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Miller Howard Investments INC /Ny - Q1 2026 13F Filings

MI

Miller Howard Investments INC /Ny

CIK: 0000903947
Address: New York Kingston 45 Pine Grove Avenue, Suite 301
$3.66 B
Portfolio Value
138
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/20/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. CME Cme Group
+$56.65 M
2. SNA Snap-On Incorporated
+$51.24 M
3. GAP The Gap
+$21.8 M
4. LAMR Lamar Advertising Company
+$19.36 M
5. HRL Hormel Foods Corporation
+$16.17 M

Top Sells

Q1 2026
1. CSCO Cisco Systems
−$51.23 M
2. DVY Ishares Select Dividend Etf
−$48.68 M
3. VICI Vici Properties
−$44.37 M
4. GILD Gilead Sciences
−$36.45 M
5. JNJ Johnson & Johnson
−$26.4 M

Asset Allocation

Stocks/ETFs
+10.41%
$3.66 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Miller Howard Investments INC /Ny Q1 2026 Filing Summary

Miller Howard Investments INC /Ny filed its 13F report for Q1 2026 on April 20, 2026. The portfolio totaled 3.66 B reflecting a +10.41% change from the prior quarter, spanning 138 assets. The top 10 holdings comprised 25.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 14 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Miller Howard Investments INC /Ny’s Q1 2026 Filing

Miller Howard Investments INC /Ny submitted their Form 13F-HR for the Q1 2026 period on 04/20/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Miller Howard Investments INC /Ny reported a managed portfolio value of 3.66 B, consisting of 138 individual positions.

This page displays the raw filing documents. To see which stocks Miller Howard Investments INC /Ny bought or sold during Q1 2026, please visit Miller Howard Investments INC /Ny's Portfolio Analysis page.