Millstone Evans Group, LLC

Millstone Evans Group, LLC reported 877 holdings worth US$185M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Millstone Evans Group, LLC reported 877 holdings worth US$185M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Aug 11, 2026 (Form 13F).

Holdings
877
Value as reported
US$185M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation80,112US$16M8.7%
Apple Inc52,690US$15.2M8.2%
Alphabet Inc (google) Class C19,081US$6.82M3.7%
Microsoft Corp.17,326US$6.46M3.5%
Berkshire Hathaway Inc.10,611US$5.31M2.9%
Jp Morgan Chase & Co.11,258US$3.69M2.0%
Oracle Corporation20,872US$3.06M1.7%
Raymond James Financial, Inc.19,055US$2.9M1.6%
Johnson & Johnson9,613US$2.44M1.3%
Amazon.com, Inc.9,320US$2.22M1.2%
Lincoln Electric Holdings, Inc.7,911US$2.1M1.1%
International Business Machines Corporation6,407US$1.8M0.97%
Eli Lilly And Company1,385US$1.66M0.90%
Corning Incorporated5,405US$1.38M0.75%
Merck & Company, Inc.10,569US$1.36M0.73%
Ge Aerospace3,433US$1.28M0.69%
Starbucks Corporation11,823US$1.21M0.65%
Cisco Systems, Inc.10,267US$1.21M0.65%
Thermo Fisher Scientific Inc2,267US$1.14M0.61%
Norfolk Southern Corporation3,332US$1.05M0.57%
Ge Vernova Inc.846US$994K0.54%
Procter & Gamble Company (the)6,772US$993K0.54%
Waters Corporation2,388US$896K0.48%
Visa Inc.2,470US$847K0.46%
3m Company5,187US$840K0.45%
Pnc Financial Services Group, Inc. (the)3,218US$792K0.43%
American Express Company2,342US$792K0.43%
Taiwan Semiconductor Manufacturing Co., Ltd.1,638US$782K0.42%
Advanced Micro Devices Inc1,328US$771K0.42%
Intel Corporation5,352US$747K0.40%
Costco Wholesale Corporation740US$692K0.37%
Abbvie Inc.2,498US$629K0.34%
United Bankshares, Inc.13,328US$611K0.33%
Exxon Mobil Corporation4,280US$585K0.32%
Stryker Corporation1,792US$564K0.31%
Chevron Corporation3,373US$559K0.30%
Walmart Inc.4,485US$508K0.27%
Automatic Data Processing, Inc.2,266US$507K0.27%
Mcdonald's Corporation1,835US$496K0.27%
Novartis Ag3,102US$486K0.26%
Kenvue Inc.23,802US$455K0.25%
At&t Inc.21,296US$441K0.24%
Emerson Electric Company3,025US$433K0.23%
Union Pacific Corporation1,508US$410K0.22%
Verizon Communications Inc.9,661US$409K0.22%
First Busey Corporation13,350US$394K0.21%
Cummins Inc.546US$389K0.21%
Salesforce, Inc.2,472US$387K0.21%
Analog Devices, Inc.948US$377K0.20%
Trex Company, Inc.7,500US$375K0.20%
Mastercard Incorporated695US$357K0.19%
Goldman Sachs Group, Inc. (the)350US$354K0.19%
Sherwin-williams Company (the)990US$341K0.18%
Air Products And Chemicals, Inc.1,099US$322K0.17%
Pepsico, Inc.2,347US$318K0.17%
Booking Holdings Inc. Common Stock1,775US$316K0.17%
Unitedhealth Group Incorporated743US$309K0.17%
Walt Disney Company (the)2,953US$284K0.15%
Ebay Inc.2,538US$284K0.15%
Bristol-myers Squibb Company4,883US$281K0.15%
Icf International, Inc.3,752US$273K0.15%
Darden Restaurants, Inc.1,286US$265K0.14%
Bank Of America Corporation4,614US$263K0.14%
Lam Research Corporation603US$261K0.14%
Qualcomm Incorporated1,408US$260K0.14%
Allstate Corporation (the)1,088US$259K0.14%
Iridium Communications Inc4,515US$248K0.13%
Amgen Inc.673US$244K0.13%
Ipg Photonics Corporation2,000US$235K0.13%
Waste Management, Inc.1,049US$234K0.13%
Coca-cola Company (the)2,842US$231K0.12%
Morgan Stanley1,101US$230K0.12%
Badger Meter, Inc.1,490US$221K0.12%
Comcast Corporation8,900US$218K0.12%
Howmet Aerospace Inc.805US$216K0.12%
Marsh1,255US$209K0.11%
Wesco International, Inc.605US$209K0.11%
Abbott Laboratories2,283US$207K0.11%
Target Corporation1,579US$206K0.11%
Itron, Inc.2,362US$204K0.11%
Targa Resources, Inc.761US$204K0.11%
The Hershey Company1,141US$200K0.11%
Sprouts Farmers Market, Inc.2,350US$199K0.11%
Citigroup, Inc.1,418US$198K0.11%
Westinghouse Air Brake Technologies Corporation699US$188K0.10%
Deere & Company296US$188K0.10%
Nextera Energy, Inc.2,124US$186K0.10%
S&p Global Inc.456US$186K0.10%
Caterpillar, Inc.173US$184K0.10%
Broadcom Inc.486US$184K0.10%
Iqvia Holdings, Inc.933US$180K0.10%
Marriott International485US$180K0.10%
Home Depot, Inc. (the)486US$171K0.09%
Colgate-palmolive Company1,818US$167K0.09%
Xcel Energy Inc.2,057US$165K0.09%
Hca Healthcare, Inc.421US$164K0.09%
Netflix, Inc.2,290US$164K0.09%
Nextpower Inc.1,358US$162K0.09%
Interface, Inc.4,455US$160K0.09%
Kb Home2,451US$153K0.08%

Every holding of Millstone Evans Group, LLC

Source

View original at SEC

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