Miller Global Investments, LLC
Sector Allocation
- Other37.4%$46.4M
- Technology16.3%$20.1M
- Healthcare8.3%$10.3M
- Financials8.0%$9.9M
- Energy7.9%$9.8M
- Real Estate7.8%$9.7M
- Consumer Discretionary4.5%$5.5M
- Industrials2.9%$3.6M
- Consumer Staples2.8%$3.5M
- Communication Services2.6%$3.3M
AUM History
13fpro.ai/research/fund/miller-global-investments-llc-2099097
Conviction and streaks
Diversifying · top 10 = 24.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- JPMORGAN$4.6M
- JANUS$4.5M
- MAN$3.5M
- WESTWOOD$3.1M
- JANUS$3.1M
- SIMPLIFY$2.6M
- VISTASHARES$2.4M
EZPW
$2.1MNVDA
$2.1MMETA
$2.1MGOOGL
$2.0MMRVL
$1.6M- INVESCO$1.5M
- GLOBAL$1.5M
- CAMBRIA$1.4M
VZ
$1.4MSHEL
$1.4MT
$1.3MBMY
$1.3M- CAMBRIA$1.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/miller-global-investments-llc-2099097
Miller Global Investments, LLC 13F holdings — Q3 2026
$124.0M portfolio (+2.7% QoQ) · 327 holdings · Q3 2026 13F · top 10 are 24% of the stock portfolio
- 1
JPMORGAN INCOME ETF - ETF
$4.6M
3.7% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
JANUS HENDERSON SECURITIZED INCOME ETF - ETF
$4.5M
3.7% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
MAN ACTIVE HIGH YIELD ETF - ETF
$3.5M
2.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
WESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETF - ETF
$3.1M
2.5% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
JANUS HENDERSON AA-A CLO ETF - ETF
$3.1M
2.5% of stocks
-43%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SIMPLIFY TREASURY OPTION INCOME ETF - ETF
$2.6M
2.1% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 7
VISTASHARES TARGET 15 DRUKMACRO DISTRIBUTION ETF - ETF
$2.4M
2.0% of stocks
+21%This quarter—Since filed—HeldAIQuality—Est. buy— $2.1M
1.7% of stocks
-1%This quarter-4.8%Since filed4+ qtrsHeld$2.1M
1.7% of stocks
+18%This quarter-7.7%Since filed4+ qtrsHeld$2.1M
1.7% of stocks
+5%This quarter-13.4%Since filed4+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN INCOME ETF - ETF | $4.6M | 3.7% | +9% | — | — | — | — | |
| 2 | JANUS HENDERSON SECURITIZED INCOME ETF - ETF | $4.5M | 3.7% | +9% | — | — | — | — | |
| 3 | MAN ACTIVE HIGH YIELD ETF - ETF | $3.5M | 2.8% | +5% | — | — | — | — | |
| 4 | WESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETF - ETF | $3.1M | 2.5% | -0.3% | — | — | — | — | |
| 5 | JANUS HENDERSON AA-A CLO ETF - ETF | $3.1M | 2.5% | -43% | — | — | — | — | |
| 6 | SIMPLIFY TREASURY OPTION INCOME ETF - ETF | $2.6M | 2.1% | New | — | New this quarter | — | — | |
| 7 | VISTASHARES TARGET 15 DRUKMACRO DISTRIBUTION ETF - ETF | $2.4M | 2.0% | +21% | — | — | — | — | |
| 8 | $2.1M | 1.7% | -1% | -4.8% | 4+ qtrs | 63.2#634 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $2.1M | 1.7% | +18% | -7.7% | 4+ qtrsAdded 3 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $2.1M | 1.7% | +5% | -13.4% | 4+ qtrsAdded 3 qtrs in a row | 78.0#57 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Miller Global Investments, LLC (Q3 2026)
