Millstone Evans Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2041943
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$184.8M
Holdings
877
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Millstone Evans Group, LLC disclosed 877 positions worth $184.8M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 8.7% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 57 new positions and exited 39. The portfolio is most concentrated in Technology (33.7% of disclosed assets). All figures are sourced directly from Millstone Evans Group, LLC’s Form 13F-HR filing with the SEC under CIK 2041943.
AI Fund Analysis
Concentrating
$NVDA8.7% weight
Held 7 quarters
$AAPL8.3% weight
Held 7 quarters
$MSFT3.5% weight
Held 7 quarters
$BRK-A2.9% weight
Held 7 quarters
$GOOG2.1% weight
Held 7 quarters
$IVZ6 quarters accumulating
$KO6 quarters accumulating
AMPLIFY CWP ENHANCED DIVID
6 quarters accumulating
SCHWAB US DIVIDEND EQUITY
5 quarters accumulating
$CSCO3 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 85.9#5
Quality
$16.0M80,112 sh - 76.4#84
Quality
$15.2M52,690 sh IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF - GLOB SUS INF ETF
—Quality
$10.5M403,194 sh- 79.8
Quality
$6.5M17,326 sh - 73.8
Quality
$5.3M10,611 sh - 78.2
Quality
$3.9M11,065 sh - 70.7
Quality
$3.7M11,258 sh ISHARES TR MRGSTR MD CP VAL - MRGSTR MD CP VAL
—Quality
$3.4M36,762 shISHARES TR RUS MDCP VAL ETF - RUS MDCP VAL ETF
—Quality
$3.3M19,763 sh- 66.2
Quality
$3.1M20,872 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $16.0M | 80,112 |
| Apple Inc.$AAPL | 76.4#84 | $15.2M | 52,690 |
| IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF - GLOB SUS INF ETF | — | $10.5M | 403,194 |
| MICROSOFT CORP$MSFT | 79.8 | $6.5M | 17,326 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $5.3M | 10,611 |
 Alphabet Inc.$GOOGL | 78.2 | $3.9M | 11,065 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $3.7M | 11,258 |
| ISHARES TR MRGSTR MD CP VAL - MRGSTR MD CP VAL | — | $3.4M | 36,762 |
| ISHARES TR RUS MDCP VAL ETF - RUS MDCP VAL ETF | — | $3.3M | 19,763 |
 ORACLE CORP$ORCL | 66.2 | $3.1M | 20,872 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Millstone Evans Group, LLC's 877 positions.
Showing top 10 of 877 holdings.
Sector Allocation
Technology
$62.2M
Other
$57.8M
Financials
$22.8M
Healthcare
$11.0M
Industrials
$11.0M
Consumer Discretionary
$7.5M
Consumer Staples
$3.6M
Materials
$2.4M
Top Holdings — Millstone Evans Group, LLC (Q2 2026)
Top 150 of 877 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $16.0M | 8.7% | +0% | 85.9 |
| 2 | $AAPL | Apple Inc. | $15.2M | 8.3% | -7% | 76.4 |
| 3 | — | IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF - GLOB SUS INF ETF | $10.5M | 5.7% | NEW | — |
| 4 | $MSFT | MICROSOFT CORP | $6.5M | 3.5% | +0% | 79.8 |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $5.3M | 2.9% | -0% | 73.8 |
| 6 | $GOOGL | Alphabet Inc. | $3.9M | 2.1% | -13% | 78.2 |
| 7 | $JPM | JPMORGAN CHASE & CO | $3.7M | 2.0% | -1% | 70.7 |
| 8 | — | ISHARES TR MRGSTR MD CP VAL - MRGSTR MD CP VAL | $3.4M | 1.8% | -4% | — |
