Miller Financial Services LLC

CIK 2022893 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$122.7M
#7.972 dari 9.443 berdasarkan nilai 13F · top 84.4%
Posisi
142
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +36.9% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
33,03%
Bobot 25 kepemilikan teratas
53,76%
Posisi di atas 1%
25
Jumlah posisi efektif
55,9

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 4,51% Perkiraan pembelian $34.280.623 · penjualan $4.792.661

Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 70,3% masih dipegang

Posisi baru
32
Meningkat
54
Menurun
39
Tertutup
9
Di halaman ini

Rincian sektor

Technology
10,4%
Consumer Staples
8,5%
Industrials
7,7%
Healthcare
7,0%
Retail
6,2%
Financial Services
4,7%
Financials
4,3%
Energy
3,2%
Communication Services
3,1%
Consumer products
3,0%
Utilities
2,5%
Logistics & Transportation
2,3%
Materials
1,8%
Consumer Discretionary
1,7%
Telecommunication
0,8%
Communications
0,1%
Lainnya/Tidak terpetakan
32,6%

Portofolio lengkap 142 posisi

Tipe Rentetan Tren 8 kuartal
PEP PepsiCo, Inc. - Common Stock $6.986.661 5,69% 51.600 $5.359.874 Naik ×1
IEF iShares 7-10 Year Treasury Bond ETF $6.544.209 5,33% 69.200 $1.023.460 Naik ×5
TLT iShares 20+ Year Treasury Bond ETF $4.605.420 3,75% 53.291 $630.879 Naik ×5
AAPL Apple Inc. - Common Stock $3.779.509 3,08% 13.062 $418.973 Turun ×6
ETN Eaton Corporation, PLC Ordinary Shares $3.354.757 2,73% 7.873 $1.045.041 Naik ×1
VGLT Vanguard Long-Term Treasury ETF $3.305.282 2,69% 59.900 $410.769 Naik ×4
VGSH Vanguard Short-Term Treasury ETF $3.296.115 2,69% 56.634 $94.744 Naik ×4
AMZN Amazon.com, Inc. - Common Stock $3.201.383 2,61% 13.432 $480.544 Naik ×2
UPS United Parcel Service, Inc. Common Stock $2.881.451 2,35% 26.804 $181.526 Turun ×3
IWM $2.585.316 2,11% 8.605 $215.282 Turun ×4
JPM JP Morgan Chase & Co. Common Stock $2.511.603 2,05% 7.673
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $2.329.866 1,90% 3.053 $996.616 Turun ×1
CL Colgate-Palmolive Company Common Stock $2.200.320 1,79% 24.000 Naik ×1
SOFI SoFi Technologies, Inc. - Common Stock $2.040.841 1,66% 113.823 $235.560 Naik ×2
MSFT Microsoft Corporation - Common Stock $2.015.473 1,64% 5.403 $1.044.567 Naik ×2
HD Home Depot, Inc. (The) Common Stock $1.611.531 1,31% 4.569 $862.977 Naik ×4
KMI Kinder Morgan, Inc. Common Stock $1.538.515 1,25% 48.124 $-79.913 Turun ×6
USTB VictoryShares Short-Term Bond ETF $1.483.203 1,21% 29.301 $361.844 Naik ×2
AGG $1.437.684 1,17% 14.525 $-41.439 Turun ×6
NET Cloudflare, Inc. Class A Common Stock $1.435.869 1,17% 5.854 $149.545 Turun ×1
V Visa Inc. $1.432.191 1,17% 4.174 $167.501 Turun ×3
GOOGL Alphabet Inc. - Class A Common Stock $1.416.692 1,15% 3.964 $258.068 Turun ×4
