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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 11 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FANG DIAMONDBACK ENERGY INC Energy 2,303.0 $405K 0.06% +530.0 +29.9% $175.79 +19.9%
202 RCAT RED CAT HLDGS INC Technology 37,173.0 $396K 0.06% NEW $10.65 -9.7%
203 XLU SELECT SECTOR SPDR TR 8,630.0 $391K 0.06% +491.0 +6.0% $45.34 -5.7%
204 DELL DELL TECHNOLOGIES INC Technology 904.0 $390K 0.06% NEW $431.46 +2.4%
205 PNC PNC FINL SVCS GROUP INC Financial Services 1,538.0 $379K 0.06% $246.22 -1.3%
206 PHYL PGIM ETF TR 10,831.0 $378K 0.06% $34.88 -0.3%
207 AOA ISHARES TR 3,854.0 $376K 0.06% -50.0 -1.3% $97.61 +1.4%
208 VTI VANGUARD INDEX FDS 999.0 $370K 0.06% -14.0 -1.4% $370.39 +2.1%
209 PRME PRIME MEDICINE INC Healthcare 100,035.0 $369K 0.06% NEW $3.69 -8.1%
210 XLP SELECT SECTOR SPDR TR 4,431.0 $368K 0.06% +336.0 +8.2% $83.08 +3.5%
211 XOVR ENTREPRENEURSHARES SERIES TR 17,441.0 $367K 0.06% NEW $21.05 -3.3%
212 QTUM ETF SER SOLUTIONS 2,199.0 $364K 0.06% +173.0 +8.5% $165.38 -9.0%
213 GOOGL ALPHABET INC Communication Services 1,001.0 $358K 0.06% -352.0 -26.0% $357.54 -3.6%
214 CRBU CARIBOU BIOSCIENCES INC Healthcare 200,085.0 $352K 0.06% +38K +23.4% $1.76 -5.7%
215 ROK ROCKWELL AUTOMATION INC Industrials 681.0 $337K 0.05% $495.29 -11.8%
216 STRL STERLING INFRASTRUCTURE INC Industrials 400.0 $336K 0.05% NEW $839.36 -38.4%
217 PULS PGIM ETF TR 6,745.0 $334K 0.05% -406K -98.4% $49.55 +0.2%
218 IEFA ISHARES TR 3,428.0 $331K 0.05% NEW $96.61 +4.4%
219 BA BOEING CO Industrials 1,432.0 $310K 0.05% -45.0 -3.0% $216.47 -1.0%
220 FIRST TR EXCHNG TRADED FD VI 9,166.0 $309K 0.05% -536.0 -5.5% $33.71
Page 11 of 14  ·  262 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%