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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 8 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BDGS EA SERIES TRUST 17,770.0 $616K 0.12% NEW $34.69 +4.6%
142 ARKK ARK ETF TR 7,990.0 $615K 0.12% NEW $76.92 +2.0%
143 NFLX NETFLIX INC Communication Services 6,546.0 $614K 0.12% NEW $93.76 -22.2%
144 BLUEROCK PVT REAL ESTATE FD 39,647.0 $595K 0.11% NEW $15.00
145 GPIX GOLDMAN SACHS ETF TR 11,249.0 $594K 0.11% NEW $52.80 +4.8%
146 QQQI NEOS ETF TRUST 10,979.0 $591K 0.11% NEW $53.86 +5.4%
147 CRWV COREWEAVE INC Technology 8,047.0 $576K 0.11% NEW $71.61 +55.5%
148 KLAC KLA CORP Technology 467.0 $567K 0.11% NEW $1215.16 -77.8%
149 USMV ISHARES TR 5,507.0 $519K 0.10% NEW $94.17 +0.1%
150 UMAY INNOVATOR ETFS TRUST 14,030.0 $513K 0.10% NEW $36.57 +3.5%
151 XLE SELECT SECTOR SPDR TR 11,444.0 $512K 0.10% NEW $44.71 +21.0%
152 PMAY INNOVATOR ETFS TRUST 12,858.0 $509K 0.10% NEW $39.59 +4.3%
153 FANG DIAMONDBACK ENERGY INC Energy 3,297.0 $496K 0.09% NEW $150.33 +25.0%
154 MRK MERCK & CO INC Healthcare 4,707.0 $496K 0.09% NEW $105.28 +9.7%
155 PIMCO ETF TR 9,734.0 $484K 0.09% NEW $49.69
156 GEV GE VERNOVA INC Utilities 737.0 $482K 0.09% NEW $653.80 +72.4%
157 TJX TJX COS INC NEW Consumer Cyclical 3,100.0 $476K 0.09% NEW $153.61 +6.9%
158 ETHA ISHARES ETHEREUM TR Financial Services 21,024.0 $472K 0.09% NEW $22.43 -41.8%
159 AGG ISHARES TR 4,525.0 $452K 0.09% NEW $99.89 -1.3%
160 UAPR INNOVATOR ETFS TRUST 13,270.0 $435K 0.08% NEW $32.77 +6.9%
Page 8 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%