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The Analysis of Miller Investment Management, LP's Holdings & P&L

Currently, Miller Investment Management, LP holds 86 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in BILS (+251.4K shares, valued at $25.0M), VGSH (+190.5K shares, valued at $11.2M), VGIT (+135.2K shares, valued at $8.1M); decreased their positions in EFA (-63.9K shares, valued at $6.2M), N/A (-19.0K shares, valued at $2.0M), N/A (-22.7K shares, valued at $1.9M); initiated new positions in N/A (+1.8K shares, valued at $363.5K), VGK (+3.0K shares, valued at $249.9K), LMT (+383 shares, valued at $231.5K).

1M P&L

+21.0M+2.31%

3M P&L

+28.5M+3.17%

HY P&L

+60.4M+6.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A741.1M

86.4%

2Internet Content & Information33.1M

3.9%

3Software - Infrastructure15.2M

1.8%

Top Industries by Stock Count

1N/A24 stocks

34.3%

2Drug Manufacturers - General4 stocks

5.7%

3Packaging & Containers2 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR292.2K shares0.43%2026-03-312026-05-08

BILS SPDR SER TR1.3M shares24.92%2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS1.7M shares12.84%2026-03-312026-05-08

VGIT VANGUARD SCOTTSDALE FDS1.3M shares11.35%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL154.3K shares0.15%2026-03-312026-05-08

EFA ISHARES TR652.0K shares-8.93%2026-03-312026-05-08

SMH VANECK VECTORS ETF TR94.9K shares-1.80%2026-03-312026-05-08

META META PLATFORMS INC57.9K shares2.26%2026-03-312026-05-08

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XLV SELECT SECTOR SPDR TR202.9K shares2.31%2026-03-312026-05-08

ISHARES INC ISHARES INC323.1K shares-6.56%2026-03-312026-05-08

VV VANGUARD INDEX FDS86.7K shares38.02%2026-03-312026-05-08

ALPHABET INC ALPHABET INC88.0K shares0.68%2026-03-312026-05-08

XLC SELECT SECTOR SPDR TR168.8K shares-0.09%2026-03-312026-05-08

IWR ISHARES TR188.3K shares-3.23%2026-03-312026-05-08

VBIL VANGUARD INSTL INDEX FD195.9K shares8.29%2026-03-312026-05-08

VANECK ETF TRUST VANECK ETF TRUST133.9K shares-12.42%2026-03-312026-05-08

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MSFT MICROSOFT CORPORATION36.0K shares3.65%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED INTL FD204.5K shares29.87%2026-03-312026-05-08

AMZN AMAZON COM INC52.5K shares1.34%2026-03-312026-05-08

URI UNITED RENTALS INC11.7K shares0.00%2026-03-312026-05-08

BBH VANECK ETF TRUST39.0K shares0.10%2026-03-312026-05-08

IBB ISHARES TR35.1K shares-6.28%2026-03-312026-05-08

CAH CARDINAL HEALTH INC23.6K shares0.00%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS16.3K shares0.00%2026-03-312026-05-08

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JPM JPMORGAN CHASE & CO11.4K shares0.00%2026-03-312026-05-08

VTI VANGUARD INDEX FDS10.4K shares-4.36%2026-03-312026-05-08

JNJ JOHNSON AND JOHNSON12.8K shares0.00%2026-03-312026-05-08

DIA SPDR DOW JONES INDL AVERAGE5.7K shares0.00%2026-03-312026-05-08

PNC PNC FINL SVCS GROUP INC12.6K shares0.00%2026-03-312026-05-08

EMR EMERSON ELEC CO19.0K shares0.00%2026-03-312026-05-08

DE DEERE & COMPANY4.2K shares-15.37%2026-03-312026-05-08

AAPL APPLE INC9.2K shares-0.80%2026-03-312026-05-08

Sponsored

RTX RAYTHEON TECHNOLOGIES CORP10.3K shares0.00%2026-03-312026-05-08

ORCL ORACLE CORP12.6K shares15.35%2026-03-312026-05-08

AMGN AMGEN INC5.1K shares0.00%2026-03-312026-05-08

WFC WELLS FARGO & CO NEW20.3K shares0.00%2026-03-312026-05-08

IWM ISHARES TR6.1K shares0.00%2026-03-312026-05-08

DGX QUEST DIAGNOSTICS INC7.6K shares0.00%2026-03-312026-05-08

TJX TJX COS INC NEW9.2K shares-3.36%2026-03-312026-05-08

GSPY TIDAL ETF TR40.6K shares0.00%2026-03-312026-05-08

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MEDTRONIC PLC MEDTRONIC PLC15.9K shares0.00%2026-03-312026-05-08

