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Manager Directed Portfolios shares owned by Millstone Evans Group

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Millstone Evans Group from 13F filings

Historical chart of Millstone Evans Group investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Millstone Evans Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 1.4k 10.40

More positions owned by Millstone Evans Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Oracle Corporation (ORCL)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Johnson & Johnson (JNJ)
International Business Machines (IBM)
Lincoln Electric Holdings (LECO)

View all positions for Millstone Evans Group

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Colony
Brighton Jones
First Pacific Financial
FMR
Forum Financial Management
PFG Investments
Natural Investments
Mission Wealth Management
Colorado Capital Management
WCG Wealth Advisors
SOA Wealth Advisors
Willow Creek Wealth Management
North Berkeley Wealth Management
Savant Capital Management

View all funds holding Manager Directed Portfolios