Miller Investment Management, LP
CIK: 0001407382SEC EDGAR →
Portfolio Value
$1.0B
Holdings
89
As of
Q4 2025
New Positions
5
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 290,954 | $198.0M | 19.35% |
| 2 | SPDR SER TR | 1,009,090 | $100.0M | 9.78% |
| 3 | VANGUARD SCOTTSDALE FDS | 1,483,390 | $87.0M | 8.50% |
| 4 | BERKSHIRE HATHAWAY INC DEL | 154,072 | $77.0M | 7.53% |
| 5 | VANGUARD SCOTTSDALE FDS | 1,190,950 | $71.0M | 6.94% |
| 6 | ISHARES TR | 715,962 | $68.0M | 6.65% |
| 7 | META PLATFORMS INC | 56,593 | $37.0M | 3.62% |
| 8 | VANECK VECTORS ETF TR | 96,645 | $34.0M | 3.32% |
| 9 | SELECT SECTOR SPDR TR | 198,322 | $30.0M | 2.93% |
| 10 | ALPHABET INC | 87,372 | $27.0M | 2.64% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $723.0M | 74.2% |
| Unknown | 4 | $93.0M | 9.5% |
| Communication Services | 5 | $64.0M | 6.6% |
| Consumer Cyclical | 10 | $46.0M | 4.7% |
| Technology | 8 | $20.0M | 2.1% |
| Industrials | 11 | $14.0M | 1.4% |
| Healthcare | 10 | $11.0M | 1.1% |
| Consumer Defensive | 5 | $3.0M | 0.3% |
| Energy | 3 | $0 | 0.0% |