MIFIX
Miller Intermediate Bond Fund
Miller Investment Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 31, 2026 → Apr 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
MASTERCARD INC 0 5,200,000 5,200,000 2.97% $5.17M
WALMART INC 0 5,000,000 5,000,000 2.85% $4.97M
PROCTER & GAMBLE 0 5,000,000 5,000,000 2.83% $4.93M
SALESFORCE.COM 0 5,200,000 5,200,000 2.80% $4.89M
Integer Holdings Corp 0 4,700,000 4,700,000 2.61% $4.55M
CHKP 0 12/15/30 0 4,500,000 4,500,000 2.34% $4.08M
CVLT 0 09/15/30 0 4,500,000 4,500,000 2.29% $3.98M
BLACKLINE INC CONV 1% 06/01/2029 0 4,000,000 4,000,000 2.11% $3.67M
COMPASS INC CONV 0.25% 04/15/2031 144A 0 4,000,000 4,000,000 2.03% $3.53M
GS 0 01/07/28 0 3,500,000 3,500,000 2.00% $3.48M
BOX INC CONV 1.5% 09/15/2029 0 3,500,000 3,500,000 1.89% $3.30M
ALNYLAM PHARMACEUTICALS INC SR UNSECURED 144A 09/28 0.0000 0 3,500,000 3,500,000 1.86% $3.24M
Duke Energy Corp. 0 2,625,000 2,625,000 1.51% $2.63M
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
Colgate-Palmolive Co. 5,000,000 0 -5,000,000 0.00% -$5.01M
BERKSHIRE HATHWY 5,000,000 0 -5,000,000 0.00% -$5.00M
HOME DEPOT INC 5,000,000 0 -5,000,000 0.00% -$4.99M
ALRM 2.25 06/01/29 4,500,000 0 -4,500,000 0.00% -$4.27M
ODDITY FINANCE LLC CONV 0% 06/15/2030 144A 5,000,000 0 -5,000,000 0.00% -$4.16M
EXELON CORP SR UNSECURED 144A 03/29 3.25 4,000,000 0 -4,000,000 0.00% -$4.02M
Enovis Corporation 3,000,000 0 -3,000,000 0.00% -$2.92M
Gladstone Capital Corp 3,000,000 0 -3,000,000 0.00% -$2.92M
Shift4 Payments, LLC 3,000,000 0 -3,000,000 0.00% -$2.89M
Ford Motor Company Zero Coupon, Due 03/15/2026 2,700,000 0 -2,700,000 0.00% -$2.86M
FIRSTENERGY CORP SR UNSECURED 144A 01/29 3.625 2,500,000 0 -2,500,000 0.00% -$2.73M
LCI Industries, Convertible 1,800,000 0 -1,800,000 0.00% -$2.45M
LNT 3 1/4 05/30/28 2,000,000 0 -2,000,000 0.00% -$2.06M
BMO 0 11/22/27 1,800,000 0 -1,800,000 0.00% -$2.04M
Progress Software Corporation, Convertible 2,000,000 0 -2,000,000 0.00% -$2.02M
LYFT INC CONV 0.625% 03/01/2029 1,500,000 0 -1,500,000 0.00% -$1.70M
GENERAL MILLS IN 1,000,000 0 -1,000,000 0.00% -$993.54K
PROCTER & GAMBLE 1,000,000 0 -1,000,000 0.00% -$991.30K
VISA INC 1,000,000 0 -1,000,000 0.00% -$980.74K
ORACLE CORP 1,000,000 0 -1,000,000 0.00% -$980.71K
IBM CORP 1,000,000 0 -1,000,000 0.00% -$973.80K
COSTCO COMPANIES 1,000,000 0 -1,000,000 0.00% -$970.86K
WALMART INC 1,000,000 0 -1,000,000 0.00% -$947.82K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
BLKR-LIQ T-INS 1,253,207 9,937,299 8,684,092 5.70% $8.68M
GPN 1.5 03/01/31 5,000,000 5,200,000 200,000 2.68% $244.24K
NOMURA AMERICA FINANCE 3,000,000 4,000,000 1,000,000 2.39% $1.13M
AMPHASTAR PHARMACEUTICALS INC CONV 2% 03/15/2029 4,000,000 4,500,000 500,000 2.36% $374.18K
BMRN 1 1/4 05/15/27 3,000,000 4,000,000 1,000,000 2.22% $963.38K
ZTS 0.25 06/15/29 1,000,000 3,000,000 2,000,000 1.70% $1.95M
RY 0 12/14/28 1,000,000 3,000,000 2,000,000 1.64% $1.89M
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
MTH 1.75 05/15/28 4,200,000 4,000,000 -200,000 2.25% -$350.86K
BMO 1 01/26/29 4,500,000 4,000,000 -500,000 2.24% -$511.75K
VSH 2.25 09/15/30 4,800,000 3,000,000 -1,800,000 2.10% -$1.20M
ON Semiconductor Corporation, Convertible 4,800,000 3,000,000 -1,800,000 2.10% -$1.05M
AKAMAI TECHNOLOGIES INC SR UNSECURED 02/29 1.125 4,300,000 3,000,000 -1,300,000 1.92% -$1.17M
AVT 1.75 09/01/30 4,700,000 2,500,000 -2,200,000 1.88% -$1.83M
PG&E Corporation, Convertible 4,000,000 3,000,000 -1,000,000 1.77% -$999.71K
CMS ENERGY CORP SR UNSECURED 144A 05/31 3.125 2,900,000 2,000,000 -900,000 1.17% -$835.22K
CM 0 05/19/27 1,300,000 1,000,000 -300,000 1.16% $78.02K
GS 0 02/24/28 1,800,000 1,500,000 -300,000 0.99% -$336.24K
Omnicell, Inc. 1,800,000 1,500,000 -300,000 0.92% -$428.04K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
AMGEN INC 5,000,000 5,000,000 0 2.86% $13.49K
MCDONALD'S CORP 5,000,000 5,000,000 0 2.86% -$4.76K
CISCO SYSTEMS 5,000,000 5,000,000 0 2.85% $10.44K
3M CO 5,000,000 5,000,000 0 2.85% $20.88K
ESTEE LAUDER CO 5,000,000 5,000,000 0 2.85% -$546
BRDCOM CRP / FIN 5,000,000 5,000,000 0 2.84% -$25.07K
APPLE INC 5,000,000 5,000,000 0 2.83% -$14.76K
Winnebago Industries Incorporated 3.25%, Due 01/15/2030 5,000,000 5,000,000 0 2.67% -$231.40K
EURONET WORLDWIDE INC SR UNSECURED 144A 10/30 0.625 5,000,000 5,000,000 0 2.59% $18.90K
Spectrum Brands Incorporated 3.375%, Due 06/01/2029 4,000,000 4,000,000 0 2.35% $222.39K
HAEMONETICS CORP SR UNSECURED 06/29 2.5 3,500,000 3,500,000 0 1.94% -$64.32K
C 1 02/03/27 2,600,000 2,600,000 0 1.49% -$39.00K
PCRX 2 1/8 05/15/29 2,000,000 2,000,000 0 1.16% $117.97K
MS 0 12/14/28 1,000,000 1,000,000 0 0.59% $22.40K

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