1y return+11.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $117 against $127 in the S&P 500.2
Miller Financial Services LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PEPPepsico Inc | $7.0M | 5.6% | +392.6% |
| IEFIshares Tr | $6.5M | 5.3% | +19.6% |
| TLTIshares Tr | $4.6M | 3.7% | +16.2% |
| AAPLApple Inc | $3.8M | 3.1% | −1.4% |
| Eaton Corp PLCCUSIP G29183103 | $3.4M | 2.7% | +21.9% |
| VGLTVanguard Scottsdale Fds | $3.3M | 2.7% | +14.6% |
| VGSHVanguard Scottsdale Fds | $3.3M | 2.7% | +3.6% |
| AMZNAmazon Com Inc | $3.2M | 2.6% | +2.8% |
| UPSUnited Parcel Svcs Inc | $2.9M | 2.3% | −2.3% |
| IWMIshares Tr | $2.6M | 2.1% | −10.0% |
| JPMJpmorgan Chase & Co | $2.5M | 2.0% | New |
| CRWDCrowdstrike Hldgs Inc | $2.3M | 1.9% | −10.6% |
| CLColgate Palmolive Co | $2.2M | 1.8% | New |
| SOFISofi Technologies Inc | $2.0M | 1.6% | |
| MSFTMicrosoft Corp | $2.0M | 1.6% | +106.0% |
| HDHome Depot Inc | $1.6M | 1.3% | +100.7% |
| KMIKinder Morgan Inc Del | $1.5M | 1.2% | |
| USTBVictory Portfolios II | $1.5M | 1.2% | +32.2% |
| AGGIshares Tr | $1.4M | 1.2% | −2.5% |
| NETCloudflare Inc | $1.4M | 1.2% | −6.1% |
| VVisa Inc | $1.4M | 1.2% | |
| GOOGLAlphabet Inc | $1.4M | 1.1% | −1.6% |
| BMYBristol-myers Squibb Co | $1.3M | 1.1% | +18.5% |
| CAGConagra Brands Inc | $1.3M | 1.1% | −1.1% |
| LLYEli Lilly & Co | $1.3M | 1.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NETCloudflare Inc | December 31, 2024 | +127.8% | $1.4M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2024 | +123.0% | $2.3M |
| SLVIshares Silver Tr | December 31, 2024 | +103.1% | $1.1M |
| GNRCGenerac Hldgs Inc | December 31, 2024 | +88.8% | $1.1M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $1.4M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $927K |
| AEPAmerican Elec Pwr Co Inc | December 31, 2024 | +48.3% | $1.2M |
| MOAltria Group Inc | December 31, 2024 | +37.6% | $1.0M |
| IWMIshares Tr | December 31, 2024 | +36.0% | $2.6M |
| Eaton Corp PLCCUSIP G29183103 | December 31, 2024 | +28.4% | $3.4M |
Sold off last quarter
- BABoeing Co was $408K
- NKENike Inc was $261K
- GLDSpdr Gold Tr was $220K
- DOWDow Hldgs Inc was $218K
- IBITIshares Bitcoin Trust Etf was $203K
- WYNNWynn Resorts Ltd was $200K
- DTILPrecision Biosciences Inc was $94K
- Plus Therapeutics IncCUSIP 72941H509 was $8,130
- Volitionrx LtdCUSIP 928661107 was $6,262
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.0% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Miller Financial Services LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2022893&type=13F-HR&dateb=&owner=include&count=40CIK 2022893
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2022893/000202289326000005/Filed July 29, 2026 · accession 0002022893-26-000005