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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 8 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWM ISHARES TR 3,276.0 $985K 0.15% +1K +54.9% $300.52 -0.2%
142 VTV VANGUARD INDEX FDS 4,495.0 $980K 0.15% +2K +76.3% $217.94 +3.9%
143 UAUG INNOVATOR ETFS TRUST 22,948.0 $966K 0.15% -1K -5.1% $42.08 +2.0%
144 KMI KINDER MORGAN INC DEL Energy 29,910.0 $956K 0.15% +1K +3.6% $31.97 -3.1%
145 HACK AMPLIFY ETF TR 8,863.0 $930K 0.15% +3K +49.2% $104.93 +6.4%
146 CRWV COREWEAVE INC Technology 9,308.0 $927K 0.15% +4K +81.4% $99.54 -11.7%
147 GOOG ALPHABET INC 2,615.0 $924K 0.14% +366.0 +16.3% $353.33
148 MRVL MARVELL TECHNOLOGY INC Technology 3,097.0 $923K 0.14% -2K -43.0% $297.94 -20.4%
149 GEV GE VERNOVA INC Utilities 776.0 $912K 0.14% +34.0 +4.6% $1175.60 -18.6%
150 RTX RTX CORPORATION Industrials 4,799.0 $911K 0.14% +1K +42.2% $189.74 +10.6%
151 SNDK SANDISK CORP Technology 400.0 $909K 0.14% $2273.73 -29.8%
152 BK BANK OF NY MELLON CORP Financial Services 5,775.0 $835K 0.13% +2K +71.2% $144.61 -1.9%
153 CTRE CARETRUST REIT INC Real Estate 20,673.0 $834K 0.13% +4K +22.3% $40.35 -1.9%
154 CORP PIMCO ETF TR 8,110.0 $786K 0.12% -518.0 -6.0% $96.90 -2.1%
155 AVGO BROADCOM INC Technology 2,024.0 $765K 0.12% +64.0 +3.3% $377.85 -2.5%
156 CRWD CROWDSTRIKE HLDGS INC Technology 3,959.0 $755K 0.12% +171.0 +4.5% $47.70 +302.4%
157 GJAN FIRST TR EXCHNG TRADED FD VI 16,737.0 $754K 0.12% $45.02 +1.7%
158 GLW CORNING INC Technology 2,932.0 $749K 0.12% +236.0 +8.8% $255.49 -41.4%
159 VYM VANGUARD WHITEHALL FDS 4,687.0 $741K 0.12% NEW $158.05 +4.4%
160 EPD ENTERPRISE PRODS PARTNERS L 19,469.0 $716K 0.11% -21K -51.6% $36.76
Page 8 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%