MILESTONE ASSET MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRBU | 162K | $307.94K |
 | BMY | 124K | $7.50M |
 | EXEL | 88K | $3.79M |
 | AAPL | 76K | $19.29M |
 | UBER | 62K | $4.46M |
 | PCRX | 60K | $1.36M |
 | NFLX | 55K | $5.27M |
 | NVDA | 52K | $9.01M |
 | VZ | 49K | $2.48M |
 | EPD | 40K | $1.52M |
 | MO | 39K | $2.57M |
 | PFE | 38K | $1.07M |
 | PLUG | 29K | $65.73K |
 | KMI | 29K | $967.77K |
 | ABBV | 26K | $5.71M |
 | IONQ | 24K | $698.00K |
 | DIS | 23K | $2.19M |
 | CSCO | 21K | $1.64M |
 | QCOM | 21K | $2.71M |
 | IHS | 21K | $172.83K |
Caribou Biosciences, Inc.
CRBU
Shares Held
162K
Value
$307.94K
Bristol-Myers Squibb Company
BMY
Shares Held
124K
Value
$7.50M
Exelixis, Inc.
EXEL
Shares Held
88K
Value
$3.79M
Apple Inc.
AAPL
Shares Held
76K
Value
$19.29M
Uber Technologies, Inc.
UBER
Shares Held
62K
Value
$4.46M
Pacira BioSciences, Inc.
PCRX
Shares Held
60K
Value
$1.36M
Netflix, Inc.
NFLX
Shares Held
55K
Value
$5.27M
NVIDIA Corporation
NVDA
Shares Held
52K
Value
$9.01M
Verizon Communications Inc.
VZ
Shares Held
49K
Value
$2.48M
Enterprise Products Partners L.P.
EPD
Shares Held
40K
Value
$1.52M
Altria Group, Inc.
MO
Shares Held
39K
Value
$2.57M
Pfizer Inc.
PFE
Shares Held
38K
Value
$1.07M
Plug Power Inc.
PLUG
Shares Held
29K
Value
$65.73K
Kinder Morgan, Inc.
KMI
Shares Held
29K
Value
$967.77K
AbbVie Inc.
ABBV
Shares Held
26K
Value
$5.71M
IonQ, Inc.
IONQ
Shares Held
24K
Value
$698.00K
The Walt Disney Company
DIS
Shares Held
23K
Value
$2.19M
Cisco Systems, Inc.
CSCO
Shares Held
21K
Value
$1.64M
QUALCOMM Incorporated
QCOM
Shares Held
21K
Value
$2.71M
IHS Holding Limited
IHS
Shares Held
21K
Value
$172.83K