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Portfolio (Quarterly) Guide ↗

MILESTONE ASSET MANAGEMENT, LLC

· CIK 0001964722
13F Portfolio $543M AUM 291 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 48 New 84 Added 75 Reduced 25 Exited
Page 11 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CRBU CARIBOU BIOSCIENCES INC Healthcare 162,076.0 $308K 0.06% -70K -30.1% $1.90 -13.3%
202 FIRST TR EXCHNG TRADED FD VI 9,836.0 $298K 0.06% +2K +22.1% $30.32
203 BA BOEING CO Industrials 1,477.0 $294K 0.05% $199.03 +11.6%
204 ASML ASML HLDG NV Technology 221.0 $292K 0.05% $1320.83 +44.1%
205 DGRW WISDOMTREE TR 3,272.0 $287K 0.05% NEW $87.86 +9.1%
206 VIG VANGUARD SPECIALIZED FUNDS 1,306.0 $281K 0.05% +158.0 +13.8% $215.07 +9.7%
207 MUNI PIMCO ETF TR 5,372.0 $280K 0.05% $52.19 +0.6%
208 VAL VALARIS LTD Energy 2,700.0 $265K 0.05% NEW $98.04 -19.9%
209 XLB SELECT SECTOR SPDR TR 5,261.0 $263K 0.05% NEW $49.97 +3.6%
210 LEIDOS HOLDINGS INC 1,687.0 $262K 0.05% $155.52
211 IYR ISHARES TR 2,708.0 $256K 0.05% NEW $94.59 +7.4%
212 SANDISK CORP 400.0 $254K 0.05% NEW $635.34
213 UFEB INNOVATOR ETFS TRUST 6,962.0 $253K 0.05% $36.30 +6.4%
214 ROK ROCKWELL AUTOMATION INC Industrials 679.0 $244K 0.04% $358.99 +32.9%
215 MSTR STRATEGY INC Technology 1,868.0 $233K 0.04% +267.0 +16.7% $124.80 -9.9%
216 SSO PROSHARES TR 4,470.0 $232K 0.04% -795.0 -15.1% $51.89 +30.1%
217 DIVO AMPLIFY ETF TR 5,130.0 $230K 0.04% NEW $44.86 +2.5%
218 PFEB INNOVATOR ETFS TRUST 5,738.0 $230K 0.04% $40.10 +7.3%
219 VIGI VANGUARD WHITEHALL FDS 2,540.0 $225K 0.04% NEW $88.48 +5.7%
220 HD HOME DEPOT INC Consumer Cyclical 677.0 $223K 0.04% NEW $329.24 +0.7%
Page 11 of 12  ·  235 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 40.8%
Healthcare 19.3%
Financial Services 12.5%
Consumer Defensive 6.8%
Communication Services 6.5%
Industrials 5.2%
Consumer Cyclical 4.2%
Energy 4.0%
Real Estate 0.3%
Utilities 0.3%