Miller Investment Management, LP Diversified Active

CIK: 0001407382 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 8, 2017

Total Value ($000): $273,760 (100.0% shares, 0.0% debt)

Holdings (69)

SPY SPDR S&P 500 ETF TR 29.5%
Value ($000) $80,650 Shares 342,115 Est. Cost $190.70 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 14.4%
Value ($000) $39,353 Shares 822,777 Est. Cost $44.18 Unrealized
POWERSHARES ETF TR II 14.1%
Value ($000) $38,684 Shares 814,226 Est. Cost $34.35 Unrealized
ITB ISHARES TR 9.2%
Value ($000) $25,295 Shares 790,978 Est. Cost $23.92 Unrealized
VO VANGUARD INDEX FDS 6.1%
Value ($000) $16,587 Shares 119,126 Est. Cost $131.71 Unrealized
RUBY TUESDAY INC 1.3%
Value ($000) $3,578 Shares 1,273,353 Est. Cost $3.22 Unrealized
MSFT MICROSOFT CORPORATION 1.1%
Value ($000) $2,965 Shares 45,024 Est. Cost $28.42 Unrealized +103.5%
URI UNITED RENTALS INC 1.0%
Value ($000) $2,664 Shares 21,307 Est. Cost $65.17 Unrealized +80.8%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $2,652 Shares 22,060 Est. Cost $49.91 Unrealized +82.9%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $2,558 Shares 13,944 Est. Cost $80.49 Unrealized +89.6%
LOW LOWES COS INC 0.9%
Value ($000) $2,391 Shares 29,080 Est. Cost $39.85 Unrealized +63.1%
SWK STANLEY BLACK & DECKER INC 0.9%
Value ($000) $2,371 Shares 17,845 Est. Cost $57.17 Unrealized +73.2%
JNJ JOHNSON AND JOHNSON 0.8%
Value ($000) $2,220 Shares 17,828 Est. Cost $60.65 Unrealized +54.0%
MET METLIFE INC 0.8%
Value ($000) $2,178 Shares 41,225 Est. Cost $30.19 Unrealized +17.0%
CAH CARDINAL HEALTH INC 0.8%
Value ($000) $2,156 Shares 26,436 Est. Cost $32.61 Unrealized +85.8%
MMM 3M COMPANY 0.8%
Value ($000) $2,125 Shares 11,104 Est. Cost $64.79 Unrealized +75.4%
WFC WELLS FARGO & CO NEW 0.8%
Value ($000) $2,101 Shares 37,740 Est. Cost $28.99 Unrealized +53.0%
MDT MEDTRONIC INC 0.7%
Value ($000) $2,027 Shares 25,165 Est. Cost $58.10 Unrealized +7.4%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $1,991 Shares 18,559 Est. Cost $59.17 Unrealized +32.4%
BLACKROCK INC 0.7%
Value ($000) $1,973 Shares 5,145 Est. Cost $256.81 Unrealized
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $1,925 Shares 14,626 Est. Cost $63.50 Unrealized +45.8%
WALGREENS BOOTS ALLIANCE INC 0.7%
Value ($000) $1,902 Shares 22,905 Est. Cost $77.05 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,900 Shares 38,965 Est. Cost $26.39 Unrealized +19.1%
UNITED TECHNOLOGIES 0.7%
Value ($000) $1,831 Shares 16,315 Est. Cost $93.50 Unrealized
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,695 Shares 28,320 Est. Cost $40.82 Unrealized +17.4%
GPC GENUINE PARTS CO 0.6%
Value ($000) $1,651 Shares 17,865 Est. Cost $54.12 Unrealized +37.2%
DOV DOVER CORP 0.5%
Value ($000) $1,420 Shares 17,670 Est. Cost $39.99 Unrealized +38.1%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $1,413 Shares 10,665 Est. Cost $49.85 Unrealized +109.8%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $1,352 Shares 17,308 Est. Cost $53.08 Unrealized +19.3%
CVX CHEVRON CORP 0.5%
Value ($000) $1,334 Shares 12,420 Est. Cost $71.30 Unrealized +7.7%
ET ENERGY TRANSFER EQUITY L P 0.4%
Value ($000) $1,085 Shares 55,000 Est. Cost $14.36 Unrealized
WMT WAL-MART STORES INC 0.4%
Value ($000) $1,060 Shares 14,705 Est. Cost $19.80 Unrealized -0.1%
PFE PFIZER INC 0.4%
Value ($000) $996 Shares 29,100 Est. Cost $18.75 Unrealized +14.2%
