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Portfolio (Quarterly) Guide ↗

MILESTONE ASSET MANAGEMENT, LLC

· CIK 0001964722
13F Portfolio $543M AUM 291 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 48 New 84 Added 75 Reduced 25 Exited
Page 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AGG ISHARES TR 9,001.0 $894K 0.17% +4K +98.9% $99.28 -0.7%
62 HYMB SPDR SERIES TRUST 32,904.0 $816K 0.15% +4K +12.3% $24.80 +2.1%
63 NOW SERVICENOW INC Technology 6,573.0 $687K 0.13% +2K +44.6% $104.55 -11.0%
64 GEV GE VERNOVA INC Utilities 742.0 $648K 0.12% +5.0 +0.7% $873.36 +29.1%
65 PIMCO ETF TR 12,350.0 $613K 0.11% +3K +26.9% $49.60
66 XLY SELECT SECTOR SPDR TR 5,573.0 $607K 0.11% +151.0 +2.8% $109.00 +5.4%
67 USMV ISHARES TR 6,500.0 $603K 0.11% +993.0 +18.0% $92.75 +1.6%
68 AMZN AMAZON COM INC Consumer Cyclical 2,847.0 $593K 0.11% +1K +67.0% $208.27 +11.9%
69 VTV VANGUARD INDEX FDS 2,549.0 $500K 0.09% +308.0 +13.7% $196.20 +11.5%
70 VUG VANGUARD INDEX FDS 1,038.0 $454K 0.08% +154.0 +17.4% $437.00 -80.3%
71 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,312.0 $444K 0.08% +386.0 +41.7% $338.19 +38.2%
72 SRLN SSGA ACTIVE ETF TR 10,615.0 $426K 0.08% +3K +32.6% $40.14 +0.5%
73 INNOVATOR ETFS TRUST 15,312.0 $423K 0.08% +5K +49.1% $27.64
74 GOOGL ALPHABET INC Communication Services 1,353.0 $389K 0.07% +317.0 +30.6% $287.65 +21.6%
75 SPYM SPDR SERIES TRUST 5,006.0 $383K 0.07% +374.0 +8.1% $76.54 +14.5%
76 XLU SELECT SECTOR SPDR TR 8,139.0 $374K 0.07% +712.0 +9.6% $45.90 -2.6%
77 FBND FIDELITY MERRIMACK STR TR 7,686.0 $351K 0.07% +3K +48.9% $45.62 -0.3%
78 AOA ISHARES TR 3,904.0 $346K 0.06% +182.0 +4.9% $88.50 +10.8%
79 VTI VANGUARD INDEX FDS 1,013.0 $325K 0.06% +249.0 +32.6% $321.11 +14.8%
80 FIRST TR EXCHNG TRADED FD VI 9,836.0 $298K 0.06% +2K +22.1% $30.32
Page 4 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.8%
Healthcare 19.3%
Financial Services 12.5%
Consumer Defensive 6.8%
Communication Services 6.5%
Industrials 5.2%
Consumer Cyclical 4.2%
Energy 4.0%
Real Estate 0.3%
Utilities 0.3%