1y return+18.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $125 against $127 in the S&P 500.2
Millstone Evans Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $16.0M | 8.7% | |
| AAPLApple Incorporated | $15.2M | 8.2% | −7.2% |
| BLDXImpax Global Sustainable Infrastructure Etf | $10.5M | 5.7% | New |
| MSFTMicrosoft Corporation | $6.5M | 3.5% | |
| BRK/BBerkshire Hathaway Incorporated Del Class B New | $5.3M | 2.9% | |
| GOOGAlphabet Incorporated Cap Stk Class C | $3.9M | 2.1% | −12.8% |
| JPMJpmorgan Chase & Company | $3.7M | 2.0% | |
| IMCVIshares Tr Mrgstr Md Cp Val | $3.4M | 1.8% | −4.0% |
| IWSIshares Tr Rus Mdcp Val Etf | $3.3M | 1.8% | −11.6% |
| ORCLOracle Corporation | $3.1M | 1.7% | −3.2% |
| GOOGLAlphabet Incorporated Cap Stk Class A | $2.9M | 1.6% | −5.8% |
| RJFRaymond James Finl Incorporated | $2.9M | 1.6% | −1.5% |
| JNJJohnson & Johnson | $2.4M | 1.3% | −6.2% |
| AMZNAmazon Com Incorporated | $2.2M | 1.2% | −6.5% |
| LECOLincoln Elec Hldgs Incorporated | $2.1M | 1.1% | −1.8% |
| VOOVanguard Index Funds S&p 500 Etf Shs New | $2.0M | 1.1% | |
| EMLPFirst Trust North American Energy Infrastructure Fund | $1.9M | 1.0% | −7.4% |
| PWRDTcw Transform Systems Etf | $1.8M | 1.0% | +21.1% |
| IBMInternational Business Machines | $1.8M | 1.0% | −2.4% |
| LLYEli Lilly & Company | $1.7M | 0.9% | +18.9% |
| MDYState Street Spdr S&p Midcap 400 Etf Trust | $1.6M | 0.8% | −18.2% |
| VYMIVanguard International High Dividend Yield Etf | $1.5M | 0.8% | −19.4% |
| SPYState Street Spdr S&p 500 Etf Trust | $1.5M | 0.8% | +5.7% |
| GLWCorning Incorporated | $1.4M | 0.7% | |
| MRKMerck & Company Incorporated | $1.4M | 0.7% | −22.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Incorporated | December 31, 2024 | +437.5% | $1.4M |
| Flex Limited Ord (singapore)CUSIP Y2573F102 | December 31, 2024 | +322.2% | $1.2M |
| GEVGe Vernova Incorporated | December 31, 2024 | +257.2% | $994K |
| GEGe Aerospace Com New | December 31, 2024 | +124.1% | $1.3M |
| CSCOCisco Systems Incorporated | December 31, 2024 | +98.4% | $1.2M |
| GOOGLAlphabet Incorporated Cap Stk Class A | December 31, 2024 | +88.8% | $2.9M |
| GOOGAlphabet Incorporated Cap Stk Class C | December 31, 2024 | +85.5% | $3.9M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $2.4M |
| PWRDTcw Transform Systems Etf | December 31, 2024 | +69.4% | $1.8M |
| LLYEli Lilly & Company | December 31, 2024 | +55.4% | $1.7M |
Sold off last quarter
- FLSWFranklin Ftse Switzerland Etf was $161K
- SIVRAbrdn Physical Silver Shares Etf was $87K
- MCHIIshares Tr Msci China Etf was $70K
- VFLOVictory Portfolios II Victoryshares Free Cash Flow was $47K
- Honeywell International IncorporatedCUSIP 438516106 was $44K
- JSIJanus Henderson Securitized Income Etf was $40K
- Carnival Corporation Common Stock (panama)CUSIP 143658300 was $35K
- OXYOccidental Pete Corporation was $34K
- First Fndtn IncorporatedCUSIP 32026V104 was $29K
- AEEAmeren Corporation was $27K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +9.2% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Millstone Evans Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2041943&type=13F-HR&dateb=&owner=include&count=40CIK 2041943
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2041943/000204194326000003/Filed August 11, 2026 · accession 0002041943-26-000003