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Portfolio (Quarterly) Guide ↗

Millstone Evans Group, LLC

· CIK 0002041943
13F Portfolio $185M AUM 877 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 83 New 194 Added 152 Reduced 63 Exited
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 SNDR SCHNEIDER NATIONAL INCORPORATED CLASS B Industrials 77 $2K 0.00% SOLD
42 CSGS CSG SYSTEMS INTERNATIONAL INCORPORATED Technology 26 $2K 0.00% SOLD
43 SEALED AIR CORPORATION NEW 47 $2K 0.00% SOLD
44 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 4 $2K 0.00% SOLD
45 CMG CHIPOTLE MEXICAN GRILL INCORPORATED Consumer Cyclical 47 $2K 0.00% SOLD
46 CNC CENTENE CORPORATION DEL Healthcare 41 $2K 0.00% SOLD
47 SCHZ SCHWAB US AGGREGATE BOND ETF 72 $2K 0.00% SOLD
48 SPIRE GLOBAL INCORPORATED COM CLASS A NEW 219 $2K 0.00% SOLD
49 HUM HUMANA INCORPORATED Healthcare 6 $2K 0.00% SOLD
50 AVAV AEROVIRONMENT INCORPORATED Industrials 6 $1K 0.00% SOLD
51 BBWI BATH & BODY WORKS INCORPORATED Consumer Cyclical 63 $1K 0.00% SOLD
52 ANNALY CAPITAL MANAGEMENT INCORPORATED COM NEW REIT 50 $1K 0.00% SOLD
53 BR BROADRIDGE FINL SOLUTIONS INCORPORATED Technology 4 $893.0 0.00% SOLD
54 ARE ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT Real Estate 18 $881.0 0.00% SOLD
55 BLNK BLINK CHARGING COMPANY Industrials 1,250 $834.0 SOLD
56 ISTB ISHARES TR CORE 1 5 YR USD 16 $780.0 SOLD
57 XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 3 $561.0 SOLD
58 LCID LUCID GROUP INCORPORATED COM NEW Consumer Cyclical 50 $529.0 SOLD
59 POWR ISHARES INCORPORATED US POWER INFRAST 11 $259.0 SOLD
60 NEBIUS GROUP N.V. SHS CLASS A (NETHERLANDS) 2 $167.0 SOLD
Page 3 of 4  ·  63 positions
Sector Allocation
Technology 44.6%
Financial Services 15.9%
Healthcare 10.3%
Industrials 9.9%
Consumer Cyclical 5.7%
Consumer Defensive 4.3%
Communication Services 4.0%
Energy 1.9%
Utilities 1.8%
Basic Materials 0.8%