Miller Investment Management, LP reported 51 positions worth $244.71M for the quarter ended Jun 30, 2026, up 10.8% on the prior quarter. It opened 2 new positions, added to 9, trimmed 5 and exited 5. Its largest holding is Berkshire Hathaway Inc at 32.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +4,446 | +2.9% | $2.22M | 32.46% |
| META Meta Platforms, Inc. | +2,106 | +3.6% | $1.19M | 13.81% |
| MSFT Microsoft Corp | +1,811 | +5.0% | $675.54K | 5.77% |
| GOOGL Alphabet Inc. | +1,629 | +1.9% | $582.16K | 13.08% |
| APH Amphenol Corp | +5,242 | +68.1% | $462.13K | 0.466% |
| DIS Walt Disney Co | +4,066 | +49.2% | $391.35K | 0.485% |
| NVDA Nvidia Corp | +1,673 | +55.0% | $334.75K | 0.386% |
| ORCL Oracle Corp | +1,999 | +15.9% | $292.95K | 0.873% |
| AMZN Amazon Com Inc | +1,197 | +2.3% | $285.29K | 5.23% |
| QCOM Qualcomm Inc | +1,448 | – | $267.58K | 0.109% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MCD Mcdonalds Corp | -1,652 | -100.0% | $513.43K | Exited |
| URI United Rentals, Inc. | -441 | -3.8% | $499.60K | 5.22% |
| XOM ExxonMobil Holdings Corp | -2,390 | -100.0% | $405.49K | Exited |
| KO Coca Cola Co | -5,200 | -100.0% | $395.46K | Exited |
| EMR Emerson Electric Co | -2,400 | -12.7% | $343.56K | 0.969% |
| ABBV AbbVie Inc. | -1,250 | -36.9% | $314.55K | 0.22% |
| NKE NIKE, Inc. | -4,771 | -100.0% | $252.00K | Exited |
| LMT Lockheed Martin Corp | -383 | -100.0% | $231.48K | Exited |
| CNC Centene Corp | -1,000 | -2.9% | $64.19K | 0.886% |
| AAPL Apple Inc. | -30 | -0.3% | $8.68K | 1.09% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 158.7K | $79.43M | 32.46% | +4,446 | +2.9% | Added | 0.01% |
| 2 | META Meta Platforms, Inc. | Technology | 60.0K | $33.79M | 13.81% | +2,106 | +3.6% | Added | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 89.6K | $32.02M | 13.08% | +1,629 | +1.9% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 37.8K | $14.11M | 5.77% | +1,811 | +5.0% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 53.7K | $12.80M | 5.23% | +1,197 | +2.3% | Added | 0% |
| 6 | URI United Rentals, Inc. | Industrials | 11.3K | $12.76M | 5.22% | -441 | -3.8% | Reduced | 0.02% |
| 7 | CAH Cardinal Health Inc | Healthcare | 23.6K | $5.60M | 2.29% | 0 | 0.0% | Unchanged | 0.01% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 11.4K | $3.73M | 1.53% | 0 | 0.0% | Unchanged | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 12.8K | $3.26M | 1.33% | 0 | 0.0% | Unchanged | 0% |
| 10 | PNC Pnc Financial Services Group, Inc. | Financial Services | 12.6K | $3.10M | 1.27% | 0 | 0.0% | Unchanged | 0% |
| 11 | AAPL Apple Inc. | Technology | 9,215 | $2.67M | 1.09% | -30 | -0.3% | Reduced | 0% |
| 12 | DE Deere & Co | Industrials | 4,185 | $2.65M | 1.08% | 0 | 0.0% | Unchanged | 0% |
| 13 | EMR Emerson Electric Co | Industrials | 16.6K | $2.37M | 0.969% | -2,400 | -12.7% | Reduced | 0% |
| 14 | CNC Centene Corp | Healthcare | 33.8K | $2.17M | 0.886% | -1,000 | -2.9% | Reduced | 0.01% |
| 15 | ORCL Oracle Corp | Technology | 14.6K | $2.14M | 0.873% | +1,999 | +15.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Miller Investment Management.
As of its Q2 2026 13F filing, Miller Investment Management, LP’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 32.5%, Meta Platforms, Inc. (META) at 13.8%, Alphabet Inc. (GOOGL) at 13.1%, Microsoft Corp (MSFT) at 5.8%, Amazon Com Inc (AMZN) at 5.2% of the reported portfolio.
Miller Investment Management, LP reported a 13F portfolio worth $244.71M across 51 positions for Q2 2026. That is up 10.8% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($2.22M), Meta Platforms, Inc. ($1.19M), Microsoft Corp ($675.54K). It opened 2 new positions.
Its largest sales by value were Mcdonalds Corp ($513.43K), United Rentals, Inc. ($499.60K), ExxonMobil Holdings Corp ($405.49K). It exited 5 positions entirely.
From the Form 13F-HR reports Miller Investment Management, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.