327 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $2.0M | 1.6% | 5,747 | +16% | 4+ qtrs | 77.7 | 13F | |
| 12 | Marvell Technology, Inc. | Technology | $1.6M | 1.3% | 6,154 | -2% | 4+ qtrsTrimmed 2 qtrs in a row | 76.4 | 13F | |
| 13 | — | INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF - ETFetf/fund | — | $1.5M | 1.2% | 40K | -1% | — | — | 13F |
| 14 | — | GLOBAL X COPPER MINERS ETF - ETFetf/fund | — | $1.5M | 1.2% | 17K | -0.0% | — | — | 13F |
| 15 | — | CAMBRIA GLOBAL VALUE ETF - ETFetf/fund | — | $1.4M | 1.2% | 38K | -2% | — | — | 13F |
| 16 | VERIZON COMMUNICATIONS INC | Communication Services | $1.4M | 1.1% | 30K | -0.1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Shell plcadr | Energy | $1.4M | 1.1% | 14K | -1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AT&T INC. | Communication Services | $1.3M | 1.1% | 54K | -0.4% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BRISTOL MYERS SQUIBB CO | Healthcare | $1.3M | 1.0% | 20K | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF - ETFetf/fund | — | $1.2M | 1.0% | 32K | -0.9% | — | — | 13F |
| 21 | Postal Realty Trust, Inc. | Real Estate | $1.2M | 1.0% | 54K | -0.3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | DEVON ENERGY CORP/DE | Energy | $1.2M | 1.0% | 26K | +3% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | SPROTT INC.etf/fund | Financials | $1.2M | 1.0% | 25K | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CHEVRON CORP | Energy | $1.2M | 1.0% | 5,828 | +9% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETFetf/fund | — | $1.2M | 0.9% | 15K | New | — | — | 13F |
| 26 | $APLE | Apple Hospitality REIT, Inc. | Real Estate | $1.1M | 0.9% | 70K | — | |||
| 27 | $MSFT | MICROSOFT CORP | Technology | $1.1M | 0.9% | 2,205 | +17% | |||
| 28 | $HIW | HIGHWOODS PROPERTIES, INC. | Real Estate | $1.1M | 0.9% | 38K | -2% | |||
| 29 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.1M | 0.9% | 6,786 | +7% | |||
| 30 | $GSOL | Grayscale Solana Staking ETF | Financials | $1.1M | 0.9% | 122K | — | |||
| 31 | — | SPROTT ACTIVE GOLD & SILVER MINERS ETF - ETF | — | $1.1M | 0.9% | 23K | -0.0% | |||
| 32 | $AAPL | Apple Inc. | Technology | $1.1M | 0.9% | 3,228 | +38% | |||
| 33 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $1.1M | 0.9% | 54K | — | |||
| 34 | — | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF - ETF | — | $1.1M | 0.9% | 18K | -1.0% | |||
| 35 | — | PACER INTERNATIONAL CASH COWS ETF - ETF | — | $1.1M | 0.8% | 25K | -0.4% | |||
| 36 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.8% | 3,087 | +12% | |||
| 37 | $OKE | ONEOK INC /NEW/ | Energy | $1.0M | 0.8% | 12K | -0.6% | |||
| 38 | $PFE | PFIZER INC | Healthcare | $1.0M | 0.8% | 35K | -0.3% | |||
| 39 | $BNL | Broadstone Net Lease, Inc. | Real Estate | $1.0M | 0.8% | 55K | -0.2% | |||
| 40 | $AMZN | AMAZON COM INC | Consumer Discretionary | $968K | 0.8% | 3,885 | +14% | |||
| 41 | $ETH | Grayscale Ethereum Staking Mini ETF | Financials | $968K | 0.8% | 38K | — | |||
| 42 | $SN | SharkNinja, Inc. | Technology | $932K | 0.8% | 5,173 | -2% | |||
