Miller Investment Management, LP holds a focused book of 83 stocks worth $1.1B as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they opened Qualcomm Inc and trimmed SS SPDRB B 3-12M T-Bill ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 20% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Miller Investment Management, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 80 / 80 | $137.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $15.9B |
| MORGAN STANLEY | 79 / 80 | $526.8B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $375.8B |
| GOLDMAN SACHS GROUP INC | 79 / 80 | $245.8B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $148.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $144.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $92.0B |
Ranked by how many of Miller Investment Management, LP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR TR UNIT | $222.3M | 297.7K | 20.3% | ▲+1.9% Added · +6K sh | |
| 2 | SPDR Ser TR BLOOMBERG 3-12 M | $121.7M | 1.23M | 11.1% | ▼−2.8% Reduced · −36K sh | |
| 3 | Vanguard Scottsdale FDS SHORT TERM TREAS | $89.5M | 1.54M | 8.2% | ▼−8.1% Reduced · −136K sh | |
| 4 | Berkshire Hathaway Inc Del CL B NEW | $79.4M | 158.7K | 7.3% | ▲+2.9% Added · +4K sh | |
| 5 | Vanguard Scottsdale FDS INTER TERM TREAS | $76.7M | 1.30M | 7.0% | ▼−1.9% Reduced · −26K sh | |
| 6 | Ishares TR MSCI EAFE ETF | $67.5M | 649.5K | 6.2% | ▼−0.4% Reduced · −2K sh | |
| 7 | Vaneck Vectors ETF TR SEMICONDUCTOR ET | $62.7M | 95.5K | 5.7% | ▲+0.7% Added · +623 sh | |
| 8 | Meta Platforms Inc CL A | $33.8M | 60.0K | 3.1% | ▲+3.6% Added · +2K sh | |
| 9 | Alphabet Inc CAP STK CL A | $32.0M | 89.6K | 2.9% | ▲+1.9% Added · +2K sh | |
| 10 | Vanguard Index FDS LARGE CAP ETF | $31.1M | 90.5K | 2.8% | ▲+4.3% Added · +4K sh | |
| 11 | Ishares Inc MSCI JPN ETF NEW | $30.6M | 328.3K | 2.8% | ▲+1.6% Added · +5K sh | |
| 12 | Select Sector SPDR TR SBI HEALTHCARE | $30.5M | 192.4K | 2.8% | ▼−5.2% Reduced · −11K sh | |
| 13 | Ishares TR RUS MID CAP ETF | $21.1M | 191.5K | 1.9% | ▲+1.7% Added · +3K sh | |
| 14 | Select Sector SPDR TR COMMUNICATION | $18.4M | 171.9K | 1.7% | ▲+1.8% Added · +3K sh | |
| 15 | Vanguard Tax-Managed Intl FD FTSE DEV MKT ETF | $17.4M | 243.7K | 1.6% | ▲+19% Added · +39K sh | |
| 16 | Vanguard Instl Index FD 0-3 MO TREAS BIL | $16.1M | 212.6K | 1.5% | ▲+8.5% Added · +17K sh | |
| 17 | Microsoft Corporation COM | $14.1M | 37.8K | 1.3% | ▲+5.0% Added · +2K sh | |
| 18 | Amazon Com Inc COM | $12.8M | 53.7K | 1.2% | ▲+2.3% Added · +1K sh | |
| 19 | United Rentals Inc COM | $12.8M | 11.3K | 1.2% | ▼−3.8% Reduced · −441 sh | |
| 20 | Vaneck ETF Trust PHARMACEUTCL ETF | $11.0M | 100.3K | 1.0% | ▼−25% Reduced · −34K sh | |
| 21 | Vaneck ETF Trust BIOTECH ETF | $7.8M | 38.2K | 0.7% | ▼−1.9% Reduced · −736 sh | |
| 22 | Cardinal Health Inc COM | $5.6M | 23.6K | 0.5% | —Held | |
| 23 | Ishares TR ISHARES BIOTECH | $4.8M | 25.0K | 0.4% | ▼−29% Reduced · −10K sh | |
| 24 | Vanguard Index FDS TOTAL STK MKT | $3.9M | 10.4K | 0.4% | —Held | |
| 25 | Vanguard Specialized Funds DIV APP ETF | $3.9M | 16.3K | 0.4% | —Held | |
| 26 | JPMorgan Chase & Co COM | $3.7M | 11.4K | 0.3% | —Held | |
| 27 | Johnson And Johnson COM | $3.3M | 12.8K | 0.3% | —Held | |
| 28 | PNC Finl Svcs Group Inc COM | $3.1M | 12.6K | 0.3% | —Held | |
| 29 | SPDR Dow Jones Indl Average UT SER 1 | $3.0M | 5.7K | 0.3% | —Held | |
| 30 | Apple Inc COM | $2.7M | 9.2K | 0.2% | ▼−0.3% Reduced · −30 sh | |
| 31 | Deere & Company COM | $2.7M | 4.2K | 0.2% | —Held | |
| 32 | Emerson Elec Co COM | $2.4M | 16.6K | 0.2% | ▼−13% Reduced · −2K sh | |
| 33 | Centene Corp Del COM | $2.2M | 33.8K | 0.2% | ▼−2.9% Reduced · −1K sh | |
| 34 | Oracle Corp COM | $2.1M | 14.6K | 0.2% | ▲+16% Added · +2K sh | |
| 35 | Raytheon Technologies Corp COM | $2.0M | 10.3K | 0.2% | —Held | |
| 36 | Amgen Inc COM | $1.8M | 5.1K | 0.2% | —Held | |
| 37 | Ishares TR RUSSELL 2000 ETF | $1.8M | 6.1K | 0.2% | —Held | |
| 38 | Wells Fargo & Co New COM | $1.7M | 20.3K | 0.2% | —Held | |
| 39 | Tidal ETF TR GOTHAM ENHNCD | $1.6M | 40.6K | 0.2% | —Held | |
| 40 | Quest Diagnostics Inc COM | $1.6M | 7.6K | 0.1% | —Held | |
| 41 | Invesco QQQ TR UNIT SER 1 | $1.5M | 2.1K | 0.1% | —Held | |
| 42 | Lilly Eli & Co COM | $1.5M | 1.3K | 0.1% | —Held | |
| 43 | TJX Cos Inc New COM | $1.4M | 9.2K | 0.1% | —Held | |
| 44 | Medtronic PLC SHS | $1.2M | 15.9K | 0.1% | —Held | |
| 45 | Walt Disney Company COM | $1.2M | 12.3K | 0.1% | ▲+49% Added · +4K sh | |
| 46 | Home Depot Inc COM | $1.2M | 3.3K | 0.1% | —Held | |
| 47 | Amphenol Corp New CL A | $1.1M | 6.5K | 0.1% | ▲+68% Added · +3K sh | |
| 48 | Phillips 66 COM | $1.1M | 6.5K | 0.1% | —Held | |
| 49 | United Parcel Service Inc CL B | $1.1M | 9.9K | 0.1% | —Held | |
| 50 | Kimberly-Clark Corp COM | $1.0M | 9.3K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1407382/holdings"
Use Arkolith to show Miller Investment Management, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q3 2026 | Aug 13, 2026 | Aug 13, 2026 | 83 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 86 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 98 | $995.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.