Miller Global Investments, LLC

CIK

2099097

Location

DALLAS, TX

Portfolio Value

Micro $73,242,398

Diversification

Diversified

Filing Date

Global Rank

#6,704 / 8,700 ▲ 1242

Top Industry

Semiconductors 8.3%

Period ended 2 months ago

Filed Jul 1, 2026 · 2mo

3 quarters · since Dec 2025

Portfolio Concentration

224 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.4%

−5.1 pts

Top 5

12.6%

−10.1 pts

Top 10

21.1%

−11.5 pts

HHI

115

Diversified−81

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	15.7%	$11,499,091	42
Real Estate	14.4%	$10,576,645	15
Healthcare	13.3%	$9,753,581	32
Energy	11.9%	$8,733,814	17
Financial Services	10.9%	$7,999,747	30
Communication Services	8.3%	$6,097,692	9
Consumer Defensive	7.0%	$5,130,163	20
Consumer Cyclical	6.0%	$4,429,208	20
Industrials	4.7%	$3,436,788	24
Unclassified	4.3%	$3,160,020	8
Basic Materials	3.3%	$2,416,055	6
Utilities	0.0%	$9,594	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETH	Grayscale Ethereum Staking Mini ETF	+28,109	37,972	$570,719
DVN	Devon Energy Corp/De	+15,487	25,712	$1,079,646
EQT	EQT Corp	+7,666	7,916	$420,893
MBLY	Mobileye Global Inc.	+5,996	26,730	$258,746
BITB	Bitwise Bitcoin ETF	+5,027	17,516	$558,059
UAMY	United States Antimony Corp	+4,885	174,827	$1,216,795
CTSH	Cognizant Technology Solutions Corp	+2,646	8,161	$316,075
NVDA	Nvidia Corp	+2,360	7,811	$1,562,902
SAP	Sap SE	+2,228	4,067	$629,978
CRM	Salesforce, Inc.	+2,151	3,436	$542,647
AAPL	Apple Inc.	+1,067	2,341	$659,553
MSFT	Microsoft Corp	+733	1,879	$700,904
AMZN	Amazon Com Inc	+679	3,408	$812,262
ABT	Abbott Laboratories	+567	1,611	$146,182
AVGO	Broadcom Inc.	+435	953	$359,995
BAC	Bank Of America Corp /De/	+315	1,339	$77,501
V	Visa Inc.	+300	633	$217,175
CAT	Caterpillar Inc	+298	531	$565,461
HD	Home Depot, Inc.	+272	725	$255,693
PWR	Quanta Services, Inc.	+262	454	$326,898
META	Meta Platforms, Inc.	+259	2,704	$1,523,136
IBM	International Business Machines Corp	+234	981	$272,718
MS	Morgan Stanley	+233	686	$143,401
MELI	Mercadolibre Inc	+198	260	$441,321
MCD	Mcdonalds Corp	+153	273	$73,794
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOK	Nokia Corp	−169,981	20,725	$275,228
STM	STMicroelectronics N.V.	−22,982	5,065	$379,317
GOOGL	Alphabet Inc.	−3,353	4,936	$1,745,616
AMD	Advanced Micro Devices Inc	−2,826	888	$515,848
PSTL	Postal Realty Trust, Inc.	−863	54,459	$1,341,869
LQDT	Liquidity Services Inc	−489	20,195	$790,028
TEVA	Teva Pharmaceutical Industries Ltd	−412	4,469	$151,409
BUD	Anheuser-Busch InBev SA/NV	−394	11,449	$943,397
APLE	Apple Hospitality REIT, Inc.	−358	70,475	$1,184,684
CNC	Centene Corp	−334	7,639	$490,347
INTC	Intel Corp	−300	50	$6,981
GMED	Globus Medical Inc	−285	3,956	$312,563
