13F Filings History of Miller Investment Management, LP

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$1,023,900,404
Signature - Title
Christine Dostillio - Chief Compliance Officer
Location
West Conshohocken, PA
Summary
This page shows a list of all the recent 13F filings made by Miller Investment Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Miller Investment Management, LP reported 89 stock holdings with total value $1,023,900,404 as of Q4 2025. Top holdings included SPY, BILS, VGSH, BRKB, and VGIT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 89 $1,023,900,404 +$119,822,031 -$107,132,313 +$12,689,718 SPY, BILS, VGSH, BRKB, VGIT 13F-HR 11 Feb 2026, 16:34
Q3 2025 98 $995,099,628 +$21,278,395 -$36,424,896 -$15,146,501 SPY, BILS, BRKB, EFA, VGSH 13F-HR 10 Nov 2025, 16:40
Q2 2025 96 $952,422,835 +$3,974,942 -$13,653,363 -$9,678,421 SPY, BILS, BRKB, EFA, VGSH 13F-HR 06 Aug 2025, 16:08
Q1 2025 97 $903,955,269 +$2,867,119 -$7,493,619 -$4,626,500 SPY, BILS, BRKB, EFA, VGSH 13F-HR 07 May 2025, 17:00
Q4 2024 100 $913,600,825 +$491,007 -$21,127,118 -$20,636,111 SPY, BILS, BRKB, EFA, VGSH 13F-HR 13 Feb 2025, 14:30
Q3 2024 104 $960,430,249 +$132,381,227 -$66,734,326 +$65,646,901 SPY, BILS, BRKB, EFA, VGSH 13F-HR 14 Nov 2024, 15:23
Q2 2024 103 $836,930,859 +$100,470,547 -$45,670,198 +$54,800,349 SPY, BRKB, EFA, VGSH, BILS 13F-HR 13 Aug 2024, 13:18
Q1 2024 105 $782,706,764 +$9,131,511 -$833,968 +$8,297,543 SPY, BRKB, EFA, XLB, EWJ 13F-HR 14 May 2024, 12:13
Q4 2023 102 $702,922,546 +$31,637,741 -$27,489,380 +$4,148,361 SPY, BRKB, EFA, XLB, EWJ 13F-HR 12 Feb 2024, 16:11
Q3 2023 97 $635,438,239 +$4,535,756 -$3,380,631 +$1,155,125 SPY, BRKB, EFA, XLB, BBH 13F-HR 13 Nov 2023, 15:45
Q2 2023 96 $655,707,684 +$63,834,657 -$47,118,249 +$16,716,408 SPY, BRKB, EFA, XLB, BBH 13F-HR 15 Aug 2023, 10:18
Q1 2023 95 $605,677,451 +$17,884,919 -$27,067,742 -$9,182,823 SPY, EFA, BRKB, XLB, XLF 13F-HR 15 May 2023, 14:22
Q4 2022 94 $586,984,026 +$99,504,569 -$38,084,469 +$61,420,100 SPY, EFA, BRKB, XLB, XLF 13F-HR 13 Feb 2023, 14:43
Q3 2022 90 $479,046,000 +$27,319,428 -$5,046,428 +$22,273,000 SPY, XLB, BRKB, XLF, VGSH 13F-HR 14 Nov 2022, 15:27
Q2 2022 90 $486,229,000 +$32,090,619 -$91,441,995 -$59,351,376 SPY, XLB, BRKB, XLF, IWR 13F-HR 15 Aug 2022, 15:32
Q1 2022 96 $634,753,000 +$112,242,428 -$149,287,170 -$37,044,742 SPY, VGSH, XLB, XLF, BRKB 13F-HR 13 May 2022, 15:46
Q4 2021 96 $699,038,000 +$103,632,187 -$40,506,550 +$63,125,637 SPY, XLB, VEU, XLF, VGSH 13F-HR 11 Feb 2022, 16:07
Q3 2021 89 $582,016,000 +$122,538,220 -$102,540,055 +$19,998,165 SPY, XLB, VEU, XLF, XLV 13F-HR 12 Nov 2021, 11:23
Q2 2021 80 $574,455,000 +$2,638,261 -$2,764,625 -$126,364 SPY, ARKQ, XLB, VEU, IWR 13F-HR 06 Aug 2021, 10:55
Q1 2021 79 $540,725,000 +$30,634,696 -$62,210,357 -$31,575,661 SPY, ARKQ, XLB, VEU, IWR 13F-HR 12 May 2021, 11:33
Q4 2020 77 $536,514,000 +$127,860,447 -$54,734,750 +$73,125,697 SPY, VEU, ARKQ, XLB, IWR 13F-HR 12 Feb 2021, 11:39
Q3 2020 69 $408,700,000 +$46,482,944 -$1,560,500 +$44,922,444 SPY, VEU, ARKQ, XLV, VGT 13F-HR 12 Nov 2020, 09:11
