Millstone Evans Group, LLC
Top Portfolio Positions
594 positions ·
$118,485,695 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
56,782 | $14,410,703 | 12.16% | |
| NVDA |
Nvidia Corp
Technology
|
79,792 | $13,915,724 | 11.74% | |
| MSFT |
Microsoft Corp
Technology
|
17,316 | $6,409,863 | 5.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
10,614 | $5,086,228 | 4.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,355 | $3,340,186 | 2.82% | |
| ORCL |
Oracle Corp
Technology
|
21,552 | $3,170,514 | 2.68% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
19,339 | $2,800,093 | 2.36% | |
| JNJ |
Johnson & Johnson
Healthcare
|
10,250 | $2,505,510 | 2.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,642 | $2,485,093 | 2.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,965 | $2,075,410 | 1.75% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BGR
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,829 | 1,030 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,946 | 1,030 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $13,977 | 1,030 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $47,019 | 3,546 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $48,154 | 3,546 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $53,705 | 4,259 | Shares | Sole | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||