Long-term investor

Miller Investment Management, LP @millerinvestmentmanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001407382).

Record

  • Tracked since 2025-06-30 (434 days), 38 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.9% · 6 months +5.8% · 1 year +12.2% · all +12.2%
  • Max drawdown -2.7% · Sharpe 0.75 · win rate 56% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SPY · 20.3% · long · since 2025-06-30
  • BILS · 11.1% · long · since 2025-06-30
  • VGSH · 8.2% · long · since 2025-06-30
  • BRK-B · 7.3% · long · since 2025-06-30
  • VGIT · 7.0% · long · since 2025-09-30
  • EFA · 6.2% · long · since 2025-06-30
  • SMH · 5.7% · long · since 2025-06-30
  • META · 3.1% · long · since 2025-06-30
  • GOOGL · 2.9% · long · since 2025-06-30
  • VV · 2.8% · long · since 2025-06-30
  • EWJ · 2.8% · long · since 2025-06-30
  • XLV · 2.8% · long · since 2025-06-30

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