BMY Bristol-Myers Squibb Company Common Stock $1.346.087 1,10% 23.361 $150.602 Naik ×1
CAG ConAgra Brands, Inc. Common Stock $1.334.922 1,09% 99.177 $-242.061 Turun ×1
LLY Eli Lilly and Company Common Stock $1.300.182 1,06% 1.084 Naik ×1
KJAN $1.177.389 0,96% 25.803 $54.652 Turun ×1
XAGG $1.168.516 0,95% 23.375 $467.565 Naik ×1
AEP American Electric Power Company, Inc. - Common Stock $1.158.370 0,94% 8.467 $815.334 Naik ×1
SLV $1.141.050 0,93% 21.340 $57.692 Naik ×1
UBER Uber Technologies, Inc. Common Stock $1.118.985 0,91% 15.507 $55.716 Naik ×1
GNRC Generac Holdlings Inc. Common Stock $1.075.491 0,88% 3.673 $358.044
CAVA CAVA Group, Inc. Common Stock $1.055.713 0,86% 13.452 $-152.286 Turun ×2
PPG PPG Industries, Inc. Common Stock $1.032.663 0,84% 8.514
MO Altria Group, Inc. $1.014.993 0,83% 14.107 $225.189 Naik ×2
D Dominion Energy, Inc. Common Stock $958.860 0,78% 14.041 $72.299 Turun ×1
ORI Old Republic International Corporation Common Stock $957.773 0,78% 23.406 $407.369 Naik ×1
VZ Verizon Communications Inc. Common Stock $955.703 0,78% 22.572 $-169.838 Naik ×1
ALL Allstate Corporation (The) Common Stock $927.966 0,76% 3.900 Naik ×1
GOOG Alphabet Inc. - Class C Capital Stock $927.138 0,76% 2.624 $164.377 Turun ×4
META Meta Platforms, Inc. - Class A Common Stock $909.766 0,74% 1.615 $353.656 Naik ×1
KAPR $889.132 0,72% 22.340 $70.244 Turun ×6
AMD Advanced Micro Devices, Inc. - Common Stock $861.490 0,70% 1.483 $331.148 Turun ×6
MELI MercadoLibre, Inc. - Common Stock $858.879 0,70% 506 $165.542 Naik ×4
ABT Abbott Laboratories Common Stock $838.958 0,68% 9.246 $223.101 Naik ×1
EVTR Eaton Vance Total Return Bond ETF $815.620 0,66% 16.084 $53.659 Naik ×6
SPY SPY $802.031 0,65% 1.074 $73.650 Turun ×3
MMM 3M Company Common Stock $784.778 0,64% 4.847 $298.693 Naik ×1
KMAR $763.325 0,62% 23.750 $76.865 Naik ×1
SYK Stryker Corporation Common Stock $760.024 0,62% 2.414
COST Costco Wholesale Corporation - Common Stock $753.811 0,61% 806 $-83.926 Turun ×1
ISRG Intuitive Surgical, Inc. - Common Stock $739.685 0,60% 1.860 $194.334 Naik ×2
VTV $728.306 0,59% 3.342 $187.630 Naik ×2
MA Mastercard Incorporated Common Stock $728.285 0,59% 1.418 $-24.203 Turun ×1
KMB Kimberly-Clark Corporation - Common Stock $727.995 0,59% 6.632 $191.139 Naik ×2
PG Procter & Gamble Company (The) Common Stock $724.548 0,59% 4.941 Naik ×1
ZTS Zoetis Inc. Class A Common Stock $723.918 0,59% 10.074 $398.262 Naik ×3
SHOP Shopify Inc. - Class A Subordinate Voting Shares $688.620 0,56% 6.031 $34.905 Naik ×2
KAUG $656.228 0,53% 22.925 $-85.968 Turun ×5
CVX Chevron Corporation Common Stock $644.309 0,52% 3.887 Naik ×1
NIE Virtus Equity & Convertible Income Fund Common Shares of Beneficial Interest $623.152 0,51% 23.200 Naik ×1
