Millstone Evans Group, LLC

CIK 0002041943 · Q2 2026

13F Equity AUM

$184.8M

+10.9% QoQ

Positions

872

+21 QoQ

AUM Rank

#8,391

Top 67%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 29.0%Top 10: 38.3%Top 20: 50.0%

NVDA8.7%

AAPL8.3%

IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF5.7%

MSFT3.5%

BRK/B2.9%

GOOG2.1%

JPM2.0%

IMCV1.8%

IWS1.8%

ORCL1.6%

Others (862)61.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services37.8%

Technology28.5%

Healthcare6.7%

Industrials6.4%

Unclassified5.9%

Communication Services4.8%

Consumer Cyclical3.5%

Consumer Defensive2.7%

Other3.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 872Median: 0.02%Avg: 0.11%

0–0.5%

835(38.9%)

0.5–1%

20(13.9%)

1–3%

13(21.1%)

3–5%

1(3.5%)

5%+

3(22.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 872vs 20 funds

0%Low

872

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New62Increased180Decreased132Exited41

New Positions

IMPAX GLOBAL SUSTAI…5.7%

+403K

SPHY0.1%

+8K

PNFP0.0%

+599

JEPQ0.0%

+891

ASML0.0%

+14

FSUN0.0%

+780

FEDEX FGHT HLDG COMP…0.0%

+216

LVHI0.0%

+734

CARNIVAL CORPORATION…0.0%

+1K

DOV0.0%

+205

Increased

XLB0.1%

+5K(+4907%)

SJNK0.1%

+5K(+176%)

IWF0.4%

+4K(+300%)

XLY0.2%

+3K(+632%)

VUG0.2%

+3K(+311%)

PWRD1.0%

+3K(+21%)

BKNG0.2%

+2K(+2400%)

NEOG0.0%

+2K(+778%)

VO0.1%

+1K(+300%)

VGT0.1%

+1K(+700%)

Decreased

FNDX0.5%

-11,207(-27%)

FNDE0.3%

-8,669(-41%)

BAC0.1%

-8,538(-65%)

JPST0.1%

-5,050(-60%)

VXUS0.2%

-4,771(-48%)

JAAA0.0%

-4,526(-86%)

CALF0.3%

-4,170(-29%)

CMCSA0.1%

-4,113(-32%)

AAPL8.3%

-4,092(-7%)

OAKM0.2%

-3,992(-21%)

Exited

-3,960

-1,214

-1,250

-1,178

-196

-250

-522

-4,854

-1,371

-773

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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