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Portfolio (Quarterly) Guide ↗

Miller Global Investments, LLC

· CIK 0002099097
13F Portfolio $121M AUM 295 positions Filed Jul 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 51 Added 44 Reduced 16 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHF SCHWAB INTERNATIONAL EQUITY ETF 16.0 $443.0 NEW $27.69 +2.6%
22 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 4.0 $384.0 NEW $96.00 +20.3%
23 BITWISE CRYPTO INDUSTRY INNOVATORS ETF 13.0 $319.0 NEW $24.54
24 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 4.0 $256.0 NEW $64.00 +13.5%
25 NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF 3.0 $204.0 NEW $68.00 -1.2%
26 INDA ISHARES MSCI INDIA ETF 4.0 $198.0 NEW $49.50 +0.2%
27 BWXT BABCOCK COMMON STOCK Industrials 1.0 $195.0 NEW $195.00 -20.0%
28 FORTINET INC COM 1.0 $154.0 NEW $154.00
29 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 7.0 $93.0 NEW $13.29 +100.2%
30 AMPX AMPRIUS TECHNOLOGIES INC COMMON STOCK Industrials 4.0 $55.0 NEW $13.75 -23.7%
31 POET POET TECHNOLOGIES INC COM NEW Technology 5.0 $51.0 NEW $10.20 -19.1%
32 RVPH REVIVA PHARMACEUTCLS HLDGS INC COM NEW Healthcare 1.0 $1.0 NEW $1.00 -52.0%
Page 2 of 2  ·  32 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 16.4%
Technology 15.2%
Real Estate 14.3%
Healthcare 12.9%
Energy 12.2%
Communication Services 8.3%
Consumer Defensive 6.6%
Consumer Cyclical 6.0%
Industrials 4.6%
Basic Materials 3.4%