| 9 | — | ISHARES TR RUS MDCP VAL ETF - RUS MDCP VAL ETF | $3.3M | 1.8% | -12% | — |
| 10 | $ORCL | ORACLE CORP | $3.1M | 1.6% | -3% | 66.2 |
| 11 | $GOOG | Alphabet Inc. | $2.9M | 1.6% | -6% | 78.2 |
| 12 |  $RJF | RAYMOND JAMES FINANCIAL INC | $2.9M | 1.6% | -1% | 66.3 |
| 13 |  $JNJ | JOHNSON & JOHNSON | $2.4M | 1.3% | -6% | 69 |
| 14 |  $AMZN | AMAZON COM INC | $2.2M | 1.2% | -6% | 68.7 |
| 15 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $2.1M | 1.1% | -2% | 60.1 |
| 16 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - S&P 500 ETF SHS | $2.0M | 1.1% | -0% | — |
| 17 | — | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND - NO AMER ENERGY | $1.9M | 1.0% | -7% | — |
| 18 | — | TCW TRANSFORM SYSTEMS ETF - TRANS SYSTE ETF | $1.8M | 1.0% | +21% | — |
| 19 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.8M | 1.0% | -2% | 70 |
| 20 |  $LLY | ELI LILLY & Co | $1.7M | 0.9% | +19% | 87.5 |
| 21 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.6M | 0.8% | -18% | — |
| 22 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - INTL HIGH ETF | $1.5M | 0.8% | -19% | — |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $1.5M | 0.8% | +6% | — |
| 24 |  $GLW | CORNING INC /NY | $1.4M | 0.8% | +0% | 73.7 |
| 25 |  $MRK | Merck & Co., Inc. | $1.4M | 0.7% | -22% | 59.9 |
| 26 |  $GE | GENERAL ELECTRIC CO | $1.3M | 0.7% | -35% | 73.8 |
| 27 |  $FLEX | FLEX LTD. | $1.2M | 0.7% | +0% | — |
| 28 |  $SBUX | STARBUCKS CORP | $1.2M | 0.7% | -1% | 58.2 |
| 29 | $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.7% | +0% | 70.3 |
| 30 | — | SCHWAB US DIVIDEND EQUITY ETF - US DIVIDEND EQ | $1.2M | 0.6% | +1% | — |
| 31 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.1M | 0.6% | -24% | 65.1 |
| 32 |  $NSC | NORFOLK SOUTHERN CORP | $1.0M | 0.6% | +0% | 63.2 |
| 33 | — | DIMENSIONAL U.S. CORE EQUITY 2 ETF - US COR EQU 2 ETF | $998,534 | 0.5% | -4% | — |
| 34 |  $GEV | GE Vernova Inc. | $993,932 | 0.5% | -36% | 81.1 |
| 35 |  $PG | PROCTER & GAMBLE Co | $993,046 | 0.5% | -2% | 64.6 |
| 36 | — | ISHARES TR RUSSELL 2000 ETF - RUSSELL 2000 ETF | $992,987 | 0.5% | -4% | — |
| 37 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - FUNDAMENTAL US L | $944,942 | 0.5% | -27% | — |
| 38 | — | VANGUARD HIGH DIVIDEND YIELD ETF - HIGH DIV YLD | $922,421 | 0.5% | -0% | — |
| 39 |  $WAT | WATERS CORP /DE/ | $895,596 | 0.5% | -24% | 60.4 |
| 40 | — | VANGUARD ESG U.S. STOCK ETF - ESG US STK ETF | $847,526 | 0.5% | -9% | — |
| 41 |  $V | VISA INC. | $847,432 | 0.5% | +2% | 82.9 |
| 42 |  $MMM | 3M CO | $839,827 | 0.5% | +0% | 64.9 |
| 43 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $792,336 | 0.4% | +1% | 73.7 |
| 44 |  $AXP | AMERICAN EXPRESS CO | $792,182 | 0.4% | +0% | 69.4 |
| 45 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $782,260 | 0.4% | +3% | — |
| 46 |  $AMD | ADVANCED MICRO DEVICES INC | $771,448 | 0.4% | +3% | 79.8 |
| 47 |  $INTC | INTEL CORP | $747,337 | 0.4% | +1% | 45.6 |
| 48 |  $COST | COSTCO WHOLESALE CORP /NEW | $692,248 | 0.4% | -20% | 66.2 |
