WhatInvestorsBuy

Max L. Miller: Stock Portfolio, Performance and Latest Trades

Max L. Miller

U.S. Representative, OH-7

R Republican

Trades disclosed63
Bought / sold53 / 10
Est. volume$668.7K
Typical delay14 days

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Max L. Miller's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
VOOVanguard S&P 500 ETF
47.3%$621.74+14.9%$714.34Held at end of 20230
FXAIXFidelity 500 Index Fund
11.5%$236.43+14.7%$271.10Held at end of 20230
CCLFXCliffwater Corporate Lending Fund Class I
4.80%$9.96+2.4%$10.20Held at end of 20240
EMXCiShares MSCI Emerging Markets ex China ETF
3.86%$72.25+39.1%$100.48Held at end of 20230
ZGFIXAmerican Beacon Ninety One Global Franchise Fund - R5 Class
3.72%$19.31−1.7%$18.99Held at end of 20230
MPGVXMondrian Global Equity Value Fund
3.66%$16.20+9.3%$17.71Held at end of 20230
JEPIJPMorgan Equity Premium Income ETF
3.50%$53.91+4.7%$56.45Held at end of 20230
VCRIXNYLI CBRE Global Infrastructure Fund Class I
3.42%$14.59+2.3%$14.93Held at end of 20230
NWXVXNationwide International Small Cap Fund Institutional Service Class
2.72%$10.95+11.3%$12.18Held at end of 20230
PTRQXPGIM Total Return Bond Fund Class R6
2.69%$11.80−3.2%$11.43Held at end of 20230
GSITXGoldman Sachs Small Cap Value Insights Fund Inst Cl
2.43%$59.60+20.9%$72.04Held at end of 20230
LSSIXLoomis Sayles Small Cap Growth Fund Institutional Class
1.63%$28.02+13.6%$31.83Held at end of 20230
VUSFXVanguard Ultra-Short-Term Bond Fund Admiral
1.47%$19.51+2.1%$19.92Held at end of 20230
LLDYXLord Abbett Inv Tr. Short Duration Income Fd Cl I
1.45%$3.76+0.5%$3.78Held at end of 20230
SWTSXSchwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit
1.15%$16.39+14.7%$18.80Held at end of 20230
NWXUXNationwide International Small Cap Fund Class R6
1.12%$10.95+11.4%$12.19Held at end of 20230
VEIRXVanguard Equity Income Fund Admiral Shares
1.10%$91.39+9.5%$100.07Held at end of 20250
PHYQXPGIM High Yield Fund Class R6
1.00%$4.63−0.3%$4.62Held at end of 20230
GLDSPDR Gold Shares
0.95%$396.31−5.2%$375.88Held at end of 20250
PHYZXPGIM High Yield Fund Class Z
0.43%$4.64−0.3%$4.63Held at end of 20230
ZIONZions Bancorporation N.A.
0.12%$57.30+8.1%$61.92Held at end of 20230

