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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 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CENCORA INC 3,415.0 $1.1M 0.20% NEW $314.14
22 MZTI MARZETTI COMPANY Consumer Defensive 7,442.0 $1.0M 0.19% NEW $138.33 -23.2%
23 SPDR SERIES TRUST 32,357.0 $1.0M 0.18% NEW $31.08
24 IVE ISHARES TR 4,582.0 $968K 0.18% NEW $211.16 +7.7%
25 FIXD FIRST TR EXCHNG TRADED FD VI 14,796.0 $645K 0.12% NEW $43.59 +0.1%
26 WDAY WORKDAY INC Technology 4,822.0 $626K 0.12% NEW $129.92 -9.8%
27 SCHD SCHWAB STRATEGIC TR 19,507.0 $598K 0.11% NEW $30.68 +4.2%
28 WTPI WISDOMTREE TR 17,574.0 $561K 0.10% NEW $31.91 +4.2%
29 DGRO ISHARES TR 5,225.0 $367K 0.07% NEW $70.19 +6.9%
30 FDVV FIDELITY COVINGTON TRUST 6,016.0 $332K 0.06% NEW $55.24 +10.1%
31 PNC PNC FINL SVCS GROUP INC Financial Services 1,538.0 $320K 0.06% NEW $208.09 +12.7%
32 GPIQ GOLDMAN SACHS ETF TR 6,257.0 $310K 0.06% NEW $49.50 +20.1%
33 DGRW WISDOMTREE TR 3,272.0 $287K 0.05% NEW $87.86 +9.1%
34 VAL VALARIS LTD Energy 2,700.0 $265K 0.05% NEW $98.04 -19.8%
35 XLB SELECT SECTOR SPDR TR 5,261.0 $263K 0.05% NEW $49.97 +3.0%
36 IYR ISHARES TR 2,708.0 $256K 0.05% NEW $94.59 +7.0%
37 SANDISK CORP 400.0 $254K 0.05% NEW $635.34
38 DIVO AMPLIFY ETF TR 5,130.0 $230K 0.04% NEW $44.86 +2.4%
39 VIGI VANGUARD WHITEHALL FDS 2,540.0 $225K 0.04% NEW $88.48 +5.6%
40 HD HOME DEPOT INC Consumer Cyclical 677.0 $223K 0.04% NEW $329.24 +0.4%
Page 2 of 3  ·  48 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%