Portfolio (Quarterly) Guide ↗

Millstone Evans Group, LLC

· CIK 0002041943

13F Portfolio $170M AUM 857 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 46 New 114 Added 70 Reduced 23 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	ZIMVIE INCORPORATED	—	8	$152.0	—	SOLD
22	PSEC	PROSPECT CAP CORPORATION	Financial Services	15	$41.0	—	SOLD
23	—	TPI COMPOSITES INCORPORATED	—	673	$21.0	—	SOLD

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Sector Allocation

Technology 41.6%

Financial Services 15.8%

Healthcare 10.3%

Industrials 9.4%

Communication Services 7.4%

Consumer Cyclical 5.7%

Consumer Defensive 4.6%

Energy 1.8%

Utilities 1.6%

Basic Materials 1.2%