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 $184.8M across 877 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($16.0M, 8.67%), AAPL ($15.2M, 8.25%), BLDX ($10.5M, 5.68%), MSFT ($6.5M, 3.50%), BRKB ($5.3M, 2.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $16.0M | 8.67% | 80,112 | Added |
| 2 | AAPL | APPLE INCORPORATED | $15.2M | 8.25% | 52,690 | Trimmed |
| 3 | BLDX | IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF | $10.5M | 5.68% | 403,194 | New |
| 4 | MSFT | MICROSOFT CORPORATION | $6.5M | 3.50% | 17,326 | Added |
| 5 | BRKB | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $5.3M | 2.87% | 10,611 | Trimmed |
| 6 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $3.9M | 2.12% | 11,065 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & COMPANY | $3.7M | 1.99% | 11,258 | Trimmed |
| 8 | IMCV | ISHARES TR MRGSTR MD CP VAL | $3.4M | 1.82% | 36,762 | Trimmed |
| 9 | IWS | ISHARES TR RUS MDCP VAL ETF | $3.3M | 1.76% | 19,763 | Trimmed |
| 10 | ORCL | ORACLE CORPORATION | $3.1M | 1.65% | 20,872 | Trimmed |
| 11 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $2.9M | 1.57% | 8,141 | Trimmed |
| 12 | RJF | RAYMOND JAMES FINL INCORPORATED | $2.9M | 1.57% | 19,055 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $2.4M | 1.32% | 9,613 | Trimmed |
| 14 | AMZN | AMAZON COM INCORPORATED | $2.2M | 1.20% | 9,320 | Trimmed |
| 15 | LECO | LINCOLN ELEC HLDGS INCORPORATED | $2.1M | 1.14% | 7,911 | Trimmed |
| 16 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $2.0M | 1.06% | 2,865 | Trimmed |
| 17 | EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $1.9M | 1.02% | 43,478 | Trimmed |
| 18 | PWRD | TCW TRANSFORM SYSTEMS ETF | $1.8M | 0.98% | 14,734 | Added |
| 19 | IBM | INTERNATIONAL BUSINESS MACHINES | $1.8M | 0.97% | 6,407 | Trimmed |
| 20 | LLY | ELI LILLY & COMPANY | $1.7M | 0.90% | 1,385 | Added |
| 21 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $1.6M | 0.84% | 2,218 | Trimmed |
| 22 | VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $1.5M | 0.80% | 15,100 | Trimmed |
| 23 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $1.5M | 0.80% | 1,975 | Added |
| 24 | GLW | CORNING INCORPORATED | $1.4M | 0.75% | 5,405 | Added |
| 25 | MRK | MERCK & COMPANY INCORPORATED | $1.4M | 0.73% | 10,569 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30