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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	CRWV	COREWEAVE INCORPORATED COM CLASS A	Technology	2	$143.0	—	SOLD
62	APLD	APPLIED DIGITAL CORPORATION COM NEW	Technology	4	$98.0	—	SOLD
63	—	MAXEON SOLAR TECHNOLOGIES LIMITED SHS NEW (SINGAPORE)	—	8	$22.0	—	SOLD

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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%