Miller Global Investments, LLC

Q1 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
3/31/2026
Date filed
4/6/2026
Form type
13F-HR
Num holdings
279
Total value ($000)
$109,049
Net value change ($000)
-1,414 (-1.3%)
New positions
62
Sold out positions
30
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DRKY 1,742 NEW
CUBE 876 NEW
TOTALENERGIES SE 666 NEW
UAMY 622 72.2%
EZPW 400 27.6%
VZ 357 31.1%
STM 346 55.5%
XOM 309 45.6%
CVX 305 38.2%
ALB 294 23.7%
Top Reduces (Value $000, Stocks/ETFs)
HFND -2,695 -100.0%
SIVR -2,501 -78.3%
GBUG -2,140 -67.0%
RL -1,442 -100.0%
RTX -762 -83.6%
AZN -709 -100.0%
HDB -367 -32.1%
FSCO -214 -19.1%
ACKY -203 -10.4%
GOOGL -182 -8.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type