Miller Investment Management, LP Diversified Active

CIK: 0001407382 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 13, 2015

Total Value ($000): $277,499 (100.0% shares, 0.0% debt)

Holdings (71)

SPY SPDR S&P 500 ETF TR 45.2%
Value ($000) $125,403 Shares 607,484 Est. Cost $190.70 Unrealized
ITB ISHARES TR 20.9%
Value ($000) $58,066 Shares 2,056,873 Est. Cost $23.92 Unrealized
KIE SPDR SERIES TRUST 7.7%
Value ($000) $21,343 Shares 318,121 Est. Cost $54.61 Unrealized
CCK CROWN HOLDINGS INC 1.0%
Value ($000) $2,829 Shares 52,368 Est. Cost $40.35 Unrealized +17.1%
CAH CARDINAL HEALTH INC 0.9%
Value ($000) $2,495 Shares 27,634 Est. Cost $32.61 Unrealized +95.2%
LOW LOWES COS INC 0.8%
Value ($000) $2,168 Shares 29,150 Est. Cost $39.85 Unrealized +47.9%
TGT TARGET CORP 0.8%
Value ($000) $2,138 Shares 26,045 Est. Cost $47.66 Unrealized +17.5%
WALGREENS BOOTS ALLIANCE INC 0.8%
Value ($000) $2,127 Shares 25,120 Est. Cost $76.19 Unrealized
MMM 3M COMPANY 0.8%
Value ($000) $2,083 Shares 12,626 Est. Cost $64.79 Unrealized +49.5%
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $2,002 Shares 13,945 Est. Cost $80.49 Unrealized +47.3%
MSFT MICROSOFT CORPORATION 0.7%
Value ($000) $1,969 Shares 48,429 Est. Cost $28.23 Unrealized +31.9%
MDT MEDTRONIC INC 0.7%
Value ($000) $1,963 Shares 25,165 Est. Cost $58.10 Unrealized 0.0%
BLACKROCK INC 0.7%
Value ($000) $1,882 Shares 5,145 Est. Cost $256.81 Unrealized
URI UNITED RENTALS INC 0.7%
Value ($000) $1,839 Shares 20,178 Est. Cost $55.54 Unrealized +56.8%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $1,800 Shares 19,300 Est. Cost $48.04 Unrealized +33.8%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,792 Shares 36,844 Est. Cost $25.87 Unrealized +6.7%
WFC WELLS FARGO & CO NEW 0.6%
Value ($000) $1,772 Shares 32,575 Est. Cost $27.36 Unrealized +45.6%
WMT WAL-MART STORES INC 0.6%
Value ($000) $1,758 Shares 21,379 Est. Cost $19.98 Unrealized +15.3%
ENERGY TRANSFER EQUITY L P 0.6%
Value ($000) $1,742 Shares 27,500 Est. Cost $63.35 Unrealized
JNJ JOHNSON AND JOHNSON 0.6%
Value ($000) $1,722 Shares 17,121 Est. Cost $59.66 Unrealized +25.9%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $1,704 Shares 15,906 Est. Cost $63.50 Unrealized +20.2%
SWK STANLEY BLACK & DECKER INC 0.6%
Value ($000) $1,702 Shares 17,845 Est. Cost $57.17 Unrealized +26.8%
GPC GENUINE PARTS CO 0.6%
Value ($000) $1,665 Shares 17,865 Est. Cost $54.12 Unrealized +30.1%
UNITED TECHNOLOGIES 0.6%
Value ($000) $1,659 Shares 14,155 Est. Cost $92.93 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $1,607 Shares 46,197 Est. Cost $18.75 Unrealized +7.2%
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,603 Shares 28,320 Est. Cost $40.82 Unrealized +6.3%
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $1,583 Shares 16,329 Est. Cost $56.55 Unrealized +22.7%
MET METLIFE INC 0.6%
Value ($000) $1,565 Shares 30,955 Est. Cost $30.80 Unrealized +1.3%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $1,444 Shares 17,308 Est. Cost $53.08 Unrealized +15.6%
DIS WALT DISNEY COMPANY 0.5%
Value ($000) $1,379 Shares 13,143 Est. Cost $57.34 Unrealized +60.2%
CVX CHEVRON CORP 0.5%
Value ($000) $1,304 Shares 12,420 Est. Cost $71.30 Unrealized -6.2%
IWM ISHARES TR 0.5%
Value ($000) $1,267 Shares 10,185 Est. Cost $124.40 Unrealized
DOV DOVER CORP 0.4%
Value ($000) $1,221 Shares 17,670 Est. Cost $39.99 Unrealized +18.7%
HAL HALLIBURTON CO 0.4%
