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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 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC Communication Services 1,001.0 $358K 0.06% -352.0 -26.0% $357.54 -3.6%
62 PULS PGIM ETF TR 6,745.0 $334K 0.05% -406K -98.4% $49.55 +0.2%
63 BA BOEING CO Industrials 1,432.0 $310K 0.05% -45.0 -3.0% $216.47 -1.0%
64 FIRST TR EXCHNG TRADED FD VI 9,166.0 $309K 0.05% -536.0 -5.5% $33.71
65 PFE PFIZER INC Healthcare 11,924.0 $287K 0.04% -26K -68.8% $24.08 +16.6%
66 MAIN MAIN STR CAP CORP Financial Services 5,379.0 $279K 0.04% -15K -74.0% $51.88 +12.4%
67 IEF ISHARES TR 2,756.0 $261K 0.04% -63K -95.8% $94.59 -1.9%
68 CLOI VANECK ETF TRUST 4,031.0 $213K 0.03% -9K -69.5% $52.96 -0.1%
69 FIRST TR EXCHNG TRADED FD VI 6,119.0 $206K 0.03% -614.0 -9.1% $33.60
70 GRAB GRAB HOLDINGS LIMITED Technology 19,443.0 $73K 0.01% -279.0 -1.4% $3.77 -7.7%
71 PLUG PLUG PWR INC Industrials 26,658.0 $72K 0.01% -2K -8.3% $2.71 -16.2%
Page 4 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%