Stock Taper

MILESTONE ASSET MANAGEMENT GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sandisk CorporationSNDK116$263.75K
Eli Lilly and CompanyLLY195$233.64K
Western Digital CorporationWDC350$223.55K
GE Vernova Inc.GEV389$456.97K
Mastercard IncorporatedMA394$202.37K
Stryker CorporationSYK693$218.06K
The Travelers Companies, Inc.TRV739$243.93K
Visa Inc.V762$261.59K
Micron Technology, Inc.MU836$965.54K
The Home Depot, Inc.HD940$331.68K
Advanced Micro Devices, Inc.AMD1.03K$600.49K
Applied Materials, Inc.AMAT1.23K$891.36K
Costco Wholesale CorporationCOST1.27K$1.19M
GE AerospaceGE1.35K$503.59K
Teradyne, Inc.TER1.52K$737.1K
The TJX Companies, Inc.TJX1.62K$245.62K
International Business Machines CorporationIBM1.68K$472.76K
JPMorgan Chase & Co.JPM1.97K$643.35K
FactSet Research Systems Inc.FDS1.97K$452.82K
Walmart Inc.WMT2.09K$236.47K