Miller Investment Management, LP
Q2 2026 13F filing
Updated 31 days ago83 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPY SPDR S&P 500 ETF TR | $222.3M | 297.7K | 20.31% | — |
| 2 | S STT-PG SPDR SER TR | $121.7M | 1.23M | 11.12% | — |
| 3 | V VGES VANGUARD SCOTTSDALE FDS | $89.5M | 1.54M | 8.18% | — |
| 4 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $79.4M | 158.7K | 7.26% | — |
| 5 | V VGES VANGUARD SCOTTSDALE FDS | $76.7M | 1.30M | 7.01% | — |
| 6 | E ETHA ISHARES TR | $67.5M | 649.5K | 6.16% | — |
| 7 | H HODL VANECK VECTORS ETF TR | $62.7M | 95.5K | 5.72% | — |
| 8 | M META META PLATFORMS INC | $33.8M | 60.0K | 3.09% | — |
| 9 | G GOOGN ALPHABET INC | $32M | 89.6K | 2.92% | — |
| 10 | V VGES VANGUARD INDEX FDS | $31.1M | 90.5K | 2.84% | — |
| 11 | E ETHA ISHARES INC | $30.6M | 328.3K | 2.80% | — |
| 12 | S STT-PG SELECT SECTOR SPDR TR | $30.5M | 192.4K | 2.79% | — |
| 13 | E ETHA ISHARES TR | $21.1M | 191.5K | 1.93% | — |
| 14 | S STT-PG SELECT SECTOR SPDR TR | $18.4M | 171.9K | 1.68% | — |
| 15 | V VGES VANGUARD TAX-MANAGED INTL FD | $17.4M | 243.7K | 1.59% | — |
| 16 | V VGES VANGUARD INSTL INDEX FD | $16.1M | 212.6K | 1.47% | — |
| 17 | M MSFT MICROSOFT CORPORATION | $14.1M | 37.8K | 1.29% | — |
| 18 | A AMZN AMAZON COM INC | $12.8M | 53.7K | 1.17% | — |
| 19 | U URI UNITED RENTALS INC | $12.8M | 11.3K | 1.17% | — |
| 20 | ? N/A VANECK ETF TRUST | $11M | 100.3K | 1.00% | — |
| 21 | H HODL VANECK ETF TRUST | $7.8M | 38.2K | 0.71% | — |
| 22 | C CAH CARDINAL HEALTH INC | $5.6M | 23.6K | 0.51% | — |
| 23 | E ETHA ISHARES TR | $4.8M | 25.0K | 0.44% | — |
| 24 | V VGES VANGUARD INDEX FDS | $3.9M | 10.4K | 0.35% | — |
| 25 | B BX VANGUARD SPECIALIZED FUNDS | $3.9M | 16.3K | 0.35% | — |
| 26 | J JPM-PM JPMORGAN CHASE & CO | $3.7M | 11.4K | 0.34% | — |
| 27 | J JNJ JOHNSON AND JOHNSON | $3.3M | 12.8K | 0.30% | — |
| 28 | P PNC PNC FINL SVCS GROUP INC | $3.1M | 12.6K | 0.28% | — |
| 29 | D DIA SPDR DOW JONES INDL AVERAGE | $3M | 5.7K | 0.27% | — |
| 30 | A AAPL APPLE INC | $2.7M | 9.2K | 0.24% | — |
| 31 | D DE DEERE & COMPANY | $2.7M | 4.2K | 0.24% | — |
| 32 | E EMR EMERSON ELEC CO | $2.4M | 16.6K | 0.22% | — |
| 33 | C CNC CENTENE CORP DEL | $2.2M | 33.8K | 0.20% | — |
| 34 | O ORCL-PD ORACLE CORP | $2.1M | 14.6K | 0.20% | — |
| 35 | R RTX RAYTHEON TECHNOLOGIES CORP | $2M | 10.3K | 0.18% | — |
| 36 | A AMGN AMGEN INC | $1.8M | 5.1K | 0.17% | — |
| 37 | E ETHA ISHARES TR | $1.8M | 6.1K | 0.17% | — |
| 38 | W WFC-PZ WELLS FARGO & CO NEW | $1.7M | 20.3K | 0.15% | — |
| 39 | ? N/A TIDAL ETF TR | $1.6M | 40.6K | 0.15% | — |
| 40 | D DGX QUEST DIAGNOSTICS INC | $1.6M | 7.6K | 0.15% | — |
| 41 | Q QQQ INVESCO QQQ TR | $1.5M | 2.1K | 0.14% | — |
| 42 | L LLY LILLY ELI & CO | $1.5M | 1.3K | 0.14% | — |
| 43 | T TJX TJX COS INC NEW | $1.4M | 9.2K | 0.13% | — |
| 44 | M MDT MEDTRONIC PLC | $1.2M | 15.9K | 0.11% | — |
| 45 | D DIS WALT DISNEY COMPANY | $1.2M | 12.3K | 0.11% | — |
| 46 | H HD HOME DEPOT INC | $1.2M | 3.3K | 0.11% | — |
| 47 | A APH AMPHENOL CORP NEW | $1.1M | 6.5K | 0.10% | — |
| 48 | P PSX PHILLIPS 66 | $1.1M | 6.5K | 0.10% | — |
| 49 | U UPS UNITED PARCEL SERVICE INC | $1.1M | 9.9K | 0.10% | — |
| 50 | K KMB KIMBERLY-CLARK CORP | $1M | 9.3K | 0.09% | — |