Miller Investment Management, LP Diversified Active

CIK: 0001407382 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 10, 2015

Total Value ($000): $247,225 (100.0% shares, 0.0% debt)

Holdings (61)

SPY SPDR S&P 500 ETF TR 46.9%
Value ($000) $115,997 Shares 605,315 Est. Cost $190.70 Unrealized
ITB ISHARES TR 20.9%
Value ($000) $51,768 Shares 1,983,464 Est. Cost $23.92 Unrealized
KIE SPDR SERIES TRUST 8.4%
Value ($000) $20,794 Shares 307,966 Est. Cost $54.61 Unrealized
CAH CARDINAL HEALTH INC 0.9%
Value ($000) $2,123 Shares 27,634 Est. Cost $32.61 Unrealized +91.0%
WALGREENS BOOTS ALLIANCE INC 0.8%
Value ($000) $2,087 Shares 25,120 Est. Cost $76.19 Unrealized
LOW LOWES COS INC 0.8%
Value ($000) $2,009 Shares 29,150 Est. Cost $39.85 Unrealized +42.9%
MSFT MICROSOFT CORPORATION 0.8%
Value ($000) $1,987 Shares 44,899 Est. Cost $28.23 Unrealized +37.9%
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $1,850 Shares 13,944 Est. Cost $80.49 Unrealized +48.1%
TGT TARGET CORP 0.7%
Value ($000) $1,813 Shares 23,045 Est. Cost $47.66 Unrealized +23.0%
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $1,734 Shares 15,906 Est. Cost $63.50 Unrealized +21.9%
SWK STANLEY BLACK & DECKER INC 0.7%
Value ($000) $1,731 Shares 17,845 Est. Cost $57.17 Unrealized +37.9%
JNJ JOHNSON AND JOHNSON 0.7%
Value ($000) $1,729 Shares 18,526 Est. Cost $60.65 Unrealized +19.5%
URI UNITED RENTALS INC 0.7%
Value ($000) $1,727 Shares 28,767 Est. Cost $66.65 Unrealized +0.9%
PNC PNC FINL SVCS GROUP INC 0.7%
Value ($000) $1,722 Shares 19,300 Est. Cost $48.04 Unrealized +40.9%
MDT MEDTRONIC INC 0.7%
Value ($000) $1,685 Shares 25,165 Est. Cost $58.10 Unrealized -1.9%
WMT WAL-MART STORES INC 0.7%
Value ($000) $1,678 Shares 25,879 Est. Cost $19.80 Unrealized -4.5%
WFC WELLS FARGO & CO NEW 0.7%
Value ($000) $1,673 Shares 32,575 Est. Cost $27.36 Unrealized +50.1%
MMM 3M COMPANY 0.7%
Value ($000) $1,613 Shares 11,376 Est. Cost $64.79 Unrealized +35.1%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $1,612 Shares 16,329 Est. Cost $56.55 Unrealized +19.9%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,596 Shares 36,686 Est. Cost $25.87 Unrealized +4.4%
BLACKROCK INC 0.6%
Value ($000) $1,530 Shares 5,145 Est. Cost $256.81 Unrealized
GPC GENUINE PARTS CO 0.6%
Value ($000) $1,481 Shares 17,865 Est. Cost $54.12 Unrealized +17.8%
MET METLIFE INC 0.6%
Value ($000) $1,460 Shares 30,955 Est. Cost $30.80 Unrealized +6.8%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,251 Shares 28,320 Est. Cost $40.82 Unrealized -8.5%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $1,194 Shares 17,308 Est. Cost $53.08 Unrealized +11.0%
UNITED TECHNOLOGIES 0.5%
Value ($000) $1,187 Shares 13,340 Est. Cost $92.93 Unrealized
ENERGY TRANSFER EQUITY L P 0.5%
Value ($000) $1,145 Shares 55,000 Est. Cost $42.08 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $1,028 Shares 9,415 Est. Cost $124.40 Unrealized
DOV DOVER CORP 0.4%
Value ($000) $1,010 Shares 17,670 Est. Cost $39.99 Unrealized +5.5%
