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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 12 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FIRST TR EXCHNG TRADED FD VI 9,836.0 $307K 0.05% $31.22
222 VGT VANGUARD WORLD FD 2,432.0 $291K 0.05% NEW $119.52 -0.9%
223 XYLD GLOBAL X FDS 7,121.0 $290K 0.05% NEW $40.79 +2.1%
224 PFE PFIZER INC Healthcare 11,924.0 $287K 0.04% -26K -68.8% $24.08 +16.6%
225 ISHARES TR 12,812.0 $287K 0.04% +4K +39.2% $22.37
226 COHR COHERENT CORP Technology 720.0 $284K 0.04% NEW $394.47 -26.6%
227 MUNI PIMCO ETF TR 5,372.0 $283K 0.04% $52.60 -1.7%
228 MAIN MAIN STR CAP CORP Financial Services 5,379.0 $279K 0.04% -15K -74.0% $51.88 +12.4%
229 ISHARES TR 12,570.0 $278K 0.04% NEW $22.14
230 ISHARES TR 12,835.0 $278K 0.04% NEW $21.65
231 IYR ISHARES TR 2,713.0 $277K 0.04% $102.28 +2.4%
232 XLB SELECT SECTOR SPDR TR 5,294.0 $269K 0.04% +33.0 +0.6% $50.84 +5.3%
233 UFEB INNOVATOR ETFS TRUST 6,962.0 $269K 0.04% $38.65 +1.8%
234 IYW ISHARES TR 1,066.0 $269K 0.04% NEW $252.23 -2.0%
235 DTCR GLOBAL X FDS 8,847.0 $269K 0.04% $30.37 -6.8%
236 VYMI VANGUARD WHITEHALL FDS 2,691.0 $264K 0.04% NEW $98.22 +7.2%
237 IEF ISHARES TR 2,756.0 $261K 0.04% -63K -95.8% $94.59 -1.9%
238 STN STANTEC INC Industrials 3,758.0 $259K 0.04% $68.91 +7.5%
239 PFEB INNOVATOR ETFS TRUST 5,738.0 $247K 0.04% $43.06 +1.8%
240 UBSI UNITED BANKSHARES INC WEST V Financial Services 5,353.0 $245K 0.04% $45.83 +4.3%
Page 12 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%