Milestone Resources Group

Latest statistics and disclosures from Milestone Resources Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AVGO, MSFT, AMZN, SPGI, IBN, and represent 81.84% of Milestone Resources Group's stock portfolio.
  • Added to shares of these 1 stock: AVGO (+$40M).
  • Milestone Resources Group was a net buyer of stock by $40M.
  • Milestone Resources Group has $2.0B in assets under management (AUM), dropping by 2.49%.
  • Central Index Key (CIK): 0001708139

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Portfolio Holdings for Milestone Resources Group

Milestone Resources Group holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 20.5 $418M +10% 1.2M 346.10
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Microsoft Corporation (MSFT) 19.9 $406M 839k 483.62
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Amazon (AMZN) 17.2 $351M 1.5M 230.82
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S&p Global (SPGI) 12.8 $260M 498k 522.59
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Icici Bank Adr (IBN) 11.5 $235M 7.9M 29.80
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Sherwin-Williams Company (SHW) 6.3 $128M 396k 324.03
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Abbott Laboratories (ABT) 5.6 $114M 909k 125.29
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Hdfc Bank Sponsored Ads (HDB) 2.5 $50M 1.4M 36.54
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Sharkninja Com Shs (SN) 2.3 $47M 415k 111.90
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Intuit (INTU) 1.6 $32M 49k 662.42
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Past Filings by Milestone Resources Group

SEC 13F filings are viewable for Milestone Resources Group going back to 2017

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