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Millstone Evans Group - Q2 2026 13F Filings

MI

Millstone Evans Group, LLC

CIK: 0002041943
Address: Colorado Boulder 4940 Pearl East Circle Suite 202
$184.85 M
Portfolio Value
877
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. BLDX Impax Global Infrastructure Etf
+$10.51 M
2. IWF Ishares Russell 1000 Growth Etf
+$515,926.5
3. XLY Consumer Discretionary Select Sector Spdr Fund
+$361,457.31
4. PWRD Tcw Transform Systems Etf
+$316,253.18
5. XLB Materials Select Sector Spdr Fund
+$274,380.69

Top Sells

Q2 2026
1. AAPL Apple
−$1.18 M
2. GE General Electric Company
−$690,652.99
3. GOOG Alphabet
−$574,867.84
4. GEV Ge Vernova
−$551,009.58
5. BAC Bank Of America Corporation
−$486,495.76

Asset Allocation

Stocks/ETFs
+10.95%
$184.67 M 99.90%
Options
$0 0.00%
Debt
+79.33%
$1,388 0.00%
Other
-12.91%
$175,965 0.10%

Sector Allocation (Stocks)

Millstone Evans Group Q2 2026 Filing Summary

Millstone Evans Group, LLC filed its 13F report for Q2 2026 on August 11, 2026. The portfolio totaled 184.85 M reflecting a +10.92% change from the prior quarter, spanning 877 assets. The top 10 holdings comprised 38.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 59 new positions and 39 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Millstone Evans Group’s Q2 2026 Filing

Millstone Evans Group submitted their Form 13F-HR for the Q2 2026 period on 08/11/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Millstone Evans Group reported a managed portfolio value of 184.85 M, consisting of 877 individual positions.

This page displays the raw filing documents. To see which stocks Millstone Evans Group bought or sold during Q2 2026, please visit Millstone Evans Group's Portfolio Analysis page.