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Miller Income Fund (LMCMX) is an MF managed by Independent / Boutique. Its largest position is Ituran Location & Control Ltd. (ITRN), representing 5.80% of fund assets.

Miller Income Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
LMCMX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
Jun 1, 2026
Showing 35 out of 35 holdings
Holding Weight Market Value Shares
-
Ituran Location & Control Ltd.
5.80% $9,993,139.00 203,900
-
Crescent Energy Co
5.41% $9,315,000.00 690,000
-
UNITED PARCEL SERVICE INC
4.95% $8,519,708.00 86,600
-
VERIZON COMMUNICATIONS INC
4.90% $8,433,600.00 168,000
-
Viatris Inc
4.86% $8,362,690.00 619,000
-
LINCOLN NATIONAL CORP
4.77% $8,217,753.00 231,486
-
BREAD FINANCIAL HOLDINGS, INC.
4.77% $8,214,684.10 109,690
-
Chord Energy Corp
4.77% $8,213,169.88 57,766
-
HOEGH AUTOLINERS ASA
4.71% $8,104,854.95 565,000
-
CTO Realty Growth, Inc.
4.66% $8,027,341.05 434,145
-
Jackson Financial Inc.
3.47% $5,973,180.00 56,500
-
Millrose Properties, Inc.
2.94% $5,062,400.00 180,800
-
Strategy Inc
2.90% $5,001,000.00 50,000
-
CAL-MAINE FOODS INC
2.85% $4,907,300.00 62,000
-
Strategy Inc
2.81% $4,848,480.00 38,850
-
ARBOR REALTY TRUST INC
2.70% $4,656,840.00 604,000
-
OneMain Holdings, Inc.
2.58% $4,436,514.09 82,941
-
UGI CORP /PA/
2.56% $4,406,820.00 121,000
-
BRISTOL MYERS SQUIBB CO
2.45% $4,215,175.00 69,500
-
ALLIANCE RESOURCE PARTNERS LP
2.12% $3,649,800.00 132,000
-
BUILD-A-BEAR WORKSHOP INC
1.95% $3,351,775.00 89,500
-
Quad/Graphics, Inc.
1.81% $3,125,208.00 472,800
-
LyondellBasell Industries N.V.
1.78% $3,061,280.00 38,000
-
Strategy Inc
1.69% $2,916,811.75 38,455
-
BOISE CASCADE Co
1.63% $2,806,450.00 37,000
-
WESTERN ALLIANCE BANCORPORATION
1.60% $2,763,150.00 39,000
-
UPBOUND GROUP, INC.
1.26% $2,166,000.00 120,000
-
Carlyle Group Inc.
1.12% $1,935,600.00 40,000
-
U.S. BANK MONEY MARKET DEPOSIT ACCOUNT
0.39% $678,866.63 678,867
-
Verano Holdings Corp.
0.06% $102,398.61 92,251
-
CANNABIST COMPANY HOLDIN /CAD/
0.03% $54,873.55 1,885,689
-
CANNABIST CO HLDGS INC /CAD/
0.03% $54,085.97 1,885,689
-
Public Policy Holding Company, Inc.
0.02% $38,913.00 2,975
-
ALERUS FINANCIAL CORP
0.00% $0.00 2,978,100
-
SBERBANK OF RUSSIA
0.00% $0.00 2,532,000
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