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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 13 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RSP INVESCO EXCHANGE TRADED FD T 1,150.0 $245K 0.04% NEW $213.00 +4.1%
242 LTBR LIGHTBRIDGE CORP Industrials 27,492.0 $242K 0.04% NEW $8.79 -6.5%
243 HD HOME DEPOT INC Consumer Cyclical 675.0 $238K 0.04% $353.00 -4.9%
244 UMAR INNOVATOR ETFS TRUST 5,606.0 $237K 0.04% $42.25 +1.7%
245 PANW PALO ALTO NETWORKS INC Technology 693.0 $236K 0.04% NEW $341.02 +4.9%
246 ARKG ARK ETF TR 5,585.0 $235K 0.04% NEW $42.06 +17.6%
247 MTZ MASTEC INC Industrials 551.0 $229K 0.04% NEW $416.06 -36.0%
248 BMNR BITMINE IMMERSION TECHS INC Financial Services 17,025.0 $227K 0.04% +7K +65.6% $13.31 +71.5%
249 IEMG ISHARES INC 2,657.0 $220K 0.04% NEW $82.88 -1.6%
250 ACYN FIRST TR EXCHANGE-TRADED FD 10,405.0 $216K 0.03% NEW $20.79 -0.2%
251 MPC MARATHON PETE CORP Energy 838.0 $214K 0.03% $255.80 +41.0%
252 HWM HOWMET AEROSPACE INC Industrials 797.0 $214K 0.03% NEW $268.87 +1.0%
253 SPACE EXPLORATION TECHN CORP 1,250.0 $214K 0.03% NEW $170.86
254 CLOI VANECK ETF TRUST 4,031.0 $213K 0.03% -9K -69.5% $52.96 -0.1%
255 XBI SPDR SERIES TRUST 1,327.0 $210K 0.03% NEW $158.25 +4.7%
256 FIRST TR EXCHNG TRADED FD VI 6,119.0 $206K 0.03% -614.0 -9.1% $33.60
257 IHS IHS HOLDING LIMITED Communication Services 21,000.0 $173K 0.03% $8.24 +1.9%
258 GRAB GRAB HOLDINGS LIMITED Technology 19,443.0 $73K 0.01% -279.0 -1.4% $3.77 -7.7%
259 PLUG PLUG PWR INC Industrials 26,658.0 $72K 0.01% -2K -8.3% $2.71 -16.2%
260 ACH ACCENDRA HEALTH INC Healthcare 12,000.0 $41K 0.01% $3.42 -64.9%
Page 13 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%