Miller Global Investments, LLC

CIK

2099097

Location

DALLAS, TX

Portfolio Value

Micro $73,242,398

Diversification

Diversified

Filing Date

Global Rank

#1,950 / 2,968 ▲ 4462

Top Industry

Semiconductors 8.3%

3Y Alpha vs SPY

-8.1%

Period ended 29 days ago

Filed Jul 1, 2026 · 28d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+6.4%

SPY

+9.0%

Annualised alpha

-6.3%

Max drawdown

−6.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

3.4%

+0.6 pts

Top 5

12.6%

+0.2 pts

Top 10

21.1%

−1.8 pts

HHI

115

Diversified−9

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	13.4%	$9,813,553	33
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	6.9%	$5,070,191	19
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
AMD	Advanced Micro Devices Inc	−2,826	888	$515,848
GOOGL	Alphabet Inc.	−1,736	4,936	$1,745,616
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

10 positions

Ticker	Company	Shares	Value
GNL	Global Net Lease, Inc.	147,885	$1,384,203
XOM	ExxonMobil Holdings Corp	5,809	$985,554
CTRA	Coterra Energy Inc.	22,204	$780,248
DD	DuPont de Nemours, Inc.	1,244	$56,975
HON	Honeywell International Inc	147	$33,226
SPY	Spdr S&P 500 ETF Trust	40	$26,013
TRV	Travelers Companies, Inc.	50	$14,584
ROKU	Roku, Inc	100	$9,462
PNC	Pnc Financial Services Group, Inc.	41	$8,531
PINS	Pinterest, Inc.	100	$1,834
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	-1,736	$1,745,616	−9.0%	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.