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Disclosery

Miller Investment Management, LP: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Miller Investment Management, LP on XLC, newest first. How the timeline and the estimate are built.

Miller Investment Management, LP held 171,942 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,942 shares
    Change vs previous 13F +3,120 shares

    1.68% of the 13F portfolio, value $18,420,146.

    13F-HR 0001407382-26-000007 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 168,822 shares
    Change vs previous 13F -145 shares

    1.86% of the 13F portfolio, value $18,715,607.

    13F-HR 0001407382-26-000005 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 168,967 shares
    Change vs previous 13F -17,554 shares

    1.94% of the 13F portfolio, value $19,890,795.

    13F-HR 0001407382-26-000002 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 186,521 shares
    Change vs previous 13F -4,639 shares

    2.22% of the 13F portfolio, value $22,078,491.

    13F-HR 0001407382-25-000013 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 191,160 shares
    Change vs previous 13F -2,985 shares

    2.18% of the 13F portfolio, value $20,746,595.

    13F-HR 0001407382-25-000009 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 194,145 shares
    Change vs previous 13F -393 shares

    2.07% of the 13F portfolio, value $18,725,285.

    13F-HR 0001407382-25-000005 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 194,538 shares
    Change vs previous 13F -232 shares

    2.06% of the 13F portfolio, value $18,833,224.

    13F-HR 0001407382-25-000003 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 194,770 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $17,607,208.

    13F-HR 0001407382-24-000012 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).