GDX GDX $619.218 0,50% 8.207 $-64.927 Naik ×1
DE Deere & Company Common Stock $617.516 0,50% 973 $69.227
BRKB $616.480 0,50% 1.232 $26.106
PNC PNC Financial Services Group, Inc. (The) Common Stock $608.656 0,50% 2.472 Naik ×1
CAT Caterpillar, Inc. Common Stock $605.893 0,49% 569 $-62.099 Turun ×1
ABBV AbbVie Inc. Common Stock $590.370 0,48% 2.346
KDEC $572.198 0,47% 20.162 $57.914 Naik ×2
KNOV $569.480 0,46% 17.959 $40.353 Turun ×3
FBND $564.485 0,46% 12.409 $-1.614
NOW ServiceNow, Inc. Common Stock $562.421 0,46% 5.665 $199.632 Naik ×1
PM Philip Morris International Inc Common Stock $546.371 0,45% 3.020 Naik ×1
MCD McDonald's Corporation Common Stock $544.938 0,44% 2.016 $5.717 Naik ×1
RDN Radian Group Inc. Common Stock $542.448 0,44% 14.400 $66.096
COF Capital One Financial Corporation Common Stock $519.089 0,42% 2.587 Naik ×1
CSX CSX Corporation - Common Stock $506.670 0,41% 10.660 Naik ×1
XOM Exxon Mobil Corporation Common Stock $506.137 0,41% 3.702
VO $503.965 0,41% 6.255 $91.287 Naik ×3
PCT PureCycle Technologies, Inc. - Common stock $501.847 0,41% 61.880 $230.825 Naik ×6
CHWY Chewy, Inc. Class A Common Stock $487.984 0,40% 24.834 $-151.209 Naik ×1
VBK $481.627 0,39% 1.317 $113.789 Naik ×3
SWK Stanley Black & Decker, Inc. Common Stock $462.788 0,38% 4.917 $76.008 Turun ×4
JNJ Johnson & Johnson Common Stock $431.495 0,35% 1.699 $3.969 Turun ×2
PFE Pfizer, Inc. Common Stock $430.807 0,35% 17.891 $-72.967 Turun ×2
LOW Lowe's Companies, Inc. Common Stock $420.254 0,34% 1.906 $-30.096
UNH UnitedHealth Group Incorporated Common Stock (DE) $387.131 0,32% 931 $132.548 Turun ×4
MPC Marathon Petroleum Corporation Common Stock $383.505 0,31% 1.500 Naik ×1
SLB SLB Limited Common Shares $382.334 0,31% 8.224 $-56.999 Turun ×4
OLN Olin Corporation Common Stock $370.746 0,30% 18.706 $-214.582 Turun ×1
EVIM $365.398 0,30% 6.860 $90.062 Naik ×2
KJUL $363.857 0,30% 10.711 $20.782
PYPL PayPal Holdings, Inc. - Common Stock $362.280 0,30% 8.390 $-148.729 Turun ×1
RTX RTX Corporation Common Stock $355.554 0,29% 1.874 $-5.941
TWLO Twilio Inc. Class A Common Stock $348.904 0,28% 1.691 Naik ×1
VXUS Vanguard Total International Stock ETF $347.517 0,28% 4.065 $64.909 Naik ×1
MDLZ Mondelez International, Inc. - Class A Common Stock $328.473 0,27% 5.679 $33.068 Naik ×1
CTMX CytomX Therapeutics, Inc. - Common Stock $318.750 0,26% 85.000 $-19.650 Naik ×4
ITOT $313.141 0,26% 1.906 $42.145 Naik ×3
CHDN Churchill Downs, Incorporated - Common Stock $312.395 0,25% 3.485 $31.676 Naik ×1
WM Waste Management, Inc. Common Stock $306.460 0,25% 1.375 $-9.501
DUK Duke Energy Corporation (Holding Company) Common Stock $301.151 0,25% 2.379 $-10.095 Naik ×4