| 43 | $GLAD | GLADSTONE CAPITAL CORP | Other | $926K | 0.8% | 48K | +201% | |||
| 44 | $SCHW | SCHWAB CHARLES CORP | Financials | $912K | 0.7% | 9,330 | -1% | |||
| 45 | $CUBE | CubeSmart | Real Estate | $898K | 0.7% | 24K | — | |||
| 46 | $ALB | ALBEMARLE CORP | Materials | $891K | 0.7% | 8,422 | — | |||
| 47 | $SAP | SAP SE | Technology | $884K | 0.7% | 4,238 | +4% | |||
| 48 | $O | REALTY INCOME CORP | Real Estate | $857K | 0.7% | 16K | — | |||
| 49 | $LQDT | LIQUIDITY SERVICES INC | Industrials | $853K | 0.7% | 20K | -1% | |||
| 50 | $BUD | Anheuser-Busch InBev SA/NV | Consumer Staples | $841K | 0.7% | 11K | -0.0% | |||
| 51 | $ASML | ASML HOLDING NV | Technology | $841K | 0.7% | 464 | +4% | |||
| 52 | $BITB | Bitwise Bitcoin ETF | Financials | $795K | 0.6% | 18K | — | |||
| 53 | $CRM | Salesforce, Inc. | Technology | $789K | 0.6% | 3,436 | — | |||
| 54 | $CI | Cigna Group | Healthcare | $755K | 0.6% | 2,779 | +9% | |||
| 55 | — | FRANKLIN FTSE SOUTH KOREA ETF - ETF | — | $752K | 0.6% | 13K | -0.8% | |||
| 56 | — | ISHARES MSCI TAIWAN INDEX FD ETF - ETF | — | $747K | 0.6% | 6,619 | -0.1% | |||
| 57 | $UAMY | UNITED STATES ANTIMONY CORP | Materials | $729K | 0.6% | 175K | — | |||
| 58 | $VICI | VICI PROPERTIES INC. | Real Estate | $723K | 0.6% | 31K | — | |||
| 59 | $ARCC | ARES CAPITAL CORP | Other | $720K | 0.6% | 38K | +243% | |||
| 60 | — | BALLAST SMALL/MID CAP ETF - ETF | — | $690K | 0.6% | 14K | -0.5% | |||
| 61 | $TSLX | Sixth Street Specialty Lending, Inc. | Other | $683K | 0.6% | 38K | +265% | |||
| 62 | $SWKS | SKYWORKS SOLUTIONS, INC. | Technology | $681K | 0.6% | 7,968 | — | |||
| 63 | $NICE | NICE Ltd. | Technology | $664K | 0.5% | 5,968 | — | |||
| 64 | $BP | BP PLC | Energy | $636K | 0.5% | 14K | -2% | |||
| 65 | $TTE | TotalEnergies SE | Energy | $621K | 0.5% | 7,260 | -0.8% | |||
| 66 | $RPRX | Royalty Pharma plc | Healthcare | $614K | 0.5% | 11K | -1% | |||
| 67 | $MRK | Merck & Co., Inc. | Healthcare | $608K | 0.5% | 4,185 | -2% | |||
| 68 | $FANG | Diamondback Energy, Inc. | Energy | $607K | 0.5% | 3,300 | -1% | |||
| 69 | $TXT | TEXTRON INC | Industrials | $601K | 0.5% | 7,892 | — | |||
| 70 | $STWD | STARWOOD PROPERTY TRUST, INC. | Real Estate | $598K | 0.5% | 44K | +44% | |||
| 71 | $AZN | ASTRAZENECA PLC | Healthcare | $598K | 0.5% | 3,706 | — | |||
| 72 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $585K | 0.5% | 1,282 | +12% | |||
| 73 | $SIVR | abrdn Silver ETF Trust | Financials | $556K | 0.5% | 9,702 | — | |||
| 74 | $EOG | EOG RESOURCES INC | Energy | $550K | 0.4% | 3,993 | -1% | |||
| 75 | $ELV | Elevance Health, Inc. | Healthcare | $549K | 0.4% | 1,413 | -4% | |||
| 76 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | — | $546K | 0.4% | 5,511 | -0.0% | |||
| 77 | $GLDM | World Gold Trust | Financials | $542K | 0.4% | 6,594 | — | |||
| 78 | $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | Healthcare | $541K | 0.4% | 1,833 | -0.2% | |||
