BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Miller Intermediate Bond Fund

· Miller Investment Trust
Monthly Holdings $163M AUM 5 positions Period Jul 2026 Filed Sep 4, 2026 EDGAR ↗ ← All Funds
All 18 New 5 Added 17 Reduced 19 Exited · Jul 2026 vs Apr 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 ZOETIS INC 98978VAY9 Apr 2026 4,800,000 +1,800,000 $4.4M +48.4% 2.71% DBT
2 ALNYLAM PHARMACEUTICALS INC 02043QAC1 Apr 2026 4,500,000 +1,000,000 $4.1M +26.5% 2.53% DBT
3 ROYAL BANK OF CANADA 78015QVG3 Apr 2026 3,300,000 +300,000 $3.1M +8.7% 1.91% DBT
4 DUKE ENERGY CORP 26441CCL7 Apr 2026 3,000,000 +375,000 $3.0M +12.6% 1.82% DBT
5 CMS ENERGY CORP 125896BZ2 Apr 2026 2,500,000 +500,000 $2.5M +21.7% 1.53% DBT