Miller Global Investments, LLC
SEC Form 13F institutional filer · CIK 0002099097
13F-HR · 142 reported holdings · 2026-03-31
Reported long-US-equity value
$0.04B
Top-10 concentration
34.4%
Miller Global Investments, LLC — $40.9M AUM allocation strategy
Miller Global Investments, LLC files SEC Form 13F and reports $40.9M of long US equity value across 142 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 16.1%, followed by Energy 9.8% and Information Technology 7.9%.
The top 10 holdings account for 34% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Miller Global Investments, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$40.9M
total across 142 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
34% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +1.9K sh · +$288K+$VZ +1.78K sh · +$357K+$BAC +1.02K sh · +$49.9K
Biggest trims (shares)
−$AMAT −26.5K sh · +$128K−$RTX −4.19K sh · −$762K−$DVN −1.03K sh · +$102K
Exited to nil (held last quarter, gone now)
$RL ($1.44M last qtr)$IYY ($59.6K last qtr)$ALGN ($31.2K last qtr)$SPGI ($7.84K last qtr)$NTAP ($7.71K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services8.1%—
- Integrated Telecommunication Services8.0%—
- Pharmaceuticals5.5%—
- Integrated Oil & Gas5.1%—
- Oil & Gas Storage & Transportation4.7%—
- Semiconductors4.2%—
- Specialty Chemicals3.8%—
- Semiconductor Materials & Equipment3.8%—
- Other holdings56.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 6.67K | $1.92M | -40 | 4.7% |
| $T | AT&T Inc | 55K | $1.76M | -95 | 4.3% |
| $ALB | Albemarle Corporation | 8.56K | $1.54M | -225 | 3.8% |
| $AMAT | Applied Materials Inc | 191K | $1.53M | -26.5K | 3.7% |
| $VZ | Verizon Communications Inc | 30K | $1.51M | +1.78K | 3.7% |
| $META | Meta Platforms Inc | 2.44K | $1.4M | +199 | 3.4% |
| $BMY | Bristol-Myers Squibb Company | 20.6K | $1.25M | -18 | 3.1% |
| $CVX | Chevron Corporation | 5.33K | $1.1M | +91 | 2.7% |
| $OKE | ONEOK Inc | 12K | $1.08M | +73 | 2.7% |
| $PFE | Pfizer Inc | 35.6K | $999K | +437 | 2.4% |
…and 132 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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