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CIK: 0002099097
Total reported value
$124.0M
$124.0M
295 檔
16.6%
According to the latest 13F quarterly dataset, Miller Global Investments, LLC managed an equity portfolio of $124.0M at the end of Q2 2026, spanning 295 distinct U.S. exchange-listed positions.
Miller Global Investments, LLC executed strategic sector rebalancing during Q2 2026, establishing 12 new positions while fully exiting 15 holdings and trimming 44 positions.
Showing top 200 holdings (of 295 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JA | Janus Henderson Aa-a Clo ETF | ETF-Other | 4.44% | -1.96% | — | |
| 2 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.59% | +0.13% | +8.35% | |
| 3 | JSI | Jh Securitized Income ETF | ETF-Other | 3.55% | +0.12% | +6.99% | |
| 4 | MHY | Man Active High Yield ETF | ETF-High Yield | 2.74% | +0.05% | — | |
| 5 | MDST | Westwd Sat Encd Mdstr In ETF | ETF-Other | 2.72% | -0.21% | — | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.26% | -2.07% | — | |
| 7 | EZPW | Ezcorp Inc-cl A | Stock-Other | 2.09% | -0.36% | — | |
| 8 | MRVL | Marvell Technology Inc | Stock-Tech | 1.55% | -0.24% | -1.86% | |
| 9 | DRKY | Vistshr Tr 15 Drukmc Dis ETF | ETF-Other | 1.55% | +0.41% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.13% | -26.02% | |
| 11 | ACKY | Vistashares Tar15 Ac Inc ETF | ETF-Other | 1.43% | -1.15% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.41% | +43.29% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | +0.40% | +10.59% | |
| 14 | PDBA | Invesco Agriculture Cmdtyk-1 | ETF-Other | 1.20% | +0.01% | -0.22% | |
| 15 | GVAL | Cambria Global Value ETF | ETF-Other | 1.17% | — | -1.24% | |
| 16 | PSTL | Postal Realty Trust Inc- A | Stock-Other | 1.11% | -0.11% | -1.56% | |
| 17 | COPX | Global X Copper Miners ETF | ETF-Other | 1.10% | +0.08% | +0.05% | |
| 18 | URNM | Sprott Uranium Miners ETF | ETF-Other | 1.10% | -0.14% | — | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.05% | +0.06% | — | |
| 20 | UAMY | United States Antimony CORP | Stock-Other | 1.05% | -0.46% | +2.87% | |
| 21 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.98% | +0.04% | — | |
| 22 | APLE | Apple Hospitality Reit Inc | Stock-Real Estate | 0.98% | -0.06% | -0.51% | |
| 23 | HIW | Highwoods Properties Inc | Stock-Real Estate | 0.97% | -0.07% | — | |
| 24 | FYLD | Cambria Foreign Shareholder | ETF-Other | 0.96% | +0.05% | -0.93% | |
| 25 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.95% | -0.09% | — | |
| 26 | ALB | Albemarle CORP | Stock-Materials | 0.94% | -0.22% | -1.59% | |
| 27 | SHEL | Shell Plc-adr | Stock-Energy | 0.94% | +0.16% | — | |
| 28 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.94% | -0.13% | -0.24% | |
| 29 | T | At&t Inc | Stock-Comm Services | 0.93% | +0.13% | +0.13% | |
| 30 | DVN | Devon Energy CORP | Stock-Energy | 0.88% | +0.10% | +151.46% | |
| 31 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.87% | -0.02% | — | |
| 32 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.86% | — | -3.10% | |
| 33 | OKE | Oneok Inc | Stock-Energy | 0.86% | -0.86% | EXIT | |
| 34 | O | Realty Income CORP | Stock-Real Estate | 0.81% | -0.12% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.05% | +69.88% | |
| 36 | CUBE | Cubesmart | Stock-Real Estate | 0.79% | -0.07% | — | |
| 37 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.78% | -0.10% | -3.33% | |
| 38 | GBUG | Sprott Active Gold & Silver | ETF-Commodities | 0.75% | +0.12% | — | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.74% | -0.06% | -3.87% | |
| 40 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.73% | -0.73% | EXIT | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.73% | +0.23% | — | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.72% | +0.02% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.72% | EXIT | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.71% | +0.11% | — | |
| 45 | WMB | Williams Cos Inc | Stock-Energy | 0.69% | -0.69% | EXIT | |
| 46 | VICI | Vici Properties Inc | Stock-Real Estate | 0.69% | -0.11% | — | |
