Miller Financial Services LLC
Top Portfolio Positions
91 positions ·
$56,989,669 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,241 | $3,360,433 | 5.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,064 | $2,720,839 | 4.77% | |
| UPS |
United Parcel Service Inc
Industrials
|
27,444 | $2,699,940 | 4.74% | |
| ETN |
Eaton Corp plc
Industrials
|
6,458 | $2,309,832 | 4.05% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
113,683 | $1,805,286 | 3.17% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
10,476 | $1,626,818 | 2.85% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
48,268 | $1,618,426 | 2.84% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
100,317 | $1,576,983 | 2.77% | |
| NET |
Cloudflare, Inc.
Technology
|
6,234 | $1,286,323 | 2.26% | |
| V |
Visa Inc.
Financial Services
|
4,184 | $1,264,572 | 2.22% |
Portfolio Trend
6 quarters · across all stocks
Holdings in IRD
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,100 | 22,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,100 | 10,000 | Shares | Sole | 2026-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||