Miller Investment Management, Lp Top Holdings and 13F Report (2026)

About Miller Investment Management, Lp

Investment Activity

Miller Investment Management, Lp has $1.09 billion in total holdings as of June 30, 2026.
Miller Investment Management, Lp owns shares of 83 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 1.66% of the portfolio was purchased this quarter.
About 2.23% of the portfolio was sold this quarter.
This quarter, Miller Investment Management, Lp has purchased 86 new stocks and bought additional shares in 18 stocks.
Miller Investment Management, Lp sold shares of 13 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $222,336,585
SPDR Bloomberg 3-12 Month T-Bill ETF: $121,741,693
Vanguard Short-Term Treasury ETF: $89,502,463
Berkshire Hathaway: $79,434,911
Vanguard Intermediate-Term Treasury ETF: $76,703,844

Largest New Holdings this Quarter

747525103 - Qualcomm: $267,576 Holding
410867105 - The Hanover Insurance Group: $219,473 Holding
38141g104 - The Goldman Sachs Group: $204,297 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 5,513 shares (about $4.12M)
Vanguard FTSE Developed Markets ETF: 39,146 shares (about $2.79M)
Berkshire Hathaway: 4,446 shares (about $2.22M)
Vanguard Large-Cap ETF: 3,757 shares (about $1.29M)
VANGUARD INSTL INDEX FD: 16,730 shares (about $1.27M)

