Institutions / Miller Financial Services LLC
Miller Financial Services LLC
CIK 2022893 · Institution · as of Dec 31, 2025
Portfolio value
$85.27M
Positions
114
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 114 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $4.56M | 5.3% |
| Apple Inc. | $3.66M | 4.3% |
| iShares MSCI UAE ETF | $3.57M | 4.2% |
| Vanguard Scottsdale Fds | $2.98M | 3.5% |
| United Parcel Service Inc | $2.89M | 3.4% |
| Amazon.com Inc | $2.88M | 3.4% |
| SoFi Technologies, Inc. | $2.74M | 3.2% |
| iShares Tr | $2.45M | 2.9% |
| Eaton Corp plc | $2.38M | 2.8% |
| iShares Silver Tr | $2.36M | 2.8% |
| Pepsico Inc | $1.63M | 1.9% |
| Conagra Brands Inc. | $1.61M | 1.9% |
| iShares Tr | $1.50M | 1.8% |
| Visa Inc | $1.47M | 1.7% |
| CrowdStrike Holdings, Inc. | $1.46M | 1.7% |
| Kinder Morgan, Inc. | $1.44M | 1.7% |
| Alphabet Inc. | $1.29M | 1.5% |
| Uber Technologies, Inc | $1.24M | 1.5% |
| Cloudflare, Inc. | $1.22M | 1.4% |
| Warren E. Buffett | $1.18M | 1.4% |
| Microsoft Corp | $1.17M | 1.4% |
| Bristol Myers Squibb Co | $1.08M | 1.3% |
| Innovator Etfs Trust | $1.00M | 1.2% |
| Verizon Communications Inc | $991.7K | 1.2% |
| Cava Group, Inc. | $892.5K | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.