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Miller Investment Trust

CIK: 0001414039 Equity
Report date: 2026-03-09
AUM $141M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-09

Holdings

From latest SEC N-PORT filing · US-listed stocks only

90 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AKAM Akamai Technologies, Inc. Since 2026-05-10 00971T101 Equity (Common)
-1.73%
$-2.45 -25,200
2 AKAM Akamai Technologies, Inc. Since 2026-05-10 00971TAP6 Debt
2.58%
$3.64 3,000,000
3 ALRM Alarm.com Holdings Inc. Since 2026-05-10 011642105 Equity (Common)
-0.23%
$-0.33 -6,700
4 ALRM Alarm.com Holdings Inc. Since 2026-05-10 011642AD7 Debt
1.18%
$1.66 1,750,000
5 LNT Alliant Energy Corporation Since 2026-05-10 018802108 Equity (Common)
-0.59%
$-0.84 -12,700
6 LNT Alliant Energy Corporation Since 2026-05-10 018802AD0 Debt
1.82%
$2.57 2,500,000
7 ALNY Alnylam Pharmaceuticals Inc. Since 2026-05-10 02043Q107 Equity (Common)
-0.32%
$-0.46 -1,350
8 ALNY Alnylam Pharmaceuticals Inc. Since 2026-05-10 02043QAC1 Debt
1.66%
$2.34 2,500,000
9 AVT Avnet, Inc. Since 2026-05-10 053807103 Equity (Common)
-1.03%
$-1.46 -23,400
10 AVT Avnet, Inc. Since 2026-05-10 053807AY9 Debt
2.31%
$3.25 3,000,000
11 BWXT BWX Technologies Inc. Since 2026-05-10 05605H100 Equity (Common)
-1.13%
$-1.59 -7,750
12 BWXT BWX Technologies Inc. Since 2026-05-10 05605HAD2 Debt
2.20%
$3.11 3,000,000
13 BL Blackline Inc Since 2026-05-10 09239B109 Equity (Common)
-0.42%
$-0.59 -12,800
14 BL Blackline Inc Since 2026-05-10 09239BAF6 Debt
1.24%
$1.75 1,750,000
15 BOX Box Inc. Since 2026-05-10 10316T104 Equity (Common)
-0.53%
$-0.75 -29,700
16 BOX Box Inc. Since 2026-05-10 10316TAD6 Debt
2.18%
$3.07 3,250,000
17 CNP Centerpoint Energy Inc Since 2026-05-10 15189T107 Equity (Common)
-0.41%
$-0.58 -14,500
18 CNP Centerpoint Energy Inc Since 2026-05-10 15189TBQ9 Debt
1.45%
$2.05 2,000,000
19 CHKP Check Point Software Technologies Ltd. Since 2026-05-10 162775AA8 Debt
2.27%
$3.21 3,250,000
20 NET Cloudflare Inc Since 2026-05-10 18915MAC1 Debt
-1.77%
$-2.50 -2,275,000
21 NET Cloudflare Inc Since 2026-05-10 18915MAE7 Debt
1.94%
$2.73 2,600,000
22 COGT Cogent Biosciences Inc. Since 2026-05-10 19240Q201 Equity (Common)
-1.18%
$-1.67 -46,400
23 COGT Cogent Biosciences Inc. Since 2026-05-10 19240QAA0 Debt
2.26%
$3.18 2,660,000
24 ENOV Enovis Corporation Since 2026-05-10 194014502 Equity (Common)
-0.14%
$-0.20 -9,200
25 ENOV Enovis Corporation Since 2026-05-10 194014AB2 Debt
1.38%
$1.95 2,000,000
26 COLL Collegium Pharmaceutical Inc. Since 2026-05-10 19459J104 Equity (Common)
-1.32%
$-1.87 -40,700
27 COLL Collegium Pharmaceutical Inc. Since 2026-05-10 19459JAC8 Debt
2.01%
$2.84 2,000,000
28 CVLT Commvault Systems Inc. Since 2026-05-10 204166102 Equity (Common)
