Miller Global Investments, LLC

CIK 0002099097 · Q2 2026

13F Equity AUM

$120.7M

+10.7% QoQ

Positions

292

+13 QoQ

AUM Rank

#7,720

Top 88%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 17.0%Top 10: 25.9%Top 20: 37.7%

JANUS HENDERSON AA-A CLO ETF4.4%

JPIE3.6%

JSI3.5%

MHY2.7%

MDST2.7%

IGSB2.3%

EZPW2.1%

MRVL1.6%

DRKY1.6%

GOOGL1.5%

Others (282)74.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services42.5%

Technology9.2%

Healthcare8.1%

Energy8.0%

Real Estate7.8%

Communication Services5.9%

Unclassified4.5%

Consumer Defensive4.2%

Other9.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 292Median: 0.15%Avg: 0.34%

0–0.5%

230(30.9%)

0.5–1%

42(31.4%)

1–3%

17(26.1%)

3–5%

3(11.6%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 292vs 20 funds

0%Low

292

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New31Increased55Decreased48Exited16

New Positions

JANUS HENDERSON AA-A…4.4%

+107K

MHY2.7%

+130K

IGSB2.3%

+52K

AZN0.6%

+4K

GSOL0.6%

+122K

NSY0.5%

+6K

BSX0.3%

+9K

GLAD0.3%

+16K

DUPONT DE NEMOURS IN…0.1%

+477

BRK/B0.0%

+61

Increased

ETH0.5%

+28K(+285%)

DVN0.9%

+15K(+151%)

EQT0.3%

+8K(+3066%)

JPIE3.6%

+7K(+8%)

MBLY0.2%

+6K(+29%)

JSI3.5%

+5K(+7%)

BITB0.5%

+5K(+40%)

UAMY1.1%

+5K(+3%)

CTSH0.3%

+3K(+48%)

NVDA1.3%

+2K(+43%)

Decreased

NOK0.2%

-169,981(-89%)

STM0.3%

-22,982(-82%)

AMD0.4%

-2,826(-76%)

GOOGL1.5%

-1,736(-26%)

EFA0.1%

-1,045(-50%)

PSTLEUR1.1%

-863(-2%)

IBDT0.0%

-800(-29%)

PICK0.9%

-573(-3%)

GVAL1.2%

-493(-1%)

L1S0.7%

-489(-2%)

Exited

-95,792

-152,314

-147,885

-22,204

-1,185

-4,200

-2,755

-1,244

IBDX

-2,315

IBDW

-2,630

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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