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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 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EMB ISHARES TR JPMORGAN USD EMG 1.0 $96.0 NEW $96.00 -1.2%
82 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 1.0 $67.0 NEW $67.00 -1.5%
83 XEROX HOLDINGS CORPORATION WARRANT EXP 021128 43.0 $12.0 NEW $0.28
Page 5 of 5  ·  83 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 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%