Millstone Evans Group, LLC

Est. AUM

$166.2M

13F long equity, this entity only

Positions

848

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INCORPORATED	COM	$14.4M	56782	8.67%	SOLE
2	NVIDIA CORPORATION	COM	$13.9M	79792	8.38%	SOLE
3	MICROSOFT CORPORATION	COM	$6.4M	17316	3.86%	SOLE
4	BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	CL B NEW	$5.1M	10614	3.06%	SOLE
5	ALPHABET INCORPORATED CAP STK CLASS C	CAP STK CL C	$3.6M	12692	2.19%	SOLE
6	JPMORGAN CHASE & COMPANY	COM	$3.3M	11355	2.01%	SOLE
7	ISHARES TR RUS MDCP VAL ETF	RUS MDCP VAL ETF	$3.3M	22353	1.96%	SOLE
8	ISHARES TR MRGSTR MD CP VAL	MRGSTR MD CP VAL	$3.2M	38313	1.95%	SOLE
9	ORACLE CORPORATION	COM	$3.2M	21552	1.91%	SOLE
10	RAYMOND JAMES FINL INCORPORATED	COM	$2.8M	19339	1.69%	SOLE
11	JOHNSON & JOHNSON	COM	$2.5M	10250	1.51%	SOLE
12	ALPHABET INCORPORATED CAP STK CLASS A	CAP STK CL A	$2.5M	8642	1.50%	SOLE
13	AMAZON COM INCORPORATED	COM	$2.1M	9965	1.25%	SOLE
14	FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND	NO AMER ENERGY	$2.0M	46956	1.23%	SOLE
15	LINCOLN ELEC HLDGS INCORPORATED	COM	$2.0M	8057	1.21%	SOLE
16	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	INTL HIGH ETF	$1.8M	18725	1.06%	SOLE
17	VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	S&P 500 ETF SHS	$1.7M	2878	1.04%	SOLE
18	STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	UTSER1 S&PDCRP	$1.7M	2712	1.01%	SOLE
19	MERCK & COMPANY INCORPORATED	COM	$1.6M	13586	0.98%	SOLE
20	INTERNATIONAL BUSINESS MACHINES	COM	$1.6M	6567	0.96%	SOLE
21	GE AEROSPACE COM NEW	COM NEW	$1.5M	5281	0.90%	SOLE
22	THERMO FISHER SCIENTIFIC INCORPORATED	COM	$1.5M	3002	0.89%	SOLE
23	STATE STREET SPDR S&P 500 ETF TRUST	TR UNIT	$1.2M	1869	0.73%	SOLE
24	TCW TRANSFORM SYSTEMS ETF	TRANSFORM SYSTEM	$1.2M	12162	0.72%	SOLE
25	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	FUNDAMENTAL US L	$1.2M	41591	0.70%	SOLE
26	GE VERNOVA INCORPORATED	COM	$1.1M	1315	0.69%	SOLE
27	SCHWAB US DIVIDEND EQUITY ETF	US DIVIDEND EQ	$1.1M	36943	0.68%	SOLE
28	ELI LILLY & COMPANY	COM	$1.1M	1165	0.65%	SOLE
29	STARBUCKS CORPORATION	COM	$1.1M	11895	0.64%	SOLE
30	PROCTER & GAMBLE COMPANY	COM	$1.0M	6942	0.60%	SOLE
31	NORFOLK SOUTHN CORPORATION	COM	$955K	3327	0.57%	SOLE
32	WATERS CORPORATION	COM	$933K	3133	0.56%	SOLE
33	COSTCO WHOLESALE CORPORATION	COM	$925K	928	0.56%	SOLE
34	DIMENSIONAL U.S. CORE EQUITY 2 ETF	US CORE EQUITY 2	$911K	23443	0.55%	SOLE
35	CHEVRON CORPORATION	COM	$869K	4202	0.52%	SOLE
36	VANGUARD HIGH DIVIDEND YIELD ETF	HIGH DIV YLD	$868K	5860	0.52%	SOLE
37	ISHARES TR RUSSELL 2000 ETF	RUSSELL 2000 ETF	$855K	3448	0.51%	SOLE
38	EXXON MOBIL CORPORATION	COM	$806K	4748	0.49%	SOLE
39	SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF	FUNDAMENTAL EMER	$801K	20932	0.48%	SOLE
40	CISCO SYSTEMS INCORPORATED	COM	$793K	10225	0.48%	SOLE
41	PEPSICO INCORPORATED	COM	$789K	5084	0.47%	SOLE
42	VANGUARD ESG U.S. STOCK ETF	ESG US STK ETF	$788K	7019	0.47%	SOLE
43	VANGUARD TOTAL INTERNATIONAL STOCK ETF	VG TL INTL STK F	$761K	9872	0.46%	SOLE
44	AUTOMATIC DATA PROCESSING INCORPORATED	COM	$757K	3727	0.46%	SOLE
45	3M COMPANY	COM	$752K	5180	0.45%	SOLE
46	PACER US CASH COWS 100 ETF	US CASH COWS 100	$746K	11929	0.45%	SOLE
47	VISA INCORPORATED COM CLASS A	COM CL A	$735K	2431	0.44%	SOLE
48	CORNING INCORPORATED	COM	$733K	5393	0.44%	SOLE
49	AMERICAN EXPRESS COMPANY	COM	$708K	2342	0.43%	SOLE
50	WORLD GOLD TR SPDR GOLD MINISHARES TR NEW	SPDR GLD MINIS	$695K	7499	0.42%	SOLE

1–50 of 848

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.