Miller Financial Services LLC: 13F holdings
CIK 20228932026Q2
| Positions | 142 |
|---|
| Reported value | $124.3m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 142 (+22 vs prior quarter) |
|---|
| Reported value | $124.3m (+36.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PEP PEPSICO INC | 51,600 | $7.0m | 5.6% |
| IEF ISHARES TR | 69,200 | $6.5m | 5.3% |
| TLT ISHARES TR | 53,291 | $4.6m | 3.7% |
| AAPL APPLE INC | 13,062 | $3.8m | 3.0% |
| EATON CORP PLC | 7,873 | $3.4m | 2.7% |
| VGLT VANGUARD SCOTTSDALE FDS | 59,900 | $3.3m | 2.7% |
| VGSH VANGUARD SCOTTSDALE FDS | 56,634 | $3.3m | 2.7% |
| AMZN AMAZON COM INC | 13,432 | $3.2m | 2.6% |
| UPS UNITED PARCEL SVCS INC | 26,804 | $2.9m | 2.3% |
| IWM ISHARES TR | 8,605 | $2.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2022893")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples