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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 20 of 43  ·  857 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 452.0 $38K 0.02% $84.65 +6.3%
382 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 534.0 $38K 0.02% $71.42 +3.2%
383 PPG PPG INDUSTRIES INCORPORATED Basic Materials 368.0 $38K 0.02% $102.46 +1.9%
384 XLG INVESCO S&P 500 TOP 50 ETF 636.0 $38K 0.02% $59.28 +7.1%
385 SPHQ INVESCO S&P 500 QUALITY ETF 497.0 $37K 0.02% $75.05 +11.5%
386 SWK STANLEY BLACK & DECKER INCORPORATED Industrials 500.0 $37K 0.02% $74.28 +0.9%
387 DLR DIGITAL RLTY TR INCORPORATED REIT Real Estate 240.0 $37K 0.02% $154.71 +25.6%
388 CANADIAN PACIFIC KANSAS CITY (CANADA) 504.0 $37K 0.02% $73.63
389 RF REGIONS FINANCIAL CORPORATION NEW Financial Services 1,367.0 $37K 0.02% $27.10 +1.6%
390 JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 562.0 $37K 0.02% $65.48 +9.9%
391 DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 1,385.0 $37K 0.02% +25.0 +1.8% $26.42 +9.8%
392 PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED Utilities 454.0 $36K 0.02% $80.30 -2.3%
393 HQH ABRDN HEALTHCARE INVESTORS SH BEN INT Financial Services 1,880.0 $36K 0.02% $18.94 +3.4%
394 USB US BANCORP DEL COM NEW Financial Services 652.0 $35K 0.02% $53.36 +2.1%
395 VTIP VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD 703.0 $35K 0.02% +297.0 +73.2% $49.46 +1.6%
396 GD GENERAL DYNAMICS CORPORATION Industrials 103.0 $35K 0.02% $336.66 +0.6%
397 FSCO FS CREDIT OPPORTUNITIES CORPORATION COMMON STOCK Financial Services 5,472.0 $34K 0.02% $6.30 -21.3%
398 NUEM NUVEEN ESG EMERGING MARKETS EQUITY ETF 963.0 $34K 0.02% NEW $35.58 +14.1%
399 SCHB SCHWAB U.S. BROAD MARKET ETF 1,305.0 $34K 0.02% -53.0 -3.9% $26.22 +9.1%
400 SHYG ISHARES TR 0-5YR HI YL CP 785.0 $34K 0.02% NEW $42.87 -1.0%
Page 20 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%