What does Millstone Evans Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Millstone Evans Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INCORPORATED

$14M57K8.6%

NVIDIA CORPORATION

$14M80K8.4%

MICROSOFT CORPORATION

$6M17K3.8%

BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

$5M11K3.1%

ALPHABET INCORPORATED CAP STK CLASS C

$4M13K2.2%

JPMORGAN CHASE & COMPANY

$3M11K2.0%

ISHARES TR RUS MDCP VAL ETF

$3M22K2.0%

ISHARES TR MRGSTR MD CP VAL

$3M38K1.9%

ORACLE CORPORATION

$3M22K1.9%

RAYMOND JAMES FINL INCORPORATED

$3M19K1.7%

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