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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 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QTUM ETF SER SOLUTIONS 2,199.0 $364K 0.06% +173.0 +8.5% $165.38 -9.0%
102 CRBU CARIBOU BIOSCIENCES INC Healthcare 200,085.0 $352K 0.06% +38K +23.4% $1.76 -5.7%
103 ISHARES TR 12,812.0 $287K 0.04% +4K +39.2% $22.37
104 XLB SELECT SECTOR SPDR TR 5,294.0 $269K 0.04% +33.0 +0.6% $50.84 +5.3%
105 BMNR BITMINE IMMERSION TECHS INC Financial Services 17,025.0 $227K 0.04% +7K +65.6% $13.31 +71.5%
Page 6 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%