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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 9 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VUG VANGUARD INDEX FDS 884.0 $432K 0.08% NEW $488.14 -82.4%
162 VTV VANGUARD INDEX FDS 2,241.0 $428K 0.08% NEW $190.99 +14.5%
163 UI UBIQUITI INC Technology 771.0 $427K 0.08% NEW $553.38 +4.9%
164 SMCI SUPER MICRO COMPUTER INC Technology 14,094.0 $413K 0.08% NEW $29.27 +23.9%
165 PHYL PGIM ETF TR 11,402.0 $405K 0.08% NEW $35.48 -1.3%
166 PAPR INNOVATOR ETFS TRUST 10,141.0 $397K 0.07% NEW $39.12 +7.7%
167 AMZN AMAZON COM INC Consumer Cyclical 1,705.0 $394K 0.07% NEW $230.82 +1.4%
168 BK BANK NEW YORK MELLON CORP Financial Services 3,376.0 $392K 0.07% NEW $116.09 +22.2%
169 WCLD WISDOMTREE TR 10,865.0 $380K 0.07% NEW $35.01 -17.7%
170 SPYM SPDR SERIES TRUST 4,632.0 $372K 0.07% NEW $80.22 +9.3%
171 CRBU CARIBOU BIOSCIENCES INC Healthcare 231,799.0 $369K 0.07% NEW $1.59 +6.0%
172 STN STANTEC INC Industrials 3,758.0 $355K 0.07% NEW $94.36 -27.3%
173 HOOD ROBINHOOD MKTS INC Financial Services 3,036.0 $343K 0.07% NEW $113.10 -5.9%
174 QYLD GLOBAL X FDS 18,958.0 $335K 0.06% NEW $17.67 +3.7%
175 AOA ISHARES TR 3,722.0 $333K 0.06% NEW $89.58 +9.5%
176 SRLN SSGA ACTIVE ETF TR 8,005.0 $330K 0.06% NEW $41.27 -2.1%
177 GOOGL ALPHABET INC Communication Services 1,036.0 $324K 0.06% NEW $313.20 +11.1%
178 BA BOEING CO Industrials 1,473.0 $320K 0.06% NEW $217.12 +1.8%
179 XLP SELECT SECTOR SPDR TR 4,104.0 $319K 0.06% NEW $77.68 +6.1%
180 FIRST TR EXCHNG TRADED FD VI 9,702.0 $319K 0.06% NEW $32.85
Page 9 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%