Miller Investment Management, LP Portfolio Holdings

Miller Investment Management, LP

  • $948 Million
  • Q2 2025

Miller Investment Management, LP has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $948 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $195M, Spdr Bloomberg 3 12 Month T Bi with a value of $110M, Berkshire Hathaway Inc Class B with a value of $80.3M, Ishares Tr Msci Eafe ETF with a value of $73.3M, and Vanguard with a value of $60.8M.

Examining the 13F form we can see an increase of $47.8M in the current position value, from $900M to 948M.

Miller Investment Management, LP is based out at West Conshohocken, PA

Below you can find more details about Miller Investment Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $948 Million
ETFs: $665 Million
Financial Services: $93 Million
Communication Services: $63.9 Million
Consumer Cyclical: $49.5 Million
Industrials: $26.9 Million
Technology: $22 Million
Healthcare: $16.9 Million
Consumer Defensive: $8.58 Million
Other: $2.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $948 Million
  • Prior Value $900 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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