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Miller Global Investments, LLC — 13F Holdings & Portfolio

CIK 2099097 · latest 13F-HR filed 2026-04-06

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$109.0M

Long-equity book

Holdings

279

Distinct positions

Period

2026-03-31

Filed 2026-04-06

Q/Q Activity

+62 / −30 / ↑76 / ↓86

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • UNITED STATES ANTIMONY CORP COM$621.9K +72.2%
  • EZCORP$400.5K +27.6%
  • VERIZON COMMUNICATIONS$356.5K +31.0%
  • STMICROELECTRONICS NV ADR$345.9K +55.5%
  • EXXON MOBIL CORP COM$308.2K +45.5%
Show all 76 →

Top Trims

  • ABRDN PHYSICAL SILVER SHARES ETF-$2.5M -78.3%
  • SPROTT ACTIVE GOLD & SILVER MINERS ETF-$2.1M -67.1%
  • RTX CORPORATION-$761.8K -83.6%
  • HDFC BK LTD ADR-$367.9K -32.2%
  • FS CREDIT OPPORTUNITIES-$213.8K -19.1%
Show all 86 →

New Positions

  • VISTASHARES TARGET 15 DRUKMACRO DISTRIBUTION ETF$1.7M
  • CUBESMART COM$875.9K
  • TOTALENERGIES SE ACT$665.8K
  • GOLDMAN SACHS GROUP INC COM$176.0K
  • CATERPILLAR INC COM$165.1K
Show all 62 →

Exited Positions

  • UNLIMITED HFND MULTI-STRATEGY RETURN TRACKER ETF$2.7M
  • RALPH LAUREN CORP$1.4M
  • ASTRAZENECA PLC SPONSORED ADR$709.3K
  • STATE STREET SPDR S&P SEMICONDUCTOR ETF$107.7K
  • ISHARES U.S. TELECOMMUNICATIONS ETF$59.6K
Show all 30 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 JANUS HENDERSON AAA CLO ETF JAAA 47103U845 $4.8M 4.42% 95,792 SH
2 JANUS HENDERSON SECURITIZED INCOME ETF JSI 47103U746 $4.0M 3.70% 78,245 SH
3 JPMORGAN INCOME ETF JPIE 46641Q159 $4.0M 3.67% 86,812 SH
4 WESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETF MDST 90386K589 $3.3M 2.99% 113,986 SH
5 PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF PREF 74255Y888 $2.9M 2.63% 152,314 SH
6 ALPHABET INC. CLASS A GOOGL 02079K305 $1.9M 1.76% 6,672 SH
7 EZCORP EZPW 302301106 $1.9M 1.70% 72,944 SH
8 VISTASHARES TARGET 15 DRUKMACRO DISTRIBUTION ETF DRKY 45259A266 $1.7M 1.60% 90,241 SH
9 VISTASHARES TARGET 15 ACKTIVIST DISTRIBUTION ETF ACKY 45259A316 $1.7M 1.60% 100,076 SH
10 SPROTT URANIUM MINERS ETF URNM 85208P303 $1.6M 1.46% 25,176 SH
11 AT&T INC COM T 00206R102 $1.6M 1.43% 53,959 SH
12 ALBEMARLE CORP COM ALB 012653101 $1.5M 1.41% 8,558 SH
13 NOKIA ADR NOK 654902204 $1.5M 1.41% 190,706 SH
14 VERIZON COMMUNICATIONS VZ 92343V104 $1.5M 1.38% 29,997 SH
15 INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF PDBA 46090F308 $1.5M 1.36% 40,784 SH
16 UNITED STATES ANTIMONY CORP COM UAMY 911549103 $1.5M 1.36% 169,942 SH
17 META PLATFORMS META 30303M102 $1.4M 1.28% 2,445 SH
18 GLOBAL NET LEASE GNL 379378201 $1.4M 1.27% 147,885 SH
19 SHELL PLC SHEL 780259305 $1.4M 1.24% 14,591 SH
20 GLOBAL X COPPER MINERS ETF COPX 37954Y830 $1.3M 1.21% 17,229 SH
21 CAMBRIA GLOBAL VALUE ETF GVAL 132061409 $1.3M 1.21% 39,623 SH
22 BRISTOL-MYERS SQUIBB CO COM BMY 110122108 $1.3M 1.15% 20,632 SH
23 CAMBRIA FOREIGN SHAREHOLDER YIELD ETF FYLD 132061300 $1.2M 1.10% 32,137 SH
24 CHEVRON CORPORATION COM CVX 166764100 $1.1M 1.01% 5,330 SH
25 ONEOK INC OKE 682680103 $1.1M 0.99% 11,995 SH
26 PACER INTERNATIONAL CASH COWS ETF ICOW 69374H873 $1.1M 0.98% 25,204 SH
27 SPROTT ACTIVE GOLD & SILVER MINERS ETF GBUG 85208P865 $1.1M 0.96% 23,148 SH
28 ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF PICK 46434G848 $1.0M 0.96% 18,509 SH
29 POSTAL REALTY TRUST INC CL A PSTL 73757R102 $1.0M 0.94% 55,322 SH
30 BROADSTONE NET LEASE INC COM BNL 11135E203 $1.0M 0.92% 54,824 SH
31 PFIZER PFE 717081103 $999.1K 0.92% 35,582 SH
32 EXXON MOBIL CORP COM XOM 30231G102 $985.6K 0.90% 5,809 SH
33 STMICROELECTRONICS NV ADR STM 861012102 $969.0K 0.89% 28,047 SH
34 REALTY INCOME CORP COM O 756109104 $965.4K 0.89% 15,780 SH
35 NVIDIA CORPORATION COM NVDA 67066G104 $950.7K 0.87% 5,451 SH
36 FS CREDIT OPPORTUNITIES FSCO 30290Y101 $905.0K 0.83% 177,456 SH
37 SCHWAB CHARLES CORP COM SCHW 808513105 $890.0K 0.82% 9,470 SH
38 HEALTH CARE PPTY INVS INC DOC 42250P103 $881.3K 0.81% 53,638 SH
39 CUBESMART COM CUBE 229663109 $875.9K 0.80% 23,898 SH
40 VICI PROPERTIES VICI 925652109 $860.4K 0.79% 31,492 SH
41 HIGHWOODS PROPERTIES HIW 431284108 $833.6K 0.76% 38,933 SH
42 WILLIAMS COMPANIES WMB 969457100 $824.9K 0.76% 11,334 SH
43 ANHEUSER BUSCH INBEV ADR BUD 03524A108 $821.5K 0.75% 11,843 SH
44 APPLE HOSPITALITY REIT INC APLE 03784Y200 $815.3K 0.75% 70,833 SH
45 COTERRA ENERGY INC COM CTRA 127097103 $780.2K 0.72% 22,204 SH
46 HDFC BK LTD ADR HDB 40415F101 $775.6K 0.71% 31,172 SH
47 CONAGRA BRANDS CAG 205887102 $766.7K 0.70% 48,772 SH
48 ADVANCED MICRO DEVICES INC COM AMD 007903107 $755.5K 0.69% 3,714 SH
49 ABRDN PHYSICAL SILVER SHARES ETF SIVR 003264108 $694.8K 0.64% 9,702 SH
50 BP PLC ADR BP 055622104 $694.1K 0.64% 14,769 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-06 $109.0M 279 0002099097-26-000002
2025-12-31 2026-01-05 $110.5M 247 0002099097-26-000001