BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 14 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AMG AFFILIATED MANAGERS GROUP Financial Services 239.0 $81K 0.04% +129.0 +117.3% $338.40 +9.3%
262 NULG NUVEEN ESG LARGE-CAP GROWTH ETF 690.0 $81K 0.04% $117.06 -2.8%
263 SWKS SKYWORKS SOLUTIONS INCORPORATED Technology 1,170.0 $79K 0.04% $67.80 -3.7%
264 ZION ZIONS BANCORPORATION NATL ASSOCIATION Financial Services 1,140.0 $79K 0.04% $69.19 -3.3%
265 VT VANGUARD TOTAL WORLD STOCK ETF 501.0 $79K 0.04% +283.0 +129.8% $156.95 +2.1%
266 NTAP NETAPP INCORPORATED Technology 508.0 $79K 0.04% $154.76 +20.4%
267 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 1,877.0 $78K 0.04% +44.0 +2.4% $41.73 +1.0%
268 D DOMINION ENERGY INCORPORATED Utilities 1,142.0 $78K 0.04% $68.29 -3.8%
269 IGRO ISHARES TR INTL DIV GRWTH 875.0 $77K 0.04% $87.93 +4.8%
270 CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A Technology 100.0 $76K 0.04% $190.78 +19.4%
271 GDX VANECK GOLD MINERS ETF 1,000.0 $75K 0.04% $75.45 +29.7%
272 SUSC ISHARES TR ESG AWRE USD ETF 3,209.0 $74K 0.04% $23.15 -2.1%
273 SCHM SCHWAB U.S. MID-CAP ETF 2,004.0 $74K 0.04% $36.87 -4.0%
274 FANG DIAMONDBACK ENERGY INCORPORATED Energy 420.0 $74K 0.04% -55.0 -11.6% $175.78 +13.4%
275 NULV NUVEEN ESG LARGE-CAP VALUE ETF 1,454.0 $73K 0.04% -609.0 -29.5% $49.99 +7.5%
276 MWA MUELLER WTR PRODUCTS INCORPORATED COM SER A Industrials 2,800.0 $72K 0.04% $25.83 -6.6%
277 UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) 1,192.0 $72K 0.04% -118.0 -9.0% $60.12
278 USSG XTRACKERS MSCI USA SELECTION EQUITY ETF 1,016.0 $71K 0.04% $69.46 +3.6%
279 FDUS FIDUS INVT CORPORATION Financial Services 3,686.0 $70K 0.04% $19.07 +3.9%
280 HASI HA SUSTAINABLE INFRA CAP INCORPORATED Financial Services 1,800.0 $70K 0.04% -68.0 -3.6% $39.05 +0.9%
Page 14 of 44  ·  877 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%