Value ($000) $1,214 Shares 27,670 Est. Cost $41.33 Unrealized -18.2%
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $1,206 Shares 19,999 Est. Cost $41.40 Unrealized +0.4%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $1,036 Shares 10,665 Est. Cost $49.85 Unrealized +49.5%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $916 Shares 10,772 Est. Cost $54.61 Unrealized +1.8%
VIG VANGUARD SPECIALIZED PORTFOL 0.3%
Value ($000) $877 Shares 10,900 Est. Cost $66.21 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $836 Shares 5,229 Est. Cost $73.34 Unrealized +56.9%
THO THOR INDS INC 0.3%
Value ($000) $806 Shares 12,750 Est. Cost $31.55 Unrealized +52.2%
AAPL APPLE INC 0.3%
Value ($000) $749 Shares 6,018 Est. Cost $26.84 Unrealized 0.0%
TUPPERWARE BRANDS CORP 0.2%
Value ($000) $690 Shares 10,000 Est. Cost $69.00 Unrealized
MKL MARKEL CORP 0.2%
Value ($000) $673 Shares 875 Est. Cost $722.91 Unrealized 0.0%
NKE NIKE INC 0.2%
Value ($000) $634 Shares 6,320 Est. Cost $26.53 Unrealized +57.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $619 Shares 22,500 Est. Cost $20.10 Unrealized 0.0%
VYM VANGUARD HIGH DVD YIELD 0.2%
Value ($000) $552 Shares 8,080 Est. Cost $57.07 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $539 Shares 11,640 Est. Cost $37.42 Unrealized 0.0%
SURE ADVISORSHARES TR 0.2%
Value ($000) $517 Shares 9,000 Est. Cost $53.52 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $506 Shares 2,494 Est. Cost $71.65 Unrealized +105.4%
PEP PEPSICO INC 0.2%
Value ($000) $488 Shares 5,101 Est. Cost $56.00 Unrealized +24.5%
TASER INTL INC 0.2%
Value ($000) $482 Shares 20,000 Est. Cost $19.59 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $476 Shares 15,213 Est. Cost $26.00 Unrealized 0.0%
MA MASTERCARD INC 0.2%
Value ($000) $450 Shares 5,210 Est. Cost $81.25 Unrealized 0.0%
ORCL ORACLE CORP 0.2%
Value ($000) $424 Shares 9,823 Est. Cost $27.58 Unrealized +33.6%
FDX FEDEX CORP 0.1%
Value ($000) $414 Shares 2,500 Est. Cost $147.85 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $369 Shares 2,300 Est. Cost $118.94 Unrealized -18.9%
DE DEERE & COMPANY 0.1%
Value ($000) $358 Shares 4,078 Est. Cost $68.04 Unrealized +7.3%
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $338 Shares 5,270 Est. Cost $45.90 Unrealized +28.9%
KO COCA COLA CO 0.1%
Value ($000) $313 Shares 7,710 Est. Cost $27.80 Unrealized +6.5%
V VISA INC 0.1%
Value ($000) $305 Shares 4,664 Est. Cost $61.28 Unrealized 0.0%
SENEA SENECA FOODS CORP NEW 0.1%
Value ($000) $288 Shares 9,668 Est. Cost $30.18 Unrealized -9.8%
ABBV ABBVIE INC 0.1%
Value ($000) $272 Shares 4,640 Est. Cost $31.30 Unrealized +24.1%
OFFICE DEPOT INC 0.1%
Value ($000) $265 Shares 28,849 Est. Cost $3.87 Unrealized
EPD ENTERPRISE PRODS PARTNERS LP 0.1%
Value ($000) $247 Shares 7,500 Est. Cost $32.93 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $214 Shares 2,779 Est. Cost $30.17 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $211 Shares 1,554 Est. Cost $107.02 Unrealized +1.2%
RRC RANGE RES CORP 0.1%
Value ($000) $197 Shares 3,780 Est. Cost $76.33 Unrealized -35.0%
CHESAPEAKE ENERGY CORP 0.1%
Value ($000) $151 Shares 10,630 Est. Cost $20.41 Unrealized
CJESEUR C&J ENERGY SVCS LTD 0.1%
Value ($000) $147 Shares 13,215 Est. Cost $11.12 Unrealized
DENBURY RES INC 0.0%
Value ($000) $124 Shares 17,000 Est. Cost $7.29 Unrealized
WET SEAL INC 0.0%
Value ($000) $0 Shares 53,833 Est. Cost $2.22 Unrealized