MILLER INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 154K | $77.44M |
 | LEN | 97K | $9.94M |
 | GOOGL | 87K | $27.35M |
 | DHI | 86K | $12.40M |
 | AEG | 57K | $439.59K |
 | META | 57K | $37.36M |
 | AMZN | 52K | $11.96M |
 | CNC | 35K | $1.45M |
 | MSFT | 35K | $16.81M |
 | CMCSA | 31K | $919.27K |
 | WMT | 31K | $3.41M |
 | CAH | 24K | $4.84M |
 | WFC | 20K | $1.90M |
 | EMR | 19K | $2.52M |
 | MDT | 16K | $1.53M |
 | JNJ | 13K | $2.66M |
 | PNC | 13K | $2.63M |
 | URI | 12K | $9.47M |
 | JPM | 11K | $3.68M |
 | ORCL | 11K | $2.12M |
Berkshire Hathaway Inc.
BRK-B
Shares Held
154K
Value
$77.44M
Lennar Corporation
LEN
Shares Held
97K
Value
$9.94M
Alphabet Inc.
GOOGL
Shares Held
87K
Value
$27.35M
D.R. Horton, Inc.
DHI
Shares Held
86K
Value
$12.40M
Aegon Ltd.
AEG
Shares Held
57K
Value
$439.59K
Meta Platforms, Inc.
META
Shares Held
57K
Value
$37.36M
Amazon.com, Inc.
AMZN
Shares Held
52K
Value
$11.96M
Centene Corporation
CNC
Shares Held
35K
Value
$1.45M
Microsoft Corporation
MSFT
Shares Held
35K
Value
$16.81M
Comcast Corporation
CMCSA
Shares Held
31K
Value
$919.27K
Walmart Inc.
WMT
Shares Held
31K
Value
$3.41M
Cardinal Health, Inc.
CAH
Shares Held
24K
Value
$4.84M
Wells Fargo & Company
WFC
Shares Held
20K
Value
$1.90M
Emerson Electric Co.
EMR
Shares Held
19K
Value
$2.52M
Medtronic plc
MDT
Shares Held
16K
Value
$1.53M
Johnson & Johnson
JNJ
Shares Held
13K
Value
$2.66M
The PNC Financial Services Group, Inc.
PNC
Shares Held
13K
Value
$2.63M
United Rentals, Inc.
URI
Shares Held
12K
Value
$9.47M
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.68M
Oracle Corporation
ORCL
Shares Held
11K
Value
$2.12M