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Miller Global Investments, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002099097

$120.7M

disclosed book value

295

positions

4.4%

largest position share

Positions, as of 2026-06-30

top 100 of 295 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1JAJANUS HENDERSON AA-A CLO ETF107,094$5.4M4.4%
2JPIEJPMORGAN INCOME ETF94,063$4.3M3.6%
3JSIJANUS HENDERSON SECURITIZED INCOME ETF83,715$4.3M3.6%
4MHYMAN ACTIVE HIGH YIELD ETF130,378$3.3M2.7%
5MDSTWESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETF113,986$3.3M2.7%
6IGSBISHARES 1-3 YR CREDIT BOND ETF52,031$2.7M2.3%
7EZPWEZCORP72,944$2.5M2.1%
8MRVLMARVELL TECHNOLOGY INC COM6,285$1.9M1.6%
9DRKYVISTASHARES TARGET 15 DRUKMACRO DISTRIBUTION ETF90,241$1.9M1.6%
10GOOGLALPHABET INC. CLASS A4,936$1.8M1.5%
11ACKYVISTASHARES TARGET 15 ACKTIVIST DISTRIBUTION ETF100,076$1.7M1.4%
12NVDANVIDIA CORPORATION COM7,811$1.6M1.3%
13METAMETA PLATFORMS2,704$1.5M1.3%
14PDBAINVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF40,695$1.4M1.2%
15GVALCAMBRIA GLOBAL VALUE ETF39,130$1.4M1.2%
16PSTLPOSTAL REALTY TRUST INC CL A54,459$1.3M1.1%
17COPXGLOBAL X COPPER MINERS ETF17,237$1.3M1.1%
18URNMSPROTT URANIUM MINERS ETF25,176$1.3M1.1%
19VZVERIZON COMMUNICATIONS29,997$1.3M1.1%
20UAMYUNITED STATES ANTIMONY CORP COM174,827$1.3M1.1%
21BMYBRISTOL-MYERS SQUIBB CO COM20,632$1.2M1%
22APLEAPPLE HOSPITALITY REIT INC70,475$1.2M1%
23HIWHIGHWOODS PROPERTIES38,933$1.2M1%
24FYLDCAMBRIA FOREIGN SHAREHOLDER YIELD ETF31,837$1.2M1%
25DOCHEALTH CARE PPTY INVS INC53,638$1.1M1%
26ALBALBEMARLE CORP COM8,422$1.1M0.9%
27SHELSHELL PLC14,591$1.1M0.9%
28BNLBROADSTONE NET LEASE INC COM54,694$1.1M0.9%
29TAT&T INC COM54,029$1.1M0.9%
30DVNDEVON ENERGY CORP25,712$1.1M0.9%
31ICOWPACER INTERNATIONAL CASH COWS ETF25,204$1.0M0.9%
32PICKISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF17,936$1.0M0.9%
33OKEONEOK INC11,995$1.0M0.9%
34OREALTY INCOME CORP COM15,780$977,7290.8%
35GOOGALPHABET INC. CLASS C2,747$970,5980.8%
36CUBECUBESMART COM23,898$950,4230.8%
37BUDANHEUSER BUSCH INBEV ADR11,449$943,3980.8%
38GBUGSPROTT ACTIVE GOLD & SILVER MINERS ETF23,148$903,8580.7%
39ASML HLDG NV N Y REGISTRY SHS447$889,2800.7%
40FSCOFS CREDIT OPPORTUNITIES177,456$885,5050.7%
41CVXCHEVRON CORPORATION COM5,330$883,5010.7%
42SCHWSCHWAB CHARLES CORP COM9,470$873,7970.7%
43EXMOCEXXON MOBIL CORP COM6,332$865,7110.7%
44PFEPFIZER35,582$856,8150.7%
45WMBWILLIAMS COMPANIES11,276$838,2580.7%
46VICIVICI PROPERTIES31,492$836,1130.7%
47FLKRFRANKLIN FTSE SOUTH KOREA ETF12,606$833,0040.7%