Max L. Miller's buys and sells

Jan 6, 2023 to Sep 4, 2026, 3 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
Mercato Partners Traverse IV QP, LP (GLAS Funds, LP)Other
Bought$1K–$15KSep 4, 2026Sep 27, 202623 days later
Riverside Acceleration Capital Opportunity Fund II (GLAS Funds, LP)Other
Bought$1K–$15KJul 22, 2026Jul 26, 20264 days later
Cliffwater Corporate Lending Fund (Ticker: CCLFX)Other
Sold part$15K–$50KMay 29, 2026Jul 1, 202633 days later
Cliffwater Corporate Lending Fund (Ticker: CCLFX)Other
Sold part$15K–$50KMay 29, 2026Jul 1, 202633 days later
Alpine Investors IX, LP (GLAS Funds, LP)Other
Bought$1K–$15KMay 15, 2026May 29, 202614 days later
GLAS Funds, LPOther
Sold part$1K–$15KMay 11, 2026May 29, 202618 days later
Alta Park Endurance Fund, LP (GLAS Funds, LP)Other
Bought$15K–$50KApr 10, 2026Apr 28, 202618 days later
GLAS Funds, LPOther
Bought$15K–$50KApr 6, 2026Apr 28, 202622 days later
Mercato Partners Traverse IV QP, LP (GLAS Funds, LP)Other
Bought$1K–$15KApr 2, 2026Apr 28, 202626 days later
Alpine Investors IX, LP (GLAS Funds, LP)Other
Bought$1K–$15KMar 13, 2026Mar 30, 202617 days later
Riverside Acceleration Capital Opportunity Fund II (GLAS Funds, LP)Other
Bought$1K–$15KMar 13, 2026Mar 30, 202617 days later
Trimer Capital Partners I LP (GLAS Funds LP)Other
Bought$707Mar 3, 2026Mar 30, 202627 days later
Trimer Capital Select I LP (GLAS Funds LP)Other
Bought$584Mar 3, 2026Mar 30, 202627 days later
New Water Capital Partners II, LP (GLAS Funds LP)Other
Bought$319Feb 27, 2026Mar 30, 202631 days later
New Water Capital Partners II, LP (GLAS Funds, LP)Other
Sold part$1K–$15KFeb 27, 2026Mar 30, 202631 days later
Alpine Investors IX, LP (GLAS Funds, LP)Other
Bought$1K–$15KJan 7, 2026Jan 29, 202622 days later
GLAS Funds, LPOther
Bought$1K–$15KJan 7, 2026Jan 29, 202622 days later
Mercato Partners Traverse IV QP, LP (GLAS Funds, LP)Other
Bought$1K–$15KOct 27, 2025Oct 28, 20251 days later
GLASOtherTrimer Capital Partners I LP Core
Bought$1K–$15KOct 15, 2025Oct 28, 202513 days later
GLASOtherTrimer Capital Partners I LP Select
Bought$460Oct 15, 2025Oct 28, 202513 days later
RAC Opportunity Fund II, LP (GLAS Funds, LP)Other
Bought$1K–$15KSep 23, 2025Oct 28, 202535 days later
New Water Capital Partners II, LP (GLAS Funds, LP)Other
Bought$1K–$15KSep 17, 2025Oct 28, 202541 days later
AIX Ventures Fund II, LP (GLAS Funds, LP)Other
Bought$1K–$15KAug 4, 2025Aug 28, 202524 days later
AIX Ventures Fund II, LP (GLAS Funds, LP)Other
Bought$648Jul 15, 2025Jul 27, 202512 days later
GLAS Funds, LPOther
Bought$15K–$50KJul 15, 2025Jul 27, 202512 days later
Mercato Partners Traverse IV QP, LP (GLAS Funds, LP)Other
Bought$1K–$15KJun 30, 2025Jul 1, 20251 days later
GLASOtherTrimer Capital Partners I LP Select
Bought$1K–$15KJun 30, 2025Jul 1, 20251 days later
AIX Ventures Fund II, LP (GLAS Funds, LP)Other
Bought$1K–$15KJun 16, 2025Jul 1, 202515 days later
GLASOtherTrimer Capital Partners I LP Core
Bought$1K–$15KJun 12, 2025Jul 1, 202519 days later
AIX Ventures Fund II, LP (GLAS Funds, LP)Other
Bought$1K–$15KMay 8, 2025May 22, 202514 days later
New Water Capital Partners II, LP (GLAS Funds, LP)Other
Bought$823Apr 3, 2025Apr 28, 202525 days later
Alpine Investors IX, LP (GLAS Funds, LP)Other
Sold part$1K–$15KMar 10, 2025Mar 27, 202517 days later
GLAS Funds, LPOther
Bought$15K–$50KFeb 5, 2025Feb 24, 202519 days later
Mercato Partners Travers IV QP, LP (GLAS Funds, LP)Other
Bought$1K–$15KFeb 5, 2025Feb 24, 202519 days later
Alpine Investors IX, LPOther
