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Holdings (Monthly) Guide ↗

Miller Intermediate Bond Fund

· Miller Investment Trust
Monthly Holdings $163M AUM 18 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 HOME DEPOT INC (THE) 437076BW1 Jul 2026 4,600,000 NEW $4.5M 2.80% DBT
2 JD.COM INC 47215PAJ5 Jul 2026 4,000,000 NEW $4.2M 2.57% DBT
3 IAC FINANCECO 3 INC 44932KAA4 Jul 2026 4,500,000 NEW $4.2M 2.56% DBT
4 NETFLIX INC 64110LAS5 Jul 2026 4,000,000 NEW $4.0M 2.48% DBT
5 ECOLAB INC 278865BU3 Jul 2026 4,000,000 NEW $4.0M 2.46% DBT
6 ABBOTT LABORATORIES 002824BR0 Jul 2026 4,000,000 NEW $3.9M 2.41% DBT
7 PARSONS CORP 70202LAD4 Jul 2026 4,000,000 NEW $3.9M 2.38% DBT
8 BOSTON SCIENTIFIC CORP 101137BA4 Jul 2026 4,000,000 NEW $3.7M 2.27% DBT
9 SOUTHERN COMPANY (THE) 842587ED5 Jul 2026 3,000,000 NEW $3.0M 1.86% DBT
10 PROGRESS SOFTWARE CORP 743312AD2 Jul 2026 3,000,000 NEW $3.0M 1.84% DBT
11 GE AEROSPACE 369604BW2 Jul 2026 3,000,000 NEW $2.9M 1.77% DBT
12 NIKE INC 654106AK9 Jul 2026 3,000,000 NEW $2.8M 1.73% DBT
13 LOCKHEED MARTIN CORP 539830AK5 Jul 2026 2,500,000 NEW $2.8M 1.72% DBT
14 EXXON MOBIL CORP 30231GBN1 Jul 2026 3,000,000 NEW $2.8M 1.70% DBT
15 WALT DISNEY COMPANY (THE) 254687FX9 Jul 2026 3,000,000 NEW $2.7M 1.69% DBT
16 QUALCOMM INC 747525BK8 Jul 2026 3,000,000 NEW $2.7M 1.67% DBT
17 IIP OPERATING PARTNERSHIP LP 44988FAF7 Jul 2026 2,500,000 NEW $2.6M 1.63% DBT
18 COCA-COLA COMPANY (THE) 191216DE7 Jul 2026 3,000,000 NEW $2.6M 1.60% DBT