Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Miller Investment Management, LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Miller Investment Management, LP (CIK 1407382) reported $1.09B across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($222.3M, 20.31%), BILS ($121.7M, 11.12%), VGSH ($89.5M, 8.18%), BRKB ($79.4M, 7.26%), VGIT ($76.7M, 7.01%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSPDR S&P 500 ETF TR$222.3M20.31%297,731Added
2BILSSPDR SER TR$121.7M11.12%1.2MTrimmed
3VGSHVANGUARD SCOTTSDALE FDS$89.5M8.18%1.5MTrimmed
4BRKBBERKSHIRE HATHAWAY INC DEL$79.4M7.26%158,746Added
5VGITVANGUARD SCOTTSDALE FDS$76.7M7.01%1.3MTrimmed
6EFAISHARES TR$67.5M6.16%649,538Trimmed
7SMHVANECK VECTORS ETF TR$62.7M5.72%95,530Added
8METAMETA PLATFORMS INC$33.8M3.09%59,978Added
9GOOGLALPHABET INC$32.0M2.92%89,592Added
10VVVANGUARD INDEX FDS$31.1M2.84%90,501Added
11EWJISHARES INC$30.6M2.80%328,285Added
12XLVSELECT SECTOR SPDR TR$30.5M2.79%192,381Trimmed
13IWRISHARES TR$21.1M1.93%191,472Added
14XLCSELECT SECTOR SPDR TR$18.4M1.68%171,942Added
15VEAVANGUARD TAX-MANAGED INTL FD$17.4M1.59%243,657Added
16VBILVANGUARD INSTL INDEX FD$16.1M1.47%212,630Added
17MSFTMICROSOFT CORPORATION$14.1M1.29%37,833Added
18URIUNITED RENTALS INC$12.8M1.17%11,266Trimmed
19AMZNAMAZON COM INC$12.8M1.17%53,686Added
20PPHVANECK ETF TRUST$11.0M1.00%100,256Trimmed
21BBHVANECK ETF TRUST$7.8M0.71%38,226Trimmed
22CAHCARDINAL HEALTH INC$5.6M0.51%23,553Hold
23IBBISHARES TR$4.8M0.44%25,040Trimmed
24VIGVANGUARD SPECIALIZED FUNDS$3.9M0.35%16,293Hold
25VTIVANGUARD INDEX FDS$3.9M0.35%10,429Hold

Source: SEC Form 13F filings · as of 2026-06-30