§ 13F · FUND PROFILE
MILLER HOWARD INVESTMENTS INC /NY.
AUM · $3.8B (13F)Positions · 152Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$84M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MPLX | MPLX LP COM UNIT REP LTD | 2.33M | $131M | 3.5% | +4% |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L P | 3.21M | $118M | 3.1% | +2% |
| 3 | JNJ | JOHNSON & JOHNSON COM | 404K | $102M | 2.7% | ±0% |
| 4 | ET | ENERGY TRANSFER L P COM UT LTD | 5.31M | $102M | 2.7% | +2% |
| 5 | ABBV | ABBVIE INC COM | 397K | $100M | 2.6% | ±0% |
| 6 | STT | STATE STR CORP COM | 503K | $85M | 2.3% | −15% |
| 7 | TRP | TC ENERGY CORP COM | 1.27M | $84M | 2.2% | −2% |
| 8 | EWBC | EAST WEST BANCORP INC COM | 612K | $79M | 2.1% | ±0% |
| 9 | EXC | EXELON CORP COM | 1.62M | $76M | 2.0% | −4% |
| 10 | LAMR | LAMAR ADVERTISING CO NEW CL A | 469K | $73M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILLER SIGNAL
AC read
MILLER HOWARD INVESTMENTS INC /NY is a Other fund managing $3.8 billion in assets. The fund runs a portfolio of 152 positions.
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