| 79 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $534K | 0.4% | 873 | -2% | |||
| 80 | $STRA | Strategic Education, Inc. | Consumer Discretionary | $514K | 0.4% | 6,613 | — | |||
| 81 | — | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF - ETF | — | $492K | 0.4% | 24K | New | |||
| 82 | — | JANUS HENDERSON EQUITY LINKED MODERATE INCOME ETF - ETF | — | $490K | 0.4% | 19K | New | |||
| 83 | $BMRN | BIOMARIN PHARMACEUTICAL INC | Healthcare | $482K | 0.4% | 8,031 | -8% | |||
| 84 | $CNC | CENTENE CORP | Healthcare | $473K | 0.4% | 7,612 | -0.4% | |||
| 85 | $GS | GOLDMAN SACHS GROUP INC | Financials | $469K | 0.4% | 7,584 | -1% | |||
| 86 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $469K | 0.4% | 8,161 | — | |||
| 87 | — | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF - ETF | — | $466K | 0.4% | 8,279 | -1% | |||
| 88 | $AVGO | Broadcom Inc. | Technology | $459K | 0.4% | 1,307 | +37% | |||
| 89 | $TSN | TYSON FOODS, INC. | Consumer Staples | $450K | 0.4% | 8,915 | — | |||
| 90 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $449K | 0.4% | 260 | — | |||
| 91 | $ELF | e.l.f. Beauty, Inc. | Consumer Staples | $434K | 0.3% | 4,303 | -5% | |||
| 92 | $CAT | CATERPILLAR INC | Industrials | $431K | 0.3% | 531 | — | |||
| 93 | $LVS | LAS VEGAS SANDS CORP | Consumer Discretionary | $424K | 0.3% | 11K | — | |||
| 94 | $EXE | EXPAND ENERGY Corp | Energy | $410K | 0.3% | 4,873 | -2% | |||
| 95 | $DIS | Walt Disney Co | Communication Services | $409K | 0.3% | 3,896 | -1% | |||
| 96 | $DLTR | DOLLAR TREE, INC. | Consumer Staples | $395K | 0.3% | 3,464 | -2% | |||
| 97 | $EQT | EQT Corp | Energy | $382K | 0.3% | 7,865 | -0.6% | |||
| 98 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $377K | 0.3% | 8,647 | — | |||
| 99 | $MA | Mastercard Inc | Financials | $376K | 0.3% | 682 | +21% | |||
| 100 | $LLY | ELI LILLY & Co | Healthcare | $373K | 0.3% | 322 | +18% | |||
| 101 | $HDB | HDFC BANK LTD | Financials | $365K | 0.3% | 16K | -48% | |||
| 102 | — | PUTNAM EMERGING MARKETS EX-CHINA ETF - ETF | — | $364K | 0.3% | 4,247 | -1% | |||
| 103 | — | VISTASHARES TARGET 15 ACKTIVIST DISTRIBUTION ETF - ETF | — | $363K | 0.3% | 21K | -79% | |||
| 104 | $MFA | MFA FINANCIAL, INC. | Real Estate | $358K | 0.3% | 46K | — | |||
| 105 | $IBN | ICICI BANK LTD | Financials | $351K | 0.3% | 13K | New | |||
| 106 | — | JPMORGAN BETABUILDERS JAPAN ETF - ETF | — | $349K | 0.3% | 4,443 | -0.0% | |||
| 107 | — | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF - ETF | — | $343K | 0.3% | 7,046 | New | |||
| 108 | — | ISHARES MSCI MEXICO ETF - ETF | — | $341K | 0.3% | 4,802 | -1% | |||
| 109 | — | ISHARES MSCI SINGAPORE INDEX FD - ETF | — | $339K | 0.3% | 10K | -3% | |||
| 110 | — | FMQQ THE NEXT FRONTIER INTERNET ETF - ETF | — | $336K | 0.3% | 28K | -1% | |||
| 111 | $PYPL | PayPal Holdings, Inc. | Financials | $317K | 0.3% | 6,028 | -2% | |||
| 112 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $306K | 0.3% | 1,525 | -1.0% | |||
| 113 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $302K | 0.2% | 447 | -6% | |||
