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
$6.58B
$6.65 Million 0.0% of portfolio
50
Q3 2025 Added 108.33%
Millrose Pptys Incorporated Com Class A Reit
-
$5.21 Million 0.0% of portfolio
-
Q2 2025 Reduced 20.51%
$587M
$3.47 Million 0.0% of portfolio
400
Q4 2024 New
$1.92B
$2.26 Million 0.0% of portfolio
59
Q4 2024 New
$5.79B
$2.04 Million 0.0% of portfolio
154
Q3 2025 New
$3.52B
$2.05 Million 0.0% of portfolio
35
Q4 2024 New
$5.57B
$6.79 Million 0.0% of portfolio
292
Q3 2025 New
$1.67B
$6.2 Million 0.0% of portfolio
250
Q4 2024 New
$4.08B
$1.11 Million 0.0% of portfolio
12
Q4 2024 New
$0
$1.28 Million 0.0% of portfolio
4
Q4 2024 New
$0
$4.74 Million 0.0% of portfolio
40
Q2 2025 New
$10.3B
$2.59 Million 0.0% of portfolio
59
Q3 2025 New
South Bow Corporation (Canada)
-
$538,000 0.0% of portfolio
-
Q2 2025 Reduced 89.02%
$3.91B
$1.42 Million 0.0% of portfolio
33
Q3 2025 New
$0
$7.58 Million 0.0% of portfolio
166
Q4 2024 New
$981M
$6.98 Million 0.0% of portfolio
2,012
Q4 2024 New
$13.2B
$4.3 Million 0.0% of portfolio
100
Q4 2024 New
$18B
$3.81 Million 0.0% of portfolio
11
Q3 2025 New
$119B
$902,000 0.0% of portfolio
17
Q4 2024 New
$7.83B
$648,000 0.0% of portfolio
30
Q4 2024 New
Siriusxm Holdings Incorporated Common Stock
-
$2.58 Million 0.0% of portfolio
-
Q3 2025 Reduced 15.27%
$7.48B
$7.37 Million 0.0% of portfolio
44
Q3 2025 New
Brookfield Renewable Corp Class A Ex Sub Vtg (Canada)
-
$4.23 Million 0.0% of portfolio
-
Q1 2025 New
$1.32B
$5.88 Million 0.0% of portfolio
1,195
Q3 2025 Reduced 11.15%
$5.19B
$1.66 Million 0.0% of portfolio
47
Q3 2025 New
$11.3B
$5.2 Million 0.0% of portfolio
52
Q3 2025 New
$0
$1.86 Million 0.0% of portfolio
4
Q1 2025 New
$15.9B
$344,000 0.0% of portfolio
15
Q4 2024 New
$0
$2.83 Million 0.0% of portfolio
16
Q4 2024 New
$0
$671,000 0.0% of portfolio
8
Q4 2024 New
$0
$593,000 0.0% of portfolio
3
Q1 2025 New
$1.68B
$6.07 Million 0.0% of portfolio
244
Q3 2025 Reduced 2.4%
$0
$7.7 Million 0.0% of portfolio
130
Q4 2024 New
$126M
$3.67 Million 0.0% of portfolio
1,940
Q4 2024 New
$1.55B
$7.6 Million 0.0% of portfolio
451
Q4 2024 New
$0
$7.36 Million 0.0% of portfolio
52
Q1 2025 New
$34.4B
$953,000 0.0% of portfolio
4
Q3 2025 New
$7.29B
$6.24 Million 0.0% of portfolio
99
Q3 2025 Added 32.0%
$0
$701,000 0.0% of portfolio
26
Q3 2025 New
$0
$4.93 Million 0.0% of portfolio
55
Q4 2024 New
$0
$6.63 Million 0.0% of portfolio
43
Q4 2024 New
$75.3M
$2.05 Million 0.0% of portfolio
1,250
Q3 2025 Reduced 54.55%
$0
$2.48 Million 0.0% of portfolio
14
Q4 2024 New
$615M
$3.55 Million 0.0% of portfolio
495
Q3 2025 Reduced 53.78%
$3.02B
$1.99 Million 0.0% of portfolio
35
Q3 2025 New
$0
$2.95 Million 0.0% of portfolio
64
Q4 2024 New
$0
$1.69 Million 0.0% of portfolio
72
Q4 2024 New
$7.2B
$2.69 Million 0.0% of portfolio
68
Q4 2024 New
$2.06B
$7.25 Million 0.0% of portfolio
311
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
Track This Portfolio

Track Millstone Evans Group, LLC Portfolio

Follow Millstone Evans Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Millstone Evans Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Millstone Evans Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email