Stock Taper

MILESTONE ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ServiceNow, Inc.NOW11.81K$1.17M
Visa Inc.V11.38K$3.9M
International Business Machines CorporationIBM11.24K$3.16M
UnitedHealth Group IncorporatedUNH10.91K$4.53M
Gilead Sciences, Inc.GILD10.51K$1.33M
Microsoft CorporationMSFT10.37K$3.87M
Netflix, Inc.NFLX9.88K$705.29K
Workday, Inc.WDAY9.56K$1.17M
CoreWeave, Inc. Class A Common StockCRWV9.31K$926.52K
Deere & CompanyDE9.16K$5.81M
The Procter & Gamble CompanyPG9.16K$1.34M
JPMorgan Chase & Co.JPM8.31K$2.72M
Tesla, Inc.TSLA7.95K$3.34M
Quanta Services, Inc.PWR7.09K$5.11M
Costco Wholesale CorporationCOST7.03K$6.58M
AbbVie Inc.ABBV6.98K$1.76M
Advanced Micro Devices, Inc.AMD6.95K$4.04M
Alibaba Group Holding LimitedBABA6.53K$626.94K
QUALCOMM IncorporatedQCOM6.48K$1.2M
Cardinal Health, Inc.CAH6.46K$1.54M