13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002041943
Total reported value
$184.8M
$184.8M
857 檔
26.2%
According to the latest 13F quarterly dataset, Millstone Evans Group, LLC managed an equity portfolio of $184.8M at the end of Q4 2025, spanning 857 distinct U.S. exchange-listed positions.
In Q4 2025, Millstone Evans Group, LLC displayed an active expansion posture, initiating 8 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 857 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.08% | -0.40% | -0.32% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.86% | +0.32% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.93% | -0.35% | +10.02% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.16% | -0.18% | -1.16% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 2.48% | -0.25% | +7.38% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.34% | -0.06% | -3.48% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.14% | -0.01% | -0.51% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.89% | -0.19% | +7.53% | |
| 9 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 1.86% | -0.13% | +6.06% | |
| 10 | RJF | Raymond James Financial Inc | Stock-Financials | 1.79% | -0.11% | -2.54% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.08% | -4.51% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | -0.05% | +12.06% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.24% | -0.18% | +2.26% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.14% | +0.01% | +4.43% | |
| 15 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.14% | -0.06% | — | |
| 16 | EMLP | First Trust North American E | ETF-Other | 1.05% | -0.21% | +0.90% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.03% | +51.88% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.02% | -0.28% | -1.48% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.96% | -0.16% | -1.63% | |
| 20 | GE | General Electric | Stock-Industrials | 0.96% | -0.21% | +0.27% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.25% | +6.18% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.07% | — | |
| 23 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.72% | -0.26% | +272.82% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.26% | — | |
| 25 | WAT | Waters CORP | Stock-Healthcare | 0.69% | -0.08% | — | |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.68% | -0.19% | — | |
| 27 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.62% | +0.27% | -1.40% | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.59% | +0.01% | +7.99% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.06% | -1.75% | |
| 30 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.57% | — | -1.01% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.56% | -0.18% | +5.67% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.55% | -0.01% | +1.89% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.02% | -0.04% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.51% | — | -3.62% | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 0.51% | -0.15% | +1.31% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | +0.03% | +2.22% | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.49% | — | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.18% | — | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.17% | +0.99% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.02% | +163.98% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | -0.24% | +8.33% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.43% | -0.11% | -1.87% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.30% | -5.15% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | -0.06% | +13.88% | |
| 45 | WRN | Western Copper And Gold CORP | Stock-Other | 0.41% | — | -10.38% | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.39% | +0.03% | -0.06% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | +0.02% | +6.62% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.38% | -0.07% | +3.57% | |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.38% | -0.11% | -6.28% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.22% | +16.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYMI | Vanguard Int High Dvd Yld In | +0.5% | +272.82% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | +51.88% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -3.48% | Trim |
| 4 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +163.98% | Add |
| 5 | VB | Vanguard Small-cap ETF | +0.2% | +1187.18% | Add |
| 6 | GLDM | Spdr Gold Minishares Trust | +0.2% | +142.77% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.51% | Trim |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.2% | +14304.76% | Add |
| 9 | LLY | Eli Lilly & Co | +0.2% | — | Unchanged |
| 10 | MRK | Merck & Co. Inc. | +0.2% | +6.18% | Add |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +338.65% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +12.06% | Add |
| 13 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +135.96% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +208.28% | Add |
| 15 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +57.08% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1306.67% | Add |
| 17 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +88.42% | Add |
| 18 | WAT | Waters CORP | +0.1% | — | Unchanged |
| 19 | VXUS | Vanguard Total Intl Stock | +0.1% | +68.97% | Add |
| 20 | EMR | Emerson Electric Co | +0.1% | +74.08% | Add |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.48% | Trim |
| 22 | JNJ | Johnson & Johnson | +0.1% | +2.26% | Add |
| 23 | WRN | Western Copper And Gold CORP | +0.1% | -10.38% | Trim |
| 24 | MDT | Medtronic plc | +0.1% | +33.11% | Add |
| 25 | NUBD | Nuveen Esg US Aggregate Bond | +0.1% | +84.48% | Add |
| 26 | VGK | Vanguard Ftse Europe ETF | 0% | +58.36% | Add |
| 27 | IJH | Ishares Core S&p Midcap ETF | 0% | +25.22% | Add |
| 28 | DRI | Darden Restaurants Inc | 0% | +63.61% | Add |
| 29 | BAC | Bank Of America CORP | 0% | +8.33% | Add |
| 30 | IBM | Intl Business Machines CORP | 0% | +4.43% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | +0.99% | Add |
| 32 | CRM | Salesforce Inc | 0% | +3.57% | Add |
| 33 | IWS | Ishares Russell Mid-cap Valu | 0% | +7.53% | Add |
| 34 | IMCV | Ishares Morningstar Mid-cap | 0% | +6.06% | Add |
| 35 | TREX | Trex Company Inc | -0.1% | — | Unchanged |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -1.75% | Trim |
| 37 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -19.17% | Trim |
| 38 | AAPL | Apple Inc | -0.1% | -0.32% | Trim |
| 39 | MSFT | Microsoft CORP | -0.3% | +10.02% | Add |
| 40 | RJF | Raymond James Financial Inc | -0.4% | -2.54% | Trim |
| 41 | ORCL | Oracle CORP | -1.1% | +7.38% | Add |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | New buy |
| 43 | SCHP | Schwab U.s. Tips ETF | — | NEW | New buy |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | — | NEW | New buy |
| 45 | OAKM | Oakmark US Large Cap ETF | — | NEW | New buy |
| 46 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | — | NEW | New buy |
| 47 | VOE | Vanguard Mid-cap Value ETF | — | NEW | New buy |
| 48 | IYW | Ishares Ustechnology ETF | — | NEW | New buy |
| 49 | UL | Unilever PLC | — | EXIT | Sold out |
| 50 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Millstone Evans Group, LLC reported a total U.S. public equity portfolio value of $184.8M across 857 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 26.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
FNDX
市值: $1.2M
Top Position Liquidated / Trimmed
UL
前期市值: $87.8K
During Q4 2025, Millstone Evans Group, LLC's top holdings by market value included AAPL (9.1%)、NVDA (8.9%)、MSFT (4.9%). The largest single position, AAPL, represented 9.1% of total portfolio value.
In Q4 2025, Millstone Evans Group, LLC made 47 total portfolio adjustments, initiating 8 new buys, adding to 30 positions, trimming 8 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.