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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 7 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LLY ELI LILLY & CO Healthcare 757.0 $814K 0.15% NEW $1075.58 +2.6%
122 XLF SELECT SECTOR SPDR TR 14,586.0 $799K 0.15% NEW $54.77 -2.0%
123 MRVL MARVELL TECHNOLOGY INC Technology 9,274.0 $788K 0.15% NEW $84.98 +262.8%
124 ITA ISHARES TR 3,600.0 $773K 0.15% NEW $214.72 +9.7%
125 GJAN FIRST TR EXCHNG TRADED FD VI 17,874.0 $765K 0.14% NEW $42.79 +4.9%
126 MAGS LISTED FDS TR 11,453.0 $756K 0.14% NEW $65.97 -2.8%
127 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.14% NEW $754800.00
128 CIEN CIENA CORP Technology 3,200.0 $748K 0.14% NEW $233.87 +96.8%
129 IVV ISHARES TR 1,078.0 $739K 0.14% NEW $685.50 +9.1%
130 BIL SPDR SERIES TRUST 8,058.0 $736K 0.14% NEW $91.38 +0.2%
131 HYMB SPDR SERIES TRUST 29,296.0 $731K 0.14% NEW $24.94 +1.5%
132 CRM SALESFORCE INC Technology 2,749.0 $728K 0.14% NEW $264.93 -43.3%
133 IAU ISHARES GOLD TR Financial Services 8,966.0 $728K 0.14% NEW $81.17 -2.9%
134 NOW SERVICENOW INC Technology 4,545.0 $696K 0.13% NEW $153.19 -39.3%
135 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 8,330.0 $691K 0.13% NEW $83.00 -49.6%
136 SLV ISHARES SILVER TR Financial Services 10,298.0 $663K 0.12% NEW $64.42 -8.5%
137 XLY SELECT SECTOR SPDR TR 5,422.0 $648K 0.12% NEW $119.42 -3.8%
138 QCOM QUALCOMM INC Technology 3,750.0 $642K 0.12% NEW $171.09 +29.7%
139 BDEC INNOVATOR ETFS TRUST 12,873.0 $638K 0.12% NEW $49.56 +7.1%
140 PAUG INNOVATOR ETFS TRUST 14,588.0 $631K 0.12% NEW $43.25 +5.2%
Page 7 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%