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Millstone Evans Group - Q4 2025 13F Filings

MI

Millstone Evans Group, LLC

CIK: 0002041943
Address: Colorado Boulder 4940 Pearl East Circle Suite 202
$169.97 M
Portfolio Value
857
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. EMLP First Trust North American E
+$1.78 M
2. FNDX Schwab Fundamental Us Large Company Etf
+$1.16 M
3. VYMI Vanguard International High Dividend Yield Etf
+$892,530
4. MSFT Microsoft Corporation
+$762,682.36
5. VOO Vanguard S&P 500 Etf
+$607,061.7
6. SCHP Schwab Us Tips Etf
+$470,277

Top Sells

Q4 2025
1. GOOG Alphabet
−$143,092.79
2. GOOGL Alphabet
−$128,641.44
3. UL Unilever PLC
−$87,794
4. WRN Western Copper And Gold Corporation
−$80,099.95
5. RJF Raymond James Financial
−$79,651.2
6. CWS Advisorshares Focused Equity Etf
−$75,945.58

Asset Allocation

Stocks/ETFs
+9.37%
$169.78 M 99.89%
Options
$0 0.00%
Debt
-1.84%
$800 0.00%
Other
-91.18%
$191,238 0.11%

Sector Allocation (Stocks)

Millstone Evans Group Q4 2025 Filing Summary

Millstone Evans Group, LLC filed its 13F report for Q4 2025 on February 02, 2026. The portfolio totaled 169.97 M reflecting a +7.98% change from the prior quarter, spanning 857 assets. The top 10 holdings comprised 38.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 49 new positions and 21 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 Q4 2025 Filing

Millstone Evans Group submitted their Form 13F-HR for the Q4 2025 period on 02/02/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Millstone Evans Group reported a managed portfolio value of 169.97 M, consisting of 857 individual positions.

This page displays the raw filing documents. To see which stocks Millstone Evans Group bought or sold during Q4 2025, please visit Millstone Evans Group's Portfolio Analysis page.