§ 13F · FUND PROFILE
Miller Investment Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $995M (13F)Positions · 98Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 292K | $190M | 18.9% | ±0% |
| 2 | BILS | SPDR SER TR | 1.26M | $125M | 12.4% | +25% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 1.67M | $98M | 9.7% | +13% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 1.33M | $79M | 7.8% | +11% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 154K | $74M | 7.3% | ±0% |
| 6 | EFA | ISHARES TR | 652K | $63M | 6.3% | −9% |
| 7 | SMH | VANECK VECTORS ETF TR | 95K | $36M | 3.6% | −2% |
| 8 | META | META PLATFORMS INC | 58K | $33M | 3.3% | +2% |
| 9 | XLV | SELECT SECTOR SPDR TR | 203K | $30M | 3.0% | +2% |
| 10 | IAU | ISHARES INC | 323K | $27M | 2.7% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILLER SIGNAL
AC read
Miller Investment Management, LP is a Other fund managing $995 million in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed