Millstone Evans Group, LLC

CIK 0002041943 · BOULDER, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Millstone Evans Group, LLC reported 877 positions worth $184.8M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: NVDA (8.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$184.8M
2026 Q2
Positions
877
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.3%
Est. Net Flow (Q)
2026 Q2
10 / 877 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$16.0M8.67%80,112
2AAPLAPPLE INCORPORATEDSH$15.2M8.25%52,690
3BLDXIMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETFSH$10.5M5.68%403,194
4MSFTMICROSOFT CORPORATIONSH$6.5M3.50%17,326
5BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSH$5.3M2.87%10,611
6GOOGALPHABET INCORPORATED CAP STK CLASS CSH$3.9M2.12%11,065
7JPMJPMORGAN CHASE & COMPANYSH$3.7M1.99%11,258
8IMCVISHARES TR MRGSTR MD CP VALSH$3.4M1.82%36,762
9IWSISHARES TR RUS MDCP VAL ETFSH$3.3M1.76%19,763
10ORCLORACLE CORPORATIONSH$3.1M1.65%20,872

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Millstone Evans Group, LLC hold as of Q2 2026?

Millstone Evans Group, LLC reported 877 positions worth $184.8M in its Q2 2026 13F filing. Largest positions: NVDA (8.7%), AAPL (8.2%), BLDX (5.7%), MSFT (3.5%) and BRK-B (2.9%).

What did Millstone Evans Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Millstone Evans Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.