Miller Global Investments, LLC

13F filer · CIK 0002099097

Reported Jul 1, 2026

Net buyer this quarter

13F portfolio value$121MU.S. long equity reported on 13F

Positions23618 new · 8 closed

Net flow last quarter+$3.35MBuys minus sells

Top 10 positions weight16.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 1, 2026236 positions
MHYWestern Asset Managed High Income Fund Inc.	$3.31M	2.74%	Not reported	New	Q2 2026
MDSTMid-State Bancshares	$3.29M	2.72%	Not reported	Not reported	Q4 2025
EZPWEzcorp Inc	$2.52M	2.09%	Not reported	Not reported	Q4 2025
MRVLMarvell Technology, Inc.	$1.87M	1.55%	0.00%	-1.9%	Q4 2025
GOOGLAlphabet Inc.	$1.76M	1.46%	0.00%	-26.0%	Q4 2025
NVDANvidia Corp	$1.56M	1.29%	0.00%	+43.3%	Q4 2025
METAMeta Platforms, Inc.	$1.52M	1.26%	Not reported	+10.6%	Q4 2025
PSTLPostal Realty Trust, Inc.	$1.34M	1.11%	0.20%	-1.6%	Q4 2025
VZVerizon Communications Inc	$1.27M	1.05%	0.00%	Not reported	Q4 2025
UAMYUnited States Antimony Corp	$1.27M	1.05%	0.12%	+2.9%	Q4 2025
BMYBristol Myers Squibb Co	$1.19M	0.98%	0.00%	Not reported	Q4 2025
APLEApple Hospitality REIT, Inc.	$1.18M	0.98%	0.03%	-0.5%	Q4 2025
HIWHighwoods Properties, Inc.	$1.17M	0.97%	0.04%	Not reported	Q4 2025
DOCHealthpeak Properties, Inc.	$1.15M	0.95%	0.01%	Not reported	Q4 2025
ALBAlbemarle Corp	$1.14M	0.94%	0.01%	-1.6%	Q4 2025
SHELShell plc	$1.13M	0.94%	0.00%	Not reported	Q4 2025
BNLBroadstone Net Lease, Inc.	$1.13M	0.94%	0.03%	-0.2%	Q4 2025
TAt&T Inc.	$1.12M	0.93%	0.00%	+0.1%	Q4 2025
DVNDevon Energy Corp	$1.06M	0.88%	0.00%	+151.5%	Q4 2025
OKEOneok Inc	$1.04M	0.86%	0.00%	Not reported	Q4 2025
ORealty Income Corp	$978K	0.81%	0.00%	Not reported	Q4 2025
