Millstone Evans Group, LLC
Net seller this quarter
$185M
630
-$8.76M
34.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $16M | 8.67% | 0.00% | +0.4% | Q4 2024 |
 AAPL | $15.2M | 8.25% | 0.00% | -7.2% | Q4 2024 |
 MSFT | $6.46M | 3.50% | 0.00% | +0.1% | Q4 2024 |
 BRK.B | $5.31M | 2.87% | Not reported | 0.0% | Q4 2024 |
 GOOG | $3.91M | 2.12% | Not reported | -12.8% | Q4 2024 |
 JPM | $3.69M | 1.99% | 0.00% | -0.9% | Q4 2024 |
 IWS | $3.25M | 1.76% | Not reported | -11.6% | Q4 2024 |
 ORCL | $3.06M | 1.65% | 0.00% | -3.2% | Q4 2024 |
| GOOGL | $2.91M | 1.57% | 0.00% | -5.8% | Q4 2024 |
 RJF | $2.9M | 1.57% | 0.01% | -1.5% | Q4 2024 |
 JNJ | $2.44M | 1.32% | 0.00% | -6.2% | Q4 2024 |
 AMZN | $2.22M | 1.20% | 0.00% | -6.5% | Q4 2024 |
 LECO | $2.1M | 1.14% | 0.01% | -1.8% | Q4 2024 |
 IBM | $1.8M | 0.97% | 0.00% | -2.4% | Q4 2024 |
 LLY | $1.66M | 0.90% | 0.00% | +18.9% | Q4 2024 |
 MDY | $1.56M | 0.84% | Not reported | -18.2% | Q4 2024 |
| SPY | $1.47M | 0.80% | Not reported | +5.7% | Q4 2024 |
 GLW | $1.38M | 0.75% | 0.00% | +0.2% | Q4 2024 |
 MRK | $1.36M | 0.73% | 0.00% | -22.2% | Q4 2024 |
 GE | $1.28M | 0.69% | 0.00% | -35.0% | Q4 2024 |
 FLEX | $1.24M | 0.67% | 0.00% | Not reported | Q4 2024 |
 SBUX | $1.21M | 0.65% | 0.00% | -0.6% | Q4 2024 |
 CSCO | $1.21M | 0.65% | 0.00% | +0.4% | Q4 2024 |
 TMO | $1.14M | 0.61% | 0.00% | -24.5% | Q4 2024 |
 NSC | $1.05M | 0.57% | 0.00% | +0.2% | Q4 2024 |
 GEV | $994K | 0.54% | 0.00% | -35.7% | Q4 2024 |
 PG | $993K | 0.54% | 0.00% | -2.5% | Q4 2024 |
 VYM | $922K | 0.50% | Not reported | -0.4% | Q4 2024 |
 WAT | $896K | 0.48% | 0.00% | -23.8% | Q4 2024 |
 V | $847K | 0.46% | 0.00% | +1.6% | Q4 2024 |
 MMM | $840K | 0.45% | 0.00% | +0.1% | Q4 2024 |
 PNC | $792K | 0.43% | 0.00% | +0.9% | Q4 2024 |
 AXP | $792K | 0.43% | 0.00% | Not reported | Q4 2024 |
 TSM | $782K | 0.42% | 0.00% | +2.9% | Q4 2024 |
 AMD | $771K | 0.42% | 0.00% | +3.4% | Q4 2024 |
 INTC | $747K | 0.40% | 0.00% | +1.1% | Q4 2024 |
 COST | $692K | 0.37% | 0.00% | -20.3% | Q4 2024 |
 ABBV | $629K | 0.34% | 0.00% | -19.0% | Q4 2024 |
 FNDF | $616K | 0.33% | Not reported | -5.8% | Q4 2025 |
 UBSI | $611K | 0.33% | 0.01% | Not reported | Q4 2024 |
 XOM | $585K | 0.32% | 0.00% | -9.9% | Q4 2024 |
 SYK | $564K | 0.31% | 0.00% | Not reported | Q4 2024 |
 CVX | $559K | 0.30% | 0.00% | -19.7% | Q4 2024 |
 CWS | $533K | 0.29% | Not reported | -3.3% | Q4 2024 |
 WMT | $508K | 0.27% | 0.00% | -11.6% | Q4 2024 |
 ADP | $507K | 0.27% | 0.00% | -39.2% | Q4 2024 |
 MCD | $496K | 0.27% | 0.00% | +19.8% | Q4 2024 |
 NVS | $486K | 0.26% | 0.00% | Not reported | Q4 2024 |
| GLDM | $475K | 0.26% | 0.00% | -20.3% | Q3 2025 |
 KVUE | $455K | 0.25% | 0.00% | -5.0% | Q4 2024 |
