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Holders — by stockHoldings — by fund

McMillan Office, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2109205

$870.9M

disclosed book value

507

positions

13.4%

largest position share

Positions, as of 2026-06-30

top 100 of 507 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1GOOGLALPHABET INC325,906$116.5M13.4%
2AAPLAPPLE INC344,355$99.6M11.4%
3GOOGALPHABET INC180,172$63.7M7.3%
4QQQINVESCO QQQ TR75,837$55.8M6.4%
5MSFTMICROSOFT CORP116,911$43.6M5%
6METAMETA PLATFORMS INC73,313$41.3M4.7%
7AMZNAMAZON.COM INC146,440$34.9M4%
8ABBVABBVIE INC78,610$19.8M2.3%
9CSCOCISCO SYSTEMS INC161,268$18.9M2.2%
10JPMJPMORGAN CHASE & CO50,309$16.5M1.9%
11RTXRTX CORPORATION85,520$16.2M1.9%
12EXMOCEXXON MOBIL CORP95,543$13.1M1.5%
13AXPAMERICAN EXPRESS COMPANY38,028$12.9M1.5%
14JNJJOHNSON & JOHNSON49,167$12.5M1.4%
15COFCAPITAL ONE FINANCIAL CORP61,194$12.3M1.4%
16BACBANK OF AMERICA CORP214,456$12.2M1.4%
17PEPPEPSICO INC72,989$9.9M1.1%
18KOCOCA COLA COMPANY118,882$9.7M1.1%
19PGPROCTER & GAMBLE CO65,538$9.6M1.1%
20FITBFIFTH THIRD BANCORP166,147$9.4M1.1%
21GEGE AEROSPACE23,861$8.9M1%
22PFEPFIZER INC345,681$8.3M1%
23GEVGE VERNOVA INC5,799$6.8M0.8%
24CARRCARRIER GLOBAL CORPORATION88,809$6.5M0.7%
25IVVISHARES CORE S&P 500 ETF6,944$5.2M0.6%
26NVONOVO NORDISK A/S-ADR107,419$5.1M0.6%
27CVXCHEVRON CORPORATION28,682$4.8M0.5%
28BMYBRISTOL MYERS SQUIBB CO79,193$4.6M0.5%
29PYPLPAYPAL HOLDINGS INC102,186$4.4M0.5%
30ABTABBOTT LABORATORIES48,381$4.4M0.5%
31LLYELI LILLY & CO3,626$4.3M0.5%
32IBMINTERNATIONAL BUSINESS15,196$4.3M0.5%
33BRK/BBERKSHIRE HATHAWAY INC DEL8,526$4.3M0.5%
34MRKMERCK & CO INC31,930$4.1M0.5%
35MUMICRON TECHNOLOGY INC3,515$4.1M0.5%
36CLCOLGATE PALMOLIVE COMPANY42,016$3.9M0.4%
37CTVACORTEVA INC42,256$3.6M0.4%
38TXNTEXAS INSTRUMENTS INCORPORATED11,898$3.5M0.4%
39WMTWALMART INC29,653$3.4M0.4%
40EMREMERSON ELECTRIC CO23,435$3.4M0.4%
41CRMSALESFORCE INC21,238$3.3M0.4%
42AMPAMERIPRISE FINL INC7,150$3.3M0.4%
43SYFSYNCHRONY FINANCIAL42,592$3.2M0.4%
44QQNITY ELECTRONICS INC18,762$3.1M0.4%
45TIMXXRBC FDS TR3.0M$3.0M0.3%
46OTISOTIS WORLDWIDE CORPORATION42,260$3.0M0.3%
47KMBKIMBERLY CLARK CORPORATION27,033$3.0M0.3%
48FTECFIDELITY COVINGTON TR10,020$2.9M0.3%
49ALBALBEMARLE CORPORATION19,661$2.7M0.3%
50NEENEXTERA ENERGY INC30,061$2.6M0.3%
51CHUBB LTD6,486$2.2M0.3%
52MEDTRONIC PLC28,222$2.2M0.3%
53NVDANVIDIA CORP10,912$2.2M0.3%
54DRIDARDEN RESTAURANTS INC9,880$2.0M0.2%
55AMGNAMGEN INC5,530$2.0M0.2%
56MMM3M COMPANY11,983$1.9M0.2%
57HUMHUMANA INC4,816$1.9M0.2%
58MCDMCDONALDS CORP6,943$1.9M0.2%
59UNPUNION PACIFIC CORP6,764$1.8M0.2%
60CTSHCOGNIZANT TECHNOLOGY SOLUTIONS46,507$1.8M0.2%
61ADPAUTOMATIC DATA PROCESSING INC7,827$1.8M0.2%
62DDDUPONT DE NEMOURS INC12,540$1.7M0.2%
63WHWYNDHAM HOTELS & RESORTS INC19,373$1.6M0.2%
64SYKSTRYKER CORP4,945$1.6M0.2%
65LINDE PLC2,951$1.5M0.2%
66VBKVANGUARD INDEX FUNDS4,174$1.5M0.2%
67CCITIGROUP INC10,504$1.5M0.2%
68GSGOLDMAN SACHS GROUP INC1,450$1.5M0.2%
69TSLATESLA INC3,446$1.4M0.2%
70GISGENERAL MILLS INC40,422$1.4M0.2%
71HDHOME DEPOT INC3,624$1.3M0.1%
72SPGIS&P GLOBAL INC2,998$1.2M0.1%
73BWABORG WARNER AUTOMOTIVE INC18,000$1.2M0.1%
74VPUVANGUARD SECTOR INDEX FDS6,000$1.2M0.1%
75VZVERIZON COMMUNICATIONS27,484$1.2M0.1%
76AMDADVANCED MICRO DEVICES INC1,955$1.1M0.1%
77TNLTRAVEL LEISURE CO14,703$1.1M0.1%
78YUMYUM BRANDS INC6,820$1.1M0.1%
79XYZBLOCK INC13,654$1.0M0.1%
80VWIUXVANGUARD MUN BOND FUND INC74,000$1.0M0.1%
81ALLALLSTATE CORP4,260$1.0M0.1%
82EWEDWARDS LIFESCIENCES CORP10,890$985,1090.1%
83PNFPPINNACLE FINANCIAL PARTNERS9,750$983,5800.1%
84ORLYO REILLY AUTOMOTIVE INC10,500$966,9450.1%
85EBAYEBAY INC8,603$961,3850.1%
86CLXCLOROX CO9,711$926,8180.1%
87ITWILLINOIS TOOL WORKS INC3,426$926,6300.1%
88FDGRXFIDELITY GROWTH COMPANY FUND15,160$894,4280.1%
89LACXXLORD ABBETT U S GOVERNMENT860,265$860,2650.1%
90IWRISHARES RUSSELL MID CAP ETF7,736$853,4360.1%
91USBUS BANCORP DEL13,782$832,4330.1%
92LOWLOWES COMPANIES INC3,604$794,6460.1%
93ROKROCKWELL AUTOMATION INC1,600$792,1280.1%
94COSTCOSTCO WHOLESALE CORP-NEW824$770,8270.1%
95BRK/ABERKSHIRE HATHAWAY INC-DEL1$748,8500.1%
96ZBHZIMMER BIOMET HOLDINGS INC8,687$747,8960.1%
97NXPNUVEEN SELECT TAX FREE INCOME52,000$744,1200.1%
98DUKDUKE ENERGY CORPORATION5,865$742,3920.1%
99LLOEWS CORPORATION6,534$739,7140.1%
100CAHCARDINAL HEALTH INC3,073$730,0220.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.