Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Millstone Evans Group, LLC (CIK 2041943) reported $166.6M across 852 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($14.4M, 8.65%), NVDA ($13.9M, 8.35%), MSFT ($6.4M, 3.85%), BRK/B ($5.1M, 3.05%), GOOG ($3.6M, 2.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | $14.4M | 8.65% | 56,782 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $13.9M | 8.35% | 79,792 | Trimmed |
| 3 | MSFT | MICROSOFT CORPORATION | $6.4M | 3.85% | 17,316 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $5.1M | 3.05% | 10,614 | Trimmed |
| 5 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $3.6M | 2.18% | 12,692 | Added |
| 6 | JPM | JPMORGAN CHASE & COMPANY | $3.3M | 2.00% | 11,355 | Added |
| 7 | IMCV | ISHARES TR MRGSTR MD CP VAL | $3.2M | 1.95% | 38,313 | Trimmed |
| 8 | IWS | ISHARES TR RUS MDCP VAL ETF | $3.3M | 1.95% | 22,353 | Trimmed |
| 9 | ORCL | ORACLE CORPORATION | $3.2M | 1.90% | 21,552 | Trimmed |
| 10 | RJF | RAYMOND JAMES FINL INCORPORATED | $2.8M | 1.68% | 19,339 | Added |
| 11 | JNJ | JOHNSON & JOHNSON | $2.5M | 1.50% | 10,250 | Added |
| 12 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $2.5M | 1.49% | 8,642 | Trimmed |
| 13 | AMZN | AMAZON COM INCORPORATED | $2.1M | 1.25% | 9,965 | Trimmed |
| 14 | EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $2.1M | 1.23% | 46,956 | Trimmed |
| 15 | LECO | LINCOLN ELEC HLDGS INCORPORATED | $2.0M | 1.20% | 8,057 | Added |
| 16 | VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $1.8M | 1.06% | 18,725 | Added |
| 17 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $1.7M | 1.03% | 2,878 | Added |
| 18 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $1.7M | 1.00% | 2,712 | Hold |
| 19 | MRK | MERCK & COMPANY INCORPORATED | $1.6M | 0.98% | 13,586 | Hold |
| 20 | IBM | INTERNATIONAL BUSINESS MACHINES | $1.6M | 0.96% | 6,567 | Added |
| 21 | GE | GE AEROSPACE COM NEW | $1.5M | 0.90% | 5,281 | Hold |
| 22 | TMO | THERMO FISHER SCIENTIFIC INCORPORATED | $1.5M | 0.89% | 3,002 | Hold |
| 23 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $1.2M | 0.73% | 1,869 | Trimmed |
| 24 | NETZ | TCW TRANSFORM SYSTEMS ETF | $1.2M | 0.71% | 12,162 | Added |
| 25 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.2M | 0.70% | 41,591 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31