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CIK: 0001407382
Total reported value
$1.1B
$1.1B
97 檔
46.1%
In Q1 2025, Miller Investment Management, LP's U.S. equity holdings reached a combined market value of $1.1B, distributed across 97 disclosed stock positions.
In Q1 2025, Miller Investment Management, LP displayed an active expansion posture, initiating 97 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 19.60% | +1.44% | -0.23% | |
| 2 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 12.19% | -1.33% | +0.48% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.82% | -0.08% | -0.85% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.50% | -0.13% | -0.11% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.66% | -1.55% | +0.30% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.92% | -0.20% | -0.63% | |
| 7 | ✓ | Stock-Other | 2.88% | — | -0.21% | ||
| 8 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.78% | +2.11% | -0.15% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.16% | +0.11% | -0.39% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.07% | -0.18% | -0.20% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.02% | -0.16% | +0.01% | |
| 12 | ✓ | Stock-Other | 1.91% | — | -0.20% | ||
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 1.68% | +0.27% | +0.06% | |
| 14 | BBH | Vaneck Biotech ETF | ETF-Tech | 1.60% | -0.02% | -0.43% | |
| 15 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.59% | — | -0.45% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.41% | +4.66% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.03% | -0.77% | |
| 18 | NVR | Nvr Inc | Stock-Consumer Disc | 1.27% | — | -0.13% | |
| 19 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.26% | — | -0.11% | |
| 20 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.23% | — | -0.22% | |
| 21 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.16% | -0.15% | -0.46% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.08% | -0.07% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 0.86% | +0.32% | -0.29% | |
| 24 | XLB | Ss Materials Select Sector | ETF-Other | 0.52% | — | -17.24% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | +0.01% | — | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | — | — | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | — | — | |
| 28 | PNC | Pnc Financial Services Group | Stock-Financials | 0.41% | +0.02% | — | |
| 29 | GSPY | Gotham Enhanced 500 ETF | ETF-Other | 0.41% | +0.01% | -0.38% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.01% | +0.14% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 0.37% | -0.03% | — | |
| 32 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.36% | +0.02% | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | +0.02% | -3.76% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.31% | — | — | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.27% | -0.01% | — | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.27% | +0.01% | — | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.26% | -0.03% | — | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.26% | +0.01% | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.26% | -0.02% | — | |
| 40 | CNC | Centene CORP | Stock-Healthcare | 0.24% | +0.09% | -2.76% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.23% | +0.01% | -0.42% | |
| 42 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.23% | — | — | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.20% | — | -23.35% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.20% | — | -0.90% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.20% | +0.01% | -0.54% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.20% | -0.02% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.03% | — | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.18% | — | -0.54% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.18% | -0.01% | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.17% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 2 | BILS | Ss Spdrb B 3-12m T-bill ETF | — | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 5 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 6 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 7 | ✓ | — | NEW | New buy | |
| 8 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 9 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 10 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 11 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 12 | ✓ | — | NEW | New buy | |
| 13 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 14 | BBH | Vaneck Biotech ETF | — | NEW | New buy |
| 15 | QTEC | First Trust Nasdq 100 Tech I | — | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 17 | MSFT | Microsoft CORP | — | NEW | New buy |
| 18 | NVR | Nvr Inc | — | NEW | New buy |
| 19 | LEN | Lennar Corp-a | — | NEW | New buy |
| 20 | DHI | Dr Horton Inc | — | NEW | New buy |
| 21 | IBB | Ishares Biotechnology ETF | — | NEW | New buy |
| 22 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 23 | URI | United Rentals Inc | — | NEW | New buy |
| 24 | XLB | Ss Materials Select Sector | — | NEW | New buy |
| 25 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 26 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 27 | WMT | Walmart Inc | — | NEW | New buy |
| 28 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 29 | GSPY | Gotham Enhanced 500 ETF | — | NEW | New buy |
| 30 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 31 | EMR | Emerson Electric Co | — | NEW | New buy |
| 32 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 33 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 34 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 35 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 37 | MDT | Medtronic plc | — | NEW | New buy |
| 38 | DE | Deere & Co | — | NEW | New buy |
| 39 | RTX | Rtx CORP | — | NEW | New buy |
| 40 | CNC | Centene CORP | — | NEW | New buy |
| 41 | AAPL | Apple Inc | — | NEW | New buy |
| 42 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 43 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 44 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 45 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 46 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 47 | CVX | Chevron CORP | — | NEW | New buy |
| 48 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 49 | AMGN | Amgen Inc | — | NEW | New buy |
| 50 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Miller Investment Management, LP reported a total U.S. public equity portfolio value of $1.1B across 97 disclosed positions in Q1 2025.
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 SPY, BILS, BRK-B) accounted for 46.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $177.2M
During Q1 2025, Miller Investment Management, LP's top holdings by market value included SPY (19.6%)、BILS (12.2%)、BRK-B (9.8%). The largest single position, SPY, represented 19.6% of total portfolio value.
In Q1 2025, Miller Investment Management, LP made 97 total portfolio adjustments, initiating 97 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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