Miller Global Investments, Llc Portfolio Stock Holdings

Miller Global Investments, Llc disclosed 279 stock positions valued at approximately $109.0 million in its latest SEC 13F filing. The largest holdings include JANUS HENDERSON AAA CLO ETF, JANUS HENDERSON SECURITIZED INCOME ETF, and JPMORGAN INCOME ETF. The filing reflects positions held as of March 31, 2026 and was filed on April 6, 2026.

Report Period
March 31, 2026
No. of Stocks
279
Portfolio Value
$109.0M
Holdings by Sector
Miller Global Investments, Llc Portfolio Holdings in Q1 2026

264 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
JANUS HENDERSON AAA CLO ETFJAAAOther4.42%95,792--$4,825,043
JANUS HENDERSON SECURITIZED INCOME ETFJSIOther3.70%78,245+379+0.49%$4,033,530
JPMORGAN INCOME ETFJPIEOther3.67%86,812+792+0.92%$3,999,429
PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETFPREFOther2.63%152,314-5,577-3.53%$2,866,549
ALPHABET INC. CLASS AGOOGLCommunication Services1.76%6,672-40-0.60%$1,918,600
EZCORPEZPWFinancial Services1.70%72,944-1,764-2.36%$1,851,319
SPROTT URANIUM MINERS ETFURNMOther1.46%25,176-1,247-4.72%$1,589,864
AT&T INC COMTCommunication Services1.43%53,959-64-0.12%$1,564,271
ALBEMARLE CORP COMALBBasic Materials1.41%8,558-225-2.56%$1,536,418
NOKIA ADRNOKTechnology1.41%190,706-26,470-12.19%$1,533,276
VERIZON COMMUNICATIONSVZCommunication Services1.38%29,997+1,779+6.30%$1,505,849
UNITED STATES ANTIMONY CORP COMUAMYBasic Materials1.36%169,942-1,703-0.99%$1,483,594
META PLATFORMSMETACommunication Services1.28%2,445+199+8.86%$1,398,858
GLOBAL NET LEASEGNLReal Estate1.27%147,885-626-0.42%$1,384,204
SHELL PLCSHELEnergy1.24%14,591-297-1.99%$1,356,963
GLOBAL X COPPER MINERS ETFCOPXOther1.21%17,229-1,233-6.68%$1,315,434
CAMBRIA GLOBAL VALUE ETFGVALOther1.21%39,623-1,352-3.30%$1,314,295
BRISTOL-MYERS SQUIBB CO COMBMYHealthcare1.15%20,632-18-0.09%$1,251,331
CAMBRIA FOREIGN SHAREHOLDER YIELD ETFFYLDOther1.10%32,137-1,603-4.75%$1,199,835
CHEVRON CORPORATION COMCVXEnergy1.01%5,330+91+1.74%$1,102,777
ONEOK INCOKEEnergy0.99%11,995+73+0.61%$1,084,228
PACER INTERNATIONAL CASH COWS ETFICOWOther0.98%25,204-1,668-6.21%$1,069,658
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETFPICKOther0.96%18,509-1,036-5.30%$1,047,424
POSTAL REALTY TRUST INC CL APSTLReal Estate0.94%55,322-64-0.12%$1,026,776
BROADSTONE NET LEASE INC COMBNLReal Estate0.92%54,824-36-0.07%$1,001,634
PFIZERPFEHealthcare0.92%35,582+437+1.24%$999,143
EXXON MOBIL CORP COMXOMEnergy0.90%5,809+180+3.20%$985,555
STMICROELECTRONICS NV ADRSTMTechnology0.89%28,047+4,025+16.76%$969,024
REALTY INCOME CORP COMOReal Estate0.89%15,780-90-0.57%$965,420
NVIDIA CORPORATION COMNVDATechnology0.87%5,451+1,898+53.42%$950,654
FS CREDIT OPPORTUNITIESFSCOFinancial Services0.83%177,456-130-0.07%$905,026
SCHWAB CHARLES CORP COMSCHWFinancial Services0.82%9,470-4-0.04%$889,991
HEALTH CARE PPTY INVS INCDOCReal Estate0.81%53,638+464+0.87%$881,272
CUBESMART COMCUBEReal Estate0.80%23,898+23,898+100.00%$875,862
VICI PROPERTIESVICIReal Estate0.79%31,492+270+0.86%$860,361
HIGHWOODS PROPERTIESHIWReal Estate0.76%38,933+70+0.18%$833,556
WILLIAMS COMPANIESWMBEnergy0.76%11,334+290+2.63%$824,889
ANHEUSER BUSCH INBEV ADRBUDConsumer Defensive0.75%11,843-115-0.96%$821,549
APPLE HOSPITALITY REIT INCAPLEReal Estate0.75%70,833+616+0.88%$815,288
COTERRA ENERGY INC COMCTRAEnergy0.72%22,204-2,662-10.71%$780,249
HDFC BK LTD ADRHDBFinancial Services0.71%31,172-122-0.39%$775,559
CONAGRA BRANDSCAGConsumer Defensive0.70%48,772+2,489+5.38%$766,696
ADVANCED MICRO DEVICES INC COMAMDTechnology0.69%3,714--$755,539
ABRDN PHYSICAL SILVER SHARES ETFSIVROther0.64%9,702-37,546-79.47%$694,760
