Institutions / Millstone Evans Group, LLC
Millstone Evans Group, LLC
CIK 2041943 · Institution · as of Dec 31, 2025
Portfolio value
$169.97M
Positions
857
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 857 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $15.44M | 9.1% |
| NVIDIA Corp | $15.07M | 8.9% |
| Microsoft Corp | $8.38M | 4.9% |
| Warren E. Buffett | $5.36M | 3.2% |
| Oracle Corp | $4.21M | 2.5% |
| Alphabet Inc. | $3.97M | 2.3% |
| JPMorgan Chase & Co | $3.64M | 2.1% |
| iShares Tr Rus Mdcp Val ETF | $3.21M | 1.9% |
| iShares Tr Mrgstr Md Cp Val | $3.16M | 1.9% |
| Raymond James Financial Inc | $3.05M | 1.8% |
| Alphabet Inc. | $2.72M | 1.6% |
| Amazon.com Inc | $2.57M | 1.5% |
| Johnson & Johnson | $2.11M | 1.2% |
| International Business Machines Corp | $1.94M | 1.1% |
| Lincoln Electric Holdings Inc | $1.93M | 1.1% |
| First Trust North American Energy Infrastructure Fund | $1.78M | 1.0% |
| Vanguard Index Funds S&P 500 ETF Shs New | $1.78M | 1.0% |
| Thermo Fisher Scientific Inc. | $1.74M | 1.0% |
| SPDR S&P Midcap 400 ETF Trust | $1.64M | 1.0% |
| General Electric Co | $1.63M | 1.0% |
| Merck & Co., Inc. | $1.43M | 0.8% |
| SPDR S&P 500 ETF | $1.28M | 0.8% |
| Vanguard International High Dividend Yield ETF | $1.22M | 0.7% |
| ELI LILLY & Co | $1.18M | 0.7% |
| Waters Corp | $1.18M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.