| 47 | FLKR | Franklin Ftse South Korea | ETF-Other | 0.69% | -0.08% | -3.12% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.11% | +24.88% | |
| 49 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.67% | -0.38% | — | |
| 50 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.67% | +0.08% | -3.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +1% | -1.86% | Trim |
| 2 | NVDA | Nvidia CORP | +0.4% | +43.29% | Add |
| 3 | DVN | Devon Energy CORP | +0.4% | +151.46% | Add |
| 4 | EZPW | Ezcorp Inc-cl A | +0.4% | — | Unchanged |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +69.88% | Add |
| 6 | EQT | Eqt CORP | +0.3% | +3066.40% | Add |
| 7 | CAT | Caterpillar Inc | +0.3% | +127.90% | Add |
| 8 | ETH | Grayscale Ethereum Staking M | +0.3% | +284.99% | Add |
| 9 | MELI | Mercadolibre Inc | +0.3% | +319.35% | Add |
| 10 | AAPL | Apple Inc | +0.3% | +83.75% | Add |
| 11 | APLE | Apple Hospitality Reit Inc | +0.2% | -0.51% | Trim |
| 12 | SAP | Sap Se-sponsored Adr | +0.2% | +121.15% | Add |
| 13 | CRM | Salesforce Inc | +0.2% | +167.39% | Add |
| 14 | HIW | Highwoods Properties Inc | +0.2% | — | Unchanged |
| 15 | FLKR | Franklin Ftse South Korea | +0.2% | -3.12% | Trim |
| 16 | MSFT | Microsoft CORP | +0.2% | +63.96% | Add |
| 17 | ASML | ASML Holding N.V. | +0.2% | -3.87% | Trim |
| 18 | PSTL | Postal Realty Trust Inc- A | +0.2% | -1.56% | Trim |
| 19 | CNC | Centene CORP | +0.2% | -4.19% | Trim |
| 20 | PWR | Quanta Services Inc | +0.2% | +136.46% | Add |
| 21 | EWT | Ishares Msci Taiwan ETF | +0.2% | -2.30% | Trim |
| 22 | AMZN | Amazon.com Inc | +0.2% | +24.88% | Add |
| 23 | AVGO | Broadcom Inc | +0.2% | +83.98% | Add |
| 24 | LLY | Eli Lilly & Co | +0.2% | +90.28% | Add |
| 25 | DOC | Healthpeak Properties Inc | +0.1% | — | Unchanged |
| 26 | SN | SharkNinja, Inc. | +0.1% | -3.72% | Trim |
| 27 | ICLR | ICON Public Limited Company | +0.1% | -0.52% | Trim |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.40% | Trim |
| 29 | PSWD | Xtrackers Cybersecurity ETF | +0.1% | — | Unchanged |
| 30 | V | Visa Inc-class A Shares | +0.1% | +90.09% | Add |
| 31 | ELV | Elevance Health Inc | +0.1% | — | Unchanged |
| 32 | UNH | Unitedhealth Group Inc | +0.1% | — | Unchanged |
| 33 | MBLY | Mobileye Global Inc-a | +0.1% | +28.92% | Add |
| 34 | LQDT | Liquidity Services Inc | +0.1% | -2.36% | Trim |
| 35 | HD | Home Depot Inc | +0.1% | +60.04% | Add |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -3.54% | Trim |
| 37 | SWKS | Skyworks Solutions Inc | +0.1% | — | Unchanged |
| 38 | IBM | Intl Business Machines CORP | +0.1% | +31.33% | Add |
| 39 | GSC | Goldman Sachs Small Cap Equi | +0.1% | -2.04% | Trim |
| 40 | PEMX | Putnam Emr Mrkt Ex China ETF | +0.1% | -2.36% | Trim |
| 41 | MS | Morgan Stanley | +0.1% | +51.43% | Add |
| 42 | BITB | Bitwise Bitcoin ETF | 0% | +40.25% | Add |
| 43 | GS | Goldman Sachs Group Inc | 0% | +15.87% | Add |
| 44 | STT | State Street CORP | 0% | — | Unchanged |
| 45 | MSOS | Advisorshares Pure US Cann | 0% | — | Unchanged |
| 46 | BUD | Anheuser-busch Inbev-spn Adr | 0% | -3.33% | Trim |
| 47 | CRL | Charles River Laboratories | 0% | -10.35% | Trim |
| 48 | ELF | Elf Beauty Inc | 0% | — | Unchanged |
| 49 | SPG | Simon Property Group Inc | 0% | -0.13% | Trim |
| 50 | JPM | Jpmorgan Chase & Co | 0% | +58.29% | Add |
According to official SEC Form 13F filings, Miller Global Investments, LLC reported a total U.S. public equity portfolio value of $124.0M across 295 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JA, JPIE, JSI) accounted for 16.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
JA
市值: $5.4M
Top Position Liquidated / Trimmed
JAAA
前期市值: $4.8M
During Q2 2026, Miller Global Investments, LLC's top holdings by market value included JA (4.4%)、JPIE (3.6%)、JSI (3.5%). The largest single position, JA, represented 4.4% of total portfolio value.
In Q2 2026, Miller Global Investments, LLC made 119 total portfolio adjustments, initiating 12 new buys, adding to 48 positions, trimming 44 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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