Holders — by stockHoldings — by fund
Millstone Evans Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2041943
$184.8M
disclosed book value
877
positions
8.7%
largest position share
Positions, as of 2026-06-30
top 100 of 877 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 80,112 | $16.0M | 8.7% |
| 2 | AAPLAPPLE INCORPORATED | 52,690 | $15.2M | 8.2% |
| 3 | BLDXIMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF | 403,194 | $10.5M | 5.7% |
| 4 | MSFTMICROSOFT CORPORATION | 17,326 | $6.5M | 3.5% |
| 5 | BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 10,611 | $5.3M | 2.9% |
| 6 | GOOGALPHABET INCORPORATED CAP STK CLASS C | 11,065 | $3.9M | 2.1% |
| 7 | JPMJPMORGAN CHASE & COMPANY | 11,258 | $3.7M | 2% |
| 8 | IMCVISHARES TR MRGSTR MD CP VAL | 36,762 | $3.4M | 1.8% |
| 9 | IWSISHARES TR RUS MDCP VAL ETF | 19,763 | $3.3M | 1.8% |
| 10 | ORCLORACLE CORPORATION | 20,872 | $3.1M | 1.7% |
| 11 | GOOGLALPHABET INCORPORATED CAP STK CLASS A | 8,141 | $2.9M | 1.6% |
| 12 | RJFRAYMOND JAMES FINL INCORPORATED | 19,055 | $2.9M | 1.6% |
| 13 | JNJJOHNSON & JOHNSON | 9,613 | $2.4M | 1.3% |
| 14 | AMZNAMAZON COM INCORPORATED | 9,320 | $2.2M | 1.2% |
| 15 | LECOLINCOLN ELEC HLDGS INCORPORATED | 7,911 | $2.1M | 1.1% |
| 16 | VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 2,865 | $2.0M | 1.1% |
| 17 | EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 43,478 | $1.9M | 1% |
| 18 | PWRDTCW TRANSFORM SYSTEMS ETF | 14,734 | $1.8M | 1% |
| 19 | IBMINTERNATIONAL BUSINESS MACHINES | 6,407 | $1.8M | 1% |
| 20 | LLYELI LILLY & COMPANY | 1,385 | $1.7M | 0.9% |
| 21 | MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 2,218 | $1.6M | 0.8% |
| 22 | VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 15,100 | $1.5M | 0.8% |
| 23 | SPYSTATE STREET SPDR S&P 500 ETF TRUST | 1,975 | $1.5M | 0.8% |
| 24 | GLWCORNING INCORPORATED | 5,405 | $1.4M | 0.7% |
| 25 | MRKMERCK & COMPANY INCORPORATED | 10,569 | $1.4M | 0.7% |
| 26 | GEGE AEROSPACE COM NEW | 3,433 | $1.3M | 0.7% |
| 27 | FLEX LIMITED ORD (SINGAPORE) | 7,625 | $1.2M | 0.7% |
| 28 | SBUXSTARBUCKS CORPORATION | 11,823 | $1.2M | 0.7% |
| 29 | CSCOCISCO SYSTEMS INCORPORATED | 10,267 | $1.2M | 0.7% |
| 30 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 37,221 | $1.2M | 0.6% |
| 31 | TMOTHERMO FISHER SCIENTIFIC INCORPORATED | 2,267 | $1.1M | 0.6% |
| 32 | NSCNORFOLK SOUTHN CORPORATION | 3,332 | $1.0M | 0.6% |
| 33 | DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | 22,510 | $998,534 | 0.5% |
| 34 | GEVGE VERNOVA INCORPORATED | 846 | $993,932 | 0.5% |
| 35 | PGPROCTER & GAMBLE COMPANY | 6,772 | $993,046 | 0.5% |
| 36 | IWMISHARES TR RUSSELL 2000 ETF | 3,305 | $992,987 | 0.5% |
| 37 | FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 30,384 | $944,942 | 0.5% |
| 38 | VYMVANGUARD HIGH DIVIDEND YIELD ETF | 5,837 | $922,421 | 0.5% |
| 39 | WATWATERS CORPORATION | 2,388 | $895,596 | 0.5% |
| 40 | ESGVVANGUARD ESG U.S. STOCK ETF | 6,409 | $847,526 | 0.5% |
| 41 | VVISA INCORPORATED COM CLASS A | 2,470 | $847,432 | 0.5% |
| 42 | MMM3M COMPANY | 5,187 | $839,827 | 0.5% |
| 43 | PNCPNC FINL SVCS GROUP INCORPORATED | 3,218 | $792,336 | 0.4% |
| 44 | AXPAMERICAN EXPRESS COMPANY | 2,342 | $792,182 | 0.4% |
| 45 | TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | 1,638 | $782,260 | 0.4% |
| 46 | AMDADVANCED MICRO DEVICES INCORPORATED | 1,328 | $771,448 | 0.4% |
| 47 | INTCINTEL CORPORATION | 5,352 | $747,337 | 0.4% |
| 48 | COSTCOSTCO WHOLESALE CORPORATION | 740 | $692,248 | 0.4% |
| 49 | IWFISHARES TR RUS 1000 GRW ETF | 5,540 | $687,902 | 0.4% |
| 50 | COWZPACER US CASH COWS 100 ETF | 10,139 | $630,653 | 0.3% |