CRL	Charles River Laboratories International, Inc.	−212	1,837	$416,613
SN	SharkNinja, Inc.	−204	5,284	$804,594
RPRX	Royalty Pharma plc	−197	10,673	$598,435
ALB	Albemarle Corp	−136	8,422	$1,092,501
BNL	Broadstone Net Lease, Inc.	−130	54,694	$1,130,524
MRVL	Marvell Technology, Inc.	−119	6,285	$1,872,238
ABBV	AbbVie Inc.	−88	57	$14,343
PBA	Pembina Pipeline Corp	−88	6,488	$302,989
MRK	Merck & Co., Inc.	−61	4,258	$547,153
WMB	Williams Companies, Inc.	−58	11,276	$838,257
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−28	1,140	$544,429
SEDG	Solaredge Technologies, Inc.	−18	3,566	$208,397
ASML	Asml Holding NV	−18	447	$889,279
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	3,706	$702,731
GSOL	Grayscale Solana Staking ETF	122,120	$675,323
NICE	NICE Ltd.	5,968	$542,192
BSX	Boston Scientific Corp	8,647	$369,053
GLAD	Gladstone Capital Corp	16,003	$310,778
IAU	Ishares Gold Trust	480	$36,244
BRK-B	Berkshire Hathaway Inc	61	$30,366
MU	Micron Technology Inc	5	$5,771
INFQ	Infleqtion, Inc.	35	$466
BABA	Alibaba Group Holding Ltd	4	$378
GEHC	GE HealthCare Technologies Inc.	4	$256
BWXT	BWX Technologies, Inc.	1	$194
FTNT	Fortinet, Inc.	1	$153
BMNR	Bitmine Immersion Technologies, Inc.	7	$93
AMPX	Amprius Technologies, Inc.	4	$55
POET	Poet Technologies Inc.	5	$49
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
JA	Janus Henderson AA-A CLO ETF	174,037	$8,858,572
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	103,305	$5,058,134
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	190,317	$3,482,973
BKF	iShares MSCI BIC ETF	55,931	$3,195,432
BCHP	Principal Focused Blue Chip ETF	152,314	$2,866,549
BLDG	Cambria Global Real Estate ETF	71,760	$2,514,289
BDBT	Bluemonte Core Bond ETF	53,918	$1,913,642
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	40,784	$1,487,392
GNL	Global Net Lease, Inc.	147,885	$1,384,203
AGNG	Global X Funds Global X Aging Population ETF	17,229	$1,315,434
AAXJ	iShares MSCI All Country Asia ex Japan ETF	24,140	$1,198,295
ATMP	Barclays Bank PLC	23,148	$1,051,868
XOM	ExxonMobil Holdings Corp	5,809	$985,554
ABEQ	Absolute Select Value ETF	14,577	$657,685
BUYZ	Franklin Disruptive Commerce ETF	13,012	$518,788
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	8,749	$467,631
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	12,078	$362,811
AFK	VanEck Africa Index ETF	14,992	$260,671
INCO	Columbia India Consumer ETF	4,099	$225,322
AAAP	Pacer Barings CLO Market Flex ETF	3,258	$168,796
AADR	AdvisorShares Dorsey Wright ADR ETF	42,790	$151,904
VIG	Vanguard Dividend Appreciation ETF	1,203	$106,706
—		2,028	$92,314
DD	DuPont de Nemours, Inc.	1,244	$56,975
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	518	$51,038
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

