Miller Investment Management, LP
87 holdingsFiling period: 2026-03-31Current AUM: $1.09Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 292.2K | $190.0M | $218.3M | 20.04% | +1.3K | 2026-03-31 |
| 2 | BILS | SPDR SER TR | 1.26M | $125.3M | $125.3M | 11.50% | +251.4K | 2026-03-31 |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 1.67M | $98.0M | $97.3M | 8.93% | +190.5K | 2026-03-31 |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 1.33M | $79.0M | $77.4M | 7.10% | +135.2K | 2026-03-31 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 154.3K | $73.9M | $73.9M | 6.79% | +228 | 2026-03-31 |
| 6 | EFA | ISHARES TR | 652.0K | $63.3M | $68.8M | 6.32% | -63,936 | 2026-03-31 |
| 7 | SMH | VANECK VECTORS ETF TR | 94.9K | $36.4M | $51.3M | 4.71% | -1,738 | 2026-03-31 |
| 8 | META | META PLATFORMS INC | 57.9K | $33.1M | $32.2M | 2.96% | +1.3K | 2026-03-31 |
| 9 | XLV | SELECT SECTOR SPDR TR | 202.9K | $29.7M | $33.0M | 3.03% | +4.6K | 2026-03-31 |
| 10 | — | ISHARES INC | 323.1K | $27.3M | $27.3M | 2.50% | -22,666 | 2026-03-31 |
| 11 | VV | VANGUARD INDEX FDS | 86.7K | $25.9M | $29.8M | 2.74% | +23.9K | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 88.0K | $25.3M | $31.3M | 2.88% | +591 | 2026-03-31 |
| 13 | XLC | SELECT SECTOR SPDR TR | 168.8K | $18.7M | $18.3M | 1.68% | -145 | 2026-03-31 |
| 14 | IWR | ISHARES TR | 188.3K | $18.3M | $20.7M | 1.90% | -6,287 | 2026-03-31 |
| 15 | VBIL | VANGUARD INSTL INDEX FD | 195.9K | $14.8M | $14.8M | 1.36% | +15.0K | 2026-03-31 |
| 16 | — | VANECK ETF TRUST | 133.9K | $13.9M | $13.9M | 1.28% | -18,998 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORPORATION | 36.0K | $13.3M | $16.7M | 1.54% | +1.3K | 2026-03-31 |
| 18 | VEA | VANGUARD TAX-MANAGED INTL FD | 204.5K | $13.1M | $14.4M | 1.33% | +47.0K | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 52.5K | $10.9M | $14.3M | 1.31% | +692 | 2026-03-31 |
| 20 | URI | UNITED RENTALS INC | 11.7K | $8.5M | $12.6M | 1.16% | -- | 2026-03-31 |
| 21 | BBH | VANECK ETF TRUST | 39.0K | $7.3M | $8.0M | 0.73% | +37 | 2026-03-31 |
| 22 | IBB | ISHARES TR | 35.1K | $5.9M | $6.5M | 0.60% | -2,353 | 2026-03-31 |
| 23 | CAH | CARDINAL HEALTH INC | 23.6K | $5.0M | $5.4M | 0.50% | -- | 2026-03-31 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | 16.3K | $3.5M | $3.9M | 0.36% | -- | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 11.4K | $3.4M | $4.0M | 0.37% | -- | 2026-03-31 |
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