CVX CHEVRON CORP6.0K shares0.00%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR2.1K shares0.00%2026-03-312026-05-08

PSX PHILLIPS 666.5K shares0.00%2026-03-312026-05-08

LLY LILLY ELI & CO1.3K shares0.00%2026-03-312026-05-08

CNC CENTENE CORP DEL34.8K shares-1.42%2026-03-312026-05-08

HD HOME DEPOT INC3.3K shares-3.79%2026-03-312026-05-08

UPS UNITED PARCEL SERVICE INC9.9K shares0.00%2026-03-312026-05-08

Sponsored

OCWEN FINL CORP OCWEN FINL CORP24.8K shares0.00%2026-03-312026-05-08

AMERISOURCEBERGEN CORP AMERISOURCEBERGEN CORP3.0K shares0.00%2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP9.3K shares0.00%2026-03-312026-05-08

CMCSA COMCAST CORP NEW30.8K shares0.00%2026-03-312026-05-08

MMM 3M COMPANY5.6K shares0.00%2026-03-312026-05-08

DIS WALT DISNEY COMPANY8.3K shares47.78%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-08

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC10.6K shares0.00%2026-03-312026-05-08

Sponsored

CCK CROWN HOLDINGS INC7.4K shares0.00%2026-03-312026-05-08

ABBV ABBVIE INC3.4K shares0.00%2026-03-312026-05-08

IWD ISHARES TR3.4K shares0.00%2026-03-312026-05-08

PEP PEPSICO INC4.6K shares0.00%2026-03-312026-05-08

ALPS ETF TR ALPS ETF TR13.1K shares0.00%2026-03-312026-05-08

CTAS CINTAS CORP4.0K shares0.00%2026-03-312026-05-08

BIL SPDR SER TR7.2K shares0.00%2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F8.7K shares0.00%2026-03-312026-05-08

Sponsored

ITW ILLINOIS TOOL WKS INC2.3K shares0.00%2026-03-312026-05-08

BDX BECTON DICKINSON & CO3.4K shares-2.64%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K shares0.00%2026-03-312026-05-08

STZ CONSTELLATION BRANDS INC3.5K shares0.00%2026-03-312026-05-08

NVDA NVIDIA CORPORATION3.0K shares103.61%2026-03-312026-05-08

MCD MCDONALDS CORP1.7K shares-41.54%2026-03-312026-05-08

APH AMPHENOL CORP NEW3.9K shares76.81%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.00%2026-03-312026-05-08

Sponsored

XBI SPDR SERIES TRUST3.4K shares0.00%2026-03-312026-05-08

AEGON LTD AEGON LTD57.0K shares0.00%2026-03-312026-05-08

XOM EXXON MOBIL CORP2.4K shares0.00%2026-03-312026-05-08

KO COCA COLA CO5.2K shares0.00%2026-03-312026-05-08

AVY AVERY DENNISON CORP2.2K shares0.00%2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.3K shares0.00%2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.8K sharesnew addition2026-03-312026-05-08

AJG GALLAGHER ARTHUR J & CO1.7K shares0.00%2026-03-312026-05-08

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.7K shares0.00%2026-03-312026-05-08

CARR CARRIER GLOBAL CORPORATION5.8K shares0.00%2026-03-312026-05-08

NKE NIKE INC4.8K shares0.00%2026-03-312026-05-08

VGK VANGUARD INTL EQUITY INDEX F3.0K sharesnew addition2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP383 sharesnew addition2026-03-312026-05-08

TDY TELEDYNE TECHNOLOGIES INC381 sharesnew addition2026-03-312026-05-08

SPY

SPDR S&P 500 ETF TR

0.43%

Shares292.2K

Event2026-03-31

Filed2026-05-08

BILS

SPDR SER TR

24.92%

Shares1.3M

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS

12.84%

Shares1.7M

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

11.35%

Shares1.3M

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

0.15%

Shares154.3K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

-8.93%

Shares652.0K

Event2026-03-31

Filed2026-05-08

SMH

VANECK VECTORS ETF TR

-1.80%

Shares94.9K

Event2026-03-31

Filed2026-05-08