Miller Investment Management, LP
Miller Investment Management, LP reported 83 holdings worth US$1.09B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Miller Investment Management, LP reported 83 holdings worth US$1.09B as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Meta Platforms, Inc. and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 83
- Value as reported
- US$1.09B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 159K | US$79.4M | 7.3% |
| Meta Platforms, Inc. | 59,978 | US$33.8M | 3.1% |
| Alphabet Inc (google) Class C | 90,897 | US$32.5M | 3.0% |
| Microsoft Corp. | 37,833 | US$14.1M | 1.3% |
| Amazon.com, Inc. | 53,686 | US$12.8M | 1.2% |
| United Rentals, Inc. | 11,266 | US$12.8M | 1.2% |
| Cardinal Health, Inc. | 23,553 | US$5.6M | 0.51% |
| Jp Morgan Chase & Co. | 11,410 | US$3.73M | 0.34% |
| Johnson & Johnson | 12,849 | US$3.26M | 0.30% |
| Pnc Financial Services Group, Inc. (the) | 12,580 | US$3.1M | 0.28% |
| Apple Inc | 9,215 | US$2.67M | 0.24% |
| Deere & Company | 4,185 | US$2.65M | 0.24% |
| Emerson Electric Company | 16,570 | US$2.37M | 0.22% |
| Centene Corporation | 33,795 | US$2.17M | 0.20% |
| Oracle Corporation | 14,571 | US$2.14M | 0.20% |
| Rtx Corporation | 10,350 | US$1.96M | 0.18% |
| Amgen Inc. | 5,098 | US$1.85M | 0.17% |
| Wells Fargo & Company | 20,342 | US$1.68M | 0.15% |
| Quest Diagnostics Incorporated | 7,586 | US$1.61M | 0.15% |
| Eli Lilly And Company | 1,250 | US$1.5M | 0.14% |
| Tjx Companies, Inc. (the) | 9,214 | US$1.4M | 0.13% |
| Walt Disney Company (the) | 12,327 | US$1.19M | 0.11% |
| Home Depot, Inc. (the) | 3,275 | US$1.16M | 0.11% |
| Amphenol Corporation | 6,472 | US$1.14M | 0.10% |
| Phillips 66 | 6,500 | US$1.1M | 0.10% |
| United Parcel Service, Inc. | 9,947 | US$1.07M | 0.10% |
| Kimberly-clark Corporation | 9,321 | US$1.02M | 0.09% |
| Chevron Corporation | 6,045 | US$1M | 0.09% |
| Stanley Black & Decker, Inc. | 10,555 | US$993K | 0.09% |
| Onity Group Inc. | 24,798 | US$986K | 0.09% |
| Nvidia Corporation | 4,717 | US$944K | 0.09% |
| 3m Company | 5,615 | US$909K | 0.08% |
| Cencora, Inc. | 3,045 | US$862K | 0.08% |
| Crown Holdings, Inc. | 7,421 | US$830K | 0.08% |
| Comcast Corporation | 30,755 | US$755K | 0.07% |
| Cintas Corporation | 4,004 | US$681K | 0.06% |
| Pepsico, Inc. | 4,631 | US$627K | 0.06% |
| Illinois Tool Works Inc. | 2,305 | US$623K | 0.06% |
| General Dynamics Corporation | 1,554 | US$550K | 0.05% |
| Abbvie Inc. | 2,140 | US$539K | 0.05% |
| Becton, Dickinson And Company | 3,396 | US$514K | 0.05% |
| International Business Machines Corporation | 1,822 | US$512K | 0.05% |
| Constellation Brands, Inc. | 3,550 | US$494K | 0.05% |
| Aegon Ltd. | 57,015 | US$481K | 0.04% |
| Carrier Global Corporation | 5,840 | US$428K | 0.04% |
| Arthur J. Gallagher & Co. | 1,672 | US$384K | 0.04% |
| Avery Dennison Corporation | 2,230 | US$362K | 0.03% |
| Qualcomm Incorporated | 1,448 | US$268K | 0.02% |
| Teledyne Technologies Incorporated | 381 | US$254K | 0.02% |
| Hanover Insurance Group Inc | 1,025 | US$219K | 0.02% |
| Goldman Sachs Group, Inc. (the) | 202 | US$204K | 0.02% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Coca-cola Company (the) | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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