McMillan Office, Inc. holds a focused book of 507 stocks worth $870.9M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 13% of the equity book. Cloning the disclosed picks since 2026 would be +12% (+24.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.6 points over this window.
Growth of $10,000 cloning McMillan Office, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as McMillan Office, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $16.7B |
| MML INVESTORS SERVICES, LLC | 78 / 80 | $10.7B |
| ASSETMARK, INC | 78 / 80 | $9.5B |
| NewEdge Advisors, LLC | 78 / 80 | $9.5B |
| BROWN BROTHERS HARRIMAN & CO | 78 / 80 | $9.2B |
| HUNTINGTON NATIONAL BANK | 78 / 80 | $8.5B |
| Steward Partners Investment Advisory, LLC | 78 / 80 | $6.0B |
| Arax Advisory Partners | 78 / 80 | $3.6B |
Ranked by how many of McMillan Office, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc Common, Large Cap | $116.5M | 325.9K | 13.4% | ▼−0.6% Reduced · −2K sh | |
| 2 | Apple Inc Common, Large Cap | $99.6M | 344.4K | 11.4% | ▼−0.3% Reduced · −1K sh | |
| 3 | Alphabet Inc Common, Large Cap | $63.7M | 180.2K | 7.3% | ▼−0.1% Reduced · −135 sh | |
| 4 | Invesco QQQ TR Common, Large Cap Growth | $55.8M | 75.8K | 6.4% | ▼−0.8% Reduced · −613 sh | |
| 5 | Microsoft Corp Common, Large Cap | $43.6M | 116.9K | 5.0% | ▲+0.8% Added · +955 sh | |
| 6 | Meta Platforms Inc Common, Large Cap | $41.3M | 73.3K | 4.7% | ▲+0.2% Added · +181 sh | |
| 7 | Amazon.com Inc Common, Large Cap | $34.9M | 146.4K | 4.0% | ▲+0.2% Added · +287 sh | |
| 8 | Abbvie Inc Common, Large Cap Value | $19.8M | 78.6K | 2.3% | ▼−0.2% Reduced · −133 sh | |
| 9 | Cisco Systems Inc Common, Large Cap | $18.9M | 161.3K | 2.2% | ▼−0.1% Reduced · −162 sh | |
| 10 | JPMorgan Chase & Co Common, Large Cap Value | $16.5M | 50.3K | 1.9% | ▲+0.1% Added · +78 sh | |
| 11 | RTX Corporation Common, Large Cap Value | $16.2M | 85.5K | 1.9% | —Held | |
| 12 | Exxon Mobil Corp Common, Large Cap Value | $13.1M | 95.5K | 1.5% | ▼−0.3% Reduced · −316 sh | |
| 13 | American Express Company Common, Large Cap Value | $12.9M | 38.0K | 1.5% | ▼−0.1% Reduced · −30 sh | |
| 14 | Johnson & Johnson Common, Large Cap Value | $12.5M | 49.2K | 1.4% | ▼−0.2% Reduced · −100 sh | |
| 15 | Capital One Financial Corp Common, Large Cap Value | $12.3M | 61.2K | 1.4% | —Held | |
| 16 | Bank Of America Corp Common, Large Cap Value | $12.2M | 214.5K | 1.4% | ▼−0.3% Reduced · −650 sh | |
| 17 | Pepsico Inc Common, Large Cap Value | $9.9M | 73.0K | 1.1% | ▼−0.1% Reduced · −100 sh | |
| 18 | Coca Cola Company Common, Large Cap Value | $9.7M | 118.9K | 1.1% | —Held | |
| 19 | Procter & Gamble Co Common, Large Cap Value | $9.6M | 65.5K | 1.1% | —Held | |
| 20 | Fifth Third Bancorp Common, Mid Cap | $9.4M | 166.1K | 1.1% | —Held | |
| 21 | Ge Aerospace Common, Large Cap | $8.9M | 23.9K | 1.0% | —Held | |
