Milestones Private Investment Advisors LLC
Milestones Private Investment Advisors LLC reported 77 holdings worth US$126M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Milestones Private Investment Advisors LLC reported 77 holdings worth US$126M as of Jun 30, 2026. Largest: Applied Materials, Inc., Apple Inc and Microsoft Corp. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 77
- Value as reported
- US$126M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Applied Materials, Inc. | 2,000 | US$1.45M | 1.2% |
| Apple Inc | 4,584 | US$1.33M | 1.1% |
| Microsoft Corp. | 3,034 | US$1.13M | 0.90% |
| Corning Incorporated | 2,959 | US$756K | 0.60% |
| Stryker Corporation | 1,544 | US$486K | 0.39% |
| The Travelers Companies, Inc. | 1,350 | US$446K | 0.35% |
| Cisco Systems, Inc. | 3,195 | US$375K | 0.30% |
| Amazon.com, Inc. | 1,381 | US$329K | 0.26% |
| Eog Resources, Inc. | 2,525 | US$328K | 0.26% |
| Axis Capital Holdings Limited | 2,850 | US$306K | 0.24% |
| International Business Machines Corporation | 1,079 | US$303K | 0.24% |
| Jp Morgan Chase & Co. | 868 | US$284K | 0.23% |
| Home Depot, Inc. (the) | 796 | US$281K | 0.22% |
| Walmart Inc. | 2,400 | US$272K | 0.22% |
| Alphabet Inc (google) Class C | 697 | US$249K | 0.20% |
| Conocophillips | 2,319 | US$241K | 0.19% |
| Nvidia Corporation | 1,201 | US$240K | 0.19% |
| Nextera Energy, Inc. | 2,600 | US$228K | 0.18% |
| Oracle Corporation | 1,390 | US$204K | 0.16% |