Miller Investment Management, LP

WEST CONSHOHOCKEN, PA · CIK 1407382 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityMiller Investment Management, LP (US)

Kindhedge funds, private equity, real estate, wealth
Others nearbyConshohocken, PA, New York, NY
FamilyMiller Investment Management, LP · 2 related pages

$1.1bn reported value +8.7% vs Q1 2026

83positions

74.6%in top 10

3 new 18 added 13 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	297,731	$222.3m20.31%	20.31%	Added +5.5k	+5,513 1.9%
2	SPDR SER TR BLOOMBERG 3-12 M BILS	BILS	1,225,012	$121.7m11.12%	11.12%	Reduced -35.5k	-35,523 -2.8%
3	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	1,537,843	$89.5m8.18%	8.18%	Reduced -136.1k	-136,071 -8.1%
4	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	158,746	$79.4m7.26%	7.26%	Added +4.4k	+4,446 2.9%
5	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	1,300,506	$76.7m7.01%	7.01%	Reduced -25.6k	-25,650 -1.9%
6	ISHARES TR MSCI EAFE ETF EFA	EFA	649,538	$67.5m6.16%	6.16%	Reduced -2.5k	-2,488 -0.4%
7	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	95,530	$62.7m5.72%	5.72%	Added +623	+623 0.7%
8	META PLATFORMS INC CL A META	META	59,978	$33.8m3.09%	3.09%	Added +2.1k	+2,106 3.6%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	89,592	$32.0m2.92%	2.92%	Added +1.6k	+1,629 1.9%
10	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	90,501	$31.1m2.84%	2.84%	Added +3.8k	+3,757 4.3%
11	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	328,285	$30.6m2.80%	2.80%	Added +5.2k	+5,231 1.6%
12	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	192,381	$30.5m2.79%	2.79%	Reduced -10.5k	-10,530 -5.2%
13	ISHARES TR RUS MID CAP ETF IWR	IWR	191,472	$21.1m1.93%	1.93%	Added +3.2k	+3,194 1.7%
14	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	171,942	$18.4m1.68%	1.68%	Added +3.1k	+3,120 1.9%
15	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	243,657	$17.4m1.59%	1.59%	Added +39.1k	+39,146 19.1%
16	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	212,630	$16.1m1.47%	1.47%	Added +16.7k	+16,730 8.5%
17	MICROSOFT CORP COM MSFT	MSFT	37,833	$14.1m1.29%	1.29%	Added +1.8k	+1,811 5.0%
18	AMAZON COM INC COM AMZN	AMZN	53,686	$12.8m1.17%	1.17%	Added +1.2k	+1,197 2.3%
19	UNITED RENTALS INC COM URI	URI	11,266	$12.8m1.17%	1.17%	Reduced -441	-441 -3.8%
20	VANECK ETF TRUST PHARMACEUTCL ETF PPH	PPH	100,256	$11.0m1.00%	1.00%	Reduced -33.7k	-33,682 -25.1%
21	VANECK ETF TRUST BIOTECH ETF BBH	BBH	38,226	$7.8m0.71%	0.71%	Reduced -736	-736 -1.9%
22	CARDINAL HEALTH INC COM CAH	CAH	23,553	$5.6m0.51%	0.51%	Unchanged
23	ISHARES TR ISHARES BIOTECH IBB	IBB	25,040	$4.8m0.44%	0.44%	Reduced -10.1k	-10,053 -28.6%
24	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	10,429	$3.9m0.35%	0.35%	Unchanged
25	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	16,293	$3.9m0.35%	0.35%	Unchanged
26	JPMORGAN CHASE & CO COM JPM	JPM	11,410	$3.7m0.34%	0.34%	Unchanged
27	JOHNSON & JOHNSON COM JNJ	JNJ	12,849	$3.3m0.30%	0.30%	Unchanged
28	PNC FINL SVCS GROUP INC COM PNC	PNC	12,580	$3.1m0.28%	0.28%	Unchanged
29	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	5,717	$3.0m0.27%	0.27%	Unchanged
30	APPLE INC COM AAPL	AAPL	9,215	$2.7m0.24%	0.24%	Reduced -30	-30 -0.3%
31	DEERE & CO COM DE	DE	4,185	$2.7m0.24%	0.24%	Unchanged
32	EMERSON ELEC CO COM EMR	EMR	16,570	$2.4m0.22%	0.22%	Reduced -2.4k	-2,400 -12.7%
33	CENTENE CORP DEL COM CNC	CNC	33,795	$2.2m0.20%	0.20%	Reduced -1.0k	-1,000 -2.9%
34	ORACLE CORP COM ORCL	ORCL	14,571	$2.1m0.20%	0.20%	Added +2.0k	+1,999 15.9%
35	RTX CORPORATION COM RTX	RTX	10,350	$2.0m0.18%	0.18%	Unchanged
36	AMGEN INC COM AMGN	AMGN	5,098	$1.8m0.17%	0.17%	Unchanged
37	ISHARES TR RUSSELL 2000 ETF IWM	IWM	6,138	$1.8m0.17%	0.17%	Unchanged
