IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Rowlandmiller & Partners.adv

Q1 2022 Holdings

Filed 2022-04-26 | 186 holdings | $430.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Enova Intl Inc COM(ENVA)COM29357K103$756.2K19,9170.2%
Honeywell Intl Inc COM(HON)COM438516106$776.3K3,9890.2%
Dominion Energy Inc COM(D)COM25746U109$779.5K9,1730.2%
Phillips 66 COM(PSX)COM718546104$791.0K9,1560.2%
Berkshire Hathaway Inc del CL B New(BRK/B)COM084670702$815.2K2,3100.2%
Hormel Foods Corp COM(HRL)COM440452100$828.1K16,0680.2%
Interdigital Inc COM(IDCC)COM45867G101$838.7K13,1450.2%
Medifast Inc COM(MED)COM58470H101$850.0K4,9770.2%
Texas Instrs Inc COM(TXN)COM882508104$858.9K4,6810.2%
Renaissancere Hldgs LTD COM(RNR)COMG7496G103$871.6K5,4980.2%
Pentair PLC SHS(PNR)COMG7S00T104$873.9K16,1200.2%
Walgreens Boots Alliance Inc COM(WBA)COM931427108$876.4K19,5760.2%
BIO RAD Labs Inc CL A(BIO)COM090572207$888.2K1,5770.2%
Illinois Tool WKS Inc COM(ITW)COM452308109$890.1K4,2500.2%
Consolidated Edison Inc COM(ED)COM209115104$896.1K9,4640.2%
3M Co COM(MMM)COM88579Y101$902.6K6,0620.2%
Target Corp COM(TGT)COM87612E106$918.5K4,3280.2%
Discover Finl Svcs COM(DFSEUR)COM254709108$969.6K8,7990.2%
Amazon COM Inc COM(AMZN)COM023135106$1.1M3230.2%
Southern Co COM(SO)COM842587107$1.1M14,6480.2%
Vanguard Total Stock Market Index Fund(VTI)COM922908769$1.1M4,6650.2%
Snap on Inc COM(SNA)COM833034101$1.1M5,2670.3%
Nextera Energy Inc COM(NEE)COM65339F101$1.1M12,8450.3%
Nvidia Corporation COM(NVDA)COM67066G104$1.2M4,3750.3%
WEC Energy Group Inc COM(WEC)COM92939U106$1.2M12,1650.3%
Expeditors Intl Wash Inc COM(EXPD)COM302130109$1.3M12,2290.3%
Activision Blizzard Inc COM(ATVIEUR)COM00507V109$1.4M17,3830.3%
Leggett & Platt Inc COM(LEG)COM524660107$1.4M40,8070.3%
Gentex Corp COM(GNTX)COM371901109$1.5M52,9150.4%
Procter and Gamble Co COM(PG)COM742718109$1.5M10,1420.4%
Starbucks Corp COM(SBUX)COM855244109$1.7M18,8470.4%
Western UN Co COM(WU)COM959802109$1.9M103,4570.5%
Devon Energy Corp New COM(DVN)COM25179M103$2.1M35,3510.5%
Aflac Inc COM(AFL)COM001055102$2.1M32,5050.5%
Skyworks Solutions Inc COM(SWKS)COM83088M102$2.1M15,8520.5%
Compass Minerals Intl Inc COM(CMP)COM20451N101$2.1M33,7750.5%
Packaging Corp Amer COM(PKG)COM695156109$2.2M13,9190.5%
Waste Mgmt Inc del COM(WM)COM94106L109$2.3M14,2730.5%
Maximus Inc COM(MMS)COM577933104$2.6M34,8210.6%
Gilead Sciences Inc COM(GILD)COM375558103$2.7M44,8670.6%
Cintas Corp COM(CTAS)COM172908105$2.7M6,3330.6%
Emerson Elec Co COM(EMR)COM291011104$2.8M28,4210.6%
JPMorgan Chase & Co COM(JPM)COM46625H100$2.9M21,1420.7%
Patterson COS Inc COM(PDCOEUR)COM703395103$2.9M89,7720.7%
Duke Energy Corp New COM New(DUK)COM26441C204$3.0M27,2100.7%
Teleflex Incorporated COM(TFX)COM879369106$3.1M8,7980.7%
Kimberly-Clark Corp COM(KMB)COM494368103$3.2M25,6140.7%
Costco Whsl Corp New COM(COST)COM22160K105$3.6M6,1700.8%
Disney Walt Co COM(DIS)COM254687106$3.7M26,9800.9%
Merck & Co Inc COM(MRK)COM58933Y105$3.8M46,4430.9%
PreviousPage 3 of 4Next