48AMZNAMAZON.COM INC3,408$812,2630.7%
49HDBHDFC BK LTD ADR31,172$805,1730.7%
50SHARKNINJA INC COM SHS5,284$804,5950.7%
51LQDTLIQUIDITY SERVICES20,195$790,0280.7%
52MGMTBALLAST SMALL/MID CAP ETF14,303$728,8810.6%
53TXTTEXTRON INC COM7,892$723,9330.6%
54KHCKRAFT HEINZ CO COM30,552$721,6380.6%
55EWTISHARES MSCI TAIWAN INDEX FD ETF6,623$719,3240.6%
56ASTRAZENECA PLC ORD3,706$702,7320.6%
57CITHE CIGNA GROUP COM2,548$702,4330.6%
58MSFTMICROSOFT1,879$700,9050.6%
59AAPLAPPLE INC2,341$677,3920.6%
60GSOLGRAYSCALE SOLANA STAKING ETF122,120$675,3240.6%
61CAGCONAGRA BRANDS48,772$656,4710.5%
62SAPSAP4,067$626,7650.5%
63ROYALTY PHARMA PLC10,673$598,4350.5%
64FANGDIAMONDBACK ENERGY INC COM3,344$587,8080.5%
65ETHGRAYSCALE ETHEREUM STAKING MINI ETF37,972$570,7190.5%
66TOTALENERGIES SE ACT7,318$569,0480.5%
67ELVELEVANCE HEALTH INC FORMERLY A COM1,471$568,8800.5%
68CATCATERPILLAR INC COM531$565,4620.5%
69EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF5,512$563,8780.5%
70BITBBITWISE BITCOIN ETF TRUST17,516$558,0600.5%
71MRKMERCK & CO INC4,258$547,1530.5%
72BPBP PLC ADR14,769$545,7150.5%
73SIVRABRDN PHYSICAL SILVER SHARES ETF9,702$545,4460.5%
74TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD1,140$544,4300.5%
75NICENICE SYSTEMS LTD ADR5,968$542,1930.4%
76SWKSSKYWORKS SOLUTIONS INC COM7,968$540,2300.4%
77CRMSALESFORCE INC COM3,436$538,2840.4%
78GSCGOLDMAN SACHS SMALL CAP EQUITY ETF7,687$532,1710.4%
79EOGEOG RES INC COM4,042$524,3690.4%
80GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST6,594$523,6950.4%
81LVSLAS VEGAS SANDS11,218$518,1590.4%
82AMDADVANCED MICRO DEVICES INC COM888$515,8480.4%
83TSNTYSON FOODS INC CL A8,915$510,3840.4%
84STRASTRATEGIC EDUCATION6,613$506,6880.4%
85STWDSTARWOOD PROPERTY TRUST INC30,790$504,3400.4%
86JPSEJPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF8,365$503,2810.4%
87PSWDXTRACKERS CYBERSECURITY SELECT EQUITY ETF12,078$502,5430.4%
88BMRNBIOMARIN PHARMACEUTICAL INC COM8,696$497,5850.4%
89CNCCENTENE7,639$490,3470.4%
90EXEEXPAND ENERGY CORPORATION COM4,972$453,3970.4%
91MFAMFA FINANCIAL45,621$442,0670.4%
92MELIMERCADOLIBRE INC COM260$441,3210.4%
93DLTRDOLLAR TREE3,535$427,5580.4%
94EQTEQT CORP COM7,916$420,8940.3%
95CRLCHARLES RIVER LABS1,837$416,6130.3%
96ICON PUB LTD CO SHS2,292$398,1430.3%
97PEMXPUTNAM EMERGING MARKETS EX-CHINA ETF4,302$394,5020.3%
98DISWALT DISNEY3,953$380,4760.3%
99STMSTMICROELECTRONICS NV ADR5,065$379,3180.3%
100BSXBOSTON SCIENTIFIC CORP COM8,647$369,0540.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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