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CIK: 0002041943
Total reported value
$184.8M
$184.8M
763 檔
22.6%
According to the latest 13F quarterly dataset, Millstone Evans Group, LLC managed an equity portfolio of $184.8M at the end of Q2 2025, spanning 763 distinct U.S. exchange-listed positions.
During Q2 2025, Millstone Evans Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 763 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.67% | +0.32% | -0.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.97% | -0.40% | -0.93% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.33% | -0.35% | +0.82% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.53% | -0.18% | +0.48% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 2.99% | -0.25% | -38.97% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | -0.01% | -4.25% | |
| 7 | RJF | Raymond James Financial Inc | Stock-Financials | 2.05% | -0.11% | -0.19% | |
| 8 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 2.01% | -0.13% | -3.07% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.97% | -0.19% | -0.04% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.65% | -0.01% | -60.31% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.57% | -0.06% | +0.97% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.05% | -0.16% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.26% | +0.01% | +0.45% | |
| 14 | EMLP | First Trust North American E | ETF-Other | 1.16% | -0.21% | — | |
| 15 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.13% | -0.06% | +0.31% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.08% | +0.80% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.06% | -0.16% | -1.18% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.18% | -0.09% | |
| 19 | GE | General Electric | Stock-Industrials | 0.91% | -0.21% | — | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.82% | -0.28% | +2.56% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | +0.07% | -3.83% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.06% | +0.19% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 0.74% | -0.18% | — | |
| 24 | WAT | Waters CORP | Stock-Healthcare | 0.74% | -0.08% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.03% | -19.07% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | -0.25% | +0.20% | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.69% | +0.01% | -0.13% | |
| 28 | DFIC | Dimensional International Co | ETF-Other | 0.66% | -0.01% | -61.29% | |
| 29 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.65% | +0.27% | +1.94% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.18% | — | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.02% | — | |
| 32 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.59% | — | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.26% | +1.19% | |
| 34 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.55% | +0.02% | -65.50% | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.54% | — | -0.21% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.52% | — | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | +0.03% | -7.55% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.17% | -2.85% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.30% | -0.43% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.48% | -0.17% | -0.10% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.48% | -0.11% | +0.01% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.46% | -0.15% | — | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.45% | -0.07% | — | |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.43% | -0.11% | +0.03% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.42% | -0.04% | — | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | -0.24% | — | |
| 47 | PNC | Pnc Financial Services Group | Stock-Financials | 0.40% | +0.03% | -0.47% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.11% | +0.69% | |
| 49 | CWS | Advisorshares Equity Focused | ETF-Other | 0.38% | -0.02% | +1.28% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | +0.02% | — |
According to official SEC Form 13F filings, Millstone Evans Group, LLC reported a total U.S. public equity portfolio value of $184.8M across 763 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 22.6% of total reported equity market value during Q2 2025.
During Q2 2025, Millstone Evans Group, LLC's top holdings by market value included NVDA (8.7%)、AAPL (8.0%)、MSFT (5.3%). The largest single position, NVDA, represented 8.7% of total portfolio value.
In Q2 2025, Millstone Evans Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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