Bought$1K–$15KJan 29, 2025Jan 31, 20252 days later
RAC Opportunity Fund II, LP (GLAS Funds, LP)Other
Bought$1K–$15KJan 27, 2025Jan 31, 20254 days later
AIX Ventures Fund II, LP (GLAS Funds, LP)Other
Bought$1K–$15KJan 17, 2025Jan 31, 202514 days later
New Water Capital Partners II, LP (GLAS Funds, LP)Other
Sold part$1K–$15KDec 19, 2024Dec 29, 202410 days later
GLASOtherTrimer Capital Partners I LP
Bought$1K–$15KNov 26, 2024Dec 5, 20249 days later
AIX Ventures Fund II, LP (GLAS Funds, LP)Other
Bought$1K–$15KNov 1, 2024Nov 15, 202414 days later
Alpine Investors IX, LPOther
Bought$1K–$15KOct 9, 2024Oct 28, 202419 days later
New Water Capital Partners II, LP (GLAS Funds, LP)Other
Sold part$1K–$15KSep 29, 2024Oct 28, 202429 days later
RAC Opportunity Fund II, LP (GLAS Funds, LP)Other
Bought$1K–$15KSep 10, 2024Sep 10, 20240 days later
AIX Ventures Fund II, LP (GLAS Funds, LP)Other
Bought$1K–$15KAug 22, 2024Aug 28, 20246 days later
Mercato Partners Traverse IV LP (GLAS Funds, LP)Other
Bought$1K–$15KJun 14, 2024Jun 24, 202410 days later
Alpine Investors IX, LPOther
Bought$1K–$15KApr 1, 2024Apr 1, 20240 days later
Elliot Associates, LP (GLAS Funds, LP)Other
Bought$15K–$50KMar 18, 2024Mar 18, 20240 days later
RAC Opportunity Fund II, LP (GLAS Funds, LP)Other
Bought$1K–$15KFeb 16, 2024Feb 16, 20240 days later
New Water Capital Partners II, LP (GLAS Funds, LP)Other
Bought$834Feb 7, 2024Feb 9, 20242 days later
Mercato Partners Travers IV QP, LP (GLAS Funds, LP)Other
Bought$468Jan 25, 2024Jan 26, 20241 days later
Elliot Associates, LP (GLAS Funds, LP)Other
Bought$15K–$50KDec 20, 2023Dec 21, 20231 days later
AIX Ventures Fund II, LPOther
Bought$1K–$15KDec 19, 2023Dec 19, 20230 days later
New Water Capital Partners II, LP (GLAS Funds, LP)Other
Bought$982Dec 12, 2023Dec 19, 20237 days later
AIX Ventures Fund II, LPOther
Bought$1K–$15KOct 30, 2023Oct 30, 20230 days later
New Water Capital Partners II, LP (GLAS Funds, LP)Other
Bought$982Oct 12, 2023Oct 13, 20231 days later
Mercato Partners Travers IV QP, LP (GLAS Funds, LP)Other
Bought$837Oct 7, 2023Oct 8, 20231 days later
JEPIJPMorgan Equity Premium Income ETF
Sold part$1K–$15KOct 6, 2023Oct 8, 20232 days later
VOVanguard Mid-Cap ETF
Sold part$1K–$15KOct 6, 2023Oct 8, 20232 days later
VOOVanguard S&P 500 ETF
Sold part$15K–$50KOct 6, 2023Oct 8, 20232 days later
Elliot Associates, LP (GLAS Funds, LP)Other
Bought$15K–$50KJun 29, 2023Jul 12, 202313 days later
New Water Capital IIOther
Bought$1K–$15KFeb 17, 2023Jun 28, 2024497 days later · late
Mercato Partners IV, LPOther
Bought$1K–$15KFeb 15, 2023Jun 28, 2024499 days later · late
New Water Capital IIOther
Bought$1K–$15KJan 6, 2023Jun 28, 2024539 days later · late

Max L. Miller's portfolio by sector

Share of the estimated stock portfolio.

1.1%Financials
SectorShareValueHoldings
Other99%~$7.4M19
Financials1.1%~$79.8K2

Portfolio performance: Max L. Miller vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Oct 13, 2023.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−20%0%+20%+40%+60%+80%+100%+120%OctAprOctAprOctAprOct+111%Nasdaq-100+87%S&P 500+41%You, copying
Oct 13, 2023 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+41.5%+12.3%
S&P 500+86.8%+23.3%
Nasdaq-100+111.0%+28.4%

Max L. Miller's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
GLASTrimer Capital Partners I LP
50
VOVanguard Mid-Cap ETF
01
JEPIJPMorgan Equity Premium Income ETF
01
VOOVanguard S&P 500 ETF
01

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.