Millstone Evans Group
Millstone Evans Group reported 877 stocks worth $185M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are NVDA (8.7%), AAPL (8.3%) and BLDX (5.7%). Compared with Q1 2026, the fund opened new positions in BLDX, added to NVDA, PWRD and LLY, trimmed AAPL, GOOG and JPM and sold out of FLSW, SIVR and MCHI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $16M | 8.7% | 80K | +320 (+0%) | 7 of 7 | |
| 2 |  AAPL Apple Inc | $15.2M | 8.3% | 53K | −4,092 (−7%) | 7 of 7 | |
| 3 |  BLDX Impax Funds Series Trust I | $10.5M | 5.7% | 403K | New position | 1 of 7 | |
| 4 |  MSFT Microsoft Corp | $6.5M | 3.5% | 17K | No change | 7 of 7 | |
| 5 |  BRK.B Berkshire Hathaway Inc Del | $5.3M | 2.9% | 11K | No change | 7 of 7 | |
| 6 |  GOOG Alphabet Inc | $3.9M | 2.1% | 11K | −1,627 (−13%) | 7 of 7 | |
| 7 |  JPM Jpmorgan Chase & Co. | $3.7M | 2.0% | 11K | −97 (−1%) | 7 of 7 | |
| 8 |  IMCV Ishares TR | $3.4M | 1.8% | 37K | −1,551 (−4%) | 7 of 7 | |
| 9 |  IWS Ishares TR | $3.3M | 1.8% | 20K | −2,590 (−12%) | 7 of 7 | |
| 10 |  ORCL Oracle Corp | $3.1M | 1.6% | 21K | −680 (−3%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FLSW Franklin Resources, Inc. | $161K | 3,960 |
 SIVR Abrdn Silver ETF Trust | $87K | 1,214 |
 MCHI Ishares TR | $70K | 1,250 |
 VFLO Victory Portfolios II | $47K | 1,178 |
HONEYWELL INTL INC | $44K | 196 |
🔒 Free account: see all 30.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Millstone Evans Group 13F FAQ
What does Millstone Evans Group own?
Millstone Evans Group reported 877 stocks worth $185M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are NVDA (8.7%), AAPL (8.3%) and BLDX (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Millstone Evans Group buy and sell in Q2 2026?
Compared with Q1 2026: 62 new positions, 178 added to, 131 trimmed and 41 sold out. New positions include BLDX. It sold all of FLSW, SIVR and MCHI.
When will Millstone Evans Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Millstone Evans Group's portfolio worth?
The Q2 2026 filing reports $185M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.