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 (2026-03-31)

Miller Investment Management, LP (CIK 1407382) reported $1.01B across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($190.0M, 18.87%), BILS ($125.3M, 12.45%), VGSH ($98.0M, 9.73%), VGIT ($79.0M, 7.84%), BRK/B ($73.9M, 7.34%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSPDR S&P 500 ETF TR$190.0M18.87%292,218Added
2BILSSPDR SER TR$125.3M12.45%1.3MAdded
3VGSHVANGUARD SCOTTSDALE FDS$98.0M9.73%1.7MAdded
4VGITVANGUARD SCOTTSDALE FDS$79.0M7.84%1.3MAdded
5BRK/BBERKSHIRE HATHAWAY INC DEL$73.9M7.34%154,300Added
6EFAISHARES TR$63.3M6.29%652,026Trimmed
7SMHVANECK VECTORS ETF TR$36.4M3.61%94,907Trimmed
8METAMETA PLATFORMS INC$33.1M3.29%57,872Added
9XLVSELECT SECTOR SPDR TR$29.7M2.95%202,911Added
10EWJISHARES INC$27.3M2.71%323,054Trimmed
11VVVANGUARD INDEX FDS$25.9M2.57%86,744Added
12GOOGLALPHABET INC$25.3M2.51%87,963Added
13XLCSELECT SECTOR SPDR TR$18.7M1.86%168,822Trimmed
14IWRISHARES TR$18.3M1.82%188,278Trimmed
15VBILVANGUARD INSTL INDEX FD$14.8M1.47%195,900Added
16PPHVANECK ETF TRUST$13.9M1.38%133,938Trimmed
17MSFTMICROSOFT CORPORATION$13.3M1.32%36,022Added
18VEAVANGUARD TAX-MANAGED INTL FD$13.1M1.30%204,511Added
19AMZNAMAZON COM INC$10.9M1.09%52,489Added
20URIUNITED RENTALS INC$8.5M0.85%11,707Hold
21BBHVANECK ETF TRUST$7.3M0.73%38,962Added
22IBBISHARES TR$5.9M0.59%35,093Trimmed
23CAHCARDINAL HEALTH INC$5.0M0.49%23,553Hold
24VIGVANGUARD SPECIALIZED FUNDS$3.5M0.35%16,293Hold
25JPMJPMORGAN CHASE & CO$3.4M0.33%11,410Hold

Source: SEC Form 13F filings · as of 2026-03-31