Holdings of MILESTONE ASSET MANAGEMENT, LLC
203 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 34.7 % of the equity sleeve
Sector breakdown
- Funds 16.5 %
- Technology 14.4 %
- Health care 5.7 %
- Industrials 3.0 %
- Communication 2.5 %
- Consumer staples 2.1 %
- Financials 1.9 %
- Consumer discretionary 1.7 %
- Energy 0.6 %
- Unattributed 51.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- TW 0.1 %
- NL 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 201 | 481.3M $ | 99.85 % |
| 2 | TW | 1 | 443.7K $ | 0.09 % |
| 3 | NL | 1 | 291.9K $ | 0.06 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 201 | BitMine Immersion Technologies Inc | 10,281 | 203.4K $ | |
| 202 | Plug Power Inc | 29,084 | 65.7K $ | |
| 203 | Accendra Health Inc | 12,000 | 27.4K $ |