| Q1 2026 | |||||
| AAPL | $14.4M | 8.65% | 0.00% | 0.0% | Q4 2024 |
| NVDA | $13.9M | 8.35% | 0.00% | -1.2% | Q4 2024 |
| MSFT | $6.41M | 3.85% | 0.00% | 0.0% | Q4 2024 |
| BRK.B | $5.09M | 3.05% | Not reported | -0.5% | Q4 2024 |
| GOOG | $3.64M | 2.18% | Not reported | +0.2% | Q4 2024 |
| JPM | $3.34M | 2.00% | 0.00% | +0.5% | Q4 2024 |
| IWS | $3.26M | 1.95% | Not reported | -1.9% | Q4 2024 |
| ORCL | $3.17M | 1.90% | 0.00% | -0.2% | Q4 2024 |
| RJF | $2.8M | 1.68% | 0.01% | +1.8% | Q4 2024 |
| JNJ | $2.51M | 1.50% | 0.00% | +0.4% | Q4 2024 |
| GOOGL | $2.49M | 1.49% | 0.00% | -0.7% | Q4 2024 |
| AMZN | $2.08M | 1.25% | 0.00% | -10.4% | Q4 2024 |
| LECO | $2.01M | 1.20% | 0.01% | 0.0% | Q4 2024 |
| MDY | $1.67M | 1.00% | Not reported | Not reported | Q4 2024 |
| MRK | $1.63M | 0.98% | 0.00% | Not reported | Q4 2024 |
| IBM | $1.59M | 0.96% | 0.00% | +0.5% | Q4 2024 |
| GE | $1.5M | 0.90% | 0.00% | Not reported | Q4 2024 |
| TMO | $1.48M | 0.89% | 0.00% | Not reported | Q4 2024 |
| SPY | $1.22M | 0.73% | Not reported | -0.7% | Q4 2024 |
| GEV | $1.15M | 0.69% | 0.00% | Not reported | Q4 2024 |
| LLY | $1.07M | 0.64% | 0.00% | +5.8% | Q4 2024 |
| SBUX | $1.07M | 0.64% | 0.00% | +0.5% | Q4 2024 |
| PG | $1M | 0.60% | 0.00% | +1.2% | Q4 2024 |
| NSC | $955K | 0.57% | 0.00% | Not reported | Q4 2024 |
| WAT | $933K | 0.56% | 0.00% | +0.8% | Q4 2024 |
| COST | $925K | 0.55% | 0.00% | Not reported | Q4 2024 |
| CVX | $869K | 0.52% | 0.00% | +1.6% | Q4 2024 |
| VYM | $868K | 0.52% | Not reported | +13.1% | Q4 2024 |
| XOM | $806K | 0.48% | 0.00% | -1.8% | Q4 2024 |
| CSCO | $793K | 0.48% | 0.00% | +0.4% | Q4 2024 |
 PEP | $789K | 0.47% | 0.00% | Not reported | Q4 2024 |
| ADP | $757K | 0.45% | 0.00% | Not reported | Q4 2024 |
| MMM | $752K | 0.45% | 0.00% | Not reported | Q4 2024 |
| V | $735K | 0.44% | 0.00% | -2.3% | Q4 2024 |
| GLW | $733K | 0.44% | 0.00% | +1.3% | Q4 2024 |
| AXP | $708K | 0.43% | 0.00% | Not reported | Q4 2024 |
| GLDM | $695K | 0.42% | 0.00% | +15.4% | Q3 2025 |
 T | $687K | 0.41% | 0.00% | +2.3% | Q4 2024 |
| ABBV | $671K | 0.40% | 0.00% | +1.6% | Q4 2024 |
| PNC | $664K | 0.40% | 0.00% | +1.2% | Q4 2024 |
 BAC | $641K | 0.38% | 0.00% | -1.4% | Q4 2024 |
| WMT | $630K | 0.38% | 0.00% | Not reported | Q4 2024 |
| FNDF | $607K | 0.36% | Not reported | +72.4% | Q4 2025 |
| SYK | $589K | 0.35% | 0.00% | Not reported | Q4 2024 |
| UBSI | $552K | 0.33% | 0.01% | Not reported | Q4 2024 |
| TSM | $538K | 0.32% | 0.00% | Not reported | Q4 2024 |
 VZ | $531K | 0.32% | 0.00% | -6.5% | Q4 2024 |
| CWS | $523K | 0.31% | Not reported | -1.7% | Q4 2024 |
| FLEX | $499K | 0.30% | 0.00% | Not reported | Q4 2024 |