| 51 | ABBVABBVIE INCORPORATED | 2,498 | $628,597 | 0.3% |
| 52 | FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 11,677 | $616,079 | 0.3% |
| 53 | UBSIUNITED BANKSHARES INCORPORATED WEST VA | 13,328 | $610,822 | 0.3% |
| 54 | EXMOCEXXON MOBIL CORPORATION | 4,280 | $585,162 | 0.3% |
| 55 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 2,723 | $579,306 | 0.3% |
| 56 | SYKSTRYKER CORPORATION | 1,792 | $564,193 | 0.3% |
| 57 | CVXCHEVRON CORPORATION | 3,373 | $559,187 | 0.3% |
| 58 | CWSADVISORSHARES FOCUSED EQUITY ETF | 7,818 | $533,109 | 0.3% |
| 59 | CALFPACER US SMALL CAP CASH COWS ETF | 10,362 | $524,445 | 0.3% |
| 60 | WMTWALMART INC | 4,485 | $507,971 | 0.3% |
| 61 | ADPAUTOMATIC DATA PROCESSING INCORPORATED | 2,266 | $507,387 | 0.3% |
| 62 | DCORDIMENSIONAL US CORE EQUITY 1 ETF | 6,093 | $499,504 | 0.3% |
| 63 | MCDMCDONALDS CORPORATION | 1,835 | $496,019 | 0.3% |
| 64 | XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 3,094 | $490,894 | 0.3% |
| 65 | FNDESCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 12,263 | $486,576 | 0.3% |
| 66 | NVSNOVARTIS AG SPONSORED ADR (SWITZERLAND) | 3,102 | $486,145 | 0.3% |
| 67 | GLDMWORLD GOLD TR SPDR GOLD MINISHARES TR NEW | 5,976 | $474,614 | 0.3% |
| 68 | IJHISHARES TR CORE S&P MCP ETF | 5,929 | $457,185 | 0.2% |
| 69 | KVUEKENVUE INCORPORATED | 23,802 | $454,856 | 0.2% |
| 70 | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | 3,073 | $448,996 | 0.2% |
| 71 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 1,883 | $445,555 | 0.2% |
| 72 | TAT&T INCORPORATED | 21,296 | $440,827 | 0.2% |
| 73 | DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 11,738 | $437,358 | 0.2% |
| 74 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 5,101 | $436,084 | 0.2% |
| 75 | EMREMERSON ELEC COMPANY | 3,025 | $433,029 | 0.2% |
| 76 | OAKMOAKMARK U.S. LARGE CAP ETF | 14,904 | $419,846 | 0.2% |
| 77 | XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | 3,570 | $418,690 | 0.2% |
| 78 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 6,884 | $410,906 | 0.2% |
| 79 | UNPUNION PAC CORPORATION | 1,508 | $410,176 | 0.2% |
| 80 | VZVERIZON COMMUNICATIONS INCORPORATED | 9,661 | $409,047 | 0.2% |
| 81 | BUSEFIRST BUSEY CORPORATION COM NEW | 13,350 | $393,825 | 0.2% |
| 82 | RDVYFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | 4,823 | $390,952 | 0.2% |
| 83 | CMICUMMINS INCORPORATED | 546 | $389,413 | 0.2% |
| 84 | CRMSALESFORCE INCORPORATED | 2,472 | $387,264 | 0.2% |
| 85 | SUPPTCW TRANSFORM SUPPLY CHAIN ETF | 4,314 | $382,338 | 0.2% |
| 86 | ADIANALOG DEVICES INCORPORATED | 948 | $376,517 | 0.2% |
| 87 | QQQMINVESCO NASDAQ 100 ETF | 1,242 | $376,289 | 0.2% |
| 88 | EATON CORPORATION PLC SHS (IRELAND) | 883 | $376,264 | 0.2% |
| 89 | TREXTREX INCORPORATED | 7,500 | $375,300 | 0.2% |
| 90 | IEFAISHARES TR CORE MSCI EAFE | 3,765 | $363,624 | 0.2% |
| 91 | MAMASTERCARD INCORPORATED CLASS A | 695 | $357,110 | 0.2% |
| 92 | GSGOLDMAN SACHS GROUP INCORPORATED | 350 | $353,980 | 0.2% |
| 93 | SHWSHERWIN WILLIAMS COMPANY | 990 | $340,877 | 0.2% |
| 94 | VUGVANGUARD GROWTH ETF | 3,924 | $338,013 | 0.2% |
| 95 | UPGDINVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF | 4,065 | $333,059 | 0.2% |
| 96 | APDAIR PRODUCTS AND CHEMICALS INCORPORATED | 1,099 | $322,205 | 0.2% |
| 97 | VBVANGUARD SMALL-CAP ETF | 1,062 | $321,913 | 0.2% |
| 98 | MEDTRONIC PLC SHS (IRELAND) | 4,091 | $320,039 | 0.2% |
| 99 | PEPPEPSICO INC | 2,347 | $317,787 | 0.2% |
| 100 | BKNGBOOKING HOLDINGS INCORPORATED | 1,775 | $316,376 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.