Miller Investment Management
Latest statistics and disclosures from Miller Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, BILS, VGSH, BRK.B, VGIT, and represent 52.20% of Miller Investment Management's stock portfolio.
- Added to shares of these 10 stocks: VGIT (+$70M), VGSH (+$25M), VBIL (+$11M), XLV (+$6.8M), VEA (+$5.9M), AMZN, MSFT, VV, DHR, CAH.
- Started 1 new stock position in DHR.
- Reduced shares in these 10 stocks: BILS (-$18M), QTEC (-$13M), EFA (-$9.8M), BBH (-$7.9M), SMH (-$7.4M), IBB (-$6.6M), SPY (-$5.9M), BRK.B (-$5.9M), , .
- Sold out of its positions in DOV, QTEC, EFG, MRP, MDY, XLB, XLP, XLF, XLK, TDY.
- Miller Investment Management was a net buyer of stock by $13M.
- Miller Investment Management has $1.0B in assets under management (AUM), dropping by 2.89%.
- Central Index Key (CIK): 0001407382
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Portfolio Holdings for Miller Investment Management
Miller Investment Management holds 89 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 19.4 | $198M | -2% | 291k | 681.92 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 9.8 | $100M | -14% | 1.0M | 99.22 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 8.5 | $87M | +39% | 1.5M | 58.73 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.6 | $77M | -7% | 154k | 502.65 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 7.0 | $71M | +5236% | 1.2M | 59.93 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 6.7 | $69M | -12% | 716k | 96.03 |
|
| Meta Platforms Cl A (META) | 3.6 | $37M | -7% | 57k | 660.09 |
|
| Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 3.4 | $35M | -17% | 97k | 360.13 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.0 | $31M | +28% | 198k | 154.80 |
|
| Ishares Msci Jpn Etf New (EWJ) | 2.7 | $28M | -5% | 346k | 80.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $27M | -5% | 87k | 313.00 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.9 | $20M | -9% | 169k | 117.72 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.9 | $20M | 63k | 314.80 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.8 | $19M | -13% | 195k | 96.27 |
|
| Microsoft Corporation (MSFT) | 1.6 | $17M | +2% | 35k | 483.62 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 1.5 | $16M | -15% | 153k | 103.17 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 1.3 | $14M | +382% | 181k | 75.43 |
|
| D.R. Horton (DHI) | 1.2 | $12M | 86k | 144.03 |
|
|
| Amazon (AMZN) | 1.2 | $12M | +4% | 52k | 230.82 |
|
| NVR (NVR) | 1.1 | $12M | 1.6k | 7292.77 |
|
|
| Lennar Corp Cl A (LEN) | 1.0 | $9.9M | -4% | 97k | 102.80 |
|
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.0 | $9.8M | +148% | 158k | 62.47 |
|
| United Rentals (URI) | 0.9 | $9.5M | 12k | 809.32 |
|
|
| Vaneck Etf Trust Biotech Etf (BBH) | 0.7 | $7.4M | -51% | 39k | 189.26 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.6 | $6.3M | -51% | 37k | 168.77 |
|
| Cardinal Health (CAH) | 0.5 | $4.8M | 24k | 205.50 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.7M | 11k | 322.22 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.7M | -2% | 11k | 335.27 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.6M | 16k | 219.78 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $3.4M | 31k | 111.41 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $2.7M | 5.7k | 480.57 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $2.7M | 13k | 206.95 |
|
|
| PNC Financial Services (PNC) | 0.3 | $2.6M | 13k | 208.73 |
|
|
| Apple (AAPL) | 0.2 | $2.5M | 9.3k | 271.86 |
|
|
| Emerson Electric (EMR) | 0.2 | $2.5M | 19k | 132.72 |
|
|
| Deere & Company (DE) | 0.2 | $2.3M | 4.9k | 465.57 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $2.1M | 11k | 194.91 |
|
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.9M | 10k | 183.40 |
|
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| Wells Fargo & Company (WFC) | 0.2 | $1.9M | 20k | 93.20 |
|
|
| Amgen (AMGN) | 0.2 | $1.7M | 5.1k | 327.31 |
|
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| Medtronic (MDT) | 0.1 | $1.5M | 16k | 96.06 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.5M | -22% | 6.1k | 246.16 |
|
| Tidal Etf Tr Gotham Enhncd (GSPY) | 0.1 | $1.5M | -57% | 41k | 36.83 |
|
| TJX Companies (TJX) | 0.1 | $1.5M | 9.5k | 153.61 |
|
|
| Centene Corporation (CNC) | 0.1 | $1.5M | 35k | 41.15 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.3M | 1.3k | 1074.68 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $1.3M | 7.6k | 173.53 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | 2.1k | 614.31 |
|
|
| Home Depot (HD) | 0.1 | $1.2M | 3.4k | 344.10 |
|
|
| Ocwen Finl Corp Com New (ONIT) | 0.1 | $1.1M | 25k | 45.79 |
|
|
| AmerisourceBergen (COR) | 0.1 | $1.0M | 3.0k | 337.75 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $987k | 9.9k | 99.19 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $940k | 9.3k | 100.89 |
