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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 26 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ISCG ISHARES TR MRGSTR SM CP GR 292.0 $19K 0.01% -150.0 -33.9% $65.54 -2.7%
502 RS RELIANCE INCORPORATED Basic Materials 51.0 $19K 0.01% NEW $373.61 +2.8%
503 DCI DONALDSON INCORPORATED Industrials 212.0 $19K 0.01% $89.77 +1.2%
504 XPLR INFRASTRUCTURE LP COM UNIT PART IN 1,604.0 $19K 0.01% $11.81
505 SMLF ISHARES TR US SML CAP EQT 212.0 $19K 0.01% $89.14 -1.6%
506 VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 228.0 $19K 0.01% $82.34 +1.1%
507 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 1,255.0 $19K 0.01% $14.94
508 DEHP DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF 434.0 $19K 0.01% +26.0 +6.4% $42.78 -3.4%
509 BSX BOSTON SCIENTIFIC CORPORATION Healthcare 432.0 $18K 0.01% $42.68 +13.2%
510 IAU ISHARES GOLD TR ISHARES NEW Financial Services 243.0 $18K 0.01% $75.51 +10.9%
511 ADBE ADOBE INCORPORATED Technology 89.0 $18K 0.01% -1.0 -1.1% $205.02 +42.8%
512 LAUR LAUREATE ED INCORPORATED COMMON STOCK Consumer Defensive 500.0 $18K 0.01% $36.32 +3.3%
513 USIG ISHARES TR USD INV GRDE ETF 352.0 $18K 0.01% $51.29 -2.0%
514 SXI STANDEX INTERNATIONAL CORPORATION Industrials 50.0 $18K 0.01% NEW $357.68 -19.0%
515 DXYZ DESTINY TECH100 INCORPORATED COM SHS 689.0 $18K 0.01% NEW $25.76 +24.7%
516 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 415.0 $18K 0.01% +33.0 +8.6% $42.67 -0.1%
517 BBY BEST BUY INCORPORATED Consumer Cyclical 232.0 $18K 0.01% -353.0 -60.3% $75.88 +5.6%
518 A AGILENT TECHNOLOGIES INCORPORATED Healthcare 132.0 $18K 0.01% $132.83 +15.6%
519 VPU VANGUARD UTILITIES ETF 89.0 $17K 0.01% $195.73 -6.6%
520 PWR QUANTA SVCS INCORPORATED Industrials 24.0 $17K 0.01% $720.04 -15.7%
Page 26 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%