§ 13F · FUND PROFILE
Millstone Evans Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157M (13F)Positions · 834Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$741K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 57K | $14M | 8.6% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 80K | $14M | 8.4% | −1% |
| 3 | MSFT | MICROSOFT CORPORATION | 17K | $6M | 3.8% | ±0% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 11K | $5M | 3.1% | −1% |
| 5 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 13K | $4M | 2.2% | ±0% |
| 6 | JPM | JPMORGAN CHASE & COMPANY | 11K | $3M | 2.0% | +1% |
| 7 | IWS | ISHARES TR RUS MDCP VAL ETF | 22K | $3M | 2.0% | −2% |
| 8 | IMCV | ISHARES TR MRGSTR MD CP VAL | 38K | $3M | 1.9% | ±0% |
| 9 | ORCL | ORACLE CORPORATION | 22K | $3M | 1.9% | ±0% |
| 10 | RJF | RAYMOND JAMES FINL INCORPORATED | 19K | $3M | 1.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILLSTONE SIGNAL
AC read
Millstone Evans Group, LLC is a Other fund managing $157 million in assets. The fund runs a broad portfolio of 834 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed