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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 9 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CRM SALESFORCE INC Technology 4,542.0 $712K 0.11% -13K -74.5% $156.68 +33.5%
162 NFLX NETFLIX INC. Communication Services 9,878.0 $705K 0.11% -45K -82.0% $71.40 +11.5%
163 ITA ISHARES TR 2,853.0 $692K 0.11% +796.0 +38.7% $242.46 -2.1%
164 UI UBIQUITI INC Technology 1,276.0 $681K 0.11% +15.0 +1.2% $534.06 +4.7%
165 BDEC INNOVATOR ETFS TRUST 12,748.0 $678K 0.11% -125.0 -1.0% $53.20 +2.3%
166 INTC INTEL CORP Technology 4,765.0 $665K 0.10% NEW $139.66 -35.5%
167 XLE SELECT SECTOR SPDR TR 12,106.0 $643K 0.10% +6K +88.2% $53.11 +19.8%
168 PIMCO ETF TR 12,905.0 $637K 0.10% +555.0 +4.5% $49.38
169 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,532.0 $627K 0.10% NEW $95.98 +24.3%
170 PAUG INNOVATOR ETFS TRUST 13,608.0 $621K 0.10% -306.0 -2.2% $45.64 +2.1%
171 RYLD GLOBAL X FDS 38,353.0 $613K 0.10% NEW $15.99 +2.7%
172 AMZN AMAZON COM INC Consumer Cyclical 2,563.0 $611K 0.10% -284.0 -10.0% $238.34 +8.5%
173 XBIL RBB FD INC 12,132.0 $607K 0.10% -3K -18.6% $50.00 +0.3%
174 MAGS LISTED FDS TR 9,421.0 $606K 0.10% +3K +43.3% $64.31 +4.6%
175 GPIQ GOLDMAN SACHS ETF TR 10,145.0 $602K 0.10% +4K +62.1% $59.32 -4.5%
176 TFLO ISHARES TR 11,840.0 $599K 0.09% +3K +30.4% $50.63 -0.0%
177 TSLL DIREXION SHARES ETF TRUST 40,293.0 $571K 0.09% +23K +139.1% $14.16 -31.0%
178 BIL SPDR SERIES TRUST 5,871.0 $538K 0.09% -2K -21.6% $91.64 -0.0%
179 PMAY INNOVATOR ETFS TRUST 12,858.0 $531K 0.08% $41.30 +1.8%
180 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 700.0 $523K 0.08% NEW $746.77 +2.5%
Page 9 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%