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Holdings (Monthly) Guide ↗

Miller Convertible Bond Fund

· Miller Investment Trust
Monthly Holdings $385M AUM 64 positions Period Jul 2026 Filed Sep 4, 2026 EDGAR ↗ ← All Funds
All 14 New 11 Added 15 Reduced 14 Exited · Jul 2026 vs Apr 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 BLACKROCK LIQUIDITY FUNDS 09248U718 Jul 2026 13,939,948 NEW $13.9M 3.62% STIV
2 ZOETIS INC 98978VAY9 Apr 2026 14,000,000 +3,600,000 $12.8M +24.8% 3.34% DBT
3 JD.COM INC 47215PAJ5 Jul 2026 12,000,000 NEW $12.5M 3.26% DBT
4 EURONET WORLDWIDE INC 298736AM1 Apr 2026 13,000,000 +500,000 $11.8M +4.0% 3.05% DBT
5 ITRON INC 465741AR7 Jul 2026 11,000,000 NEW $11.3M 2.93% DBT
6 NOMURA AMERICA FINANCE LLC 65541KBP8 Apr 2026 10,800,000 $11.3M -0.1% 2.92% DBT
7 AVNET INC 053807AY9 Apr 2026 8,000,000 -2,000,000 $11.2M -14.4% 2.91% DBT
8 GLOBAL PAYMENTS INC 37940XAU6 Apr 2026 12,000,000 +400,000 $11.1M +6.6% 2.89% DBT
9 AEROVIRONMENT INC 008073AA6 Apr 2026 12,000,000 +7,000,000 $10.9M +114.9% 2.84% DBT
10 WINNEBAGO INDUSTRIES INC 974637AF7 Apr 2026 11,600,000 $10.8M +0.2% 2.81% DBT
11 UBS AG LONDON BRANCH 90265WAB6 Jul 2026 10,500,000 NEW $10.7M 2.79% DBT
12 GS FINANCE CORP 40057FJM7 Apr 2026 8,000,000 -300,000 $10.5M +10.3% 2.72% DBT
13 IAC FINANCECO 3 INC 44932KAA4 Jul 2026 11,000,000 NEW $10.2M 2.64% DBT
14 BANK OF MONTREAL 06370ECY2 Apr 2026 10,000,000 -800,000 $10.2M -3.8% 2.64% DBT
15 GS FINANCE CORP 40058JLG8 Apr 2026 10,000,000 -800,000 $10.2M -5.4% 2.64% DBT
16 JPMORGAN CHASE FINANCIAL COMPANY LLC 48136DHW0 Apr 2026 8,000,000 -1,100,000 $10.0M -0.7% 2.59% DBT
17 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17332YJ25 Jul 2026 9,500,000 NEW $9.9M 2.58% DBT
18 MERITAGE HOMES CORP 59001ABF8 Apr 2026 10,000,000 $9.9M +1.2% 2.58% DBT
19 BARCLAYS BANK PLC 06749H5R2 Jul 2026 10,000,000 NEW $9.9M 2.57% DBT
20 BOX INC 10316TAD6 Apr 2026 9,000,000 +700,000 $9.4M +19.9% 2.44% DBT
21 AKAMAI TECHNOLOGIES INC 00971TAR2 Jul 2026 10,000,000 NEW $9.4M 2.43% DBT
22 PG&E CORP 69331CAL2 Apr 2026 9,000,000 -100,000 $9.2M -1.1% 2.40% DBT
23 MORGAN STANLEY FINANCE LLC 61779TU62 Apr 2026 9,000,000 -1,000,000 $9.0M -12.9% 2.34% DBT
24 ROYAL BANK OF CANADA 78015QVG3 Apr 2026 9,500,000 +400,000 $8.9M +3.1% 2.32% DBT
25 PARSONS CORP 70202LAD4 Apr 2026 9,000,000 +4,000,000 $8.7M +76.8% 2.26% DBT
26 INTEGER HOLDINGS CORP 45826HAD1 Apr 2026 8,000,000 +3,000,000 $8.5M +75.3% 2.20% DBT
27 AMPHASTAR PHARMACEUTICALS INC 03209RAB9 Apr 2026 9,000,000 +4,800,000 $8.2M +112.8% 2.12% DBT