| 49 | — | ISHARES TR RUS 1000 GRW ETF - RUS 1000 GRW ETF | $687,902 | 0.4% | +300% | — |
| 50 | — | PACER US CASH COWS 100 ETF - US CASH COWS 100 | $630,653 | 0.3% | -15% | — |
| 51 |  $ABBV | AbbVie Inc. | $628,597 | 0.3% | -19% | 72.6 |
| 52 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - FUNDAMENTAL INTL | $616,079 | 0.3% | -6% | — |
| 53 |  $UBSI | UNITED BANKSHARES INC/WV | $610,822 | 0.3% | +0% | 66.4 |
| 54 |  $XOM.R34088 | EXXON MOBIL CORP | $585,162 | 0.3% | -10% | 57.9 |
| 55 | $IVZ | Invesco Ltd. | $579,306 | 0.3% | -0% | — |
| 56 |  $SYK | STRYKER CORP | $564,193 | 0.3% | +0% | 72.1 |
| 57 |  $CVX | CHEVRON CORP | $559,187 | 0.3% | -20% | 62.8 |
| 58 | — | ADVISORSHARES FOCUSED EQUITY ETF - ADVISORSHS ETF | $533,109 | 0.3% | -3% | — |
| 59 | — | PACER US SMALL CAP CASH COWS ETF - US SM CAP CA ETF | $524,445 | 0.3% | -29% | — |
| 60 |  $WMT | Walmart Inc. | $507,971 | 0.3% | -12% | 60.2 |
| 61 |  $ADP | AUTOMATIC DATA PROCESSING INC | $507,387 | 0.3% | -39% | 69.8 |
| 62 | — | DIMENSIONAL US CORE EQUITY 1 ETF - US COR EQU 1 ETF | $499,504 | 0.3% | +3% | — |
| 63 |  $MCD | MCDONALDS CORP | $496,019 | 0.3% | +20% | 69 |
| 64 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ST STR CARE ETF | $490,894 | 0.3% | +0% | — |
| 65 | — | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF - FUND EM EQUI ETF | $486,576 | 0.3% | -41% | — |
| 66 |  $NVS | NOVARTIS AG | $486,145 | 0.3% | +0% | — |
| 67 |  $GLDM | World Gold Trust | $474,614 | 0.3% | -20% | — |
| 68 | — | ISHARES TR CORE S&P MCP ETF - CORE S&P MCP ETF | $457,185 | 0.3% | -6% | — |
| 69 |  $KVUE | Kenvue Inc. | $454,856 | 0.3% | -5% | 60.3 |
| 70 |  $JCI | Johnson Controls International plc | $448,996 | 0.2% | -10% | — |
| 71 | — | VANGUARD DIVIDEND APPRECIATION ETF - DIV APP ETF | $445,555 | 0.2% | +0% | — |
| 72 |  $T | AT&T INC. | $440,827 | 0.2% | -10% | 65.7 |
| 73 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF - INTL CORE EQUITY | $437,358 | 0.2% | -2% | — |
| 74 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - VG TL INTL STK F | $436,084 | 0.2% | -48% | — |
| 75 |  $EMR | EMERSON ELECTRIC CO | $433,029 | 0.2% | +1% | 65.3 |
| 76 | — | OAKMARK U.S. LARGE CAP ETF - OAKMARK U S LRG | $419,846 | 0.2% | -21% | — |
| 77 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR - ST STR DISCR ETF | $418,690 | 0.2% | +632% | — |
| 78 | — | VANGUARD FTSE EMERGING MARKETS ETF - FTSE EMR MKT ETF | $410,906 | 0.2% | +1% | — |
| 79 |  $UNP | UNION PACIFIC CORP | $410,176 | 0.2% | -4% | 69.7 |
| 80 |  $VZ | VERIZON COMMUNICATIONS INC | $409,047 | 0.2% | -9% | 65.8 |
| 81 |  $BUSE | FIRST BUSEY CORP /NV/ | $393,825 | 0.2% | +0% | 68.4 |
| 82 | — | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS - RISNG DIVD ACHIV | $390,952 | 0.2% | -31% | — |
| 83 |  $CMI | CUMMINS INC | $389,413 | 0.2% | +1% | 58.1 |
| 84 |  $CRM | Salesforce, Inc. | $387,264 | 0.2% | +0% | 77 |
| 85 | — | TCW TRANSFORM SUPPLY CHAIN ETF - TRAN SU CHAI ETF | $382,338 | 0.2% | -2% | — |
| 86 |  $ADI | ANALOG DEVICES INC | $376,517 | 0.2% | -8% | 79.2 |
| 87 | $IVZ | Invesco Ltd. | $376,289 | 0.2% | +1% | — |
