Miller Financial Services LLC
Top Portfolio Positions
90 positions ·
$56,862,050 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,241 | $3,360,433 | 5.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,064 | $2,720,839 | 4.78% | |
| UPS |
United Parcel Service Inc
Industrials
|
27,444 | $2,699,940 | 4.75% | |
| ETN |
Eaton Corp plc
Industrials
|
6,458 | $2,309,832 | 4.06% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
113,683 | $1,805,286 | 3.17% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
10,476 | $1,626,818 | 2.86% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
48,268 | $1,618,426 | 2.85% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
100,317 | $1,576,983 | 2.77% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
3,415 | $1,333,250 | 2.34% | |
| NET |
Cloudflare, Inc.
Technology
|
6,234 | $1,286,323 | 2.26% |
Portfolio Trend
Holdings in PTLO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $146,929 | 27,775 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $157,878 | 34,775 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $344,268 | 53,375 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $746,774 | 63,991 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $728,452 | 61,266 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $555,784 | 59,126 | Shares | Sole | 2025-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||