28 PROGRESS SOFTWARE CORP 743312AD2 Jul 2026 8,000,000 NEW $8.0M 2.07% DBT
29 ROYAL BANK OF CANADA 78017GQ46 Apr 2026 7,500,000 $7.9M -8.6% 2.06% DBT
30 BIOMARIN PHARMACEUTICAL INC 09061GAK7 Apr 2026 8,000,000 +7,000,000 $7.8M +704.6% 2.02% DBT
31 BLACKLINE INC 09239BAF6 Apr 2026 8,000,000 +3,800,000 $7.5M +94.0% 1.94% DBT
32 CHECK POINT SOFTWARE TECHNOLOGIES LTD 162775AA8 Apr 2026 8,000,000 -2,000,000 $7.4M -18.3% 1.93% DBT
33 COMPASS INC 20464UAA8 Apr 2026 7,000,000 -1,300,000 $7.3M -0.5% 1.90% DBT
34 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17291LFL4 Apr 2026 7,000,000 -3,800,000 $7.2M -33.4% 1.86% DBT
35 IMAX CORP 45245EAK5 Apr 2026 5,000,000 $6.4M +15.0% 1.67% DBT
36 HALOZYME THERAPEUTICS INC 40637HAG4 Apr 2026 5,000,000 $5.5M +13.7% 1.44% DBT
37 LCI INDUSTRIES 501812AD3 Apr 2026 5,000,000 $5.5M -7.5% 1.43% DBT
38 ALNYLAM PHARMACEUTICALS INC 02043QAC1 Apr 2026 6,000,000 -2,300,000 $5.5M -28.9% 1.42% DBT
39 IIP OPERATING PARTNERSHIP LP 44988FAF7 Jul 2026 5,000,000 NEW $5.3M 1.38% DBT
40 BARCLAYS BANK PLC 06745YPD8 Apr 2026 5,000,000 $5.3M -1.6% 1.37% DBT
41 BOFA FINANCE LLC 09711DLC4 Apr 2026 5,000,000 -800,000 $5.2M -17.2% 1.35% DBT
42 GREENBRIER COMPANIES INC (THE) 393657AM3 Apr 2026 4,000,000 -200,000 $4.6M -3.5% 1.19% DBT
43 DUKE ENERGY CORP 26441CCL7 Apr 2026 3,000,000 $3.0M -1.5% 0.77% DBT
44 MORGAN STANLEY FINANCE LLC 61776W2M4 Apr 2026 2,000,000 $2.2M -1.0% 0.56% DBT
45 HAEMONETICS CORP 405024AD2 Apr 2026 1,000,000 -4,800,000 $1.1M -81.2% 0.27% DBT
46 SOUTHERN COMPANY (THE) 842587ED5 Jul 2026 1,000,000 NEW $1.0M 0.26% DBT
47 AKAMAI TECHNOLOGIES INC 00971TAL5 Jul 2026 100,000 NEW $119K 0.03% DBT
48 MERIT MEDICAL SYSTEMS INC 589889AB0 Jul 2026 100,000 NEW $117K 0.03% DBT
49 TRAVERE THERAPEUTICS INC 89422GAB3 Jul 2026 100,000 NEW $117K 0.03% DBT
50 BOFA FINANCE LLC 09711HJD6 Apr 2026 100,000 -6,600,000 $110K -98.5% 0.03% DBT
VISHAY INTERTECHNOLOGY INC 928298AR9 10,000,000 SOLD $12.2M
AKAMAI TECHNOLOGIES INC 00971TAN1 10,000,000 SOLD $11.1M
CANADIAN IMPERIAL BANK OF COMMERCE 13607XXL6 5,000,000 SOLD $10.2M
ON SEMICONDUCTOR CORP 682189AU9 8,300,000 SOLD $10.1M
COMMVAULT SYSTEMS INC 204166AA0 10,000,000 SOLD $8.9M
GAMESTOP CORP 36467WAE9 6,700,000 SOLD $7.2M
DOORDASH INC 25809KAA3 7,500,000 SOLD $7.2M
SYNAPTICS INC 87157DAJ8 5,000,000 SOLD $6.2M
ODDITY FINANCE LLC 67579RAA8 8,000,000 SOLD $5.6M
SPECTRUM BRANDS INC 84762LAZ8 5,000,000 SOLD $5.1M
ITRON INC 465741AQ9 5,000,000 SOLD $5.0M
SHIFT4 PAYMENTS INC 82452JAD1 5,000,000 SOLD $4.7M
MICROCHIP TECHNOLOGY INC 595017BM5 4,000,000 SOLD $4.6M
OMNICELL INC 68213NAF6 4,000,000 SOLD $4.3M