GOOGAlphabet Inc.	$971K	0.80%	Not reported	+69.9%	Q4 2025
CUBECubeSmart	$950K	0.79%	0.01%	Not reported	Q1 2026
BUDAnheuser-Busch InBev SA	$943K	0.78%	0.00%	-3.3%	Q4 2025
GBUGBarclays Bank PLC	$904K	0.75%	Not reported	Not reported	Q4 2025
ASMLAsml Holding NV	$889K	0.74%	0.00%	-3.9%	Q4 2025
FSCOFS Credit Opportunities Corp.	$886K	0.73%	Not reported	Not reported	Q4 2025
CVXChevron Corp	$884K	0.73%	0.00%	Not reported	Q4 2025
SCHWSchwab Charles Corp	$874K	0.72%	0.00%	Not reported	Q4 2025
XOMExxonMobil Holdings Corp	$866K	0.72%	0.00%	+9.0%	Q4 2025
PFEPfizer Inc	$857K	0.71%	0.00%	Not reported	Q4 2025
WMBWilliams Companies, Inc.	$838K	0.69%	0.00%	-0.5%	Q4 2025
VICIVici Properties Inc.	$836K	0.69%	0.00%	Not reported	Q4 2025
AMZNAmazon Com Inc	$812K	0.67%	0.00%	+24.9%	Q4 2025
HDBHDFC Bank Ltd	$805K	0.67%	0.00%	Not reported	Q4 2025
SNSharkNinja, Inc.	$805K	0.67%	0.00%	-3.7%	Q4 2025
LQDTLiquidity Services Inc	$790K	0.65%	0.05%	-2.4%	Q4 2025
TXTTextron Inc	$724K	0.60%	0.00%	Not reported	Q4 2025
KHCKraft Heinz Co	$722K	0.60%	0.00%	Not reported	Q4 2025
AZNAstrazeneca PLC	$703K	0.58%	Not reported	Not reported	Q4 2025
CICigna Group	$702K	0.58%	0.00%	Not reported	Q4 2025
MSFTMicrosoft Corp	$701K	0.58%	0.00%	+64.0%	Q4 2025
AAPLApple Inc.	$677K	0.56%	0.00%	+83.8%	Q4 2025
GSOLGrayscale Solana Staking ETF	$675K	0.56%	0.67%	New	Q2 2026
CAGConagra Brands Inc.	$656K	0.54%	0.01%	Not reported	Q4 2025
SAPSap SE	$627K	0.52%	0.00%	+121.2%	Q4 2025
RPRXRoyalty Pharma plc	$598K	0.50%	0.00%	-1.8%	Q4 2025
FANGDiamondback Energy, Inc.	$588K	0.49%	0.00%	Not reported	Q4 2025
ETHGrayscale Ethereum Staking Mini ETF	$571K	0.47%	0.04%	+285.0%	Q4 2025
TTETotalEnergies SE	$569K	0.47%	0.00%	Not reported	Q1 2026