-0.20%
$-0.29 -3,350
29 CVLT Commvault Systems Inc. Since 2026-05-10 204166AA0 Debt
1.20%
$1.69 2,000,000
30 DOCN DigitalOcean Holdings Inc Since 2026-05-10 25402D102 Equity (Common)
-1.77%
$-2.50 -45,300
31 DOCN DigitalOcean Holdings Inc Since 2026-05-10 25402DAC6 Debt
2.32%
$3.28 2,040,000
32 DASH DoorDash Inc Since 2026-05-10 25809K105 Equity (Common)
-0.59%
$-0.84 -4,100
33 DASH DoorDash Inc Since 2026-05-10 25809KAA3 Debt
1.42%
$2.00 2,000,000
34 DBX Dropbox Inc Since 2026-05-10 26210C104 Equity (Common)
-0.46%
$-0.65 -25,500
35 DBX Dropbox Inc Since 2026-05-10 26210CAD6 Debt
1.76%
$2.49 2,500,000
36 EEFT Euronet Worldwide, Inc. Since 2026-05-10 298736109 Equity (Common)
-0.55%
$-0.78 -10,700
37 EEFT Euronet Worldwide, Inc. Since 2026-05-10 298736AM1 Debt
1.91%
$2.70 3,000,000
38 FE FirstEnergy Corp. Since 2026-05-10 337932107 Equity (Common)
-0.96%
$-1.35 -28,600
39 FE FirstEnergy Corp. Since 2026-05-10 337932AR8 Debt
1.84%
$2.60 2,500,000
40 FLR Fluor Corporation Since 2026-05-10 343412102 Equity (Common)
-0.62%
$-0.87 -18,800
41 FLR Fluor Corporation Since 2026-05-10 343412AJ1 Debt
1.10%
$1.55 1,250,000
42 GPN Global Payments Inc Since 2026-05-10 37940X102 Equity (Common)
-0.17%
$-0.24 -3,300
43 GPN Global Payments Inc Since 2026-05-10 37940XAU6 Debt
0.94%
$1.33 1,500,000
44 GBX The Greenbrier Companies, Inc. Since 2026-05-10 393657101 Equity (Common)
-0.34%
$-0.48 -9,600
45 GBX The Greenbrier Companies, Inc. Since 2026-05-10 393657AM3 Debt
0.80%
$1.13 1,000,000
46 GWRE Guidewire Software Inc Since 2026-05-10 40171V100 Equity (Common)
-0.54%
$-0.76 -5,400
47 GWRE Guidewire Software Inc Since 2026-05-10 40171VAC4 Debt
2.07%
$2.92 3,000,000
48 ITRI Itron, Inc. Since 2026-05-10 465741106 Equity (Common)
-0.69%
$-0.98 -9,900
49 ITRI Itron, Inc. Since 2026-05-10 465741AQ9 Debt
1.70%
$2.40 2,250,000
50 LNTH Lantheus Holdings Inc Since 2026-05-10 516544103 Equity (Common)
1.14%
$1.61 24,100
51 LNTH Lantheus Holdings Inc Since 2026-05-10 516544AB9 Debt
-2.84%
$-4.00 -3,500,000
52 LMAT Lemaitre Vascular Inc. Since 2026-05-10 525558201 Equity (Common)
-0.60%
$-0.85 -10,000
53 LMAT Lemaitre Vascular Inc. Since 2026-05-10 525558AB8 Debt
1.62%
$2.28 2,250,000
54 LIVN LivaNova PLC Since 2026-05-10 53802LAB8 Debt
2.13%
$3.00 2,500,000
55 MKSI MKS Inc. Since 2026-05-10 55306N104 Equity (Common)
-1.38%
$-1.95 -8,300
56 MKSI MKS Inc. Since 2026-05-10 55306NAB0 Debt
1.79%
$2.53 1,500,000
57 MTSI MACOM Technology Solutions Holdings Inc. Since 2026-05-10 55405Y100 Equity (Common)
-1.07%
$-1.51 -6,900
58 MTSI MACOM Technology Solutions Holdings Inc. Since 2026-05-10 55405YAD2 Debt
1.53%
$2.17 1,500,000
59 MMSI Merit Medical Systems Inc. Since 2026-05-10 589889104 Equity (Common)
