Institutional Fund
Millstone Evans Group, LLC
Boulder, COCIK 20419435 filings on record
Portfolio Value
$166.64M
Q1 2026
Holdings
856
Reported positions
New Buys
27
Opened this quarter
QoQ Change
-2.0%
from $169.97M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc8.6%
- Nvidia Corporation8.4%
- Microsoft Corp3.8%
- Berkshire Hathaway Inc Del3.1%
- Alphabet Inc2.2%
- Jpmorgan Chase & Co.2.0%
- Other71.9%
Portfolio Holdings
856 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 56.8K | $14.41M | 8.6% | −1 | Reduced |
| 2 | Nvidia Corporation | 79.8K | $13.92M | 8.4% | −1.0K | Reduced |
| 3 | Microsoft Corp | 17.3K | $6.41M | 3.8% | −4 | Reduced |
| 4 | Berkshire Hathaway Inc Del | 10.6K | $5.09M | 3.1% | −58 | Reduced |
| 5 | Alphabet Inc | 12.7K | $3.64M | 2.2% | +28 | Added |
| 6 | Jpmorgan Chase & Co. | 11.4K | $3.34M | 2.0% | +58 | Added |
| 7 | Ishares Tr | 22.4K | $3.26M | 2.0% | −428 | Reduced |
| 8 | Ishares Tr | 38.3K | $3.25M | 1.9% | −87 | Reduced |
| 9 | Oracle Corp | 21.6K | $3.17M | 1.9% | −37 | Reduced |
| 10 | Raymond James Finl Inc | 19.3K | $2.80M | 1.7% | +344 | Added |
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