38	WELLS FARGO CO NEW COM WFC	WFC	20,342	$1.7m0.15%	0.15%	Unchanged
39	TIDAL ETF TR GOTHAM ENHNCD GSPY	GSPY	40,578	$1.6m0.15%	0.15%	Unchanged
40	QUEST DIAGNOSTICS INC COM DGX	DGX	7,586	$1.6m0.15%	0.15%	Unchanged
41	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,084	$1.5m0.14%	0.14%	Unchanged
42	ELI LILLY & CO COM LLY	LLY	1,250	$1.5m0.14%	0.14%	Unchanged
43	TJX COS INC NEW COM TJX	TJX	9,214	$1.4m0.13%	0.13%	Unchanged
44	MEDTRONIC PLC SHS MDT	MDT	15,885	$1.2m0.11%	0.11%	Unchanged
45	DISNEY WALT CO COM DIS	DIS	12,327	$1.2m0.11%	0.11%	Added +4.1k	+4,066 49.2%
46	HOME DEPOT INC COM HD	HD	3,275	$1.2m0.11%	0.11%	Unchanged
47	AMPHENOL CORP CL A APH	APH	6,472	$1.1m0.10%	0.10%	Added +2.6k	+2,621 68.1%
48	PHILLIPS 66 COM PSX	PSX	6,500	$1.1m0.10%	0.10%	Unchanged
49	UNITED PARCEL SERVICE INC CL B UPS	UPS	9,947	$1.1m0.10%	0.10%	Unchanged
50	KIMBERLY-CLARK CORP COM KMB	KMB	9,321	$1.0m0.09%	0.09%	Unchanged
51	CHEVRON CORP NEW COM CVX	CVX	6,045	$1.0m0.09%	0.09%	Unchanged
52	STANLEY BLACK & DECKER INC COM SWK	SWK	10,555	$993.4k0.09%	0.09%	Unchanged
53	ONITY GROUP INC COM NEW ONIT	ONIT	24,798	$985.7k0.09%	0.09%	Unchanged
54	NVIDIA CORPORATION COM NVDA	NVDA	4,717	$943.8k0.09%	0.09%	Added +1.7k	+1,673 55.0%
55	3M CO COM MMM	MMM	5,615	$909.1k0.08%	0.08%	Unchanged
56	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,256	$862.6k0.08%	0.08%	Unchanged
57	CENCORA INC COM COR	COR	3,045	$861.7k0.08%	0.08%	Unchanged
58	CROWN HLDGS INC COM CCK	CCK	7,421	$829.8k0.08%	0.08%	Unchanged
59	COMCAST CORP NEW CL A CMCSA	CMCSA	30,755	$755.0k0.07%	0.07%	Unchanged
60	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	8,685	$727.4k0.07%	0.07%	Unchanged
61	CINTAS CORP COM CTAS	CTAS	4,004	$681.0k0.06%	0.06%	Unchanged
62	ALPS ETF TR ALERIAN MLP AMLP	AMLP	13,079	$678.1k0.06%	0.06%	Unchanged
63	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	7,179	$657.9k0.06%	0.06%	Unchanged
64	PEPSICO INC COM PEP	PEP	4,631	$627.0k0.06%	0.06%	Unchanged
65	ILLINOIS TOOL WKS INC COM ITW	ITW	2,305	$623.4k0.06%	0.06%	Unchanged
66	GENERAL DYNAMICS CORP COM GD	GD	1,554	$550.5k0.05%	0.05%	Unchanged
67	SPDR SER TR S&P BIOTECH XBI	XBI	3,435	$543.6k0.05%	0.05%	Unchanged
68	ABBVIE INC COM ABBV	ABBV	2,140	$538.5k0.05%	0.05%	Reduced -1.2k	-1,250 -36.9%
69	BECTON DICKINSON & CO COM BDX	BDX	3,396	$513.9k0.05%	0.05%	Unchanged
70	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,822	$512.4k0.05%	0.05%	Unchanged
71	CONSTELLATION BRANDS INC CL A STZ	STZ	3,550	$493.8k0.05%	0.05%	Unchanged
72	AEGON LTD AMER REG 1 CERT AEG	AEG	57,015	$481.2k0.04%	0.04%	Unchanged
73	ALPHABET INC CAP STK CL C GOOG	GOOG	1,320	$466.4k0.04%	0.04%	Unchanged
74	CARRIER GLOBAL CORPORATION COM CARR	CARR	5,840	$428.4k0.04%	0.04%	Unchanged
75	GALLAGHER ARTHUR J & CO COM AJG	AJG	1,672	$383.8k0.04%	0.04%	Unchanged
76	INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV PKW	PKW	2,675	$378.9k0.03%	0.03%	Unchanged
77	AVERY DENNISON CORP COM AVY	AVY	2,230	$362.0k0.03%	0.03%	Unchanged
78	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	3,073	$272.1k0.02%	0.02%	Added +41	+41 1.4%
79	QUALCOMM INC COM QCOM	QCOM	1,448	$267.6k0.02%	0.02%	New
80	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	381	$254.1k0.02%	0.02%	Unchanged
81	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	1,833	$228.1k0.02%	0.02%	Unchanged
82	HANOVER INS GROUP INC COM THG	THG	1,025	$219.5k0.02%	0.02%	New
83	GOLDMAN SACHS GROUP INC COM GS	GS	202	$204.3k0.02%	0.02%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IWD	IWD	3,368	$719.6k3.4k shares
MCDONALDS CORP MCD	MCD	1,652	$513.4k1.7k shares
EXXON MOBIL CORP XOM	XOM	2,390	$405.5k2.4k shares
COCA COLA CO KO	KO	5,200	$395.5k5.2k shares
NIKE INC NKE	NKE	4,771	$252.0k4.8k shares
LOCKHEED MARTIN CORP LMT	LMT	383	$231.5k383 shares