Holdings
McMill Wealth Management
As of Jun 30, 2026, McMill Wealth Management reported 15 positions worth US$3.27B. Largest: Berkshire Hathaway Inc., Nucor Corporation and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 9.76M | US$3.26B | +9.75M | Jun 30, 2026 |
| Nucor Corporation | 6,591 | US$1.47M | −4,823 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,331 | US$1.42M | no change | Jun 30, 2026 |
| Apple Inc | 4,658 | US$1.35M | −64 | Jun 30, 2026 |
| Union Pacific Corporation | 4,231 | US$1.15M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 4,005 | US$955K | +2 | Jun 30, 2026 |
| Microsoft Corp. | 2,296 | US$856K | −286 | Jun 30, 2026 |
| Palantir Technologies Inc. | 4,015 | US$468K | −2 | Jun 30, 2026 |
| Mcdonald's Corporation | 1,676 | US$453K | no change | Jun 30, 2026 |
| Lockheed Martin Corporation | 676 | US$344K | no change | Jun 30, 2026 |