§ 13F · FUND PROFILE
Millstone Evans Group, LLC.
AUM · $185M (13F)Positions · 877Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 80K | $16M | 8.7% | ±0% |
| 2 | AAPL | APPLE INCORPORATED | 53K | $15M | 8.2% | −7% |
| 3 | BLDX | IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF | 403K | $11M | 5.7% | NEW |
| 4 | MSFT | MICROSOFT CORPORATION | 17K | $6M | 3.5% | ±0% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 11K | $5M | 2.9% | ±0% |
| 6 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 11K | $4M | 2.1% | −13% |
| 7 | JPM | JPMORGAN CHASE & COMPANY | 11K | $4M | 2.0% | −1% |
| 8 | IMCV | ISHARES TR MRGSTR MD CP VAL | 37K | $3M | 1.8% | −4% |
| 9 | IWS | ISHARES TR RUS MDCP VAL ETF | 20K | $3M | 1.8% | −12% |
| 10 | ORCL | ORACLE CORPORATION | 21K | $3M | 1.7% | −3% |
§ 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 $185 million in assets. The fund runs a broad portfolio of 877 positions.
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