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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 3 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHV ISHARES TR 34,211.0 $3.8M 0.70% +2K +5.0% $110.39 -0.1%
42 BOND PIMCO ETF TR 40,207.0 $3.7M 0.68% $92.28 -0.3%
43 MSFT MICROSOFT CORP Technology 9,764.0 $3.6M 0.67% -13K -57.7% $370.21 +2.5%
44 BALT INNOVATOR ETFS TRUST 107,041.0 $3.6M 0.66% -1K -1.4% $33.47 +2.3%
45 QQQ INVESCO QQQ TR Financial Services 5,859.0 $3.4M 0.62% -15K -71.5% $577.22 +28.3%
46 CRM SALESFORCE INC Technology 17,831.0 $3.3M 0.61% +15K +548.6% $186.67 -18.7%
47 SPYI NEOS ETF TRUST 62,687.0 $3.1M 0.57% +20K +47.3% $49.37 +7.5%
48 QUAL ISHARES TR 15,750.0 $3.0M 0.56% +5K +47.9% $191.82 +12.5%
49 COPX GLOBAL X FDS 39,497.0 $3.0M 0.56% NEW $76.35 +12.0%
50 LRCX LAM RESEARCH CORP Technology 14,104.0 $3.0M 0.56% -2K -12.1% $213.66 +82.1%
51 UDEC INNOVATOR ETFS TRUST 75,699.0 $2.9M 0.54% -6K -6.8% $38.84 +7.4%
52 V VISA INC Financial Services 9,698.0 $2.9M 0.54% +2K +20.2% $302.26 +8.3%
53 VOO VANGUARD INDEX FDS 4,849.0 $2.9M 0.53% -12K -71.5% $597.65 +15.1%
54 AVEM AMERICAN CENTY ETF TR 35,494.0 $2.9M 0.53% NEW $80.58 +23.7%
55 BAI BLACKROCK ETF TRUST 86,310.0 $2.8M 0.52% NEW $32.95 +61.5%
56 THRO BLACKROCK ETF TRUST 77,753.0 $2.8M 0.52% NEW $36.22 +19.4%
57 TSLA TESLA INC Consumer Cyclical 7,482.0 $2.8M 0.51% -657.0 -8.1% $371.75 +7.7%
58 SPMO INVESCO EXCH TRADED FD TR II 24,440.0 $2.7M 0.51% NEW $112.11 +42.6%
59 QCOM QUALCOMM INC Technology 21,063.0 $2.7M 0.50% +17K +461.7% $128.78 +75.6%
60 SHLD GLOBAL X FDS 37,296.0 $2.6M 0.49% NEW $70.84 -12.1%
Page 3 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%