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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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 STRL STERLING INFRASTRUCTURE INC Industrials 400.0 $336K 0.05% NEW $839.36 -38.4%
42 IEFA ISHARES TR 3,428.0 $331K 0.05% NEW $96.61 +4.4%
43 VGT VANGUARD WORLD FD 2,432.0 $291K 0.05% NEW $119.52 -0.9%
44 XYLD GLOBAL X FDS 7,121.0 $290K 0.05% NEW $40.79 +2.1%
45 COHR COHERENT CORP Technology 720.0 $284K 0.04% NEW $394.47 -26.6%
46 ISHARES TR 12,570.0 $278K 0.04% NEW $22.14
47 ISHARES TR 12,835.0 $278K 0.04% NEW $21.65
48 IYW ISHARES TR 1,066.0 $269K 0.04% NEW $252.23 -2.0%
49 VYMI VANGUARD WHITEHALL FDS 2,691.0 $264K 0.04% NEW $98.22 +7.2%
50 RSP INVESCO EXCHANGE TRADED FD T 1,150.0 $245K 0.04% NEW $213.00 +4.1%
51 LTBR LIGHTBRIDGE CORP Industrials 27,492.0 $242K 0.04% NEW $8.79 -6.5%
52 PANW PALO ALTO NETWORKS INC Technology 693.0 $236K 0.04% NEW $341.02 +4.9%
53 ARKG ARK ETF TR 5,585.0 $235K 0.04% NEW $42.06 +17.6%
54 MTZ MASTEC INC Industrials 551.0 $229K 0.04% NEW $416.06 -36.0%
55 IEMG ISHARES INC 2,657.0 $220K 0.04% NEW $82.88 -1.6%
56 ACYN FIRST TR EXCHANGE-TRADED FD 10,405.0 $216K 0.03% NEW $20.79 -0.2%
57 HWM HOWMET AEROSPACE INC Industrials 797.0 $214K 0.03% NEW $268.87 +1.0%
58 SPACE EXPLORATION TECHN CORP 1,250.0 $214K 0.03% NEW $170.86
59 XBI SPDR SERIES TRUST 1,327.0 $210K 0.03% NEW $158.25 +4.7%
60 CALL SPACE EXPLORATION TECHN CORP 100.0 $17K 0.00% NEW $170.86
Page 3 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%