Long-term investor
Millstone Evans Group, LLC @millstoneevansgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002041943).
Record
- Tracked since 2025-06-30 (434 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months +7.4% · 1 year +17.2% · all +17.2%
- Max drawdown -3.5% · Sharpe 0.91 · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 8.7% · long · since 2025-06-30
- AAPL · 8.2% · long · since 2025-06-30
- BLDX · 5.7% · long · since 2026-06-30
- MSFT · 3.5% · long · since 2025-06-30
- BRK-B · 2.9% · long · since 2025-06-30
- GOOG · 2.1% · long · since 2025-06-30
- JPM · 2.0% · long · since 2025-06-30
- IMCV · 1.8% · long · since 2025-06-30
- IWS · 1.8% · long · since 2025-06-30
- ORCL · 1.7% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30
- RJF · 1.6% · long · since 2025-06-30