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Home > Institutional Investor > Miller Investment Management, Lp > Profile

Instuitional Investor - Miller Investment Management, Lp

Fund Profile
Filing Period:
Fund Name: Miller Investment Management, Lp
Portfolio Value $1,006,966,776
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 292,218 $190,041,059 18.87%
2.
Spdr Ser Tr
 1,260,535 $125,347,600 12.45%
3.
Vanguard Scottsdale Funds
 1,673,914 $97,990,926 9.73%
4.
Vanguard Scottsdale Funds
 1,326,156 $78,972,590 7.84%
5.
Berkshire Hathaway Inc
 BRK-B 154,300 $73,940,560 7.34%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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