HAL HALLIBURTON CO 0.4%
Value ($000) $984 Shares 20,000 Est. Cost $41.33 Unrealized +9.2%
BAC BANK AMER CORP 0.3%
Value ($000) $889 Shares 37,675 Est. Cost $11.34 Unrealized +70.9%
CCK CROWN HOLDINGS INC 0.3%
Value ($000) $859 Shares 16,229 Est. Cost $40.35 Unrealized +25.9%
AMGN AMGEN INC 0.3%
Value ($000) $858 Shares 5,229 Est. Cost $73.34 Unrealized +73.4%
DE DEERE & COMPANY 0.3%
Value ($000) $810 Shares 7,440 Est. Cost $69.08 Unrealized +36.6%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $803 Shares 9,793 Est. Cost $54.61 Unrealized +2.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $764 Shares 22,600 Est. Cost $20.10 Unrealized +23.0%
C CITIGROUP INC 0.3%
Value ($000) $724 Shares 12,100 Est. Cost $33.10 Unrealized +35.0%
VIG VANGUARD SPECIALIZED PORTFOL 0.2%
Value ($000) $608 Shares 6,764 Est. Cost $71.09 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $606 Shares 4,220 Est. Cost $26.84 Unrealized +13.4%
MCD MCDONALDS CORP 0.2%
Value ($000) $562 Shares 4,338 Est. Cost $91.17 Unrealized +11.6%
INTC INTEL CORP 0.2%
Value ($000) $549 Shares 15,213 Est. Cost $26.00 Unrealized +14.1%
PEP PEPSICO INC 0.2%
Value ($000) $518 Shares 4,631 Est. Cost $56.00 Unrealized +46.3%
ABT ABBOTT LABS 0.2%
Value ($000) $517 Shares 11,640 Est. Cost $37.42 Unrealized -1.3%
FDX FEDEX CORP 0.2%
Value ($000) $488 Shares 2,500 Est. Cost $147.85 Unrealized +11.7%
HD HOME DEPOT INC 0.2%
Value ($000) $486 Shares 3,313 Est. Cost $106.34 Unrealized +7.6%
IWM ISHARES TR 0.2%
Value ($000) $473 Shares 3,439 Est. Cost $123.44 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $438 Shares 9,823 Est. Cost $27.58 Unrealized +32.3%
NKE NIKE INC 0.2%
Value ($000) $435 Shares 7,799 Est. Cost $44.22 Unrealized +11.4%
DIS WALT DISNEY COMPANY 0.1%
Value ($000) $405 Shares 3,573 Est. Cost $57.83 Unrealized +78.1%
CDK GLOBAL INC 0.1%
Value ($000) $403 Shares 6,193 Est. Cost $57.32 Unrealized
MKL MARKEL CORP 0.1%
Value ($000) $403 Shares 413 Est. Cost $722.91 Unrealized +30.7%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $388 Shares 9,018 Est. Cost $38.34 Unrealized +8.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $386 Shares 2,218 Est. Cost $118.94 Unrealized -3.8%
CTAS CINTAS CORP 0.1%
Value ($000) $375 Shares 2,961 Est. Cost $24.76 Unrealized +9.4%
SURE ADVISORSHARES TR 0.1%
Value ($000) $364 Shares 5,577 Est. Cost $54.07 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $364 Shares 4,607 Est. Cost $34.29 Unrealized -0.8%
KO COCA COLA CO 0.1%
Value ($000) $327 Shares 7,710 Est. Cost $27.80 Unrealized +13.4%
ABBV ABBVIE INC 0.1%
Value ($000) $309 Shares 4,740 Est. Cost $31.70 Unrealized +37.2%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $291 Shares 1,554 Est. Cost $107.02 Unrealized +42.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $286 Shares 2,383 Est. Cost $98.18 Unrealized +5.9%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $269 Shares 3,045 Est. Cost $64.28 Unrealized +3.4%
EPD ENTERPRISE PRODS PARTNERS LP 0.1%
Value ($000) $207 Shares 7,500 Est. Cost $29.20 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value ($000) $202 Shares 3,069 Est. Cost $70.38 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.1%
Value ($000) $194 Shares 5,220 Est. Cost $37.46 Unrealized +0.4%
OFFICE DEPOT INC 0.0%
Value ($000) $133 Shares 28,534 Est. Cost $3.87 Unrealized