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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 7 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLV SELECT SECTOR SPDR TR 7,456.0 $1.2M 0.19% +3K +53.0% $158.66 +10.1%
122 NOW SERVICENOW INC Technology 11,813.0 $1.2M 0.18% +5K +79.7% $99.28 +29.4%
123 WDAY WORKDAY INC Technology 9,561.0 $1.2M 0.18% +5K +98.3% $122.42 +63.4%
124 EFA ISHARES TR 11,184.0 $1.2M 0.18% +857.0 +8.3% $103.89 +4.2%
125 JNK SPDR SERIES TRUST 11,939.0 $1.2M 0.18% NEW $96.37 -0.5%
126 WM WASTE MGMT INC DEL Industrials 5,105.0 $1.1M 0.18% +1K +25.8% $222.92 +0.5%
127 AGG ISHARES TR 11,262.0 $1.1M 0.17% +2K +25.1% $98.98 -1.6%
128 IDVO AMPLIFY ETF TR 26,298.0 $1.1M 0.17% NEW $42.00 +3.0%
129 DIVO AMPLIFY ETF TR 24,111.0 $1.1M 0.17% +19K +370.0% $45.70 +6.3%
130 IGV ISHARES TR 11,895.0 $1.1M 0.17% NEW $90.60 +14.1%
131 IONQ IONQ INC Technology 19,882.0 $1.1M 0.17% -4K -17.9% $53.26 -15.8%
132 TDS TELEPHONE & DATA SYS INC Communication Services 28,444.0 $1.1M 0.17% NEW $37.01 -9.2%
133 CVX CHEVRON CORPORATION Energy 6,337.0 $1.1M 0.17% $165.78 +23.8%
134 XLY SELECT SECTOR SPDR TR 8,917.0 $1.0M 0.16% +3K +60.0% $117.28 +0.6%
135 RCS PIMCO STRATEGIC INCOME FD Financial Services 191,816.0 $1.0M 0.16% +45K +30.3% $5.45 -3.3%
136 VUG VANGUARD INDEX FDS 12,050.0 $1.0M 0.16% +11K +1060.9% $86.14 +1.6%
137 ADBE ADOBE INC Technology 4,984.0 $1.0M 0.16% -14K -73.9% $205.02 +34.3%
138 GE GE AEROSPACE Industrials 2,675.0 $1000K 0.16% -174.0 -6.1% $373.79 -6.8%
139 META META PLATFORMS INC Communication Services 1,773.0 $999K 0.16% +143.0 +8.8% $563.30 -2.4%
140 MDT MEDTRONIC PLC Healthcare 12,648.0 $989K 0.16% NEW $78.23 +19.3%
Page 7 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%