Largest Sales this Quarter

Vanguard Short-Term Treasury ETF: 136,071 shares (about $7.92M)
VanEck Pharmaceutical ETF: 33,682 shares (about $3.68M)
SPDR Bloomberg 3-12 Month T-Bill ETF: 35,523 shares (about $3.53M)
iShares Biotechnology ETF: 10,053 shares (about $1.91M)
Health Care Select Sector SPDR Fund: 10,530 shares (about $1.67M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$222,336,585	$4,116,943 â–²	1.9%	297,731	20.3%	ETF
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$121,741,693	$3,530,276 â–¼	-2.8%	1,225,012	11.1%	ETF
VGSH Vanguard Short-Term Treasury ETF	$89,502,463	$7,919,332 â–¼	-8.1%	1,537,843	8.2%	ETF
BRK.B Berkshire Hathaway	$79,434,911	$2,224,734 â–²	2.9%	158,746	7.3%	Finance
VGIT Vanguard Intermediate-Term Treasury ETF	$76,703,844	$1,512,837 â–¼	-1.9%	1,300,506	7.0%	ETF
EFA iShares MSCI EAFE ETF	$67,474,007	$258,453 â–¼	-0.4%	649,538	6.2%	ETF
SMH VanEck Semiconductor ETF	$62,657,172	$408,619 â–²	0.7%	95,530	5.7%	ETF
META Meta Platforms	$33,785,008	$1,186,289 â–²	3.6%	59,978	3.1%	Communication Services
GOOGL Alphabet	$32,017,493	$582,156 â–²	1.9%	89,592	2.9%	Communication Services
VV Vanguard Large-Cap ETF	$31,124,199	$1,292,070 â–²	4.3%	90,501	2.8%	ETF
EWJ iShares MSCI Japan ETF	$30,619,142	$487,895 â–²	1.6%	328,285	2.8%	ETF
XLV Health Care Select Sector SPDR Fund	$30,523,169	$1,670,690 â–¼	-5.2%	192,381	2.8%	ETF
IWR iShares Russell Mid-Cap ETF	$21,123,191	$352,362 â–²	1.7%	191,472	1.9%	ETF
XLC Communication Services Select Sector SPDR Fund	$18,420,146	$334,246 â–²	1.8%	171,942	1.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$17,360,561	$2,789,152 â–²	19.1%	243,657	1.6%	ETF
VANGUARD INSTL INDEX FD	$16,091,838	$1,266,126 â–²	8.5%	212,630	1.5%	0-3 MO TREAS BIL
MSFT Microsoft	$14,112,466	$675,539 â–²	5.0%	37,833	1.3%	Technology
AMZN Amazon.com	$12,795,521	$285,293 â–²	2.3%	53,686	1.2%	Consumer Discretionary
URI United Rentals	$12,763,139	$499,605 â–¼	-3.8%	11,266	1.2%	Industrials
PPH VanEck Pharmaceutical ETF	$10,962,994	$3,683,127 â–¼	-25.1%	100,256	1.0%	ETF
BBH VanEck Biotech ETF	$7,768,949	$149,583 â–¼	-1.9%	38,226	0.7%	ETF
CAH Cardinal Health	$5,595,251		0.0%	23,553	0.5%	Healthcare
IBB iShares Biotechnology ETF	$4,762,358	$1,911,980 â–¼	-28.6%	25,040	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$3,859,147		0.0%	10,429	0.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$3,855,250		0.0%	16,293	0.4%	ETF
JPM JPMorgan Chase & Co.	$3,734,835		0.0%	11,410	0.3%	Finance
JNJ Johnson & Johnson	$3,263,261		0.0%	12,849	0.3%	Healthcare
PNC The PNC Financial Services Group	$3,097,448		0.0%	12,580	0.3%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$2,986,504		0.0%	5,717	0.3%	ETF
AAPL Apple	$2,666,452	$8,681 â–¼	-0.3%	9,215	0.2%	Technology
DE Deere & Company	$2,654,671		0.0%	4,185	0.2%	Industrials
EMR Emerson Electric	$2,371,996	$343,560 â–¼	-12.7%	16,570	0.2%	Industrials
CNC Centene	$2,169,301	$64,190 â–¼	-2.9%	33,795	0.2%	Healthcare
ORCL Oracle	$2,135,380	$292,953 â–²	15.9%	14,571	0.2%	Technology
RTX RTX	$1,963,706		0.0%	10,350	0.2%	Industrials
AMGN Amgen	$1,846,088		0.0%	5,098	0.2%	Healthcare
IWM iShares Russell 2000 ETF	$1,844,162		0.0%	6,138	0.2%	ETF
WFC Wells Fargo & Company	$1,681,063		0.0%	20,342	0.2%	Finance
GSPY Gotham Enhanced 500 ETF	$1,647,479		0.0%	40,578	0.2%	ETF
DGX Quest Diagnostics	$1,607,853		0.0%	7,586	0.1%	Healthcare
QQQ Invesco QQQ	$1,534,658		0.0%	2,084	0.1%	ETF
LLY Eli Lilly and Company	$1,499,288		0.0%	1,250	0.1%	Healthcare
TJX TJX Companies	$1,395,921		0.0%	9,214	0.1%	Consumer Discretionary
MDT Medtronic	$1,242,684		0.0%	15,885	0.1%	Healthcare
DIS Walt Disney	$1,186,474	$391,353 â–²	49.2%	12,327	0.1%	Communication Services
HD Home Depot	$1,155,027		0.0%	3,275	0.1%	Consumer Discretionary
APH Amphenol	$1,141,143	$462,135 â–²	68.1%	6,472	0.1%	Technology
PSX Phillips 66	$1,098,825		0.0%	6,500	0.1%	Energy
UPS United Parcel Service	$1,069,303		0.0%	9,947	0.1%	Industrials
KIMBERLY-CLARK CORP	$1,023,166		0.0%	9,321	0.1%	COM
CVX Chevron	$1,002,019		0.0%	6,045	0.1%	Energy
SWK Stanley Black & Decker	$993,437		0.0%	10,555	0.1%	Consumer Discretionary
OCWEN FINL CORP	$985,720		0.0%	24,798	0.1%	COM NEW
NVDA NVIDIA	$943,825	$334,751 â–²	55.0%	4,717	0.1%	Technology
MMM 3M	$909,125		0.0%	5,615	0.1%	Industrials
VOO Vanguard S&P 500 ETF	$862,633		0.0%	1,256	0.1%	ETF
COR Cencora	$861,674		0.0%	3,045	0.1%	Healthcare
CCK Crown	$829,816		0.0%	7,421	0.1%	Materials
CMCSA Comcast	$755,035		0.0%	30,755	0.1%	Communication Services
VEU Vanguard FTSE All-World ex-US ETF	$727,369		0.0%	8,685	0.1%	ETF
CTAS Cintas	$681,000		0.0%	4,004	0.1%	Industrials
AMLP Alerian MLP ETF	$678,146		0.0%	13,079	0.1%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$657,884		0.0%	7,179	0.1%	ETF
PEP PepsiCo	$627,037		0.0%	4,631	0.1%	Consumer Staples
ITW Illinois Tool Works	$623,433		0.0%	2,305	0.1%	Industrials
GD General Dynamics	$550,489		0.0%	1,554	0.1%	Industrials
XBI SPDR S&P Biotech ETF	$543,589		0.0%	3,435	0.0%	ETF
ABBV AbbVie	$538,510	$314,550 â–¼	-36.9%	2,140	0.0%	Healthcare
BDX Becton, Dickinson and Company	$513,917		0.0%	3,396	0.0%	Healthcare
IBM International Business Machines	$512,365		0.0%	1,822	0.0%	Technology
STZ Constellation Brands	$493,770		0.0%	3,550	0.0%	Consumer Staples
AEGON LTD	$481,207		0.0%	57,015	0.0%	AMER REG 1 CERT
GOOG Alphabet	$466,396		0.0%	1,320	0.0%	Communication Services
CARR Carrier Global	$428,364		0.0%	5,840	0.0%	Industrials
AJG Arthur J. Gallagher & Co.	$383,841		0.0%	1,672	0.0%	Finance
PKW Invesco BuyBack Achievers ETF	$378,941		0.0%	2,675	0.0%	ETF
AVY Avery Dennison	$362,041		0.0%	2,230	0.0%	Materials
VGK Vanguard FTSE Europe ETF	$272,102	$3,630 â–²	1.4%	3,073	0.0%	ETF
QCOM Qualcomm	$267,576	$267,576 â–²	New Holding	1,448	0.0%	Technology
TDY Teledyne Technologies	$254,089		0.0%	381	0.0%	Technology
ACN Accenture	$228,099		0.0%	1,833	0.0%	Technology
THG The Hanover Insurance Group	$219,473	$219,473 â–²	New Holding	1,025	0.0%	Finance
GS The Goldman Sachs Group	$204,297	$204,297 â–²	New Holding	202	0.0%	Finance
IWD iShares Russell 1000 Value ETF	$0	$719,641 â–¼	-100.0%	0	0.0%	ETF
MCD McDonald's	$0	$513,425 â–¼	-100.0%	0	0.0%	Consumer Discretionary
XOM ExxonMobil	$0	$405,492 â–¼	-100.0%	0	0.0%	Energy
KO CocaCola	$0	$395,460 â–¼	-100.0%	0	0.0%	Consumer Staples
NKE NIKE	$0	$252,004 â–¼	-100.0%	0	0.0%	Consumer Discretionary
LMT Lockheed Martin	$0	$231,481 â–¼	-100.0%	0	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

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Miller Investment Management, Lp Top Holdings and 13F Report (2026)

About Miller Investment Management, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Miller Investment Management, Lp Top Holdings and 13F Report (2026)

About Miller Investment Management, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMiller Investment Management, Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools