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Holdings (Monthly) Guide ↗

Miller Intermediate Bond Fund

· Miller Investment Trust
Monthly Holdings $163M AUM 17 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 INTEGER HOLDINGS CORP 45826HAD1 Apr 2026 4,500,000 -200,000 $4.8M +4.9% 2.94% DBT
2 CISCO SYSTEMS INC 17275RBL5 Apr 2026 4,600,000 -400,000 $4.6M -7.7% 2.83% DBT
3 3M COMPANY 88579YAV3 Apr 2026 4,600,000 -400,000 $4.6M -7.7% 2.83% DBT
4 MCDONALD'S CORP 58013MFB5 Apr 2026 4,600,000 -400,000 $4.6M -8.0% 2.82% DBT
5 MASTERCARD INC 57636QAR5 Apr 2026 4,600,000 -600,000 $4.6M -11.5% 2.82% DBT
6 WALMART INC 931142EE9 Apr 2026 4,600,000 -400,000 $4.5M -8.5% 2.80% DBT
7 PROCTER & GAMBLE COMPANY (THE) 742718EV7 Apr 2026 4,600,000 -400,000 $4.5M -8.1% 2.79% DBT
8 APPLE INC 037833DB3 Apr 2026 4,600,000 -400,000 $4.5M -8.1% 2.79% DBT
9 BROADCOM CORP / BROADCOM CAYMAN FINANCE LTD 11134LAR0 Apr 2026 4,600,000 -400,000 $4.5M -8.4% 2.79% DBT
10 GLOBAL PAYMENTS INC 37940XAU6 Apr 2026 4,800,000 -400,000 $4.4M -4.9% 2.74% DBT
11 WINNEBAGO INDUSTRIES INC 974637AF7 Apr 2026 4,700,000 -300,000 $4.4M -5.8% 2.70% DBT
12 BLACKROCK LIQUIDITY FUNDS 09248U718 Apr 2026 3,966,762 -5,970,537 $4.0M -60.1% 2.44% STIV
13 SALESFORCE INC 79466LAH7 Apr 2026 4,000,000 -1,200,000 $3.8M -22.8% 2.32% DBT
14 BIOMARIN PHARMACEUTICAL INC 09061GAK7 Apr 2026 3,500,000 -500,000 $3.4M -12.0% 2.10% DBT
15 MERITAGE HOMES CORP 59001ABF8 Apr 2026 3,000,000 -1,000,000 $3.0M -24.1% 1.84% DBT
16 CHECK POINT SOFTWARE TECHNOLOGIES LTD 162775AA8 Apr 2026 3,000,000 -1,500,000 $2.8M -31.9% 1.71% DBT
17 PG&E CORP 69331CAL2 Apr 2026 2,500,000 -500,000 $2.6M -16.7% 1.58% DBT