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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 1 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BUFR FIRST TR EXCHNG TRADED FD VI 1,040,780.0 $38.0M 5.98% -9K -0.9% $36.53 +2.1%
2 SGOV ISHARES TR 291,854.0 $29.4M 4.62% -78K -21.1% $100.67 -0.0%
3 AAPL APPLE INC Technology 66,053.0 $19.1M 3.00% -10K -13.1% $289.36 +6.9%
4 BUFD FIRST TR EXCHNG TRADED FD VI 395,577.0 $11.8M 1.85% -47K -10.6% $29.72 +1.7%
5 DYNF BLACKROCK ETF TRUST 113,015.0 $7.7M 1.21% -3K -2.2% $68.01 +1.6%
6 IVW ISHARES TR 53,823.0 $7.4M 1.16% -2K -3.8% $137.53 +0.9%
7 CAT CATERPILLAR INC Industrials 5,933.0 $6.3M 0.99% -978.0 -14.2% $1064.93 -22.3%
8 JEPI J P MORGAN EXCHANGE TRADED F 107,221.0 $6.1M 0.95% -24K -18.2% $56.48 +2.5%
9 BAI BLACKROCK ETF TRUST 78,515.0 $4.1M 0.65% -8K -9.0% $52.72 -16.0%
10 AMD ADVANCED MICRO DEVICES INC Technology 6,950.0 $4.0M 0.64% -4K -39.0% $580.98 -18.5%
11 BALT INNOVATOR ETFS TRUST 105,587.0 $3.6M 0.57% -1K -1.4% $34.27 +1.3%
12 BOND PIMCO ETF TR 39,045.0 $3.6M 0.57% -1K -2.9% $92.21 -1.9%
13 SPMO INVESCO EXCH TRADED FD TR II 20,696.0 $3.3M 0.53% -4K -15.3% $161.55 -7.9%
14 UDEC INNOVATOR ETFS TRUST 72,820.0 $3.0M 0.48% -3K -3.8% $41.68 +1.9%
15 GRNY TIDAL TRUST I 108,745.0 $3.0M 0.47% -1K -1.0% $27.65 +0.5%
16 THRO BLACKROCK ETF TRUST 56,002.0 $2.4M 0.38% -22K -28.0% $43.11 +1.2%
17 PDEC INNOVATOR ETFS TRUST 50,632.0 $2.3M 0.36% -2K -3.5% $45.89 +1.9%
18 BUFF INNOVATOR ETFS TRUST 43,934.0 $2.3M 0.36% -766.0 -1.7% $52.68 +1.7%
19 SFLR INNOVATOR ETFS TRUST 58,608.0 $2.3M 0.36% -1K -1.7% $38.58 +0.6%
20 GLD SPDR GOLD TR Financial Services 5,696.0 $2.1M 0.33% -6K -52.0% $368.42 +14.9%
Page 1 of 4  ·  71 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%