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Brown Miller Wealth Management, LLC

All holdings · as of Dec 31, 2025

193 positions

CompanyClassValueShares% of portfolio
NORDSON CORP—$200.5K8340.1%
Carlyle Group Inc.—$201.0K3,4000.1%
Toll Brothers Incorporated—$202.8K1,5000.1%
S&P Global Inc.—$205.2K3930.1%
THERMO FISHER SCIENTIFIC INC.—$206.4K3560.1%
CSX CORP—$206.4K5,6950.1%
VANGUARD INDEX FDS—$207.3K7430.1%
ONEOK Inc—$207.4K2,8220.1%
TJX Cos Inc/The—$213.0K1,3860.1%
ConocoPhillips—$214.1K2,2870.1%
Rockwell Automation Inc—$219.8K5650.1%
SPDR SERIES TRUST—$219.9K5,0840.1%
Paycom Software, Inc.—$224.1K1,4060.1%
AFLAC INC—$227.2K2,0600.1%
T Rowe Price Group Inc—$228.0K2,2270.1%
The PNC Financial Services Group, Inc.—$238.2K1,1410.1%
CHARLES RIVER LABS INTL INC—$238.2K1,1940.1%
UBS GROUP AG—$239.7K5,1760.1%
Union Pacific Corp—$245.3K1,0600.1%
DIAGEO PLC—$245.7K2,8480.1%
CH Robinson Worldwide Inc—$246.8K1,5350.1%
VANGUARD WHITEHALL FDS—$250.3K2,7810.1%
Mondelez International, Inc.—$256.1K4,7570.1%
DOLLAR TREE, INC.—$256.2K2,0830.1%
EMERSON ELECTRIC CO—$256.4K1,9320.1%
ENBRIDGE INC—$258.7K5,4090.1%
GENERAL ELECTRIC CO—$264.2K8580.1%
CHOICE HOTELS INTERNATIONAL INC /DE—$273.2K2,8680.1%
CAPITAL GROUP DIVIDEND VALUE—$274.2K6,2840.1%
Air Products & Chemicals, Inc.—$280.1K1,1340.1%
Evercore Inc—$281.4K8270.1%
Copart Inc—$286.2K7,3100.1%
O REILLY AUTOMOTIVE INC—$291.4K3,1950.1%
SYSCO CORP—$294.6K3,9980.1%
VANGUARD INDEX FDS—$295.1K4710.1%
CoStar Group Inc—$298.8K4,4440.1%
Science Applications International Corp—$300.3K2,9830.1%
Houlihan Lokey Inc—$306.7K1,7610.1%
Sempra—$314.7K3,5640.1%
CORNING INC /NY—$321.2K3,6680.1%
Netflix Inc—$326.3K3,4800.1%
Keysight Technologies, Inc.—$328.8K1,6180.1%
AUTOMATIC DATA PROCESSING INC—$335.2K1,3030.1%
VANGUARD TAX-MANAGED FDS—$337.1K5,3960.1%
DOMINION ENERGY, INC—$339.4K5,7940.1%
NRG Energy Inc—$342.1K2,1480.1%
CVS HEALTH Corp—$344.6K4,3420.1%
Ensign Group Inc/The—$354.7K2,0360.1%
TENET HEALTHCARE CORP—$355.1K1,7870.1%
ORACLE CORP—$356.7K1,8300.1%
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