Institutional Manager · CIK 0002022893
Miller Financial Services LLC
MARSHALL, MI · File #028-24823
Latest AUM
$85.3M
Positions
135
Top-10 Concentration
45.7%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287440 | 47,417 | $4.6M | 6.85% |
| 2 | APPLE INC | AAPL | 13,451 | $3.7M | 5.49% |
| 3 | ISHARES TR | 464287432 | 40,920 | $3.6M | 5.36% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C102 | 50,791 | $3.0M | 4.48% |
| 5 | UNITED PARCEL SERVICE INC | UPS | 29,083 | $2.9M | 4.33% |
| 6 | AMAZON COM INC | AMZN | 12,339 | $2.8M | 4.28% |
| 7 | SOFI TECHNOLOGIES INC | SOFI | 104,638 | $2.7M | 4.12% |
| 8 | ISHARES TR | 464287655 | 9,951 | $2.4M | 3.68% |
| 9 | EATON CORP PLC | ETN | 7,464 | $2.4M | 3.57% |
| 10 | ISHARES SILVER TR | SLV | 36,329 | $2.3M | 3.52% |
| 11 | PEPSICO INC | PEP | 11,377 | $1.6M | 2.45% |
| 12 | CONAGRA BRANDS INC | CAG | 92,494 | $1.6M | 2.41% |
| 13 | ISHARES TR | 464287226 | 15,040 | $1.5M | 2.26% |
| 14 | VISA INC | V | 4,199 | $1.5M | 2.21% |
| 15 | CROWDSTRIKE HLDGS INC | CRWD | 3,114 | $1.5M | 2.19% |
| 16 | KINDER MORGAN INC DEL | EP-PC | 52,377 | $1.4M | 2.16% |
| 17 | ALPHABET INC | GOOG | 4,129 | $1.3M | 1.94% |
| 18 | CLOUDFLARE INC | NET | 6,183 | $1.2M | 1.83% |
| 19 | UBER TECHNOLOGIES INC | UBER | 14,827 | $1.2M | 1.82% |
| 20 | MICROSOFT CORP | MSFT | 2,303 | $1.1M | 1.67% |