BP PLC ADRBPEnergy0.64%14,769-559-3.65%$694,143
TEXTRON INC COMTXTIndustrials0.63%7,892-51-0.64%$691,024
KRAFT HEINZ CO COMKHCConsumer Defensive0.63%30,552+138+0.45%$687,114
THE CIGNA GROUP COMCIHealthcare0.62%2,548--$679,679
DIAMONDBACK ENERGY INC COMFANGEnergy0.61%3,344-386-10.35%$661,410
BALLAST SMALL/MID CAP ETFMGMTOther0.60%14,577-1,443-9.01%$657,685
MARVELL TECHNOLOGY INC COMMRVLTechnology0.58%6,404--$634,316
LIQUIDITY SERVICESLQDTConsumer Cyclical0.58%20,684-687-3.21%$632,310
ASML HLDG NV N Y REGISTRY SHSASMLOther0.56%465-10-2.11%$614,186
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDMOther0.56%6,594-400-5.72%$611,198
LAS VEGAS SANDSLVSConsumer Cyclical0.55%11,218-7-0.06%$604,426
EOG RES INC COMEOGEnergy0.54%4,042-356-8.09%$584,352
SHARKNINJA INC COM SHSSNOther0.53%5,488-189-3.33%$581,179
TYSON FOODS INC CL ATSNConsumer Defensive0.52%8,915-424-4.54%$571,184
AMAZON.COM INCAMZNConsumer Cyclical0.52%2,729+657+31.71%$568,369
STRATEGIC EDUCATIONSTRAConsumer Defensive0.50%6,613+60+0.92%$548,614
EXPAND ENERGY CORPORATION COMCHKEnergy0.50%4,972-92-1.82%$545,826
STARWOOD PROPERTY TRUST INCSTWDReal Estate0.49%30,790+221+0.72%$530,204
ROYALTY PHARMA PLCRPRXOther0.48%10,870-25-0.23%$521,434
MERCK & CO INCMRKHealthcare0.48%4,319-173-3.85%$519,533
FRANKLIN FTSE SOUTH KOREA ETFFLKROther0.48%13,012-583-4.29%$518,788
DEVON ENERGY CORP DVNEnergy0.47%10,225-1,027-9.13%$514,522
BIOMARIN PHARMACEUTICAL INC COMBMRNHealthcare0.45%8,696--$491,237
ISHARES MSCI TAIWAN INDEX FD ETFEWTOther0.44%6,779-762-10.10%$480,767
ALPHABET INC. CLASS CGOOGCommunication Services0.43%1,617+630+63.83%$463,853
BITWISE BITCOIN ETF TRUSTBITBOther0.42%12,489-26-0.21%$459,720
JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETFJPSEOther0.42%8,655-281-3.14%$453,782
ISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXCOther0.41%5,714-252-4.22%$449,463
MFA FINANCIALMFAReal Estate0.40%45,621+274+0.60%$437,049
ELEVANCE HEALTH INC FORMERLY A COMELVHealthcare0.39%1,471-14-0.94%$430,635
SKYWORKS SOLUTIONS INC COMSWKSTechnology0.39%7,968--$426,686
MICROSOFTMSFTTechnology0.39%1,146+703+158.69%$424,215
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology0.36%1,168-58-4.73%$394,726
DOLLAR TREEDLTRConsumer Defensive0.35%3,535-111-3.04%$387,118
WALT DISNEYDISCommunication Services0.35%3,953-152-3.70%$380,990
ISHARES MSCI MEXICO ETFEWWOther0.34%4,927-501-9.23%$370,658
GLOBUS MEDICALGMEDHealthcare0.34%4,241-63-1.46%$365,405
CHARLES RIVER LABSCRLHealthcare0.32%2,049-64-3.03%$353,453
COGNIZANT TECH SOLUTIONS CORPCTSHTechnology0.31%5,515-8-0.14%$338,345
FRANKLIN BSP REALTY TRUSTFBRTReal Estate0.31%39,420+160+0.41%$334,676
JBS N.V. CL A SHSN4732M103Other0.31%18,585-88-0.47%$333,787
HALLIBURTON CO COMHALEnergy0.30%8,408-384-4.37%$327,828
SMITH & NEPHEW PLC ADRSNNHealthcare0.30%10,242-46-0.45%$325,491
FMQQ THE NEXT FRONTIER INTERNET ETFFMQQOther0.30%28,742-324-1.11%$323,779
APPLE INCAAPLTechnology0.30%1,274+806+172.22%$323,328
JPMORGAN BETABUILDERS JAPAN ETFBBJPOther0.29%4,579-164-3.46%$315,539
CONSTELLATION BRANDSSTZConsumer Defensive0.29%2,103-24-1.13%$315,450
SAPSAPTechnology0.29%1,839-20-1.08%$314,855
ISHARES MSCI SINGAPORE INDEX FDEWSOther0.27%10,540-354-3.25%$297,439
PEMBINA PIPELINE CORP COMPBAEnergy0.27%6,576-42-0.63%$294,342
SIMON PPTY GROUP INC NEW COMSPGReal Estate0.26%1,542+63+4.26%$287,629
SPDR GOLD ETFGLDOther0.26%663--$285,282
MASTERCARD INCORPORATED CL AMAFinancial Services0.26%565-18-3.09%$282,308
ISHARES MSCI ISRAEL ETFEISOther0.26%2,401-129-5.10%$278,612
PAYPAL HLDGS INC COMPYPLFinancial Services0.25%6,118+889+17.00%$276,717
ELF BEAUTYELFConsumer Defensive0.25%4,542--$275,291