Institutional Fund
Miller Investment Management, LP
West Conshohocken, PACIK 14073825 filings on record
Portfolio Value
$1.01B
Q1 2026
Holdings
86
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.7%
from $1.02B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr18.9%
- Spdr Series Trust12.4%
- Vanguard Scottsdale Fds9.7%
- Vanguard Scottsdale Fds7.8%
- Berkshire Hathaway Inc Del7.3%
- Ishares Tr6.3%
- Other37.5%
Portfolio Holdings
86 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 292.2K | $190.04M | 18.9% | +1.3K | Added |
| 2 | Spdr Series Trust | 1.26M | $125.35M | 12.4% | +251.4K | Added |
| 3 | Vanguard Scottsdale Fds | 1.67M | $97.99M | 9.7% | +190.5K | Added |
| 4 | Vanguard Scottsdale Fds | 1.33M | $78.97M | 7.8% | +135.2K | Added |
| 5 | Berkshire Hathaway Inc Del | 154.3K | $73.94M | 7.3% | +228 | Added |
| 6 | Ishares Tr | 652.0K | $63.33M | 6.3% | −63.9K | Reduced |
| 7 | Vaneck ETF Trust | 94.9K | $36.39M | 3.6% | −1.7K | Reduced |
| 8 | Meta Platforms Inc | 57.9K | $33.11M | 3.3% | +1.3K | Added |
| 9 | Select Sector Spdr Tr | 202.9K | $29.75M | 3.0% | +4.6K | Added |
| 10 | Ishares Inc | 323.1K | $27.28M | 2.7% | −22.7K | Reduced |
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