| 114 | $GMED | GLOBUS MEDICAL INC | Healthcare | $296K | 0.2% | 3,955 | -0.0% | |||
| 115 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $293K | 0.2% | 798 | -3% | |||
| 116 | $PWR | QUANTA SERVICES, INC. | Industrials | $292K | 0.2% | 454 | — | |||
| 117 | $PBA | PEMBINA PIPELINE CORP | Energy | $289K | 0.2% | 6,473 | -0.2% | |||
| 118 | — | ISHARES MSCI ISRAEL ETF - ETF | — | $288K | 0.2% | 2,370 | -1% | |||
| 119 | $SNN | SMITH & NEPHEW PLC | Healthcare | $276K | 0.2% | 10K | — | |||
| 120 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $272K | 0.2% | 1,010 | New | |||
| 121 | $STT | STATE STREET CORP | Financials | $271K | 0.2% | 1,550 | — | |||
| 122 | $STM | STMicroelectronics N.V. | Technology | $270K | 0.2% | 5,065 | — | |||
| 123 | $HAL | HALLIBURTON CO | Energy | $261K | 0.2% | 8,204 | -2% | |||
| 124 | — | ISHARES MSCI BRAZIL ETF - ETF | — | $255K | 0.2% | 6,858 | -1% | |||
| 125 | — | VANECK VIETNAM ETF - ETF | — | $254K | 0.2% | 15K | — | |||
| 126 | $GLD | SPDR GOLD TRUST | Financials | $252K | 0.2% | 663 | — | |||
| 127 | $JNJ | JOHNSON & JOHNSON | Healthcare | $252K | 0.2% | 951 | — | |||
| 128 | — | JPMORGAN BETABUILDERS CANADA ETF - ETF | — | $248K | 0.2% | 2,475 | -0.1% | |||
| 129 | — | COLUMBIA INDIA CONSUMER ETF - ETF | — | $238K | 0.2% | 4,099 | — | |||
| 130 | — | ISHARES 1-3 YR CREDIT BOND ETF - ETF | — | $237K | 0.2% | 4,632 | -91% | |||
| 131 | $PAYC | Paycom Software, Inc. | Technology | $228K | 0.2% | 1,047 | — | |||
| 132 | $V | VISA INC. | Financials | $227K | 0.2% | 633 | — | |||
| 133 | $YUM | YUM BRANDS INC | Consumer Discretionary | $226K | 0.2% | 1,661 | — | |||
| 134 | $GS | GOLDMAN SACHS GROUP INC | Financials | $217K | 0.2% | 241 | — | |||
| 135 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $216K | 0.2% | 981 | — | |||
| 136 | $AMGN | AMGEN INC | Healthcare | $211K | 0.2% | 501 | +111% | |||
| 137 | $NOK | NOKIA CORP | Technology | $210K | 0.2% | 21K | — | |||
| 138 | $JBS | JBS N.V. | Consumer Staples | $210K | 0.2% | 19K | — | |||
| 139 | $KHC | Kraft Heinz Co | Consumer Staples | $210K | 0.2% | 9,227 | -70% | |||
| 140 | $GPN | GLOBAL PAYMENTS INC | Financials | $207K | 0.2% | 2,534 | -9% | |||
| 141 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $206K | 0.2% | 725 | — | |||
| 142 | $CAG | CONAGRA BRANDS INC. | Consumer Staples | $200K | 0.2% | 15K | -70% | |||
| 143 | $MBLY | Mobileye Global Inc. | Technology | $198K | 0.2% | 27K | — | |||
| 144 | $BA | BOEING CO | Industrials | $194K | 0.2% | 1,042 | — | |||
| 145 | — | ADVISORSHARES PURE US CANNABIS ETF - ETF | — | $193K | 0.2% | 43K | — | |||
| 146 | $ABT | ABBOTT LABORATORIES | Healthcare | $187K | 0.1% | 1,890 | +17% | |||
| 147 | $SEDG | SOLAREDGE TECHNOLOGIES, INC. | Technology | $183K | 0.1% | 5,747 | +61% | |||
| 148 | $PANW | Palo Alto Networks Inc | Technology | $181K | 0.1% | 456 | +407% | |||
| 149 | — | ISHARES RUSSELL 2000 GROWTH INDEX - ETF | — | $178K | 0.1% | 500 | — | |||
