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Portfolio (Quarterly) Guide ↗

MILESTONE ASSET MANAGEMENT, LLC

· CIK 0001964722
13F Portfolio $530M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 212 New
Page 5 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBIT ISHARES BITCOIN TRUST ETF Financial Services 25,464.0 $1.3M 0.24% NEW $49.65 -26.4%
82 HYS PIMCO ETF TR 12,996.0 $1.2M 0.23% NEW $94.83 -1.5%
83 WM WASTE MGMT INC DEL Industrials 5,540.0 $1.2M 0.23% NEW $219.74 -2.7%
84 PYPL PAYPAL HLDGS INC Financial Services 20,773.0 $1.2M 0.23% NEW $58.38 -27.5%
85 ITOT ISHARES TR 8,020.0 $1.2M 0.23% NEW $148.71 +10.0%
86 PG PROCTER AND GAMBLE CO Consumer Defensive 8,304.0 $1.2M 0.22% NEW $143.32 +3.7%
87 AOR ISHARES TR 18,032.0 $1.2M 0.22% NEW $65.01 +7.1%
88 XLK SELECT SECTOR SPDR TR 8,128.0 $1.2M 0.22% NEW $143.98 +33.3%
89 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 18,526.0 $1.1M 0.22% NEW $61.69 -26.1%
90 AXP AMERICAN EXPRESS CO Financial Services 3,074.0 $1.1M 0.21% NEW $369.99 -8.7%
91 KHC KRAFT HEINZ CO Consumer Defensive 45,942.0 $1.1M 0.21% NEW $24.25 -8.8%
92 SFM SPROUTS FMRS MKT INC Consumer Defensive 13,934.0 $1.1M 0.21% NEW $79.67 +2.4%
93 KMB KIMBERLY-CLARK CORP Consumer Defensive 10,867.0 $1.1M 0.21% NEW $100.89 +0.9%
94 IONQ IONQ INC Technology 24,298.0 $1.1M 0.21% NEW $44.87 +37.2%
95 HQY HEALTHEQUITY INC Healthcare 11,778.0 $1.1M 0.20% NEW $91.61 -7.1%
96 HACK AMPLIFY ETF TR 13,223.0 $1.1M 0.20% NEW $80.37 +17.4%
97 TLT ISHARES TR 12,022.0 $1.0M 0.20% NEW $87.17 -1.3%
98 POST POST HLDGS INC Consumer Defensive 10,562.0 $1.0M 0.20% NEW $99.05 -12.6%
99 LQDH ISHARES U S ETF TR 11,126.0 $1.0M 0.20% NEW $93.35 -0.1%
100 UAUG INNOVATOR ETFS TRUST 25,854.0 $1.0M 0.20% NEW $39.92 +5.2%
Page 5 of 11  ·  212 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 44.2%
Financial Services 16.4%
Healthcare 13.5%
Consumer Defensive 7.1%
Industrials 5.5%
Communication Services 4.8%
Energy 3.4%
Consumer Cyclical 2.7%
Utilities 1.9%
Real Estate 0.4%