StockDriftsStockDriftsTop 50 Miller Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | 5.64% | 51.6K | $7.0M | +392.55%(+41.12K) | $147.76(-6.56%) | 2026-06-30 | |
| IEF | ISHARES TR | 5.28% | 69.2K | $6.5M | +19.63%(+11.36K) | $95.46(-2.54%) | 2026-06-30 | |
| TLT | ISHARES TR | 3.72% | 53.3K | $4.6M | +16.23%(+7.44K) | $89.80(-8.25%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.05% | 13.1K | $3.8M | -1.35%(-179) | $232.35(+31.98%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 2.71% | 7.9K | $3.4M | +21.91%(+1.42K) | $322.61(+41.07%) | 2026-06-30 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 2.67% | 59.9K | $3.3M | +14.55%(+7.61K) | $55.76(-5.12%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.66% | 56.6K | $3.3M | +3.56%(+1.95K) | $58.69(-1.09%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.59% | 13.4K | $3.2M | +2.82%(+368) | $205.12(+34.05%) | 2026-06-30 | |
| UPS | UNITED PARCEL SVCS INC | 2.33% | 26.8K | $2.9M | -2.33%(-640) | $118.16(-10.85%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.09% | 8.6K | $2.6M | -9.96%(-952) | $220.74(+36.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.64% |
Miller Financial Services LLC reports $124.26M in US-listed equity holdings across 138 positions in its most recent 13F filing. Its largest disclosed positions are PEP (5.6%), IEF (5.3%) and TLT (3.7%). The top 20 holdings account for 47.77% of reported assets. Its disclosed equity book has returned +10.51% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Miller Financial Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022893). View Miller Financial Services LLC’s 13F filings on SEC