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Portfolio (Quarterly) Guide ↗

Millstone Evans Group, LLC

· CIK 0002041943
13F Portfolio $157M AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 834 New
Page 29 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AQN ALGONQUIN PWR UTILS CORPORATION (CANADA) Utilities 1,530.0 $8K 0.01% NEW $5.37 +10.1%
562 GOLF ACUSHNET HLDGS CORPORATION Consumer Cyclical 104.0 $8K 0.01% NEW $78.49 +12.6%
563 MET METLIFE INCORPORATED Financial Services 99.0 $8K 0.01% NEW $82.37 +2.3%
564 HPE HEWLETT PACKARD ENTERPRISE COMPANY Technology 331.0 $8K 0.01% NEW $24.56 +38.3%
565 ZBH ZIMMER BIOMET HOLDINGS INCORPORATED Healthcare 80.0 $8K 0.01% NEW $98.50 -13.3%
566 ADSE ADS TEC ENERGY PLC SHS (IRELAND) Industrials 650.0 $8K 0.01% NEW $12.00 -0.9%
567 CRAI CRA INTERNATIONAL INCORPORATED Industrials 37.0 $8K 0.01% NEW $208.54 -29.3%
568 HYG ISHARES TR IBOXX HI YD ETF 95.0 $8K 0.01% NEW $81.19 -1.6%
569 GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 130.0 $8K 0.01% NEW $59.21 +24.9%
570 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 96.0 $8K 0.01% NEW $79.93 -1.3%
571 GUNR FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM 174.0 $8K 0.01% NEW $43.78 +24.5%
572 ELME COMMUNITIES SH BEN INT REIT 451.0 $8K 0.01% NEW $16.86
573 MANH MANHATTAN ASSOCIATES INCORPORATED Technology 37.0 $8K 0.01% NEW $204.97 -34.3%
574 JMBS JANUS HENDERSON MORTGAGE BACKED SECURITIES ETF 166.0 $8K 0.01% NEW $45.67 -1.7%
575 SSD SIMPSON MFG INCORPORATED Industrials 44.0 $7K 0.01% NEW $167.45 +10.5%
576 IJT ISHARES TR S&P SML 600 GWT 52.0 $7K 0.01% NEW $141.50 +13.5%
577 KN KNOWLES CORPORATION Technology 311.0 $7K 0.01% NEW $23.31 +51.1%
578 JSTC ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF 347.0 $7K 0.00% NEW $20.33 +7.3%
579 BIIB BIOGEN INCORPORATED Healthcare 50.0 $7K 0.00% NEW $140.08 +35.3%
580 EXLS EXLSERVICE HOLDINGS INCORPORATED Technology 159.0 $7K 0.00% NEW $44.03 -33.6%
Page 29 of 42  ·  834 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 42.8%
Financial Services 15.8%
Industrials 9.6%
Healthcare 9.1%
Communication Services 6.5%
Consumer Cyclical 5.7%
Consumer Defensive 5.0%
Energy 1.8%
Utilities 1.6%
Basic Materials 1.2%