|
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| Chevron Corporation (CVX) | 0.1 | $921k | 6.0k | 152.41 |
|
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| Comcast Corp Cl A (CMCSA) | 0.1 | $919k | 31k | 29.89 |
|
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| 3M Company (MMM) | 0.1 | $899k | 5.6k | 160.10 |
|
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| McDonald's Corporation (MCD) | 0.1 | $864k | 2.8k | 305.63 |
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| Phillips 66 (PSX) | 0.1 | $839k | 6.5k | 129.04 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $788k | -50% | 1.3k | 627.13 |
|
| Stanley Black & Decker (SWK) | 0.1 | $784k | 11k | 74.28 |
|
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| Abbvie (ABBV) | 0.1 | $775k | 3.4k | 228.49 |
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| Crown Holdings (CCK) | 0.1 | $764k | 7.4k | 102.97 |
|
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| Cintas Corporation (CTAS) | 0.1 | $753k | 4.0k | 188.07 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $708k | 3.4k | 210.34 |
|
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| Becton, Dickinson and (BDX) | 0.1 | $677k | 3.5k | 194.07 |
|
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| Pepsi (PEP) | 0.1 | $665k | 4.6k | 143.52 |
|
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $656k | -17% | 7.2k | 91.38 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $639k | -71% | 8.7k | 73.56 |
|
| Walt Disney Company (DIS) | 0.1 | $636k | 5.6k | 113.77 |
|
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $615k | -2% | 13k | 47.02 |
|
| Illinois Tool Works (ITW) | 0.1 | $568k | 2.3k | 246.30 |
|
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| International Business Machines (IBM) | 0.1 | $540k | 1.8k | 296.21 |
|
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| General Dynamics Corporation (GD) | 0.1 | $523k | 1.6k | 336.66 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $492k | 1.8k | 268.30 |
|
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| Constellation Brands Cl A (STZ) | 0.0 | $490k | 3.6k | 137.96 |
|
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| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $440k | 57k | 7.71 |
|
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $433k | 1.7k | 258.79 |
|
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| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $419k | 3.4k | 121.93 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $414k | 1.3k | 313.80 |
|
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| Avery Dennison Corporation (AVY) | 0.0 | $406k | 2.2k | 181.88 |
|
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| Coca-Cola Company (KO) | 0.0 | $364k | 5.2k | 69.91 |
|
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $359k | 2.7k | 134.32 |
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| Carrier Global Corporation (CARR) | 0.0 | $309k | 5.8k | 52.84 |
|
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| Nike CL B (NKE) | 0.0 | $304k | 4.8k | 63.71 |
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| Amphenol Corp Cl A (APH) | 0.0 | $294k | 2.2k | 135.14 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $288k | 2.4k | 120.34 |
|
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| NVIDIA Corporation (NVDA) | 0.0 | $279k | 1.5k | 186.50 |
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| Qualcomm (QCOM) | 0.0 | $248k | 1.4k | 171.05 |
|
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| Danaher Corporation (DHR) | 0.0 | $227k | NEW | 992.00 | 228.92 |
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Past Filings by Miller Investment Management
SEC 13F filings are viewable for Miller Investment Management going back to 2010
- Miller Investment Management 2025 Q4 filed Feb. 11, 2026
- Miller Investment Management 2025 Q3 filed Nov. 10, 2025
- Miller Investment Management 2025 Q2 filed Aug. 6, 2025
- Miller Investment Management 2025 Q1 filed May 7, 2025
- Miller Investment Management 2024 Q4 filed Feb. 13, 2025
- Miller Investment Management 2024 Q3 filed Nov. 14, 2024
- Miller Investment Management 2024 Q2 filed Aug. 13, 2024
- Miller Investment Management 2024 Q1 filed May 14, 2024
- Miller Investment Management 2023 Q4 filed Feb. 12, 2024
- Miller Investment Management 2023 Q3 filed Nov. 13, 2023
- Miller Investment Management 2023 Q2 filed Aug. 15, 2023
- Miller Investment Management 2023 Q1 filed May 15, 2023
- Miller Investment Management 2022 Q4 filed Feb. 13, 2023
- Miller Investment Management 2022 Q3 filed Nov. 14, 2022
- Miller Investment Management 2022 Q2 filed Aug. 15, 2022
- Miller Investment Management 2022 Q1 filed May 13, 2022