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
IEF $6.544.209 5,33% naik ×5
TLT $4.605.420 3,75% naik ×5
VGLT $3.305.282 2,69% naik ×4
VGSH $3.296.115 2,69% naik ×4
HD $1.611.531 1,31% naik ×4
MELI $858.879 0,70% naik ×4
EVTR $815.620 0,66% naik ×6
ZTS $723.918 0,59% naik ×3
VO $503.965 0,41% naik ×3
PCT $501.847 0,41% naik ×6
VBK $481.627 0,39% naik ×3
CTMX $318.750 0,26% naik ×4
ITOT $313.141 0,26% naik ×3
DUK $301.151 0,25% naik ×4
IVVD $116.029 0,09% naik ×5

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
JPM $2.511.603 7.673 2,05%
CL $2.200.320 24.000 1,79%
LLY $1.300.182 1.084 1,06%
PPG $1.032.663 8.514 0,84%
ALL $927.966 3.900 0,76%
SYK $760.024 2.414 0,62%
PG $724.548 4.941 0,59%
CVX $644.309 3.887 0,52%
NIE $623.152 23.200 0,51%
PNC $608.656 2.472 0,50%
ABBV $590.370 2.346 0,48%
PM $546.371 3.020 0,45%
COF $519.089 2.587 0,42%
CSX $506.670 10.660 0,41%
XOM $506.137 3.702 0,41%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
PEP Beli lebih banyak +41K +$5.4M
ETN Beli lebih banyak +1K +$1.0M
MSFT Beli lebih banyak +3K +$1.0M
IEF Beli lebih banyak +11K +$1.0M
CRWD Dipangkas -362 +$997K
HD Beli lebih banyak +2K +$863K
AEP Beli lebih banyak +6K +$815K
TLT Beli lebih banyak +7K +$631K
AMZN Beli lebih banyak +368 +$481K
XAGG Beli lebih banyak +9K +$468K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
TSLA 31 Maret 2025 5.057 $2.042.219 34,6%
SHY 31 Maret 2025 23.903 $1.959.568
ITB 31 Maret 2025 14.208 $1.468.965 Tidak lagi dilacak
JPM 31 Maret 2025 3.593 $861.340 44,9%
NVDA 31 Des. 2025 4.396 $820.206 16,3%
ANET 31 Maret 2025 7.300 $806.869 143,1%
NFLX 31 Maret 2025 827 $737.122 -91,5%
ISRG 31 Maret 2025 1.342 $700.470 -24,6%
AXP 31 Maret 2025 2.360 $700.424 24,6%
CDNS 31 Maret 2025 2.318 $696.466 23,4%
MSTR 31 Maret 2025 2.303 $666.995 -58,2%
EMR 31 Maret 2025 5.161 $639.603 42,3%
AXON 31 Maret 2025 1.074 $638.300 15,8%
GRMN 31 Maret 2025 3.089 $637.137 35,4%
QQQ 31 Maret 2025 1.230 $628.873
SPGI 31 Maret 2025 1.260 $627.518 -14,7%
TDG 31 Maret 2025 476 $603.225 -13,5%
PANW 31 Maret 2025 3.270 $595.009 101,6%
ORCL 31 Maret 2025 3.510 $584.906 4,8%
BK 31 Maret 2025 7.591 $583.217 Tidak lagi dilacak
GWW 31 Maret 2025 551 $580.782 32,3%
CBRE 31 Maret 2025 4.420 $580.302 16,4%
PWR 31 Maret 2025 1.760 $556.248 159,2%
PGR 31 Maret 2025 2.304 $552.061 -22,2%
GS 31 Maret 2025 961 $550.288 87,5%