| MCD | $476K | 0.29% | 0.00% | +2.5% | Q4 2024 |
| Q4 2025 | |||||
| AAPL | $15.4M | 9.08% | 0.00% | -0.3% | Q4 2024 |
| NVDA | $15.1M | 8.86% | 0.00% | Not reported | Q4 2024 |
| MSFT | $8.38M | 4.93% | 0.00% | +10.0% | Q4 2024 |
| BRK.B | $5.36M | 3.16% | Not reported | -1.2% | Q4 2024 |
| ORCL | $4.21M | 2.48% | 0.00% | +7.4% | Q4 2024 |
| GOOG | $3.97M | 2.34% | Not reported | -3.5% | Q4 2024 |
| JPM | $3.64M | 2.14% | 0.00% | -0.5% | Q4 2024 |
| IWS | $3.21M | 1.89% | Not reported | +7.5% | Q4 2024 |
| RJF | $3.05M | 1.79% | 0.01% | -2.5% | Q4 2024 |
| GOOGL | $2.72M | 1.60% | 0.00% | -4.5% | Q4 2024 |
| AMZN | $2.57M | 1.51% | 0.00% | +12.1% | Q4 2024 |
| JNJ | $2.11M | 1.24% | 0.00% | +2.3% | Q4 2024 |
| IBM | $1.94M | 1.14% | 0.00% | +4.4% | Q4 2024 |
| LECO | $1.93M | 1.14% | 0.01% | Not reported | Q4 2024 |
| TMO | $1.74M | 1.02% | 0.00% | -1.5% | Q4 2024 |
| MDY | $1.64M | 0.96% | Not reported | -1.6% | Q4 2024 |
| GE | $1.63M | 0.96% | 0.00% | +0.3% | Q4 2024 |
| MRK | $1.43M | 0.84% | 0.00% | +6.2% | Q4 2024 |
| SPY | $1.28M | 0.76% | Not reported | Not reported | Q4 2024 |
| LLY | $1.18M | 0.70% | 0.00% | Not reported | Q4 2024 |
| WAT | $1.18M | 0.69% | 0.01% | Not reported | Q4 2024 |
| SBUX | $997K | 0.59% | 0.00% | +8.0% | Q4 2024 |
| PG | $984K | 0.58% | 0.00% | -1.8% | Q4 2024 |
| NSC | $961K | 0.57% | 0.00% | -1.0% | Q4 2024 |
| ADP | $959K | 0.56% | 0.00% | +5.7% | Q4 2024 |
| V | $873K | 0.51% | 0.00% | 0.0% | Q4 2024 |
| AXP | $866K | 0.51% | 0.00% | -3.6% | Q4 2024 |
| GEV | $859K | 0.51% | 0.00% | +1.3% | Q4 2024 |
| MMM | $829K | 0.49% | 0.00% | Not reported | Q4 2024 |
| COST | $800K | 0.47% | 0.00% | Not reported | Q4 2024 |
| CSCO | $785K | 0.46% | 0.00% | +1.0% | Q4 2024 |
| VYM | $744K | 0.44% | Not reported | +164.0% | Q4 2024 |
| BAC | $734K | 0.43% | 0.00% | +8.3% | Q4 2024 |
| PEP | $730K | 0.43% | 0.00% | -5.2% | Q4 2024 |
| ABBV | $693K | 0.41% | 0.00% | +13.9% | Q4 2024 |
 WRN | $691K | 0.41% | 0.13% | -10.4% | Q4 2024 |
| PNC | $658K | 0.39% | 0.00% | -0.1% | Q4 2024 |
 CRM | $654K | 0.38% | 0.00% | +3.6% | Q4 2024 |
| CVX | $631K | 0.37% | 0.00% | +16.4% | Q4 2024 |
| SYK | $630K | 0.37% | 0.00% | +16.2% | Q4 2024 |
| XOM | $582K | 0.34% | 0.00% | +0.4% | Q4 2024 |
| T | $576K | 0.34% | 0.00% | +1.0% | Q4 2024 |
| CWS | $565K | 0.33% | Not reported | -11.8% | Q4 2024 |
| WMT | $565K | 0.33% | 0.00% | -2.5% | Q4 2024 |
| GLDM | $555K | 0.33% | 0.00% | +142.8% | Q3 2025 |
| UBSI | $512K | 0.30% | 0.01% | Not reported | Q4 2024 |
| TSM | $484K | 0.28% | 0.00% | -5.0% | Q4 2024 |
| GLW | $466K | 0.27% | 0.00% | Not reported | Q4 2024 |
| FLEX | $461K | 0.27% | 0.00% | Not reported | Q4 2024 |
| VZ | $461K | 0.27% | 0.00% | -3.6% | Q4 2024 |