CVX CHEVRON CORP 0.4%
Value ($000) $980 Shares 12,420 Est. Cost $71.30 Unrealized -24.5%
HAL HALLIBURTON CO 0.4%
Value ($000) $978 Shares 27,670 Est. Cost $41.33 Unrealized -22.2%
PFE PFIZER INC 0.4%
Value ($000) $911 Shares 29,000 Est. Cost $18.75 Unrealized +9.9%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $878 Shares 10,665 Est. Cost $49.85 Unrealized +37.1%
CCK CROWN HOLDINGS INC 0.3%
Value ($000) $823 Shares 17,982 Est. Cost $40.35 Unrealized +19.2%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $793 Shares 10,672 Est. Cost $54.61 Unrealized -10.1%
NKE NIKE INC 0.3%
Value ($000) $777 Shares 6,320 Est. Cost $26.53 Unrealized +86.9%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $767 Shares 20,679 Est. Cost $41.08 Unrealized -23.2%
AMGN AMGEN INC 0.3%
Value ($000) $723 Shares 5,229 Est. Cost $73.34 Unrealized +58.5%
DIS WALT DISNEY COMPANY 0.3%
Value ($000) $720 Shares 7,043 Est. Cost $57.34 Unrealized +73.9%
MKL MARKEL CORP 0.3%
Value ($000) $702 Shares 875 Est. Cost $722.91 Unrealized +17.0%
THO THOR INDS INC 0.3%
Value ($000) $660 Shares 12,750 Est. Cost $31.55 Unrealized +41.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $591 Shares 22,500 Est. Cost $20.10 Unrealized -2.6%
AAPL APPLE INC 0.2%
Value ($000) $522 Shares 4,732 Est. Cost $26.84 Unrealized -2.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $517 Shares 2,494 Est. Cost $71.65 Unrealized +114.8%
TUPPERWARE BRANDS CORP 0.2%
Value ($000) $495 Shares 10,000 Est. Cost $69.00 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $481 Shares 5,101 Est. Cost $56.00 Unrealized +24.1%
ABT ABBOTT LABS 0.2%
Value ($000) $468 Shares 11,640 Est. Cost $37.42 Unrealized +3.7%
INTC INTEL CORP 0.2%
Value ($000) $459 Shares 15,213 Est. Cost $26.00 Unrealized -13.0%
VIG VANGUARD SPECIALIZED PORTFOL 0.2%
Value ($000) $434 Shares 5,890 Est. Cost $66.21 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $360 Shares 2,500 Est. Cost $147.85 Unrealized -7.8%
SURE ADVISORSHARES TR 0.1%
Value ($000) $355 Shares 6,740 Est. Cost $53.52 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $355 Shares 9,823 Est. Cost $27.58 Unrealized +19.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $333 Shares 2,300 Est. Cost $118.94 Unrealized -19.8%
KO COCA COLA CO 0.1%
Value ($000) $309 Shares 7,710 Est. Cost $27.80 Unrealized +3.7%
DE DEERE & COMPANY 0.1%
Value ($000) $302 Shares 4,078 Est. Cost $68.04 Unrealized +7.8%
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $269 Shares 5,220 Est. Cost $45.90 Unrealized +37.9%
SENEA SENECA FOODS CORP NEW 0.1%
Value ($000) $255 Shares 9,668 Est. Cost $30.18 Unrealized -4.6%
ABBV ABBVIE INC 0.1%
Value ($000) $252 Shares 4,640 Est. Cost $31.30 Unrealized +35.9%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $214 Shares 1,554 Est. Cost $107.02 Unrealized +7.9%
OFFICE DEPOT INC 0.1%
Value ($000) $185 Shares 28,849 Est. Cost $3.87 Unrealized
ADVAXIS INC 0.1%
Value ($000) $143 Shares 14,000 Est. Cost $10.21 Unrealized