StockDriftsStockDriftsTop 50 Miller Howard Investments INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MPLX | MPLX LP COM UNIT REP LTD | 3.48% | 2.33M | $131.0M | +3.84%(+86.11K) | $36.92(+59.20%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L P | 3.13% | 3.21M | $118.1M | +1.64%(+51.69K) | $25.52(+49.19%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON COM | 2.72% | 403.5K | $102.5M | -0.19%(-772) | $162.25(+61.88%) | 2026-06-30 | |
| ET | ENERGY TRANSFER L P COM UT LTD | 2.7% | 5.31M | $101.6M | +1.88%(+98.14K) | $14.62(+41.18%) | 2026-06-30 | |
| ABBV | ABBVIE INC COM | 2.65% | 396.7K | $99.8M | -0.34%(-1.34K) | $76.09(+227.66%) | 2026-06-30 | |
| STT | STATE STR CORP COM | 2.26% | 503.3K | $85.4M | -15.50%(-92.31K) | $94.72(+97.48%) | 2026-06-30 | |
| TRP | TC ENERGY CORP COM | 2.23% | 1.27M | $84.2M | -1.87%(-24.24K) | $47.48(+34.47%) | 2026-06-30 | |
| EWBC | EAST WEST BANCORP INC COM | 2.1% | 612.5K | $79.1M | +0.00%(+6) | $75.79(+75.29%) | 2026-06-30 | |
| EXC | EXELON CORP COM | 2% | 1.62M | $75.5M | -3.84%(-64.64K) | $43.75(+2.35%) | 2026-06-30 | |
| LAMR | LAMAR ADVERTISING CO NEW CL A | 1.94% | 469.5K | $73.2M | +0.31%(+1.44K) | $100.81(+53.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.58% | +50.43% | +10.04% | +61.34% |
| Top 20 Holdings Unweighted | +14.75% | +51.11% | +10.11% | +61.87% |
Miller Howard Investments INC reports $3.77B in US-listed equity holdings across 152 positions in its most recent 13F filing. Its largest disclosed positions are MPLX (3.5%), EPD (3.1%) and JNJ (2.7%). The top 20 holdings account for 43.02% of reported assets. Its disclosed equity book has returned +50.43% on a three-year cumulative basis. 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 Howard Investments INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 903947). View Miller Howard Investments INC’s 13F filings on SEC