Millstone Evans Group, LLC Portfolio Holdings

Millstone Evans Group, LLC

  • $157 Billion
  • Q3 2025

Millstone Evans Group, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 834 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.1B, Apple Inc. with a value of $14.5B, Microsoft Corp with a value of $8.15B, Oracle Corp with a value of $5.65B, and Berkshire Hathaway Inc Class B with a value of $5.43B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $147B to 157B.

Millstone Evans Group, LLC is based out at Boulder, CO

Below you can find more details about Millstone Evans Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
Technology: $50.6 Billion
ETFs: $34.4 Billion
Financial Services: $20.7 Billion
Industrials: $11.5 Billion
Healthcare: $10.9 Billion
Communication Services: $7.81 Billion
Consumer Cyclical: $6.8 Billion
Consumer Defensive: $5.49 Billion
Other: $5.55 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Ralliant Corporation
-
$1.53 Million 0.0% of portfolio
-
Q3 2025 New
$4.11B
$3.51 Million 0.0% of portfolio
44
Q4 2024 New
$29.1B
$1.8 Million 0.0% of portfolio
69
Q1 2025 Reduced 57.67%
Canopy Growth Corporation Com New (Canada)
-
$244,000 0.0% of portfolio
-
Q4 2024 New
$0
$4.61 Million 0.0% of portfolio
105
Q2 2025 New
Labcorp Holdings Incorporated Com Shs
-
$4.02 Million 0.0% of portfolio
-
Q3 2025 New
$38.7B
$1.13 Million 0.0% of portfolio
8
Q4 2024 New
$0
$41,000 0.0% of portfolio
15
Q3 2025 Added 7.14%
$0
$1.65 Million 0.0% of portfolio
84
Q3 2025 Added 6.33%
$8.9B
$6.51 Million 0.0% of portfolio
112
Q3 2025 Added 111.32%
$4.6B
$1.35 Million 0.0% of portfolio
11
Q3 2025 New
$20.3B
$2.38 Million 0.0% of portfolio
27
Q4 2024 New
$3.01B
$6.74 Million 0.0% of portfolio
108
Q3 2025 New
Lazard Incorporated
-
$792,000 0.0% of portfolio
-
Q4 2024 New
Knife River Corporation Common Stock
-
$4.84 Million 0.0% of portfolio
-
Q3 2025 New
$58.7B
$6.79 Million 0.0% of portfolio
240
Q4 2024 New
$21.6B
$6.1 Million 0.0% of portfolio
65
Q3 2025 Reduced 8.45%
$0
$3.42 Million 0.0% of portfolio
136
Q4 2024 New
$2.07B
$5.98 Million 0.0% of portfolio
500
Q4 2024 New
$2.08B
$1.63 Million 0.0% of portfolio
77
Q3 2025 New
$51.6B
$4.19 Million 0.0% of portfolio
122
Q4 2024 New
$124B
$3.87 Million 0.0% of portfolio
82
Q4 2024 New
$11B
$2.31 Million 0.0% of portfolio
31
Q3 2025 New
$0
$6.73 Million 0.0% of portfolio
600
Q4 2024 New
$17.8B
$3.46 Million 0.0% of portfolio
98
Q4 2024 New
$64.7B
$6.8 Million 0.0% of portfolio
21
Q3 2025 New
$202B
$442,000 0.0% of portfolio
3
Q4 2024 New
-
$1.53 Million 0.0% of portfolio
-
Q4 2024 New
$55.6B
$2.13 Million 0.0% of portfolio
14
Q3 2025 New
$14.5B
$517,000 0.0% of portfolio
15
Q4 2024 New
$16.4B
$6.88 Million 0.0% of portfolio
368
Q3 2025 Added 95.74%
$20.9B
$1.16 Million 0.0% of portfolio
18
Q4 2024 New
$26.6B
$945,000 0.0% of portfolio
5
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 834
  • Current Value $157 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 88 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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