13F Insight
DOSSIER · 13F-HR · Q1 2026

Miller Investment Management, LP

$1.0B in tracked AUM across 86 positions as of Q1 2026.

MI
CIK 0001407382 · last filed Mar 31, 2026
Total AUM
$1.0B
as of Q1 2026
Holdings
86
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Miller Investment Management, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
SPDR S&P 500 ETF TR
$190M292K18.9%02
BILS
SPDR SER TR
$125M1.3M12.4%03
VGSH
VANGUARD SCOTTSDALE FDS
$98M1.7M9.7%04
VGIT
VANGUARD SCOTTSDALE FDS
$79M1.3M7.8%05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$74M154K7.3%06
EFA
ISHARES TR
$63M652K6.3%07
SMH
VANECK VECTORS ETF TR
$36M95K3.6%08
META
META PLATFORMS INC
$33M58K3.3%09
XLV
SELECT SECTOR SPDR TR
$30M203K3.0%10
EWJ
ISHARES INC
$27M323K2.7%

Filing history

2026Q1Mar 31
$1.0B▼ 1.7%
86 positionsView →2025Q4Dec 31
$1.0B▲ 2.9%
89 positionsView →2025Q3Sep 30
$995M▲ 4.5%
98 positionsView →2025Q2Jun 30
$952M▲ 5.4%
96 positionsLocked2025Q1Mar 31
$904M▼ 1.1%
97 positionsLocked2024Q4Dec 31
$914M▼ 4.9%
100 positionsLocked2024Q3Sep 30
$960M▲ 14.8%
104 positionsLocked2024Q2Jun 30
$837M▲ 6.9%
103 positionsLocked2024Q1Mar 31
$783M▲ 11.4%
105 positionsLocked2023Q4Dec 31
$703M▲ 10.6%
102 positionsLocked2023Q3Sep 30
$635M▼ 3.1%
97 positionsLocked2023Q2Jun 30
$656M▲ 8.3%
96 positionsLocked
Showing 12 of 65