StockDriftsStockDriftsTop 50 Millstone Evans Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 8.65% | 56.8K | $14.4M | -0.00%(-1) | $232.35(+28.63%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 8.35% | 79.8K | $13.9M | -1.24%(-1.00K) | $128.02(+76.40%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 3.85% | 17.3K | $6.4M | -0.02%(-4) | $432.98(-6.41%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 3.05% | 10.6K | $5.1M | -0.54%(-58) | $457.35(+6.16%) | 2026-03-31 | |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 2.18% | 12.7K | $3.6M | +0.22%(+28) | $179.14(+122.75%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & COMPANY | 2% | 11.4K | $3.3M | +0.51%(+58) | $225.71(+33.03%) | 2026-03-31 | |
| IWS | ISHARES TR RUS MDCP VAL ETF | 1.95% | 22.4K | $3.3M | -1.88%(-428) | $131.47(+19.72%) | 2026-03-31 | |
| IMCV | ISHARES TR MRGSTR MD CP VAL | 1.95% | 38.3K | $3.2M | -0.23%(-87) | $75.85(+16.21%) | 2026-03-31 | |
| ORCL | ORACLE CORPORATION | 1.9% | 21.6K | $3.2M | -0.17%(-37) | $161.13(+17.77%) | 2026-03-31 | |
| RJF | RAYMOND JAMES FINL INCORPORATED | 1.68% | 19.3K | $2.8M | +1.81%(+344) | $139.14(+10.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.78% |
Millstone Evans Group, LLC reports $166.64M in US-listed equity holdings across 856 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.7%), NVDA (8.3%) and MSFT (3.9%). The top 20 holdings account for 47.26% of reported assets. Its disclosed equity book has returned +13.50% cumulatively over 5 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Millstone Evans Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2041943). View Millstone Evans Group, LLC’s 13F filings on SEC