JCI 31 Maret 2025 6.942 $547.932 81,0%
IR 31 Maret 2025 5.954 $538.599 0,8%
K 31 Des. 2025 6.392 $524.275 Tidak lagi dilacak
RKLB 31 Des. 2025 10.010 $479.579 5,4%
LDOS 31 Maret 2025 3.196 $460.416 5,2%
BA 30 Juni 2026 2.050 $408.012 -0,9%
ASTS 31 Des. 2025 7.310 $358.775 -6,3%
ETSY 31 Maret 2026 5.722 $317.228 61,5%
OTIS 31 Maret 2026 3.445 $300.921 -6,7%
ABBV 31 Des. 2025 1.242 $287.560 15,5%
TSLA 31 Des. 2025 638 $283.731 -22,5%
GLD 31 Des. 2025 771 $274.067 Tidak lagi dilacak
NKE 30 Juni 2026 4.937 $260.797 -1,2%
ZBRA 31 Maret 2025 667 $257.609 27,3%
GBTC 31 Maret 2025 3.464 $256.405 Tidak lagi dilacak
AMGN 31 Des. 2025 850 $239.870 33,2%
IBIT 31 Maret 2025 4.519 $239.733
WMT 31 Maret 2025 2.559 $231.206 17,5%
JPM 31 Des. 2025 707 $222.866 10,3%
IAU 31 Maret 2026 2.727 $221.351 Tidak lagi dilacak
OXY 31 Des. 2025 4.675 $220.894 49,4%
IAU 31 Maret 2025 4.443 $219.973 Tidak lagi dilacak
GLD 30 Juni 2026 511 $219.878 Tidak lagi dilacak
USEP 31 Maret 2025 6.230 $219.270 Tidak lagi dilacak
VGT 31 Maret 2025 351 $218.252 Tidak lagi dilacak
PPG 31 Maret 2025 1.812 $216.443 3,9%
VNOMXXXX 30 Juni 2025 4.750 $214.463 Tidak lagi dilacak
GM 31 Maret 2026 2.625 $213.465 17,7%
PRU 31 Maret 2026 1.856 $209.505 25,3%
PRU 30 Juni 2025 1.855 $207.167 13,9%
ITB 31 Des. 2025 1.931 $207.100 Tidak lagi dilacak
FTNT 31 Maret 2026 2.593 $205.910 82,9%
XOM 31 Maret 2026 1.711 $205.902 -1,9%
ZBRA 30 Sep. 2025 665 $205.059 21,1%
GOLD 30 Juni 2025 10.463 $203.410 110,5%
SYK 31 Des. 2025 549 $202.949 -6,0%
IBIT 30 Juni 2026 5.271 $202.512
CTVA 30 Sep. 2025 2.702 $201.360 18,5%
VGT 31 Maret 2026 266 $200.505 Tidak lagi dilacak
WYNN 30 Juni 2026 1.970 $200.054 3,2%
RKLBXXXX 30 Juni 2025 10.010 $178.979 Tidak lagi dilacak
GBTC 31 Maret 2026 2.495 $170.558 Tidak lagi dilacak
JOBY 30 Sep. 2025 14.080 $148.541 -52,7%
TWI 31 Des. 2025 12.500 $94.500 -12,3%
DTIL 30 Juni 2026 17.000 $93.500 12,6%
PFL 31 Maret 2025 11.126 $93.240 -12,2%
WEN 31 Maret 2026 10.907 $90.855 26,5%
DOW 30 Juni 2026 2.117 $88.173 20,0%
BABA 31 Maret 2026 141 $37.188 -2,6%
CABA 31 Maret 2025 14.600 $33.142 136,8%
TLRY 31 Maret 2025 12.523 $16.656 630,3%
MCRB 30 Juni 2025 15.000 $10.502 -58,9%
PSTV 30 Juni 2026 50.000 $8.130 Tidak lagi dilacak
VNRX 30 Juni 2026 31.000 $6.262 Tidak lagi dilacak
PTNT 30 Juni 2025 10.000 $5.829 Tidak lagi dilacak
NFLX 31 Maret 2026 2 $250 -17,2%