MILLER INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 154K | $73.94M |
 | GOOGL | 88K | $25.29M |
 | META | 58K | $33.11M |
 | AEG | 57K | $413.93K |
 | AMZN | 52K | $10.93M |
 | MSFT | 36K | $13.33M |
 | CNC | 35K | $1.14M |
 | CMCSA | 31K | $882.98K |
 | CAH | 24K | $4.98M |
 | WFC | 20K | $1.62M |
 | EMR | 19K | $2.49M |
 | MDT | 16K | $1.38M |
 | JNJ | 13K | $3.14M |
 | PNC | 13K | $2.62M |
 | ORCL | 13K | $1.85M |
 | URI | 12K | $8.53M |
 | JPM | 11K | $3.36M |
 | SWK | 11K | $750.04K |
 | RTX | 10K | $2.00M |
 | UPS | 10K | $978.59K |
Berkshire Hathaway Inc.
BRK-B
Shares Held
154K
Value
$73.94M
Alphabet Inc.
GOOGL
Shares Held
88K
Value
$25.29M
Meta Platforms, Inc.
META
Shares Held
58K
Value
$33.11M
Aegon Ltd.
AEG
Shares Held
57K
Value
$413.93K
Amazon.com, Inc.
AMZN
Shares Held
52K
Value
$10.93M
Microsoft Corporation
MSFT
Shares Held
36K
Value
$13.33M
Centene Corp.
CNC
Shares Held
35K
Value
$1.14M
Comcast Corporation
CMCSA
Shares Held
31K
Value
$882.98K
Cardinal Health, Inc.
CAH
Shares Held
24K
Value
$4.98M
Wells Fargo & Company
WFC
Shares Held
20K
Value
$1.62M
Emerson Electric Co.
EMR
Shares Held
19K
Value
$2.49M
Medtronic plc
MDT
Shares Held
16K
Value
$1.38M
Johnson & Johnson
JNJ
Shares Held
13K
Value
$3.14M
The PNC Financial Services Group, Inc.
PNC
Shares Held
13K
Value
$2.62M
Oracle Corporation
ORCL
Shares Held
13K
Value
$1.85M
United Rentals, Inc.
URI
Shares Held
12K
Value
$8.53M
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.36M
Stanley Black & Decker, Inc.
SWK
Shares Held
11K
Value
$750.04K
RTX Corporation
RTX
Shares Held
10K
Value
$2.00M
United Parcel Service, Inc.
UPS
Shares Held
10K
Value
$978.59K