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Holdings (Monthly) Guide ↗

Miller Convertible Bond Fund

· Miller Investment Trust
Monthly Holdings $385M AUM 14 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 JD.COM INC 47215PAJ5 Jul 2026 12,000,000 NEW $12.5M 3.26% DBT
3 ITRON INC 465741AR7 Jul 2026 11,000,000 NEW $11.3M 2.93% DBT
4 UBS AG LONDON BRANCH 90265WAB6 Jul 2026 10,500,000 NEW $10.7M 2.79% DBT
5 IAC FINANCECO 3 INC 44932KAA4 Jul 2026 11,000,000 NEW $10.2M 2.64% DBT
6 CITIGROUP GLOBAL MARKETS HOLDINGS INC 17332YJ25 Jul 2026 9,500,000 NEW $9.9M 2.58% DBT
7 BARCLAYS BANK PLC 06749H5R2 Jul 2026 10,000,000 NEW $9.9M 2.57% DBT
8 AKAMAI TECHNOLOGIES INC 00971TAR2 Jul 2026 10,000,000 NEW $9.4M 2.43% DBT
9 PROGRESS SOFTWARE CORP 743312AD2 Jul 2026 8,000,000 NEW $8.0M 2.07% DBT
10 IIP OPERATING PARTNERSHIP LP 44988FAF7 Jul 2026 5,000,000 NEW $5.3M 1.38% DBT
11 SOUTHERN COMPANY (THE) 842587ED5 Jul 2026 1,000,000 NEW $1.0M 0.26% DBT
12 AKAMAI TECHNOLOGIES INC 00971TAL5 Jul 2026 100,000 NEW $119K 0.03% DBT
13 MERIT MEDICAL SYSTEMS INC 589889AB0 Jul 2026 100,000 NEW $117K 0.03% DBT
14 TRAVERE THERAPEUTICS INC 89422GAB3 Jul 2026 100,000 NEW $117K 0.03% DBT