Milestone Resources Group
Latest statistics and disclosures from Milestone Resources Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOGL, META, NVDA, IBN, and represent 38.49% of Milestone Resources Group's stock portfolio.
- Added to shares of these 5 stocks: META (+$55M), NVDA (+$22M), GOOGL (+$19M), AMZN (+$16M), SPGI.
- Milestone Resources Group was a net buyer of stock by $112M.
- Milestone Resources Group has $2.4B in assets under management (AUM), dropping by 19.34%.
- Central Index Key (CIK): 0001708139
Tip: Access up to 7 years of quarterly data
Positions held by Milestone Resources Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Milestone Resources Group
Milestone Resources Group holds 23 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 8.8 | $214M | 569k | 376.04 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 8.5 | $207M | +10% | 1.5M | 139.69 |
|
Meta Platforms Cl A (META) | 8.2 | $198M | +38% | 560k | 353.96 |
|
NVIDIA Corporation (NVDA) | 6.6 | $162M | +15% | 326k | 495.22 |
|
Icici Bank Adr (IBN) | 6.4 | $155M | 6.5M | 23.84 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 6.1 | $149M | 424k | 350.91 |
|
|
Amazon (AMZN) | 5.6 | $136M | +13% | 893k | 151.94 |
|
Sherwin-Williams Company (SHW) | 5.1 | $124M | 397k | 311.90 |
|
|
Zoetis Cl A (ZTS) | 5.0 | $120M | 610k | 197.37 |
|
|
Adobe Systems Incorporated (ADBE) | 4.9 | $120M | 201k | 596.60 |
|
|
UnitedHealth (UNH) | 4.9 | $119M | 226k | 526.47 |
|
|
Thermo Fisher Scientific (TMO) | 4.8 | $117M | 220k | 530.79 |
|
|
S&p Global (SPGI) | 4.6 | $112M | 254k | 440.52 |
|
|
Intuit (INTU) | 4.2 | $102M | 163k | 625.03 |
|
|
Abbott Laboratories (ABT) | 4.0 | $98M | 894k | 110.07 |
|
|
salesforce (CRM) | 3.5 | $85M | 325k | 263.14 |
|
|
Visa Com Cl A (V) | 3.4 | $82M | 315k | 260.35 |
|
|
Mastercard Incorporated Cl A (MA) | 3.2 | $79M | 185k | 426.51 |
|
|
Paypal Holdings (PYPL) | 0.9 | $22M | 350k | 61.41 |
|
|
Match Group (MTCH) | 0.6 | $16M | 432k | 36.50 |
|
|
Snap Cl A (SNAP) | 0.5 | $11M | 649k | 16.93 |
|
|
Tesla Motors (TSLA) | 0.1 | $3.2M | 13k | 248.46 |
|
|
Arm Holdings Sponsored Adr (ARM) | 0.0 | $449k | 6.0k | 75.21 |
|
Past Filings by Milestone Resources Group
SEC 13F filings are viewable for Milestone Resources Group going back to 2017
- Milestone Resources Group 2023 Q4 filed Feb. 2, 2024
- Milestone Resources Group 2023 Q3 filed Nov. 9, 2023
- Milestone Resources Group 2023 Q2 filed Aug. 3, 2023
- Milestone Resources Group 2023 Q1 filed April 14, 2023
- Milestone Resources Group 2022 Q4 filed Feb. 3, 2023
- Milestone Resources Group 2022 Q3 filed Oct. 21, 2022
- Milestone Resources Group 2022 Q2 filed Aug. 8, 2022
- Milestone Resources Group 2022 Q1 filed April 26, 2022
- Milestone Resources Group 2021 Q4 filed Jan. 26, 2022
- Milestone Resources Group 2021 Q3 restated filed Oct. 26, 2021
- Milestone Resources Group 2021 Q3 filed Oct. 22, 2021
- Milestone Resources Group 2021 Q2 filed Aug. 2, 2021
- Milestone Resources Group 2021 Q1 filed April 30, 2021
- Milestone Resources Group 2020 Q4 filed Feb. 1, 2021
- Milestone Resources Group 2020 Q3 filed Oct. 9, 2020
- Milestone Resources Group 2020 Q2 filed Aug. 10, 2020