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 53.87% of Miller Investment Management's stock portfolio.
- Added to shares of these 10 stocks: SPY, VEA, BRK.B, VV, VBIL, META, MSFT, GOOGL, EWJ, APH.
- Started 3 new stock positions in GS, THG, QCOM.
- Reduced shares in these 10 stocks: VGSH (-$7.9M), PPH, BILS, IBB, XLV, VGIT, IWD, MCD, URI, .
- Sold out of its positions in KO, XOM, IWD, LMT, MCD, NKE.
- Miller Investment Management was a net seller of stock by $-6.2M.
- Miller Investment Management has $1.1B in assets under management (AUM), dropping by 8.71%.
- Central Index Key (CIK): 0001407382
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Portfolio Holdings for Miller Investment Management
Miller Investment Management holds 83 positions in its portfolio as reported in the June 2026 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) | 20.3 | $222M | 298k | 746.77 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 11.1 | $122M | -2% | 1.2M | 99.38 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 8.2 | $90M | -8% | 1.5M | 58.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.3 | $79M | +2% | 159k | 500.39 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 7.0 | $77M | 1.3M | 58.98 |
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| Ishares Tr Msci Eafe Etf (EFA) | 6.2 | $68M | 650k | 103.88 |
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| Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 5.7 | $63M | 96k | 655.89 |
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| Meta Platforms Cl A (META) | 3.1 | $34M | +3% | 60k | 563.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $32M | 90k | 357.37 |
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| Vanguard Index Fds Large Cap Etf (VV) | 2.8 | $31M | +4% | 91k | 343.91 |
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| Ishares Msci Jpn Etf New (EWJ) | 2.8 | $31M | 328k | 93.27 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.8 | $31M | -5% | 192k | 158.66 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.9 | $21M | 192k | 110.32 |
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| Select Sector Spdr Tr Communication (XLC) | 1.7 | $18M | 172k | 107.13 |
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| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.6 | $17M | +19% | 244k | 71.25 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 1.5 | $16M | +8% | 213k | 75.68 |
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| Microsoft Corporation (MSFT) | 1.3 | $14M | +5% | 38k | 373.02 |
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| Amazon (AMZN) | 1.2 | $13M | +2% | 54k | 238.34 |
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| United Rentals (URI) | 1.2 | $13M | -3% | 11k | 1132.89 |
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| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 1.0 | $11M | -25% | 100k | 109.35 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.7 | $7.8M | 38k | 203.24 |
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| Cardinal Health (CAH) | 0.5 | $5.6M | 24k | 237.56 |
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| Ishares Tr Ishares Biotech (IBB) | 0.4 | $4.8M | -28% | 25k | 190.19 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.9M | 10k | 370.04 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $3.9M | 16k | 236.62 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $3.7M | 11k | 327.33 |
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| Johnson & Johnson (JNJ) | 0.3 | $3.3M | 13k | 253.97 |
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| PNC Financial Services (PNC) | 0.3 | $3.1M | 13k | 246.22 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $3.0M | 5.7k | 522.39 |
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| Apple (AAPL) | 0.2 | $2.7M | 9.2k | 289.36 |
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| Deere & Company (DE) | 0.2 | $2.7M | 4.2k | 634.33 |
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| Emerson Electric (EMR) | 0.2 | $2.4M | -12% | 17k | 143.15 |
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| Centene Corporation (CNC) | 0.2 | $2.2M | -2% | 34k | 64.19 |
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| Oracle Corporation (ORCL) | 0.2 | $2.1M | +15% | 15k | 146.55 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $2.0M | 10k | 189.73 |
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| Amgen (AMGN) | 0.2 | $1.8M | 5.1k | 362.12 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.8M | 6.1k | 300.45 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.7M | 20k | 82.64 |
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| Tidal Etf Tr Gotham Enhncd (GSPY) | 0.2 | $1.6M | 41k | 40.60 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $1.6M | 7.6k | 211.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | 2.1k | 736.40 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.5M | 1.3k | 1199.43 |
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| TJX Companies (TJX) | 0.1 | $1.4M | 9.2k | 151.50 |
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| Medtronic SHS (MDT) | 0.1 | $1.2M | 16k | 78.23 |
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| Walt Disney Company (DIS) | 0.1 | $1.2M | +49% | 12k | 96.25 |
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| Home Depot (HD) | 0.1 | $1.2M | 3.3k | 352.68 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | +68% | 6.5k | 176.32 |
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| Phillips 66 (PSX) | 0.1 | $1.1M | 6.5k | 169.05 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.1M | 9.9k | 107.50 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $1.0M | 9.3k | 109.77 |
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| Chevron Corporation (CVX) | 0.1 | $1.0M | 6.0k | 165.76 |
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| Stanley Black & Decker (SWK) | 0.1 | $993k | 11k | 94.12 |
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| Ocwen Finl Corp Com New (ONIT) | 0.1 | $986k | 25k | 39.75 |
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| NVIDIA Corporation (NVDA) | 0.1 | $944k | +54% | 4.7k | 200.09 |
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| 3M Company (MMM) | 0.1 | $909k | 5.6k | 161.91 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $863k | 1.3k | 686.81 |
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| AmerisourceBergen (COR) | 0.1 | $862k | 3.0k | 282.98 |
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| Crown Holdings (CCK) | 0.1 | $830k | 7.4k | 111.82 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $755k | 31k | 24.55 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $727k | 8.7k | 83.75 |
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| Cintas Corporation (CTAS) | 0.1 | $681k | 4.0k | 170.08 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $678k | 13k | 51.85 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $658k | 7.2k | 91.64 |
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| Pepsi (PEP) | 0.1 | $627k | 4.6k | 135.40 |
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| Illinois Tool Works (ITW) | 0.1 | $623k | 2.3k | 270.47 |
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| General Dynamics Corporation (GD) | 0.1 | $551k | 1.6k | 354.24 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $544k | 3.4k | 158.25 |
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| Abbvie (ABBV) | 0.0 | $539k | -36% | 2.1k | 251.64 |
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| Becton, Dickinson and (BDX) | 0.0 | $514k | 3.4k | 151.33 |
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| International Business Machines (IBM) | 0.0 | $512k | 1.8k | 281.21 |
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| Constellation Brands Cl A (STZ) | 0.0 | $494k | 3.6k | 139.09 |
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| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $481k | 57k | 8.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $466k | 1.3k | 353.33 |
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| Carrier Global Corporation (CARR) | 0.0 | $428k | 5.8k | 73.35 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $384k | 1.7k | 229.57 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $379k | 2.7k | 141.66 |
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| Avery Dennison Corporation (AVY) | 0.0 | $362k | 2.2k | 162.35 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $272k | 3.1k | 88.55 |
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| Qualcomm (QCOM) | 0.0 | $268k | NEW | 1.4k | 184.79 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $254k | 381.00 | 666.90 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $228k | 1.8k | 124.44 |
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| Hanover Insurance (THG) | 0.0 | $220k | NEW | 1.0k | 214.12 |
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| Goldman Sachs (GS) | 0.0 | $204k | NEW | 202.00 | 1011.37 |
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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 2026 Q2 filed Aug. 13, 2026
- Miller Investment Management 2026 Q1 filed May 8, 2026
- 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