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Portfolio (Quarterly) Guide ↗

MILESTONE ASSET MANAGEMENT, LLC

· CIK 0001964722
13F Portfolio $636M AUM 330 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 105 Added 71 Reduced 34 Exited
Page 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BK BANK OF NY MELLON CORP Financial Services 5,775.0 $835K 0.13% +2K +71.2% $144.61 -1.9%
82 CTRE CARETRUST REIT INC Real Estate 20,673.0 $834K 0.13% +4K +22.3% $40.35 -1.9%
83 AVGO BROADCOM INC Technology 2,024.0 $765K 0.12% +64.0 +3.3% $377.85 -2.5%
84 CRWD CROWDSTRIKE HLDGS INC Technology 3,959.0 $755K 0.12% +171.0 +4.5% $47.70 +302.4%
85 GLW CORNING INC Technology 2,932.0 $749K 0.12% +236.0 +8.8% $255.49 -41.4%
86 ITA ISHARES TR 2,853.0 $692K 0.11% +796.0 +38.7% $242.46 -2.1%
87 UI UBIQUITI INC Technology 1,276.0 $681K 0.11% +15.0 +1.2% $534.06 +4.7%
88 XLE SELECT SECTOR SPDR TR 12,106.0 $643K 0.10% +6K +88.2% $53.11 +19.8%
89 PIMCO ETF TR 12,905.0 $637K 0.10% +555.0 +4.5% $49.38
90 MAGS LISTED FDS TR 9,421.0 $606K 0.10% +3K +43.3% $64.31 +4.6%
91 GPIQ GOLDMAN SACHS ETF TR 10,145.0 $602K 0.10% +4K +62.1% $59.32 -4.5%
92 TFLO ISHARES TR 11,840.0 $599K 0.09% +3K +30.4% $50.63 -0.0%
93 TSLL DIREXION SHARES ETF TRUST 40,293.0 $571K 0.09% +23K +139.1% $14.16 -31.0%
94 QYLD GLOBAL X FDS 27,684.0 $510K 0.08% +9K +46.0% $18.43 -0.6%
95 FBND FIDELITY MERRIMACK STR TR 10,747.0 $489K 0.08% +3K +39.8% $45.49 -1.3%
96 VIG VANGUARD SPECIALIZED FUNDS 1,845.0 $437K 0.07% +539.0 +41.3% $236.67 +3.1%
97 PAPR INNOVATOR ETFS TRUST 9,998.0 $422K 0.07% +562.0 +6.0% $42.20 +1.6%
98 FANG DIAMONDBACK ENERGY INC Energy 2,303.0 $405K 0.06% +530.0 +29.9% $175.79 +19.9%
99 XLU SELECT SECTOR SPDR TR 8,630.0 $391K 0.06% +491.0 +6.0% $45.34 -5.7%
100 XLP SELECT SECTOR SPDR TR 4,431.0 $368K 0.06% +336.0 +8.2% $83.08 +3.5%
Page 5 of 6  ·  105 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 34.5%
Healthcare 17.9%
Financial Services 14.4%
Industrials 12.7%
Consumer Defensive 7.8%
Communication Services 5.0%
Consumer Cyclical 4.4%
Real Estate 1.6%
Energy 1.1%
Utilities 0.6%