Millstone Evans Group, LLC: 13F holdings
CIK 20419432026Q2
| Positions | 877 |
|---|
| Reported value | $184.8m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 877 (+21 vs prior quarter) |
|---|
| Reported value | $184.8m (+10.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 80,112 | $16.0m | 8.7% |
| AAPL APPLE INCORPORATED | 52,690 | $15.2m | 8.2% |
| IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF | 403,194 | $10.5m | 5.7% |
| MSFT MICROSOFT CORPORATION | 17,326 | $6.5m | 3.5% |
| BRK-B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 10,611 | $5.3m | 2.9% |
| GOOG ALPHABET INCORPORATED CAP STK CLASS C | 11,065 | $3.9m | 2.1% |
| JPM JPMORGAN CHASE & COMPANY | 11,258 | $3.7m | 2.0% |
| IMCV ISHARES TR MRGSTR MD CP VAL | 36,762 | $3.4m | 1.8% |
| IWS ISHARES TR RUS MDCP VAL ETF | 19,763 | $3.3m | 1.8% |
| ORCL ORACLE CORPORATION | 20,872 | $3.1m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2041943")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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