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, VGIT, BRK.B, and represent 56.24% of Miller Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BILS (+$25M), VGSH (+$11M), VGIT (+$8.1M), VV (+$7.1M), VEA, VBIL, SPY, META, XLV, MSFT.
- Started 3 new stock positions in LMT, VGK, TDY.
- Reduced shares in these 10 stocks: , NVR (-$12M), LEN (-$9.9M), EFA (-$6.2M), WMT, PPH, EWJ, SMH, IWR, DE.
- Sold out of its positions in DHI, DHR, LEN, NVR, QCOM, WMT.
- Miller Investment Management was a net buyer of stock by $9.7M.
- Miller Investment Management has $1.0B in assets under management (AUM), dropping by -1.65%.
- Central Index Key (CIK): 0001407382
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Portfolio Holdings for Miller Investment Management
Miller Investment Management holds 86 positions in its portfolio as reported in the March 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) | 18.9 | $190M | 292k | 650.34 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 12.4 | $125M | +24% | 1.3M | 99.44 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 9.7 | $98M | +12% | 1.7M | 58.54 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 7.8 | $79M | +11% | 1.3M | 59.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.3 | $74M | 154k | 479.20 |
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| Ishares Tr Msci Eafe Etf (EFA) | 6.3 | $63M | -8% | 652k | 97.13 |
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| Vaneck Vectors Etf Tr Semiconductor Et (SMH) | 3.6 | $36M | 95k | 383.40 |
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| Meta Platforms Cl A (META) | 3.3 | $33M | +2% | 58k | 572.13 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.0 | $30M | +2% | 203k | 146.61 |
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| Ishares Msci Jpn Etf New (EWJ) | 2.7 | $27M | -6% | 323k | 84.44 |
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| Vanguard Index Fds Large Cap Etf (VV) | 2.6 | $26M | +38% | 87k | 298.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $25M | 88k | 287.56 |
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| Select Sector Spdr Tr Communication (XLC) | 1.9 | $19M | 169k | 110.86 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.8 | $18M | -3% | 188k | 97.23 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 1.5 | $15M | +8% | 196k | 75.65 |
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| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 1.4 | $14M | -12% | 134k | 103.88 |
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| Microsoft Corporation (MSFT) | 1.3 | $13M | +3% | 36k | 370.17 |
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| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.3 | $13M | +29% | 205k | 64.08 |
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| Amazon (AMZN) | 1.1 | $11M | 53k | 208.27 |
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| United Rentals (URI) | 0.8 | $8.5M | 12k | 728.56 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.7 | $7.3M | 39k | 188.02 |
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| Ishares Tr Ishares Biotech (IBB) | 0.6 | $5.9M | -6% | 35k | 168.85 |
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| Cardinal Health (CAH) | 0.5 | $5.0M | 24k | 211.31 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.5M | 16k | 215.06 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $3.4M | 11k | 294.16 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.3M | -4% | 10k | 320.81 |
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| Johnson & Johnson (JNJ) | 0.3 | $3.1M | 13k | 244.44 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $2.6M | 5.7k | 463.19 |
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| PNC Financial Services (PNC) | 0.3 | $2.6M | 13k | 208.09 |
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| Emerson Electric (EMR) | 0.2 | $2.5M | 19k | 131.02 |
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| Deere & Company (DE) | 0.2 | $2.4M | -15% | 4.2k | 563.30 |
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| Apple (AAPL) | 0.2 | $2.3M | 9.2k | 253.79 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $2.0M | 10k | 192.90 |
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| Oracle Corporation (ORCL) | 0.2 | $1.8M | +15% | 13k | 147.11 |
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| Amgen (AMGN) | 0.2 | $1.8M | 5.1k | 351.85 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.6M | 20k | 79.61 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.5M | 6.1k | 248.00 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $1.5M | 7.6k | 195.98 |
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| TJX Companies (TJX) | 0.1 | $1.5M | -3% | 9.2k | 159.70 |
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| Tidal Etf Tr Gotham Enhncd (GSPY) | 0.1 | $1.4M | 41k | 35.38 |
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| Medtronic SHS (MDT) | 0.1 | $1.4M | 16k | 86.65 |
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| Chevron Corporation (CVX) | 0.1 | $1.3M | 6.0k | 206.90 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.2M | 2.1k | 577.18 |
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| Phillips 66 (PSX) | 0.1 | $1.2M | 6.5k | 182.18 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.1M | 1.3k | 919.77 |
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| Centene Corporation (CNC) | 0.1 | $1.1M | 35k | 32.74 |
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| Home Depot (HD) | 0.1 | $1.1M | -3% | 3.3k | 328.89 |
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| United Parcel Service CL B (UPS) | 0.1 | $979k | 9.9k | 98.38 |
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| Ocwen Finl Corp Com New (ONIT) | 0.1 | $974k | 25k | 39.27 |
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| AmerisourceBergen (COR) | 0.1 | $957k | 3.0k | 314.14 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $899k | 9.3k | 96.47 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $883k | 31k | 28.71 |
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| 3M Company (MMM) | 0.1 | $816k | 5.6k | 145.23 |
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| Walt Disney Company (DIS) | 0.1 | $796k | +47% | 8.3k | 96.38 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $751k | 1.3k | 597.55 |
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| Stanley Black & Decker (SWK) | 0.1 | $750k | 11k | 71.06 |
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| Crown Holdings (CCK) | 0.1 | $744k | 7.4k | 100.25 |
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| Abbvie (ABBV) | 0.1 | $737k | 3.4k | 217.49 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $720k | 3.4k | 213.67 |
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| Pepsi (PEP) | 0.1 | $719k | 4.6k | 155.29 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $689k | 13k | 52.64 |
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| Cintas Corporation (CTAS) | 0.1 | $677k | 4.0k | 169.14 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $658k | 7.2k | 91.64 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $652k | 8.7k | 75.10 |
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| Illinois Tool Works (ITW) | 0.1 | $600k | 2.3k | 260.29 |
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| Becton, Dickinson and (BDX) | 0.1 | $534k | -2% | 3.4k | 157.23 |
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| General Dynamics Corporation (GD) | 0.1 | $533k | 1.6k | 343.22 |
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| Constellation Brands Cl A (STZ) | 0.1 | $533k | 3.6k | 150.00 |
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| NVIDIA Corporation (NVDA) | 0.1 | $531k | +103% | 3.0k | 174.40 |
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| McDonald's Corporation (MCD) | 0.1 | $513k | -41% | 1.7k | 310.79 |
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| Amphenol Corp Cl A (APH) | 0.0 | $487k | +76% | 3.9k | 126.35 |
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| International Business Machines (IBM) | 0.0 | $442k | 1.8k | 242.39 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $439k | 3.4k | 127.73 |
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| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $414k | 57k | 7.26 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $406k | 2.4k | 169.66 |
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| Coca-Cola Company (KO) | 0.0 | $396k | 5.2k | 76.05 |
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| Avery Dennison Corporation (AVY) | 0.0 | $385k | 2.2k | 172.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $379k | 1.3k | 286.86 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $364k | 1.8k | 198.29 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $362k | 1.7k | 216.58 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $351k | 2.7k | 131.25 |
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| Carrier Global Corporation (CARR) | 0.0 | $329k | 5.8k | 56.31 |
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| Nike CL B (NKE) | 0.0 | $252k | 4.8k | 52.82 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $250k | NEW | 3.0k | 82.43 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $232k | NEW | 383.00 | 604.39 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $231k | NEW | 381.00 | 605.01 |
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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 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
- Miller Investment Management 2022 Q2 filed Aug. 15, 2022