Miller Global Investments, LLC

CIK

2099097

Location

DALLAS, TX

Portfolio Value

Micro $74,108,109

Diversification

Diversified

Filing Date

Global Rank

#193 / 295 ▲ 6211

Top Industry

Semiconductors 8.2%

3Y Alpha vs SPY

-8.2%

Period ended 9 days ago

Filed Jul 1, 2026 · 8d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+6.5%

SPY

+10.0%

Annualised alpha

-9.8%

Max drawdown

−6.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

3.4%

+0.6 pts

Top 5

12.4%

+0.1 pts

Top 10

20.8%

−2.1 pts

HHI

114

Diversified−10

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	15.5%	$11,499,091	42
Real Estate	14.3%	$10,576,645	15
Healthcare	13.2%	$9,813,553	33
Energy	13.0%	$9,599,525	18
Financial Services	10.8%	$7,999,747	30
Communication Services	8.2%	$6,097,692	9
Consumer Defensive	6.8%	$5,070,191	19
Consumer Cyclical	6.0%	$4,429,208	20
Industrials	4.6%	$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
XOM	Exxon Mobil Corp	+523	6,332	$865,711
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
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

9 positions

Ticker	Company	Shares	Value
GNL	Global Net Lease, Inc.	147,885	$1,384,203
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

225 positions · $74,108,109 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 225 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%	3.40%
MRVL	Marvell Technology, Inc. Technology	Reduced	6,285	-119	$1,872,238	+195.2%	2.53%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,936	-1,736	$1,745,616	−9.0%	2.36%
NVDA	Nvidia Corp Technology	Added	7,811	+2,360	$1,562,902	+64.4%	2.11%
META	Meta Platforms, Inc. Communication Services	Added	2,704	+259	$1,523,136	+8.9%	2.06%
PSTL	Postal Realty Trust, Inc. Real Estate	Reduced	54,459	-863	$1,341,869	+30.7%	1.81%
VZ	Verizon Communications Inc Communication Services	Held	29,997	0	$1,270,072	−15.7%	1.71%
UAMY	United States Antimony Corp Basic Materials	Added	174,827	+4,885	$1,216,795	−18.0%	1.64%
BMY	Bristol Myers Squibb Co Healthcare	Held	20,632	0	$1,188,815	−5.0%	1.60%
APLE	Apple Hospitality REIT, Inc. Real Estate	Reduced	70,475	-358	$1,184,684	+45.3%	1.60%
HIW	Highwoods Properties, Inc. Real Estate	Held	38,933	0	$1,174,219	+40.9%	1.58%
DOC	Healthpeak Properties, Inc. Real Estate	Held	53,638	0	$1,147,853	+30.2%	1.55%
SHEL	Shell plc Energy	Held	14,591	0	$1,131,386	−16.6%	1.53%
BNL	Broadstone Net Lease, Inc. Real Estate	Reduced	54,694	-130	$1,130,524	+12.9%	1.53%
T	At&T Inc. Communication Services	Added	54,029	+70	$1,118,400	−28.5%	1.51%
ALB	Albemarle Corp Basic Materials	Reduced	8,422	-136	$1,092,501	−28.9%	1.47%
DVN	Devon Energy Corp/De Energy	Added	25,712	+15,487	$1,079,646	+109.8%	1.46%
OKE	Oneok Inc /New/ Energy	Held	11,995	0	$1,042,845	−3.8%	1.41%
O	Realty Income Corp Real Estate	Held	15,780	0	$977,728	+1.3%	1.32%
CUBE	CubeSmart Real Estate	Held	23,898	0	$972,648	+11.1%	1.31%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Reduced	11,449	-394	$943,397	+14.8%	1.27%
ASML	Asml Holding NV Technology	Reduced	447	-18	$889,279	+44.8%	1.20%
FSCO	FS Credit Opportunities Corp. Financial Services	Held	177,456	0	$885,505	−2.2%	1.19%
CVX	Chevron Corp Energy	Held	5,330	0	$883,500	−19.9%	1.19%
XOM	Exxon Mobil Corp Energy	Added	6,332	+523	$865,711	−12.2%	1.17%
SCHW	Schwab Charles Corp Financial Services	Held	9,470	0	$857,508	−3.6%	1.16%
PFE	Pfizer Inc Healthcare	Held	35,582	0	$856,814	−14.2%	1.16%
WMB	Williams Companies, Inc. Energy	Reduced	11,276	-58	$838,257	+1.6%	1.13%
VICI	Vici Properties Inc. Real Estate	Held	31,492	0	$836,112	−2.8%	1.13%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,408	+679	$812,262	+42.9%	1.10%
HDB	Hdfc Bank Ltd Financial Services	Held	31,172	0	$805,172	+3.8%	1.09%
SN	SharkNinja, Inc. Consumer Cyclical	Reduced	5,284	-204	$804,594	+38.4%	1.09%
LQDT	Liquidity Services Inc Consumer Cyclical	Reduced	20,195	-489	$790,028	+24.9%	1.07%
TXT	Textron Inc Industrials	Held	7,892	0	$723,933	+4.8%	0.98%
KHC	Kraft Heinz Co Consumer Defensive	Held	30,552	0	$721,638	+5.0%	0.97%
AZN	Astrazeneca PLC Healthcare	NEW	3,706	NEW	$702,731	NEW	0.95%
CI	Cigna Group Healthcare	Held	2,548	0	$702,432	+3.3%	0.95%
MSFT	Microsoft Corp Technology	Added	1,879	+733	$700,904	+65.2%	0.95%
GSOL	Grayscale Solana Staking ETF	NEW	122,120	NEW	$675,323	NEW	0.91%
AAPL	Apple Inc. Technology	Added	2,341	+1,067	$659,553	+104.0%	0.89%
CAG	Conagra Brands Inc. Consumer Defensive	Held	48,772	0	$656,471	−14.4%	0.89%
SAP	Sap SE Technology	Added	4,067	+2,228	$629,978	+100.1%	0.85%
RPRX	Royalty Pharma plc Healthcare	Reduced	10,673	-197	$598,435	+14.8%	0.81%
FANG	Diamondback Energy, Inc. Energy	Held	3,344	0	$587,808	−11.1%	0.79%
ETH	Grayscale Ethereum Staking Mini ETF	Added	37,972	+28,109	$570,719	+191.4%	0.77%
TTE	TotalEnergies SE Energy	Held	7,318	0	$569,047	−14.5%	0.77%
ELV	Elevance Health, Inc. Healthcare	Held	1,471	0	$568,879	+32.1%	0.77%
CAT	Caterpillar Inc Industrials	Added	531	+298	$565,461	+242.6%	0.76%
BITB	Bitwise Bitcoin ETF	Added	17,516	+5,027	$558,059	+21.4%	0.75%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,258	-61	$547,153	+5.3%	0.74%