO
81,493$4.4M0.53%
32
BRK/BBERKSHIRE HATHAWAY INC DEL
8,521$4.3M0.52%
33
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
47,240$3.9M0.47%
34
OTISOTIS WORLDWIDE CORPORATION
44,825$3.9M0.47%
35
GEVGE VERNOVA LLC
5,799$3.8M0.46%
36
LLYELI LILLY & CO
3,521$3.8M0.46%
37
MRKMERCK & CO INC
35,269$3.7M0.45%
38
WMTWALMART INC
32,753$3.6M0.44%
39
SYFSYNCHRONY FINANCIAL
42,592$3.6M0.43%
40
A4SAMERIPRISE FINL INC
7,150$3.5M0.42%
41
CLCOLGATE PALMOLIVE COMPANY
42,016$3.3M0.40%
42
PSLV/USPROTT PHYSICAL SILVER
140,000$3.3M0.40%
43
EMREMERSON ELECTRIC CO
23,435$3.1M0.37%
44
KMBKIMBERLY CLARK CORPORATION
30,044$3.0M0.36%
45
ALBALBEMARLE CORPORATION
21,161$3.0M0.36%
46
CTVACORTEVA INC
42,296$2.8M0.34%
47
MDTMEDTRONIC PLC
28,852$2.8M0.33%
48
NEENEXTERA ENERGY INC
30,061$2.4M0.29%
49
FTECFIDELITY COVINGTON TR
10,020$2.3M0.27%
50
MCDMCDONALDS CORP
6,974$2.1M0.26%
51
LACXXLORD ABBETT U S GOVERNMENT
2,083,624$2.1M0.25%
52
CBCHUBB LTD
6,486$2.0M0.24%
53
ADPAUTOMATIC DATA PROCESSING INC
7,827$2.0M0.24%
54
TXNTEXAS INSTRUMENTS INCORPORATED
11,398$2.0M0.24%
55
MMM3M COMPANY
12,261$2.0M0.24%
56
GISGENERAL MILLS INC
41,372$1.9M0.23%
57
DRIDARDEN RESTAURANTS INC
9,880$1.8M0.22%
58
AMGNAMGEN INC
5,530$1.8M0.22%
59
SYKSTRYKER CORP
4,945$1.7M0.21%
60
SPGIS&P GLOBAL INC
2,998$1.6M0.19%
61
UNPUNION PACIFIC CORP
6,764$1.6M0.19%
62
QQNITY ELECTRONICS INC
19,052$1.6M0.19%
63
DDDUPONT DE NEMOURS INC
37,909$1.5M0.18%
64
WHWYNDHAM HOTELS & RESORTS INC
19,373$1.5M0.18%
65
NVDANVIDIA CORP
7,552$1.4M0.17%
66
HDHOME DEPOT INC
3,924$1.4M0.16%
67
VBKVANGUARD INDEX FUNDS
4,324$1.3M0.16%
68
GSGOLDMAN SACHS GROUP INC
1,450$1.3M0.15%
69
HONHONEYWELL INTL INC
6,520$1.3M0.15%
70
LINLINDE PLC
2,961$1.3M0.15%
71
TRVCCITIGROUP INC
10,619$1.2M0.15%
72
HUMHUMANA INC
4,816$1.2M0.15%
73
BACVERIZON COMMUNICATIONS
27,884$1.1M0.14%
74
YUMYUM BRANDS INC
7,360$1.1M0.13%
75
VPUVANGUARD SECTOR INDEX FDS
6,000$1.1M0.13%
76
TSLATESLA INC
2,468$1.1M0.13%
77
SNAPSNAP INC
137,165$1.1M0.13%
78
CLXCLOROX CO
10,711$1.1M0.13%
79
TIMXXRBC FDS TR
1,049,733$1.0M0.13%
80
TNLTRAVEL & LEISURE CO
14,863$1.0M0.13%
81
VWIUXVANGUARD MUN BOND FUND INC
74,000$1.0M0.12%
82
MUMICRON TECHNOLOGY INC
3,500$998K0.12%
83
PNFPPINNACLE FINL PARTNERS INC
10,200$973K0.12%
84
ORLYO REILLY AUTOMOTIVE INC
10,500$957K0.12%
85
EWEDWARDS LIFESCIENCES CORP
10,890$928K0.11%
86
XYZBLOCK INC
14,014$912K0.11%
87
ALSALLSTATE CORP
4,260$886K0.11%
88
LOWLOWES COMPANIES INC
3,604$869K0.10%
89
ADBEADOBE INC
2,425$848K0.10%
90
ITWILLINOIS TOOL WORKS INC
3,426$843K0.10%
91
DISWALT DISNEY CO
7,278$828K0.10%
92
ZBHZIMMER BIOMET HOLDINGS INC
9,152$822K0.10%
93
BWABORG WARNER AUTOMOTIVE INC
18,000$811K0.10%
94
TAT&T INC
31,198$774K0.09%
95
SLVISHARES SILVER SHARES
12,000$773K0.09%
96
BRK-BBERKSHIRE HATHAWAY INC-DEL
1$754K0.09%
97
EBAEBAY INC
8,603$749K0.09%
98
IWRISHARES RUSSELL MID CAP ETF
7,736$744K0.09%
99
USBUS BANCORP DEL
13,782$735K0.09%
100
NXPNUVEEN SELECT TAX FREE INCOME
52,000$733K0.09%
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