Q2 2020 68 $340,040,000 +$4,489,967 -$29,512,886 -$25,022,919 SPY, VEU, XLV, VGT, CNC 13F-HR 07 Aug 2020, 15:09
Q1 2020 72 $310,771,000 +$22,012,545 -$86,250,486 -$64,237,941 SPY, VEU, XLV, VGT, CNC 13F-HR 07 May 2020, 12:00
Q4 2019 78 $450,689,000 +$4,887,922 -$38,809,154 -$33,921,232 SPY, VEU, XLV, KBWB, IJR 13F-HR 03 Feb 2020, 15:09
Q3 2019 77 $439,728,000 +$24,726,463 -$18,463,045 +$6,263,418 SPY, VEU, XLV, CNC, KBWB 13F-HR 07 Nov 2019, 12:59
Q2 2019 77 $437,794,000 +$54,261,294 -$4,485,584 +$49,775,710 SPY, VEU, XLV, MCHI, CNC 13F-HR 01 Aug 2019, 17:11
Q1 2019 77 $380,588,000 +$42,106,150 -$20,793,697 +$21,312,453 SPY, VEU, XLV, CNC, IJR 13F-HR 09 May 2019, 16:59
Q4 2018 75 $339,907,000 +$75,547,961 -$20,855,002 +$54,692,959 SPY, VEU, CNC, XLV, IJR 13F-HR 11 Feb 2019, 11:37
Q3 2018 80 $330,207,000 +$15,720,438 -$38,616,038 -$22,895,600 SPY, VEU, CNC, IUSV, XOP 13F-HR 07 Nov 2018, 08:24
Q2 2018 85 $332,570,000 +$71,908,874 -$44,852,025 +$27,056,849 SPY, VEU, CNC, IUSV, XOP 13F-HR 13 Aug 2018, 08:49
Q1 2018 76 $305,494,000 +$1,535,082 -$15,236,592 -$13,701,510 SPY, VEU, KBWB, ITB, IUSV 13F-HR 10 May 2018, 15:14
Q4 2017 73 $328,006,000 +$13,632,675 -$17,464,608 -$3,831,933 SPY, VEU, KBWB, ITB, IUSV 13F-HR 08 Feb 2018, 17:15
Q3 2017 72 $308,952,000 +$17,154,644 -$2,395,241 +$14,759,403 SPY, VEU, KBWB, ITB, IUSV 13F-HR 06 Nov 2017, 17:09
Q2 2017 70 $282,268,000 +$19,409,989 -$18,412,811 +$997,178 SPY, VEU, KBWB, ITB, VO 13F-HR 10 Aug 2017, 08:50
Q1 2017 69 $273,760,000 +$744,336 -$55,331,592 -$54,587,256 SPY, VEU, KBWB, ITB, VO 13F-HR 08 May 2017, 17:12
Q4 2016 73 $308,992,000 +$57,244,000 -$45,240,525 +$12,003,475 SPY, KBWB, ITB, VEU, VO 13F-HR 13 Feb 2017, 14:20
Q3 2016 72 $280,105,000 +$15,087,310 -$4,694,269 +$10,393,041 SPY, ITB, XOP, KBWB, URI 13F-HR 14 Nov 2016, 16:10
Q2 2016 67 $259,105,000 +$60,842,942 -$35,812,906 +$25,030,036 SPY, ITB, XOP, KBWB, URI 13F-HR 15 Aug 2016, 16:06
Q1 2016 64 $228,888,000 +$1,337,702 -$33,437,804 -$32,100,102 SPY, ITB, KIE, MSFT, CAH 13F-HR 13 May 2016, 08:18
Q4 2015 62 $259,590,000 +$1,830,981 -$2,852,420 -$1,021,439 SPY, ITB, KIE, MSFT, CAH 13F-HR 12 Feb 2016, 07:52
Q3 2015 61 $247,225,000 +$1,489,052 -$3,337,172 -$1,848,120 SPY, ITB, KIE, CAH, WBA 13F-HR 10 Nov 2015, 17:07
Q2 2015 64 $268,156,000 +$752,698 -$7,376,001 -$6,623,303 SPY, ITB, KIE, URI, CAH 13F-HR 10 Aug 2015, 16:08
Q1 2015 70 $277,499,000 +$17,751,186 -$8,228,285 +$9,522,901 SPY, ITB, KIE, CCK, CAH 13F-HR 13 May 2015, 17:10
Q4 2014 65 $262,657,000 +$84,789,761 -$42,514,422 +$42,275,339 SPY, ITB, KIE, CCK, CAH 13F-HR 13 Feb 2015, 15:22
Q3 2014 67 $207,951,000 +$18,199,985 -$24,945,540 -$6,745,555 ITB, SPY, OIH, KIE, CCK 13F-HR 12 Nov 2014, 17:26
Q2 2014 75 $225,353,000 +$49,780,707 -$12,758,472 +$37,022,235 OIH, SPY, ITB, KIE, REM 13F-HR 14 Aug 2014, 11:57
Q1 2014 77 $178,416,000 +$8,297,489 -$13,624,058 -$5,326,569 SPY, OIH, KIE, REM, SLB 13F-HR 13 May 2014, 16:49
Q4 2013 77 $179,555,000 $0 $0 $0 SPY, OIH, KIE, REM, VYM 13F-HR 11 Feb 2014, 09:31