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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VVX V2X INC Industrials 17,521.0 $1.3M 0.20% NEW $74.56 +5.3%
22 JBL JABIL INC Technology 3,328.0 $1.3M 0.20% NEW $385.48 -18.7%
23 JNK SPDR SERIES TRUST 11,939.0 $1.2M 0.18% NEW $96.37 -0.5%
24 IDVO AMPLIFY ETF TR 26,298.0 $1.1M 0.17% NEW $42.00 +3.0%
25 IGV ISHARES TR 11,895.0 $1.1M 0.17% NEW $90.60 +14.1%
26 TDS TELEPHONE & DATA SYS INC Communication Services 28,444.0 $1.1M 0.17% NEW $37.01 -9.2%
27 MDT MEDTRONIC PLC Healthcare 12,648.0 $989K 0.16% NEW $78.23 +19.3%
28 VYM VANGUARD WHITEHALL FDS 4,687.0 $741K 0.12% NEW $158.05 +4.4%
29 INTC INTEL CORP Technology 4,765.0 $665K 0.10% NEW $139.66 -35.5%
30 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,532.0 $627K 0.10% NEW $95.98 +24.3%
31 RYLD GLOBAL X FDS 38,353.0 $613K 0.10% NEW $15.99 +2.7%
32 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 700.0 $523K 0.08% NEW $746.77 +2.5%
33 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,138.0 $522K 0.08% NEW $459.13 +16.2%
34 SPHQ INVESCO EXCHANGE TRADED FD T 5,719.0 $515K 0.08% NEW $90.11 -4.6%
35 ED CONSOLIDATED EDISON INC Utilities 3,939.0 $436K 0.07% NEW $110.63 -3.9%
36 SPHD INVESCO EXCH TRADED FD TR II 8,077.0 $411K 0.07% NEW $50.84 +4.7%
37 RCAT RED CAT HLDGS INC Technology 37,173.0 $396K 0.06% NEW $10.65 -9.7%
38 DELL DELL TECHNOLOGIES INC Technology 904.0 $390K 0.06% NEW $431.46 +2.4%
39 PRME PRIME MEDICINE INC Healthcare 100,035.0 $369K 0.06% NEW $3.69 -8.1%
40 XOVR ENTREPRENEURSHARES SERIES TR 17,441.0 $367K 0.06% NEW $21.05 -3.3%
Page 2 of 4  ·  61 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%