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Miller Investment Management, LP 13F holdings

Filed 2026-08-13 · Miller Investment Management, LP · 83 positions · $1.1B

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TickerCompanySharesValue% of portfolio
SPYSPDR S&P 500 ETF TR297.7K$222.3M20.3%
BILSSPDR SER TR1.2M$121.7M11.1%
VGSHVANGUARD SCOTTSDALE FDS1.5M$89.5M8.2%
BRK-BBERKSHIRE HATHAWAY INC DEL158.7K$79.4M7.3%
VGITVANGUARD SCOTTSDALE FDS1.3M$76.7M7.0%
EFAISHARES TR649.5K$67.5M6.2%
SMHVANECK VECTORS ETF TR95.5K$62.7M5.7%
METAMETA PLATFORMS INC60.0K$33.8M3.1%
GOOGLALPHABET INC89.6K$32.0M2.9%
VVVANGUARD INDEX FDS90.5K$31.1M2.8%
EWJISHARES INC328.3K$30.6M2.8%
XLVSELECT SECTOR SPDR TR192.4K$30.5M2.8%
IWRISHARES TR191.5K$21.1M1.9%
XLCSELECT SECTOR SPDR TR171.9K$18.4M1.7%
VEAVANGUARD TAX-MANAGED INTL FD243.7K$17.4M1.6%
VBILVANGUARD INSTL INDEX FD212.6K$16.1M1.5%
MSFTMICROSOFT CORPORATION37.8K$14.1M1.3%
AMZNAMAZON COM INC53.7K$12.8M1.2%
URIUNITED RENTALS INC11.3K$12.8M1.2%
PPHVANECK ETF TRUST100.3K$11.0M1.0%
BBHVANECK ETF TRUST38.2K$7.8M0.7%
CAHCARDINAL HEALTH INC23.6K$5.6M0.5%
IBBISHARES TR25.0K$4.8M0.4%
VTIVANGUARD INDEX FDS10.4K$3.9M0.4%
VIGVANGUARD SPECIALIZED FUNDS16.3K$3.9M0.4%
JPMJPMORGAN CHASE & CO11.4K$3.7M0.3%
JNJJOHNSON AND JOHNSON12.8K$3.3M0.3%
PNCPNC FINL SVCS GROUP INC12.6K$3.1M0.3%
DIASPDR DOW JONES INDL AVERAGE5.7K$3.0M0.3%
AAPLAPPLE INC9.2K$2.7M0.2%
DEDEERE & COMPANY4.2K$2.7M0.2%
EMREMERSON ELEC CO16.6K$2.4M0.2%
CNCCENTENE CORP DEL33.8K$2.2M0.2%
ORCLORACLE CORP14.6K$2.1M0.2%
RTXRAYTHEON TECHNOLOGIES CORP10.3K$2.0M0.2%
AMGNAMGEN INC5.1K$1.8M0.2%
IWMISHARES TR6.1K$1.8M0.2%
WFCWELLS FARGO & CO NEW20.3K$1.7M0.2%
—TIDAL ETF TR40.6K$1.6M0.2%
DGXQUEST DIAGNOSTICS INC7.6K$1.6M0.1%
QQQINVESCO QQQ TR2.1K$1.5M0.1%
LLYLILLY ELI & CO1.2K$1.5M0.1%
TJXTJX COS INC NEW9.2K$1.4M0.1%
—MEDTRONIC PLC15.9K$1.2M0.1%
DISWALT DISNEY COMPANY12.3K$1.2M0.1%
HDHOME DEPOT INC3.3K$1.2M0.1%
APHAMPHENOL CORP NEW6.5K$1.1M0.1%
PSXPHILLIPS 666.5K$1.1M0.1%
UPSUNITED PARCEL SERVICE INC9.9K$1.1M0.1%
KMBKIMBERLY-CLARK CORP9.3K$1.0M0.1%
CVXCHEVRON CORP6.0K$1.0M0.1%
SWKSTANLEY BLACK & DECKER INC10.6K$993,4370.1%
ONITOCWEN FINL CORP24.8K$985,7200.1%
NVDANVIDIA CORPORATION4.7K$943,8250.1%
MMM3M COMPANY5.6K$909,1250.1%
VOOVANGUARD INDEX FDS1.3K$862,6330.1%
CORAMERISOURCEBERGEN CORP3.0K$861,6740.1%
CCICROWN HOLDINGS INC7.4K$829,8160.1%
CMCSACOMCAST CORP NEW30.8K$755,0350.1%
VEUVANGUARD INTL EQUITY INDEX F8.7K$727,3690.1%
Top Fund Holdings
13F
Top Fund Holdings

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