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AlphaBaseline
Focused investors/Bill Miller

Bill Miller - Miller Value Partners

As of Q2 2026, Bill Miller reported 56 long-equity positions worth $423.07M in aggregate.

Copy-investor backtest

Full auditCompare with peers
Latest quarter
+9.98%
1-year
+28.82%
3-year
+78.91%
5-year
+53.83%
3-year vs S&P 500
+5.67%
5-year vs S&P 500
-19.86%
5-year top 5
+85.57%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Energy: 16.7% ($70.56M)Consumer Cyclical: 15.3% ($64.73M)Financial Services: 14.0% ($59.33M)Industrials: 11.5% ($48.64M)Communication Services: 10.2% ($43.35M)Technology: 9.1% ($38.41M)Unclassified: 8.6% ($36.58M)Real Estate: 5.2% ($21.82M)Healthcare: 3.7% ($15.65M)Consumer Defensive: 3.5% ($14.96M)Basic Materials: 1.2% ($4.87M)Utilities: 1.0% ($4.18M)

Sector breakdown

  • Energy(5)16.7%
  • Consumer Cyclical(12)15.3%
  • Financial Services(9)14.0%
  • Industrials(6)11.5%
  • Communication Services(5)10.2%
  • Technology(5)9.1%
  • Unclassified(2)8.6%
  • Real Estate(3)5.2%
  • Healthcare(2)3.7%
  • Consumer Defensive(4)3.5%
  • Basic Materials(2)1.2%
  • Utilities(1)1.0%