| 22 | Pfizer Inc Common, Large Cap Value | $8.3M | 345.7K | 1.0% | ▼−1.4% Reduced · −5K sh | |
| 23 | Ge Vernova Inc Common, Large Cap | $6.8M | 5.8K | 0.8% | —Held | |
| 24 | Carrier Global Corporation Common, Mid Cap | $6.5M | 88.8K | 0.7% | —Held | |
| 25 | Ishares Core S&P 500 ETF Common, Large Cap | $5.2M | 6.9K | 0.6% | —Held | |
| 26 | Novo Nordisk A/s-ADR International Equities, EAFE, Large Cap | $5.1M | 107.4K | 0.6% | ▼−0.1% Reduced · −135 sh | |
| 27 | Chevron Corporation Common, Large Cap Value | $4.8M | 28.7K | 0.5% | ▼−1.2% Reduced · −347 sh | |
| 28 | Bristol Myers Squibb Co Common, Large Cap Value | $4.6M | 79.2K | 0.5% | ▼−1.2% Reduced · −1K sh | |
| 29 | PayPal Holdings Inc Common, Mid Cap Value | $4.4M | 102.2K | 0.5% | ▼−2.2% Reduced · −2K sh | |
| 30 | Abbott Laboratories Common, Large Cap Value | $4.4M | 48.4K | 0.5% | ▼−0.8% Reduced · −400 sh | |
| 31 | Eli Lilly & Co Common, Large Cap Growth | $4.3M | 3.6K | 0.5% | ▲+2.0% Added · +72 sh | |
| 32 | International Business Common, Large Cap Value | $4.3M | 15.2K | 0.5% | —Held | |
| 33 | Berkshire Hathaway Inc Del Common, Large Cap Value | $4.3M | 8.5K | 0.5% | ▲+0.1% Added · +5 sh | |
| 34 | Merck & Co Inc Common, Large Cap Value | $4.1M | 31.9K | 0.5% | ▼−0.1% Reduced · −40 sh | |
| 35 | Micron Technology Inc Common, Large Cap Growth | $4.1M | 3.5K | 0.5% | ▲+0.1% Added · +5 sh | |
| 36 | Colgate Palmolive Company Common, Mid Cap Value | $3.9M | 42.0K | 0.4% | —Held | |
| 37 | Corteva Inc Common, Mid Cap | $3.6M | 42.3K | 0.4% | ▼−0.1% Reduced · −40 sh | |
| 38 | Texas Instruments Incorporated Common, Large Cap | $3.5M | 11.9K | 0.4% | —Held | |
| 39 | Walmart Inc Common, Large Cap | $3.4M | 29.7K | 0.4% | ▼−0.3% Reduced · −100 sh | |
| 40 | Emerson Electric Co Common, Mid Cap | $3.4M | 23.4K | 0.4% | —Held | |
| 41 | Salesforce Inc Common, Large Cap Value | $3.3M | 21.2K | 0.4% | ▼−1.0% Reduced · −218 sh | |
| 42 | Ameriprise Finl Inc Common, Mid Cap | $3.3M | 7.2K | 0.4% | —Held | |
| 43 | Synchrony Financial Common, Mid Cap Value | $3.2M | 42.6K | 0.4% | —Held | |
| 44 | Qnity Electronics Inc Common, Mid Cap, Growth | $3.1M | 18.8K | 0.4% | ▼−1.2% Reduced · −222 sh | |
| 45 | RBC FDS TR US Money Markets | $3.0M | 3.05M | 0.3% | ▼−49% Reduced · −3.0M sh | |
| 46 | Otis Worldwide Corporation Common, Mid Cap | $3.0M | 42.3K | 0.3% | ▼−0.5% Reduced · −215 sh | |
| 47 | Kimberly Clark Corporation Common, Mid Cap Value | $3.0M | 27.0K | 0.3% | ▼−1.9% Reduced · −511 sh | |
| 48 | Fidelity Covington TR Common, Sector, Information Technology, Large Cap Growth | $2.9M | 10.0K | 0.3% | —Held | |
| 49 | Albemarle Corporation Common, Mid Cap, Growth | $2.7M | 19.7K | 0.3% | ▼−7.1% Reduced · −2K sh | |
| 50 | NextEra Energy Inc Common, Large Cap Value | $2.6M | 30.1K | 0.3% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2109205/holdings"
Use Arkolith to show McMillan Office, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.