Millstone Evans Group
$185M 13F equity value
917 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Millstone Evans Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 80,112 | $16M | 8.7% |
| AAPL | APPLE INCORPORATED | 52,690 | $15M | 8.2% |
| BLDX | IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF | 403,194 | $11M | 5.7% |
| MSFT | MICROSOFT CORPORATION | 17,326 | $6M | 3.5% |
| BRKB | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 10,611 | $5M | 2.9% |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 11,065 | $4M | 2.1% |
| JPM | JPMORGAN CHASE & COMPANY | 11,258 | $4M | 2.0% |
| IMCV | ISHARES TR MRGSTR MD CP VAL | 36,762 | $3M | 1.8% |
| IWS | ISHARES TR RUS MDCP VAL ETF | 19,763 | $3M | 1.8% |
| ORCL | ORACLE CORPORATION | 20,872 | $3M | 1.7% |
Track Millstone Evans Group's 13F portfolio: $185M in reported holdings, 917 positions. Top holdings and quarterly changes on SentiSense.
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