Miller Investment Management, LP Portfolio Holdings

Miller Investment Management, LP

  • $900 Million
  • Q1 2025

Miller Investment Management, LP has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $900 Million distributed in 97 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 $177M, Spdr Bloomberg 3 12 Month T Bi with a value of $110M, Berkshire Hathaway Inc Class B with a value of $88.8M, Ishares Tr Msci Eafe ETF with a value of $67.8M, and Vanguard with a value of $60.2M.

Examining the 13F form we can see an decrease of $11.4M in the current position value, from $912M to 900M.

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 $900 Million
ETFs: $629 Million
Financial Services: $100 Million
Communication Services: $51.9 Million
Consumer Cyclical: $48.4 Million
Industrials: $24.5 Million
Healthcare: $17.8 Million
Technology: $17.4 Million
Consumer Defensive: $8.51 Million
Other: $2.8 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $900 Million
  • Prior Value $912 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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