MILLER INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 166K | $83.32M |
 | LEN | 101K | $12.71M |
 | GOOGL | 93K | $22.57M |
 | DHI | 88K | $14.85M |
 | META | 61K | $44.69M |
 | AEG | 57K | $455.55K |
 | AMZN | 49K | $10.84M |
 | MRP | 36K | $1.21M |
 | CNC | 35K | $1.26M |
 | MSFT | 34K | $17.49M |
 | CMCSA | 31K | $966.32K |
 | WMT | 31K | $3.15M |
 | CAH | 23K | $3.68M |
 | WFC | 20K | $1.71M |
 | EMR | 19K | $2.49M |
 | MDT | 16K | $1.51M |
 | JNJ | 13K | $2.38M |
 | PNC | 13K | $2.53M |
 | URI | 12K | $11.18M |
 | JPM | 11K | $3.60M |
Berkshire Hathaway Inc.
BRK-B
Shares Held
166K
Value
$83.32M
Lennar Corporation
LEN
Shares Held
101K
Value
$12.71M
Alphabet Inc.
GOOGL
Shares Held
93K
Value
$22.57M
D.R. Horton, Inc.
DHI
Shares Held
88K
Value
$14.85M
Meta Platforms, Inc.
META
Shares Held
61K
Value
$44.69M
Aegon Ltd.
AEG
Shares Held
57K
Value
$455.55K
Amazon.com, Inc.
AMZN
Shares Held
49K
Value
$10.84M
Millrose Properties, Inc.
MRP
Shares Held
36K
Value
$1.21M
Centene Corporation
CNC
Shares Held
35K
Value
$1.26M
Microsoft Corporation
MSFT
Shares Held
34K
Value
$17.49M
Comcast Corporation
CMCSA
Shares Held
31K
Value
$966.32K
Walmart Inc.
WMT
Shares Held
31K
Value
$3.15M
Cardinal Health, Inc.
CAH
Shares Held
23K
Value
$3.68M
Wells Fargo & Company
WFC
Shares Held
20K
Value
$1.71M
Emerson Electric Co.
EMR
Shares Held
19K
Value
$2.49M
Medtronic plc
MDT
Shares Held
16K
Value
$1.51M
Johnson & Johnson
JNJ
Shares Held
13K
Value
$2.38M
The PNC Financial Services Group, Inc.
PNC
Shares Held
13K
Value
$2.53M
United Rentals, Inc.
URI
Shares Held
12K
Value
$11.18M
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.60M