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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CORP PIMCO ETF TR 8,110.0 $786K 0.12% -518.0 -6.0% $96.90 -2.1%
42 EPD ENTERPRISE PRODS PARTNERS L 19,469.0 $716K 0.11% -21K -51.6% $36.76
43 CRM SALESFORCE INC Technology 4,542.0 $712K 0.11% -13K -74.5% $156.68 +33.5%
44 NFLX NETFLIX INC. Communication Services 9,878.0 $705K 0.11% -45K -82.0% $71.40 +11.5%
45 BDEC INNOVATOR ETFS TRUST 12,748.0 $678K 0.11% -125.0 -1.0% $53.20 +2.3%
46 PAUG INNOVATOR ETFS TRUST 13,608.0 $621K 0.10% -306.0 -2.2% $45.64 +2.1%
47 AMZN AMAZON COM INC Consumer Cyclical 2,563.0 $611K 0.10% -284.0 -10.0% $238.34 +8.5%
48 XBIL RBB FD INC 12,132.0 $607K 0.10% -3K -18.6% $50.00 +0.3%
49 BIL SPDR SERIES TRUST 5,871.0 $538K 0.09% -2K -21.6% $91.64 -0.0%
50 UMAY INNOVATOR ETFS TRUST 13,412.0 $510K 0.08% -618.0 -4.4% $38.00 +1.6%
51 USMV ISHARES TR 5,062.0 $488K 0.08% -1K -22.1% $96.47 +4.9%
52 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,020.0 $488K 0.08% -292.0 -22.3% $478.00 -12.4%
53 FLOT ISHARES TR 9,448.0 $482K 0.08% -14K -59.4% $51.05 -0.1%
54 ARKK ARK ETF TR 5,737.0 $464K 0.07% -579.0 -9.2% $80.82 +6.7%
55 WDC WESTERN DIGITAL CORP Technology 725.0 $463K 0.07% -3K -80.9% $639.05 -28.1%
56 BLUEROCK PVT REAL ESTATE FD 35,470.0 $461K 0.07% -2K -4.5% $13.01
57 UAPR INNOVATOR ETFS TRUST 12,750.0 $448K 0.07% -520.0 -3.9% $35.11 +1.6%
58 SPYM SPDR SERIES TRUST 4,740.0 $417K 0.07% -266.0 -5.3% $87.89 +2.5%
59 AOA ISHARES TR 3,854.0 $376K 0.06% -50.0 -1.3% $97.61 +1.4%
60 VTI VANGUARD INDEX FDS 999.0 $370K 0.06% -14.0 -1.4% $370.39 +2.1%
Page 3 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%