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Portfolio (Quarterly) Guide ↗

Miller Capital Partners, Inc.

· CIK 0002111377
13F Portfolio $257M AUM 258 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 33 Added 42 Reduced 9 Exited
Page 7 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GLD SPDR GOLD TR Financial Services 500.0 $184K 0.07% $368.38 +10.4%
122 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,356.0 $178K 0.07% -23K -81.2% $33.29 +35.9%
123 AMGN AMGEN INC Healthcare 480.0 $174K 0.07% -50.0 -9.4% $362.12 +20.7%
124 VBK VANGUARD INDEX FDS 432.0 $158K 0.06% $365.70 -4.4%
125 QUAL ISHARES TR 708.0 $155K 0.06% $219.46 +1.4%
126 SPYG SPDR SERIES TRUST 1,301.0 $155K 0.06% $118.99 +2.3%
127 NDAQ NASDAQ INC Financial Services 1,935.0 $153K 0.06% $78.82 +22.9%
128 TDG TRANSDIGM GROUP INC Industrials 109.0 $145K 0.06% $1332.05 -12.8%
129 VOO VANGUARD INDEX FDS 208.0 $143K 0.06% +23.0 +12.4% $686.81 +3.1%
130 VRTX VERTEX PHARMACEUTICALS INC Healthcare 283.0 $141K 0.06% -222.0 -44.0% $496.73 +9.9%
131 INTC INTEL CORP Technology 1,000.0 $140K 0.05% $139.63 -31.4%
132 PM PHILIP MORRIS INTL INC Consumer Defensive 755.0 $137K 0.05% $180.91 +0.9%
133 MSTR STRATEGY INC Technology 1,555.0 $135K 0.05% -141.0 -8.3% $86.93 +64.3%
134 OUSA ALPS ETF TR 2,298.0 $134K 0.05% $58.33 +5.6%
135 DUK DUKE ENERGY CORP NEW Utilities 1,030.0 $130K 0.05% $126.58 -5.0%
136 AMP AMERIPRISE FINL INC Financial Services 280.0 $128K 0.05% $458.76 +22.2%
137 TSLA CALL TESLA INC Consumer Cyclical 300.0 $126K 0.05% $420.60 -15.8%
138 HWM HOWMET AEROSPACE INC Industrials 448.0 $120K 0.05% $268.86 -3.6%
139 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 303.0 $117K 0.05% -150.0 -33.1% $386.73 +5.4%
140 VYM VANGUARD WHITEHALL FDS 695.0 $110K 0.04% $158.03 +3.9%
Page 7 of 13  ·  258 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
Technology 50.9%
Industrials 12.7%
Financial Services 8.0%
Consumer Cyclical 6.6%
Healthcare 5.1%
Consumer Defensive 5.0%
Energy 4.6%
Basic Materials 4.3%
Communication Services 2.4%
Utilities 0.3%