Millstone Evans Group, LLC
•CIK: 2041943•Filing: Q4 2025
**Millstone Evans Group, LLC** manages $170M across a diverse portfolio of 857 positions. The fund maintains significant exposure to mega-cap technology leaders, with top holdings including AAPL at $15.4M and NVDA at $15.1M. Further allocations are notable in software and financial services, evidenced by $8.4M in MSFT and $3.6M in JPM. This concentration suggests a conviction-driven strategy targeting established growth and defensive pillars.
Total AUM
$170.0M
QoQ Performance
+8.0%
Positions
856
Top 10 Concentration
42.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
AAPL9.1%
NVDA8.9%
MSFT4.9%
BRK/B3.2%
ORCL2.5%
GOOG2.3%
JPM2.1%
IWS1.9%
📈 Biggest Buys
📉 Biggest Sells
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-3.5%
2.3% of portfolio
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-4.5%
1.6% of portfolio
WRN
WESTERN COPPER & GOLD CORPORATION (CANADA)
-10.4%
0.4% of portfolio
RJF
RAYMOND JAMES FINL INCORPORATED
-2.5%
1.8% of portfolio
CWS
ADVISORSHARES FOCUSED EQUITY ETF
-11.8%
0.3% of portfolio
Sector Breakdown
Other39.3%
Technology35.4%
Financial8.3%
Healthcare5.8%
Consumer4.1%
Industrial2.4%
ETF2.1%
Communication1.0%
🚪 Exited Positionssold since Q3 2025
+633 more exited positions
Changes from Q3 2025
NEW4 new positions
↑70 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024