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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 7 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KMI KINDER MORGAN INC DEL Energy 28,862.0 $968K 0.18% -20K -40.6% $33.53 -4.1%
122 IVE ISHARES TR 4,582.0 $968K 0.18% NEW $211.16 +7.3%
123 UAUG INNOVATOR ETFS TRUST 24,174.0 $951K 0.17% -2K -6.5% $39.34 +6.7%
124 MU MICRON TECHNOLOGY INC Technology 2,782.0 $940K 0.17% +2K +197.9% $337.87 +253.2%
125 WM WASTE MGMT INC DEL Industrials 4,058.0 $933K 0.17% -1K -26.8% $229.81 -7.3%
126 META META PLATFORMS INC Communication Services 1,630.0 $933K 0.17% -556.0 -25.4% $572.14 -1.3%
127 AGG ISHARES TR 9,001.0 $894K 0.17% +4K +98.9% $99.28 -0.6%
128 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,975.0 $882K 0.16% -1K -37.1% $446.54 +4.1%
129 VCLT VANGUARD SCOTTSDALE FDS 11,220.0 $838K 0.15% -345.0 -3.0% $74.72 +0.5%
130 IGLB ISHARES TR 16,876.0 $838K 0.15% -467.0 -2.7% $49.63 +0.6%
131 CORP PIMCO ETF TR 8,628.0 $835K 0.15% -1K -13.6% $96.80 -0.2%
132 HYMB SPDR SERIES TRUST 32,904.0 $816K 0.15% +4K +12.3% $24.80 +2.1%
133 SPLB SPDR SERIES TRUST 36,587.0 $813K 0.15% -795.0 -2.1% $22.22 +0.6%
134 GE GE AEROSPACE Industrials 2,849.0 $809K 0.15% $283.78 +25.9%
135 AMGN AMGEN INC Healthcare 2,290.0 $806K 0.15% -793.0 -25.7% $351.89 -2.5%
136 RCS PIMCO STRATEGIC INCOME FD Financial Services 147,191.0 $789K 0.14% -25K -14.7% $5.36 +0.6%
137 XBIL RBB FD INC 14,896.0 $745K 0.14% -2K -9.9% $50.03 +0.1%
138 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.13% $718140.00
139 XLV SELECT SECTOR SPDR TR 4,872.0 $714K 0.13% -2K -25.6% $146.61 +2.3%
140 XLK SELECT SECTOR SPDR TR 5,357.0 $712K 0.13% -3K -34.1% $132.91 +44.0%
Page 7 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%