-0.85%
$-1.20 -14,800
60 MMSI Merit Medical Systems Inc. Since 2026-05-10 589889AA2 Debt
1.64%
$2.32 2,000,000
61 MIR Mirion Technologies Inc Since 2026-05-10 60471A101 Equity (Common)
-0.71%
$-1.01 -40,600
62 MIR Mirion Technologies Inc Since 2026-05-10 60471AAA9 Debt
1.10%
$1.56 1,200,000
63 NVMI Nova Ltd Since 2026-05-10 66982MAA2 Debt
1.29%
$1.81 1,125,000
64 OMCL Omnicell Inc Since 2026-05-10 68213N109 Equity (Common)
-0.79%
$-1.12 -23,100
65 OMCL Omnicell Inc Since 2026-05-10 68213NAF6 Debt
1.60%
$2.25 2,000,000
66 PPL PPL Corporation Since 2026-05-10 69351T106 Equity (Common)
-1.00%
$-1.41 -38,800
67 PANW Palo Alto Networks Inc Since 2026-05-10 697435105 Equity (Common)
-0.56%
$-0.80 -4,500
68 PSN Parsons Corporation Since 2026-05-10 70202L102 Equity (Common)
-0.61%
$-0.85 -12,200
69 PSN Parsons Corporation Since 2026-05-10 70202LAD4 Debt
1.90%
$2.68 2,500,000
70 POST Post Holdings Inc. Since 2026-05-10 737446104 Equity (Common)
-0.87%
$-1.23 -12,000
71 POST Post Holdings Inc. Since 2026-05-10 737446AT1 Debt
1.95%
$2.75 2,500,000
72 RGEN Repligen Corporation Since 2026-05-10 759916109 Equity (Common)
-0.58%
$-0.82 -5,500
73 RGEN Repligen Corporation Since 2026-05-10 759916AD1 Debt
1.51%
$2.13 2,000,000
74 TTEK Tetra Tech Inc Since 2026-05-10 88162G103 Equity (Common)
-1.04%
$-1.46 -38,800
75 TTEK Tetra Tech Inc Since 2026-05-10 88162GAB9 Debt
2.06%
$2.91 2,500,000
76 TYL Tyler Technologies Inc. Since 2026-05-10 902252AB1 Debt
1.41%
$1.99 2,000,000
77 WEC WEC Energy Group Inc. Since 2026-05-10 92939U106 Equity (Common)
-0.83%
$-1.17 -10,600
78 WEC WEC Energy Group Inc. Since 2026-05-10 92939UAP1 Debt
1.24%
$1.75 1,500,000
79 WKC World Kinect Corporation Since 2026-05-10 981475106 Equity (Common)
-0.92%
$-1.29 -48,100
80 WKC World Kinect Corporation Since 2026-05-10 98149GAB6 Debt
1.81%
$2.56 2,250,000
81 ZTS Zoetis Inc. Since 2026-05-10 98978V103 Equity (Common)
-0.87%
$-1.22 -9,791
82 ZTS Zoetis Inc. Since 2026-05-10 98978VAY9 Debt
2.03%
$2.87 2,800,000
83 ZS Zscaler Inc Since 2026-05-10 98980G102 Equity (Common)
-0.13%
$-0.18 -900
84 ZS Zscaler Inc Since 2026-05-10 98980GAC6 Debt
1.16%
$1.64 1,760,000
85 JAZZ Jazz Pharmaceuticals PLC Since 2026-05-10 G50871105 Equity (Common)
-1.64%
$-2.32 -14,100
86 LIVN LivaNova PLC Since 2026-05-10 G5509L101 Equity (Common)
-1.09%
$-1.54 -23,400
87 NCLH Norwegian Cruise Line Holdings Ltd Since 2026-05-10 G66721104 Equity (Common)
-0.82%
$-1.15 -52,400
88 CHKP Check Point Software Technologies Ltd. Since 2026-05-10 M22465104 Equity (Common)
-0.81%
$-1.15 -6,400
89 NVMI Nova Ltd Since 2026-05-10 M7516K103 Equity (Common)
-0.97%
$-1.37 -3,000
90 ODD Oddity Tech Ltd. Since 2026-05-10 M7518J104 Equity (Common)
-0.19%
$-0.27 -8,100