Returns–Not enough quarters yet
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.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JAJanus Henderson Aa-a Clo Etf | $5.4M | 4.4% | New |
| JPIEJpmorgan Income Etf | $4.3M | 3.6% | +8.4% |
| JSIJanus Henderson Securitized Income Etf | $4.3M | 3.6% | +7.0% |
| MHYMan Active High Yield Etf | $3.3M | 2.7% | New |
| MDSTWestwood Salient Enhanced Midstream Income Etf | $3.3M | 2.7% | |
| IGSBIshares 1-3 Yr Credit Bond Etf | $2.7M | 2.3% | New |
| EZPWEzcorp | $2.5M | 2.1% | |
| MRVLMarvell Technology Inc Com | $1.9M | 1.6% | −1.9% |
| DRKYVistashares Target 15 Drukmacro Distribution Etf | $1.9M | 1.6% | |
| GOOGLAlphabet Inc. Class A | $1.8M | 1.5% | −26.0% |
| ACKYVistashares Target 15 Acktivist Distribution Etf | $1.7M | 1.4% | |
| NVDANvidia Corporation Com | $1.6M | 1.3% | +43.3% |
| METAMeta Platforms | $1.5M | 1.3% | +10.6% |
| PDBAInvesco Agriculture Commodity Strategy No K-1 Etf | $1.4M | 1.2% | |
| GVALCambria Global Value Etf | $1.4M | 1.2% | −1.2% |
| PSTLPostal Realty Trust Inc Cl A | $1.3M | 1.1% | −1.6% |
| COPXGlobal X Copper Miners Etf | $1.3M | 1.1% | |
| URNMSprott Uranium Miners Etf | $1.3M | 1.1% | |
| VZVerizon Communications | $1.3M | 1.1% | |
| UAMYUnited States Antimony Corp Com | $1.3M | 1.1% | +2.9% |
| BMYBristol-myers Squibb Co Com | $1.2M | 1.0% | |
| APLEApple Hospitality Reit Inc | $1.2M | 1.0% | |
| HIWHighwoods Properties | $1.2M | 1.0% | |
| FYLDCambria Foreign Shareholder Yield Etf | $1.2M | 1.0% | |
| DOCHealth Care Ppty Invs Inc | $1.1M | 1.0% |
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 |
|---|---|---|---|
| Asml Hldg Nv N Y Registry ShsCUSIP N07059210 | December 31, 2025 | +86.0% | $889K |
| EZPWEzcorp | December 31, 2025 | +78.0% | $2.5M |
| PSTLPostal Realty Trust Inc Cl A | December 31, 2025 | +52.7% | $1.3M |
| UAMYUnited States Antimony Corp Com | December 31, 2025 | +44.6% | $1.3M |
| APLEApple Hospitality Reit Inc | December 31, 2025 | +41.9% | $1.2M |
| DOCHealth Care Ppty Invs Inc | December 31, 2025 | +33.1% | $1.1M |
| BUDAnheuser Busch Inbev Adr | December 31, 2025 | +28.7% | $943K |
| BNLBroadstone Net Lease Inc Com | December 31, 2025 | +19.0% | $1.1M |
| Oneok IncCUSIP 682680103 | December 31, 2025 | +18.3% | $1.0M |
| HIWHighwoods Properties | December 31, 2025 | +16.8% | $1.2M |
Sold off last quarter
- JAAAJanus Henderson Aaa Clo Etf was $4.8M
- PREFPrincipal Spectrum Preferred Secs Active Etf was $2.9M
- GNLGlobal Net Lease was $1.4M
- CTRACoterra Energy Inc Com was $780K
- IUSGIshares Core S&p U.s. Growth Etf was $184K
- IBDUIshares Ibonds Dec 2029 Term Corporate Etf was $98K
- IBDVIshares Ibonds Dec 2030 Term Corporate Etf was $60K
- IBDXIshares Ibonds Dec 2032 Term Corporate Etf was $58K
- Dupont De Nemours Inc ComCUSIP 26614N102 was $57K
- IBDWIshares Ibonds Dec 2031 Term Corporate Etf was $55K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.3% | +14.8% |
| March 31, 2026 | +3.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Miller Global Investments, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2099097&type=13F-HR&dateb=&owner=include&count=40CIK 2099097
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2099097/000209909726000003/Filed July 1, 2026 · accession 0002099097-26-000003