Q1 2026Reported Apr 6, 2026226 positions
MDSTMid-State Bancshares	$3.26M	2.99%	Not reported	-0.4%	Q4 2025
GOOGLAlphabet Inc.	$1.92M	1.76%	0.00%	-0.6%	Q4 2025
EZPWEzcorp Inc	$1.85M	1.70%	Not reported	-2.4%	Q4 2025
TAt&T Inc.	$1.56M	1.43%	0.00%	-0.1%	Q4 2025
ALBAlbemarle Corp	$1.54M	1.41%	0.01%	-2.6%	Q4 2025
NOKNokia Corp	$1.53M	1.41%	0.00%	-12.2%	Q4 2025
VZVerizon Communications Inc	$1.51M	1.38%	0.00%	+6.3%	Q4 2025
UAMYUnited States Antimony Corp	$1.48M	1.36%	0.12%	-1.0%	Q4 2025
METAMeta Platforms, Inc.	$1.4M	1.28%	Not reported	+8.9%	Q4 2025
GNLGlobal Net Lease, Inc.	$1.38M	1.27%	0.07%	-0.4%	Q4 2025
SHELShell plc	$1.36M	1.24%	0.00%	-2.0%	Q4 2025
BMYBristol Myers Squibb Co	$1.25M	1.15%	0.00%	-0.1%	Q4 2025
CVXChevron Corp	$1.1M	1.01%	0.00%	+1.7%	Q4 2025
OKEOneok Inc	$1.08M	0.99%	0.00%	+0.6%	Q4 2025
GBUGBarclays Bank PLC	$1.05M	0.96%	Not reported	-68.3%	Q4 2025
PSTLPostal Realty Trust, Inc.	$1.03M	0.94%	0.20%	-0.1%	Q4 2025
BNLBroadstone Net Lease, Inc.	$1M	0.92%	0.03%	-0.1%	Q4 2025
PFEPfizer Inc	$999K	0.92%	0.00%	+1.2%	Q4 2025
XOMExxonMobil Holdings Corp	$986K	0.90%	0.00%	+3.2%	Q4 2025
STMSTMicroelectronics N.V.	$969K	0.89%	0.00%	+16.8%	Q4 2025
ORealty Income Corp	$965K	0.89%	0.00%	-0.6%	Q4 2025
NVDANvidia Corp	$951K	0.87%	0.00%	+53.4%	Q4 2025
FSCOFS Credit Opportunities Corp.	$905K	0.83%	Not reported	-0.1%	Q4 2025
SCHWSchwab Charles Corp	$890K	0.82%	0.00%	0.0%	Q4 2025
DOCHealthpeak Properties, Inc.	$881K	0.81%	0.01%	+0.9%	Q4 2025
CUBECubeSmart	$876K	0.80%	0.01%	New	Q1 2026
VICIVici Properties Inc.	$860K	0.79%	0.00%	+0.9%	Q4 2025
HIWHighwoods Properties, Inc.	$834K	0.76%	0.04%	+0.2%	Q4 2025
WMBWilliams Companies, Inc.	$825K	0.76%	0.00%	+2.6%	Q4 2025
BUDAnheuser-Busch InBev SA	$822K	0.75%	0.00%	-1.0%	Q4 2025
APLEApple Hospitality REIT, Inc.	$815K	0.75%	0.03%	+0.9%	Q4 2025
CTRACentra Software Inc	$780K	0.72%	Not reported	-10.7%	Q4 2025
HDBHDFC Bank Ltd	$776K	0.71%	0.00%	-0.4%	Q4 2025
CAGConagra Brands Inc.	$767K	0.70%	0.01%	+5.4%	Q4 2025
AMDAdvanced Micro Devices Inc	$756K	0.69%	0.00%	Not reported	Q4 2025
SIVRabrdn Silver ETF Trust	$695K	0.64%	0.01%	-79.5%	Q4 2025
BPBP PLC	$694K	0.64%	Not reported	-3.7%	Q4 2025
TXTTextron Inc	$691K	0.63%	0.00%	-0.6%	Q4 2025
KHCKraft Heinz Co	$687K	0.63%	0.00%	+0.5%	Q4 2025
CICigna Group	$680K	0.62%	0.00%	Not reported	Q4 2025
TTETotalEnergies SE	$666K	0.61%	0.00%	New	Q1 2026
FANGDiamondback Energy, Inc.	$661K	0.61%	0.00%	-10.4%	Q4 2025
MRVLMarvell Technology, Inc.	$634K	0.58%	0.00%	Not reported	Q4 2025
LQDTLiquidity Services Inc	$632K	0.58%	0.05%	-3.2%	Q4 2025
ASMLAsml Holding NV	$614K	0.56%	0.00%	-2.1%	Q4 2025
GLDMWorld Gold Trust	$611K	0.56%	0.00%	-5.7%	Q4 2025
LVSLas Vegas Sands Corp	$604K	0.55%	0.00%	-0.1%	Q4 2025
EOGEog Resources Inc	$584K	0.54%	0.00%	-8.1%	Q4 2025
SNSharkNinja, Inc.	$581K	0.53%	0.00%	-3.3%	Q4 2025
TSNTyson Foods, Inc.	$571K	0.52%	Not reported	-4.5%	Q4 2025