| 88 |  $ETN | Eaton Corp plc | $376,264 | 0.2% | -5% | — |
| 89 |  $TREX | TREX CO INC | $375,300 | 0.2% | +0% | 54.5 |
| 90 | — | ISHARES TR CORE MSCI EAFE - CORE MSCI EAFE | $363,624 | 0.2% | -0% | — |
| 91 |  $MA | Mastercard Inc | $357,110 | 0.2% | +7% | 85.1 |
| 92 |  $GS | GOLDMAN SACHS GROUP INC | $353,980 | 0.2% | +4% | 73.5 |
| 93 |  $SHW | SHERWIN WILLIAMS CO | $340,877 | 0.2% | +0% | 61.3 |
| 94 | — | VANGUARD GROWTH ETF - GROWTH ETF | $338,013 | 0.2% | +311% | — |
| 95 | — | INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF - BLOO AN RATI ETF | $333,059 | 0.2% | -0% | — |
| 96 |  $APD | Air Products & Chemicals, Inc. | $322,205 | 0.2% | -8% | 46.4 |
| 97 | — | VANGUARD SMALL-CAP ETF - SMALL CP ETF | $321,913 | 0.2% | -35% | — |
| 98 |  $MDT | Medtronic plc | $320,039 | 0.2% | -10% | 68.7 |
| 99 |  $PEP | PEPSICO INC | $317,787 | 0.2% | -54% | 63.4 |
| 100 |  $BKNG | Booking Holdings Inc. | $316,376 | 0.2% | +2400% | 58.5 |
| 101 | — | VANGUARD VALUE ETF - VALUE ETF | $315,345 | 0.2% | +21% | — |
| 102 |  $UNH | UNITEDHEALTH GROUP INC | $308,813 | 0.2% | +1% | 62.7 |
| 103 | — | ISHARES TR U.S. FINLS ETF - U.S. FINLS ETF | $301,816 | 0.2% | +0% | — |
| 104 | — | ISHARES TR CORE US AGGBD ET - CORE US AGGBD ET | $298,029 | 0.2% | -0% | — |
| 105 | — | ISHARES TR CORE 60 BALA ETF - CORE 60 BALA ETF | $293,082 | 0.2% | +7% | — |
| 106 | — | VANGUARD TOTAL STOCK MARKET ETF - TOTAL STK MKT | $286,572 | 0.2% | +22% | — |
| 107 |  $DIS | Walt Disney Co | $284,183 | 0.1% | -3% | 60.1 |
| 108 |  $EBAY | EBAY INC | $283,622 | 0.1% | +1% | 66.4 |
| 109 |  $BMY | BRISTOL MYERS SQUIBB CO | $281,349 | 0.1% | -15% | 70.4 |
| 110 | — | STATE STREET MATERIALS SELECT SECTOR SPDR ETF - ST STR MATER ETF | $279,972 | 0.1% | +4907% | — |
| 111 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ST STR FINL ETF | $279,509 | 0.1% | -15% | — |
| 112 |  $ICFI | ICF International, Inc. | $273,371 | 0.1% | +0% | 50.4 |
| 113 |  $DRI | DARDEN RESTAURANTS INC | $264,929 | 0.1% | +0% | 64.1 |
| 114 |  $BAC | BANK OF AMERICA CORP /DE/ | $262,906 | 0.1% | -65% | 67.6 |
| 115 |  $LRCX | LAM RESEARCH CORP | $261,298 | 0.1% | +3% | 79.4 |
| 116 |  $QCOM | QUALCOMM INC/DE | $260,184 | 0.1% | +0% | 70.5 |
| 117 |  $ALL | ALLSTATE CORP | $258,879 | 0.1% | -23% | 78.5 |
| 118 | — | ISHARES TR RUS 1000 VAL ETF - RUS 1000 VAL ETF | $251,885 | 0.1% | +0% | — |
| 119 | — | ISHARES TR US INDUSTRIALS - US INDUSTRIALS | $249,975 | 0.1% | +0% | — |
| 120 |  $IRDM | Iridium Communications Inc. | $247,648 | 0.1% | +0% | 61.1 |
| 121 | — | VANGUARD S&P 500 VALUE ETF - 500 VAL IDX FD | $245,296 | 0.1% | +0% | — |
| 122 |  $AMGN | AMGEN INC | $243,707 | 0.1% | +1% | 79.2 |
| 123 |  $IPGP | IPG PHOTONICS CORP | $234,640 | 0.1% | +0% | 41.6 |
| 124 |  $WM | WASTE MANAGEMENT INC | $233,801 | 0.1% | +1% | 67.6 |
| 125 | $KO | COCA COLA CO | $230,969 | 0.1% | +4% | 69.5 |
| 126 |  $MS | MORGAN STANLEY | $230,153 | 0.1% | +2% | 75.8 |
| 127 | $IVZ | Invesco Ltd. | $228,102 | 0.1% | +0% | — |
| 128 | $IVZ | Invesco Ltd. | $226,199 | 0.1% | +0% | — |