224 tracked positions · $73,242,398 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 224 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EZPW	Ezcorp Inc Financial Services	Held	72,944	0	$2,521,674	+36.2%	3.44%
MRVL	Marvell Technology, Inc. Technology	Reduced	6,285	-119	$1,872,238	+195.2%	2.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,936	-3,353	$1,745,616	−26.7%	2.38%
NVDA	Nvidia Corp Technology	Added	7,811	+2,360	$1,562,902	+64.4%	2.13%
META	Meta Platforms, Inc. Communication Services	Added	2,704	+259	$1,523,136	+8.9%	2.08%
PSTL	Postal Realty Trust, Inc. Real Estate	Reduced	54,459	-863	$1,341,869	+30.7%	1.83%
VZ	Verizon Communications Inc Communication Services	Held	29,997	0	$1,270,072	−15.7%	1.73%
UAMY	United States Antimony Corp Basic Materials	Added	174,827	+4,885	$1,216,795	−18.0%	1.66%
BMY	Bristol Myers Squibb Co Healthcare	Held	20,632	0	$1,188,815	−5.0%	1.62%
APLE	Apple Hospitality REIT, Inc. Real Estate	Reduced	70,475	-358	$1,184,684	+45.3%	1.62%
HIW	Highwoods Properties, Inc. Real Estate	Held	38,933	0	$1,174,219	+40.9%	1.60%
DOC	Healthpeak Properties, Inc. Real Estate	Held	53,638	0	$1,147,853	+30.2%	1.57%
SHEL	Shell plc Energy	Held	14,591	0	$1,131,386	−16.6%	1.54%
BNL	Broadstone Net Lease, Inc. Real Estate	Reduced	54,694	-130	$1,130,524	+12.9%	1.54%
T	At&T Inc. Communication Services	Added	54,029	+70	$1,118,400	−28.5%	1.53%
ALB	Albemarle Corp Basic Materials	Reduced	8,422	-136	$1,092,501	−28.9%	1.49%
DVN	Devon Energy Corp/De Energy	Added	25,712	+15,487	$1,079,646	+109.8%	1.47%
OKE	Oneok Inc /New/ Energy	Held	11,995	0	$1,042,845	−3.8%	1.42%
O	Realty Income Corp Real Estate	Held	15,780	0	$977,728	+1.3%	1.33%
CUBE	CubeSmart Real Estate	Held	23,898	0	$972,648	+11.1%	1.33%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Reduced	11,449	-394	$943,397	+14.8%	1.29%
ASML	Asml Holding NV Technology	Reduced	447	-18	$889,279	+44.8%	1.21%
FSCO	FS Credit Opportunities Corp. Financial Services	Held	177,456	0	$885,505	−2.2%	1.21%
CVX	Chevron Corp Energy	Held	5,330	0	$883,500	−19.9%	1.21%
SCHW	Schwab Charles Corp Financial Services	Held	9,470	0	$857,508	−3.6%	1.17%
PFE	Pfizer Inc Healthcare	Held	35,582	0	$856,814	−14.2%	1.17%
WMB	Williams Companies, Inc. Energy	Reduced	11,276	-58	$838,257	+1.6%	1.14%
VICI	Vici Properties Inc. Real Estate	Held	31,492	0	$836,112	−2.8%	1.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,408	+679	$812,262	+42.9%	1.11%
HDB	Hdfc Bank Ltd Financial Services	Held	31,172	0	$805,172	+3.8%	1.10%
SN	SharkNinja, Inc. Consumer Cyclical	Reduced	5,284	-204	$804,594	+38.4%	1.10%
LQDT	Liquidity Services Inc Consumer Cyclical	Reduced	20,195	-489	$790,028	+24.9%	1.08%
TXT	Textron Inc Industrials	Held	7,892	0	$723,933	+4.8%	0.99%
KHC	Kraft Heinz Co Consumer Defensive	Held	30,552	0	$721,638	+5.0%	0.99%
AZN	Astrazeneca PLC Healthcare	NEW	3,706	NEW	$702,731	NEW	0.96%
CI	Cigna Group Healthcare	Held	2,548	0	$702,432	+3.3%	0.96%
MSFT	Microsoft Corp Technology	Added	1,879	+733	$700,904	+65.2%	0.96%
GSOL	Grayscale Solana Staking ETF	NEW	122,120	NEW	$675,323	NEW	0.92%
AAPL	Apple Inc. Technology	Added	2,341	+1,067	$659,553	+104.0%	0.90%
CAG	Conagra Brands Inc. Consumer Defensive	Held	48,772	0	$656,471	−14.4%	0.90%
SAP	Sap SE Technology	Added	4,067	+2,228	$629,978	+100.1%	0.86%
RPRX	Royalty Pharma plc Healthcare	Reduced	10,673	-197	$598,435	+14.8%	0.82%
FANG	Diamondback Energy, Inc. Energy	Held	3,344	0	$587,808	−11.1%	0.80%
ETH	Grayscale Ethereum Staking Mini ETF	Added	37,972	+28,109	$570,719	+191.4%	0.78%
TTE	TotalEnergies SE Energy	Held	7,318	0	$569,047	−14.5%	0.78%
ELV	Elevance Health, Inc. Healthcare	Held	1,471	0	$568,879	+32.1%	0.78%
CAT	Caterpillar Inc Industrials	Added	531	+298	$565,461	+242.6%	0.77%
BITB	Bitwise Bitcoin ETF	Added	17,516	+5,027	$558,059	+21.4%	0.76%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,258	-61	$547,153	+5.3%	0.75%
BP	Bp PLC Energy	Held	14,769	0	$545,714	−21.4%	0.75%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.