IE
Insider Edges

MILLSTONE EVANS GROUP, LLC 13F portfolio summary

MILLSTONE EVANS GROUP, LLC of MILLSTONE EVANS GROUP, LLC has 844 current stock holdings with a reported portfolio value of $166.6M. The portfolio 1 year return is +16.27%. Top holdings include AWK (0.00%), BEP (0.00%), MWA (0.00%), MUNI (0.00%), BFAM (0.00%).

Back to investors

MILLSTONE EVANS GROUP, LLC

MILLSTONE EVANS GROUP, LLC
Latest filing: 2026-03-31

MILLSTONE EVANS GROUP, LLC runs MILLSTONE EVANS GROUP, LLC and currently holds 844 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $166.64M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MILLSTONE EVANS GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MILLSTONE EVANS GROUP, LLC's portfolio at MILLSTONE EVANS GROUP, LLC has delivered returns of +16.27%. Their 3-year annualized return is +12.31%. Looking at the 5-year horizon, MILLSTONE EVANS GROUP, LLC has achieved +12.31% annualized returns at MILLSTONE EVANS GROUP, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.27%
#0/1000
3 Year
+12.31%
#0/1000
5 Year
+12.31%
#0/1000

Portfolio Value

$166.64M

Alpha Score

11.5

#0 of 1000

Holdings

844

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change