Miller Financial Services LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 159 distinct positions held by the firm, which is based in Marshall, Michigan. The report was signed by Joe Miller, the Chief Compliance Officer, and was filed on October 20, 2026.
The portfolio includes a mix of large-cap technology companies, consumer staples, and energy firms. The largest position disclosed in the filing is Amazon.com Inc., with 14,002 shares. Other significant holdings include Microsoft Corporation with 6,405 shares, Apple Inc. with 12,909 shares, and Alphabet Inc. Class A and Class C shares, which total 7,077 shares combined.
The portfolio also features substantial positions in consumer and healthcare companies. Procter & Gamble Co. is held with 4,888 shares, while Pfizer Inc. and Johnson & Johnson are held with 17,691 and 1,729 shares, respectively. The filing also lists positions in United Parcel Service Inc. Class B with 29,054 shares and Visa Inc. Class A with 4,223 shares.
In addition to common stock, the filing discloses several options positions. Miller Financial Services holds call options for Netflix Inc. (449 shares), United Parcel Service Inc. (373 shares), and Starbucks Corp. (149 shares). The firm also holds put options for the State Street SPDR S&P 500 ETF Trust (38 shares).