Q4 2025Reported Jan 5, 2026195 positions
SIVRabrdn Silver ETF Trust	$3.2M	2.89%	0.06%	New	Q4 2025
GBUGBarclays Bank PLC	$3.19M	2.89%	Not reported	New	Q4 2025
MDSTMid-State Bancshares	$3.02M	2.74%	Not reported	New	Q4 2025
GOOGLAlphabet Inc.	$2.1M	1.90%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$1.48M	1.34%	Not reported	New	Q4 2025
EZPWEzcorp Inc	$1.45M	1.31%	Not reported	New	Q4 2025
RLRalph Lauren Corp	$1.44M	1.31%	Not reported	New	Q4 2025
NOKNokia Corp	$1.41M	1.27%	0.00%	New	Q4 2025
TAt&T Inc.	$1.34M	1.21%	0.00%	New	Q4 2025
GNLGlobal Net Lease, Inc.	$1.28M	1.16%	0.07%	New	Q4 2025
ALBAlbemarle Corp	$1.24M	1.12%	0.01%	New	Q4 2025
VZVerizon Communications Inc	$1.15M	1.04%	0.00%	New	Q4 2025
HDBHDFC Bank Ltd	$1.14M	1.04%	0.00%	New	Q4 2025
FSCOFS Credit Opportunities Corp.	$1.12M	1.01%	Not reported	New	Q4 2025
BMYBristol Myers Squibb Co	$1.11M	1.01%	0.00%	New	Q4 2025
SHELShell plc	$1.09M	0.99%	0.00%	New	Q4 2025
HIWHighwoods Properties, Inc.	$1M	0.91%	0.04%	New	Q4 2025
BNLBroadstone Net Lease, Inc.	$953K	0.86%	0.03%	New	Q4 2025
SCHWSchwab Charles Corp	$947K	0.86%	0.00%	New	Q4 2025
RTXRTX Corp	$911K	0.82%	0.00%	New	Q4 2025
ORealty Income Corp	$895K	0.81%	0.00%	New	Q4 2025
PSTLPostal Realty Trust, Inc.	$894K	0.81%	0.21%	New	Q4 2025
VICIVici Properties Inc.	$878K	0.79%	0.00%	New	Q4 2025
OKEOneok Inc	$876K	0.79%	0.00%	New	Q4 2025
PFEPfizer Inc	$875K	0.79%	0.00%	New	Q4 2025
UAMYUnited States Antimony Corp	$862K	0.78%	0.12%	New	Q4 2025
DOCHealthpeak Properties, Inc.	$855K	0.77%	0.01%	New	Q4 2025
APLEApple Hospitality REIT, Inc.	$832K	0.75%	0.03%	New	Q4 2025
CAGConagra Brands Inc.	$801K	0.73%	0.01%	New	Q4 2025
CVXChevron Corp	$798K	0.72%	0.00%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$795K	0.72%	0.00%	New	Q4 2025
BUDAnheuser-Busch InBev SA	$766K	0.69%	0.00%	New	Q4 2025
KHCKraft Heinz Co	$738K	0.67%	0.00%	New	Q4 2025
LVSLas Vegas Sands Corp	$731K	0.66%	0.00%	New	Q4 2025
AZNAstrazeneca PLC	$709K	0.64%	Not reported	New	Q4 2025
CICigna Group	$701K	0.63%	0.00%	New	Q4 2025
TXTTextron Inc	$692K	0.63%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$677K	0.61%	0.00%	New	Q4 2025
WMBWilliams Companies, Inc.	$664K	0.60%	0.00%	New	Q4 2025
NVDANvidia Corp	$663K	0.60%	0.00%	New	Q4 2025
CTRACentra Software Inc	$654K	0.59%	Not reported	New	Q4 2025
LQDTLiquidity Services Inc	$648K	0.59%	0.06%	New	Q4 2025
SNSharkNinja, Inc.	$635K	0.58%	0.00%	New	Q4 2025
STMSTMicroelectronics N.V.	$623K	0.56%	0.00%	New	Q4 2025
GLDMWorld Gold Trust	$597K	0.54%	0.00%	New	Q4 2025
BITBBitwise Bitcoin ETF	$595K	0.54%	0.02%	New	Q4 2025
FANGDiamondback Energy, Inc.	$561K	0.51%	0.00%	New	Q4 2025
EXEEXPAND ENERGY Corp	$559K	0.51%	0.00%	New	Q4 2025
STWDStarwood Property Trust, Inc.	$551K	0.50%	0.01%	New	Q4 2025
TSNTyson Foods, Inc.	$547K	0.50%	Not reported	New	Q4 2025

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