| 150 | — | ISHARES MSCI EAFE ETF - ETF | — | $173K | 0.1% | 1,663 | +56% |
What changed in Q3 2026
Against the previous quarter's 13F: 43 new, 39 added to, 79 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (43)
- SIMPLIFY TREASURY OPTION INCOME ETF - ETF$2.6M
first bought this quarter
- STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETF$1.2M
first bought this quarter
- FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF - ETF$492K
first bought this quarter
- JANUS HENDERSON EQUITY LINKED MODERATE INCOME ETF - ETF$490K
first bought this quarter
$IBNICICI BANK LTD$351K
first bought this quarter
- ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF - ETF$343K
first bought this quarter
+37 more in the Excel export
Added to (39)
$GLADGLADSTONE CAPITAL CORP+201%
now $926K · held 2 qtrs, 2 adds in a row
$ARCCARES CAPITAL CORP+243%
now $720K · held 4+ qtrs
$TSLXSixth Street Specialty Lending, Inc.+265%
now $683K · held 4+ qtrs
- VISTASHARES TARGET 15 DRUKMACRO DISTRIBUTION ETF - ETF+21%
now $2.4M
- JPMORGAN INCOME ETF - ETF+9%
now $4.6M
- JANUS HENDERSON SECURITIZED INCOME ETF - ETF+9%
now $4.5M
+33 more in the Excel export
Trimmed (79)
- ISHARES 1-3 YR CREDIT BOND ETF - ETF-91%
now $237K
- JANUS HENDERSON AA-A CLO ETF - ETF-43%
now $3.1M
- VISTASHARES TARGET 15 ACKTIVIST DISTRIBUTION ETF - ETF-79%
now $363K
$KHCKraft Heinz Co-70%
now $210K · held 4+ qtrs
$CAGCONAGRA BRANDS INC.-70%
now $200K · held 4+ qtrs
$HDBHDFC BANK LTD-48%
now $365K · held 4+ qtrs
+73 more in the Excel export
Sold out (11)
$FSCOFS Credit Opportunities Corp.was $886K
held 3+ qtrs
$WMBWILLIAMS COMPANIES, INC.was $838K
held 3+ qtrs
- XTRACKERS CYBERSECURITY SELECT EQUITY ETF - ETFwas $503K
$GBDCGOLUB CAPITAL BDC, Inc.was $213K
$NMFCNew Mountain Finance Corpwas $171K
$TEVATEVA PHARMACEUTICAL INDUSTRIES LTDwas $151K
+5 more in the Excel export
Holdings by quarter
Every 13F Miller Global Investments, LLC has filed, 3 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 2, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Miller Global Investments's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-6.6%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter
Top 10 weight
24%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
87%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Miller Global Investments, LLC disclosed 327 positions worth $124.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 43 new positions and exited 11 and a full exit from $FSCO. The portfolio is most concentrated in Other (37.4% of disclosed assets). All figures are sourced directly from Miller Global Investments, LLC’s Form 13F-HR filing with the SEC under CIK 2099097.
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AI-Powered Hedge Fund Analysis: Miller Global Investments, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Miller Global Investments, LLC (SEC CIK: 2099097), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Miller Global Investments, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.