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Portfolio (Quarterly) Guide ↗

Millstone Evans Group, LLC

· CIK 0002041943
13F Portfolio $170M AUM 857 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 46 New 114 Added 70 Reduced 23 Exited
Page 15 of 43  ·  857 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ZION ZIONS BANCORPORATION N A Financial Services 1,140.0 $67K 0.04% $58.54 +5.4%
282 MWA MUELLER WTR PRODUCTS INCORPORATED COM SER A Industrials 2,800.0 $67K 0.04% $23.82 +5.5%
283 F FORD MTR COMPANY Consumer Cyclical 5,026.0 $66K 0.04% $13.12 +4.2%
284 DFSV DIMENSIONAL US SMALL CAP VALUE ETF 1,994.0 $66K 0.04% +185.0 +10.2% $32.89 +13.0%
285 CME CME GROUP INCORPORATED Financial Services 238.0 $65K 0.04% $273.08 +5.9%
286 FRDM FREEDOM 100 EMERGING MARKETS ETF 1,266.0 $65K 0.04% +632.0 +99.7% $51.26 +32.6%
287 USSG XTRACKERS MSCI USA SELECTION EQUITY ETF 1,016.0 $65K 0.04% NEW $63.50 +8.4%
288 WBD WARNER BROS DISCOVERY INCORPORATED COM SER A Communication Services 2,226.0 $64K 0.04% +18.0 +0.8% $28.82 -4.9%
289 PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW Healthcare 2,364.0 $64K 0.04% $27.08 -1.3%
290 DVN DEVON ENERGY CORPORATION NEW Energy 1,747.0 $64K 0.04% -537.0 -23.5% $36.63 +28.6%
291 NUMG NUVEEN ESG MID-CAP GROWTH ETF 1,337.0 $64K 0.04% $47.74 -4.5%
292 COP CONOCOPHILLIPS Energy 679.0 $64K 0.04% $93.61 +28.8%
293 PSX PHILLIPS 66 Energy 481.0 $62K 0.04% $129.04 +39.0%
294 AFL AFLAC INCORPORATED Financial Services 554.0 $61K 0.04% $110.27 +6.8%
295 EXG EATON VANCE TAX-MANAGED GLOBAL Financial Services 6,390.0 $61K 0.04% $9.53 -1.5%
296 XMHQ INVESCO S&P MIDCAP QUALITY ETF 594.0 $61K 0.04% NEW $102.42 +5.0%
297 SCHM SCHWAB U.S. MID-CAP ETF 2,004.0 $60K 0.04% $30.07 +14.9%
298 XITK STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF 336.0 $60K 0.04% $178.42 +5.7%
299 FXI ISHARES TR CHINA LG-CAP ETF 1,564.0 $60K 0.04% $38.29 -6.3%
300 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW Technology 156.0 $60K 0.04% $383.32 +4.4%
Page 15 of 43  ·  857 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 41.6%
Financial Services 15.8%
Healthcare 10.3%
Industrials 9.4%
Communication Services 7.4%
Consumer Cyclical 5.7%
Consumer Defensive 4.6%
Energy 1.8%
Utilities 1.6%
Basic Materials 1.2%