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Miller Financial Services - Q2 2026 13F Filings

MI

Miller Financial Services LLC

CIK: 0002022893
Address: Michigan Marshall 1001 W. Michigan Avenue
$124.26 M
Portfolio Value
142
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. PEP Pepsico
+$5.57 M
2. JPM Jpmorgan Chase & Co
+$2.51 M
3. CL Colgate-Palmolive Company
+$2.2 M
4. LLY Eli Lilly And Company
+$1.3 M
5. IEF Ishares 7-10 Year Treasury Bond Etf
+$1.07 M

Top Sells

Q2 2026
1. AMD Advanced Micro Devices
−$652,943.2
2. BA The Boeing Company
−$408,012
3. CAT Caterpillar
−$398,249.53
4. IWM Ishares Russell 2000 Etf
−$286,022.18
5. CRWD Crowdstrike Holdings
−$276,256.63

Asset Allocation

Stocks/ETFs
+37.84%
$123.7 M 99.54%
Options
-73.74%
$418,074 0.34%
Debt
$0 0.00%
Other
+100.00%
$148,310 0.12%

Sector Allocation (Stocks)

Miller Financial Services Q2 2026 Filing Summary

Miller Financial Services LLC filed its 13F report for Q2 2026 on July 29, 2026. The portfolio totaled 124.26 M reflecting a +36.06% change from the prior quarter, spanning 142 assets. The top 10 holdings comprised 32.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 27 new positions and 9 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Miller Financial Services’s Q2 2026 Filing

Miller Financial Services submitted their Form 13F-HR for the Q2 2026 period on 07/29/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Miller Financial Services reported a managed portfolio value of 124.26 M, consisting of 148 individual positions.

This page displays the raw filing documents. To see which stocks Miller Financial Services bought or sold during Q2 2026, please visit Miller Financial Services's Portfolio Analysis page.