| Q3 2025 | |||||
| NVDA | $15.1M | 9.58% | 0.00% | +0.4% | Q4 2024 |
| AAPL | $14.5M | 9.21% | 0.00% | -0.1% | Q4 2024 |
| MSFT | $8.15M | 5.18% | 0.00% | +0.2% | Q4 2024 |
| ORCL | $5.65M | 3.59% | 0.00% | +0.1% | Q4 2024 |
| BRK.B | $5.43M | 3.45% | Not reported | +1.3% | Q4 2024 |
| JPM | $3.58M | 2.28% | 0.00% | -0.7% | Q4 2024 |
| RJF | $3.36M | 2.14% | 0.01% | -0.7% | Q4 2024 |
| GOOG | $3.2M | 2.03% | Not reported | +0.8% | Q4 2024 |
| IWS | $2.96M | 1.88% | Not reported | -3.2% | Q4 2024 |
| GOOGL | $2.22M | 1.41% | 0.00% | -0.3% | Q4 2024 |
| AMZN | $2.18M | 1.38% | 0.00% | +1.5% | Q4 2024 |
| LECO | $1.9M | 1.21% | 0.01% | +0.5% | Q4 2024 |
| JNJ | $1.85M | 1.18% | 0.00% | -0.3% | Q4 2024 |
| IBM | $1.77M | 1.12% | 0.00% | 0.0% | Q4 2024 |
| MDY | $1.64M | 1.04% | Not reported | Not reported | Q4 2024 |
| GE | $1.58M | 1.01% | 0.00% | +1.3% | Q4 2024 |
| TMO | $1.48M | 0.94% | 0.00% | +2.9% | Q4 2024 |
| SPY | $1.25M | 0.80% | Not reported | +0.1% | Q4 2024 |
| MRK | $1.07M | 0.68% | 0.00% | -2.0% | Q4 2024 |
| PG | $1.07M | 0.68% | 0.00% | +0.6% | Q4 2024 |
| ADP | $1.04M | 0.66% | 0.00% | Not reported | Q4 2024 |
| NSC | $1.01M | 0.64% | 0.00% | Not reported | Q4 2024 |
| WAT | $932K | 0.59% | 0.01% | Not reported | Q4 2024 |
| SBUX | $927K | 0.59% | 0.00% | -0.5% | Q4 2024 |
| COST | $859K | 0.55% | 0.00% | +2.9% | Q4 2024 |
| V | $850K | 0.54% | 0.00% | Not reported | Q4 2024 |
| LLY | $840K | 0.53% | 0.00% | Not reported | Q4 2024 |
| AXP | $807K | 0.51% | 0.00% | +1.8% | Q4 2024 |
| MMM | $804K | 0.51% | 0.00% | Not reported | Q4 2024 |
| GEV | $798K | 0.51% | 0.00% | +1.2% | Q4 2024 |
| PEP | $753K | 0.48% | 0.00% | Not reported | Q4 2024 |
| CSCO | $690K | 0.44% | 0.00% | -1.3% | Q4 2024 |
| T | $648K | 0.41% | 0.00% | -5.8% | Q4 2024 |
| CWS | $640K | 0.41% | Not reported | +18.0% | Q4 2024 |
| BAC | $635K | 0.40% | 0.00% | -0.9% | Q4 2024 |
| PNC | $634K | 0.40% | 0.00% | Not reported | Q4 2024 |
| ABBV | $617K | 0.39% | 0.00% | +2.2% | Q4 2024 |
| SYK | $570K | 0.36% | 0.00% | Not reported | Q4 2024 |
| WRN | $569K | 0.36% | 0.14% | Not reported | Q4 2024 |
| CRM | $565K | 0.36% | 0.00% | -1.8% | Q4 2024 |
| CVX | $552K | 0.35% | 0.00% | +4.3% | Q4 2024 |
| XOM | $543K | 0.34% | 0.00% | -4.7% | Q4 2024 |
| WMT | $536K | 0.34% | 0.00% | -10.5% | Q4 2024 |
| VZ | $516K | 0.33% | 0.00% | -7.9% | Q4 2024 |
| UBSI | $496K | 0.32% | 0.01% | Not reported | Q4 2024 |
 HD | $491K | 0.31% | 0.00% | -3.7% | Q4 2024 |
 BABA | $476K | 0.30% | 0.00% | -12.5% | Q4 2024 |
| TSM | $468K | 0.30% | 0.00% | +5.3% | Q4 2024 |
| MCD | $461K | 0.29% | 0.00% | -0.1% | Q4 2024 |
| FLEX | $442K | 0.28% | 0.00% | +1.7% | Q4 2024 |