| 129 | — | ISHARES TR GLOBAL ENERG ETF - GLOBAL ENERG ETF | $222,805 | 0.1% | +0% | — |
| 130 |  $BMI | BADGER METER INC | $221,086 | 0.1% | +0% | 61 |
| 131 |  $CCZ | COMCAST CORP | $218,495 | 0.1% | -32% | 59.5 |
| 132 |  $HWM | Howmet Aerospace Inc. | $216,432 | 0.1% | +1% | 73.9 |
| 133 | — | ISHARES TR RUS MID CAP ETF - RUS MID CAP ETF | $213,138 | 0.1% | +0% | — |
| 134 | — | PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND - INTER MUN BD ACT | $210,400 | 0.1% | +0% | — |
| 135 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $209,171 | 0.1% | +0% | 66.2 |
| 136 |  $WCC | WESCO INTERNATIONAL INC | $208,985 | 0.1% | +0% | 48.8 |
| 137 |  $ABT | ABBOTT LABORATORIES | $207,159 | 0.1% | -8% | 65.5 |
| 138 |  $TGT | TARGET CORP | $206,233 | 0.1% | -54% | 60.7 |
| 139 | — | DIMENSIONAL CORE FIXED INCOME ETF - CORE FIXE IN ETF | $206,020 | 0.1% | -3% | — |
| 140 | — | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF - ST TERM HIGH ETF | $205,571 | 0.1% | +176% | — |
| 141 |  $ITRI | ITRON, INC. | $204,384 | 0.1% | +0% | 55.8 |
| 142 |  $TRGP | Targa Resources Corp. | $204,055 | 0.1% | +0% | 63.3 |
| 143 | — | ISHARES TR CORE S&P500 ETF - CORE S&P500 ETF | $203,698 | 0.1% | -1% | — |
| 144 | — | VANGUARD EXTENDED MARKET ETF - EXTEND MKT ETF | $203,369 | 0.1% | -50% | — |
| 145 |  $HSY | HERSHEY CO | $200,246 | 0.1% | +0% | 65.7 |
| 146 |  $SFM | Sprouts Farmers Market, Inc. | $198,763 | 0.1% | +0% | 64.8 |
| 147 |  $C | CITIGROUP INC | $198,463 | 0.1% | +1% | 65 |
| 148 | — | ISHARES TR CORE S&P TTL STK - CORE S&P TTL STK | $196,138 | 0.1% | +0% | — |
| 149 | — | ISHARES RUSSELL 1000 ETF - RUS 1000 ETF | $195,741 | 0.1% | +0% | — |
| 150 | — | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF - ST PORT HIGH ETF | $193,849 | 0.1% | NEW | — |
New Positions (57)
IMPAX GLOBAL SUSTAINABLE INFRASTRUCTURE ETF - GLOB SUS INF ETF$10.5M
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF - ST PORT HIGH ETF$193,849
$PNFP Pinnacle Financial Partners, Inc.$60,427 JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - NASDAQ EQT PREM$54,761
$FDXF FedEx Freight Holding Company, Inc.$32,595
$FSUN FIRSTSUN CAPITAL BANCORP$30,248 FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX - FRANKLIN INTL LW$29,789
$ASML ASML HOLDING NV$27,852
$RAL Ralliant Corp$25,844
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$21,870
$HONA Honeywell Aerospace Inc.$21,445
$AZN ASTRAZENECA PLC$20,289
$DXYZ Destiny Tech100 Inc.$17,749
$KLAC KLA CORP$15,086
$OUST Ouster, Inc.$12,504Exited Positions (39)
FRANKLIN FTSE SWITZERLAND ETF
$SIVR abrdn Silver ETF Trust ISHARES TR MSCI CHINA ETF
VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW
JANUS HENDERSON SECURITIZED INCOME ETF
$OXY OCCIDENTAL PETROLEUM CORP /DE/
$FFWM First Foundation Inc.
$AEE AMEREN CORP
$OGE OGE ENERGY CORP.
$PKST Peakstone Realty Trust
$MGM MGM Resorts International
$NET Cloudflare, Inc.
$ROST ROSS STORES, INC.
$SPIR Spire Global, Inc. CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
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