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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
Page 29 of 43  ·  857 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 188.0 $9K 0.01% $48.32 -0.7%
562 TOST TOAST INCORPORATED CLASS A Technology 250.0 $9K 0.01% $35.51 -34.3%
563 IT GARTNER INCORPORATED Technology 35.0 $9K 0.01% $252.29 -37.7%
564 BIIB BIOGEN INCORPORATED Healthcare 50.0 $9K 0.01% $176.00 +7.7%
565 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 153.0 $9K 0.01% $57.24 +12.2%
566 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 217.0 $9K 0.01% $40.35 +10.3%
567 BE BLOOM ENERGY CORPORATION COM CLASS A Industrials 100.0 $9K 0.01% $86.89 +254.3%
568 VLTO VERALTO CORPORATION COM SHS Industrials 87.0 $9K 0.01% $99.78 -13.6%
569 SLDP SOLID POWER INCORPORATED CLASS A COM Industrials 2,012.0 $9K 0.01% $4.25 -34.8%
570 TROW PRICE T ROWE GROUP INCORPORATED Financial Services 83.0 $8K 0.01% $102.39 -0.5%
571 TTWO TAKE-TWO INTERACTIVE SOFTWARE Communication Services 33.0 $8K 0.01% $256.03 -7.6%
572 GOLF ACUSHNET HLDGS CORPORATION Consumer Cyclical 104.0 $8K 0.01% $79.82 +10.7%
573 ADSE ADS TEC ENERGY PLC SHS (IRELAND) Industrials 650.0 $8K 0.01% $12.68 -6.2%
574 FLO FLOWERS FOODS INCORPORATED Consumer Defensive 757.0 $8K 0.01% $10.88 -35.6%
575 EFG ISHARES TR EAFE GRWTH ETF 72.0 $8K 0.01% NEW $113.92 +6.6%
576 SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF 131.0 $8K 0.01% +113.0 +627.8% $62.45 +8.6%
577 GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 130.0 $8K 0.01% $62.14 +19.0%
578 HLI HOULIHAN LOKEY INCORPORATED CLASS A Financial Services 46.0 $8K 0.01% $174.20 -13.0%
579 GUNR FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM 174.0 $8K 0.01% $45.85 +18.9%
580 HPE HEWLETT PACKARD ENTERPRISE COMPANY Technology 331.0 $8K 0.01% $24.02 +41.4%
Page 29 of 43  ·  857 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%