Milestone Resources Group

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

  • Top 5 stock holdings are NVDA, META, GOOGL, MSFT, IBN, and represent 52.93% of Milestone Resources Group's stock portfolio.
  • Added to shares of these 5 stocks: NVDA (+$488M), ASML (+$14M), ABT, AMZN, META.
  • Reduced shares in these 3 stocks: , UNH, TSLA.
  • Sold out of its position in ACN.
  • Milestone Resources Group was a net buyer of stock by $360M.
  • Milestone Resources Group has $2.9B in assets under management (AUM), dropping by 2.69%.
  • Central Index Key (CIK): 0001708139

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Portfolio Holdings for Milestone Resources Group

Milestone Resources Group holds 26 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 18.6 $542M +900% 4.4M 123.54
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Meta Platforms Cl A (META) 10.0 $292M 578k 504.22
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Alphabet Cap Stk Cl A (GOOGL) 9.2 $270M 1.5M 182.15
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Microsoft Corporation (MSFT) 8.7 $254M 569k 446.95
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Icici Bank Adr (IBN) 6.4 $188M 6.5M 28.81
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Amazon (AMZN) 5.9 $174M 898k 193.25
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Thermo Fisher Scientific (TMO) 4.2 $122M 220k 553.00
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Sherwin-Williams Company (SHW) 4.1 $119M 397k 298.43
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UnitedHealth (UNH) 3.9 $115M 225k 509.26
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S&p Global (SPGI) 3.9 $113M 254k 446.00
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Adobe Systems Incorporated (ADBE) 3.8 $112M 201k 555.54
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Intuit (INTU) 3.7 $107M 163k 657.21
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Zoetis Cl A (ZTS) 3.6 $106M 610k 173.36
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Abbott Laboratories (ABT) 3.3 $98M +5% 941k 103.91
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salesforce (CRM) 2.9 $83M 325k 257.10
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Visa Com Cl A (V) 2.8 $83M 315k 262.47
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Mastercard Incorporated Cl A (MA) 2.8 $82M 185k 441.16
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Paypal Holdings (PYPL) 0.7 $20M 350k 58.03
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Asml Holding N V N Y Registry Shs (ASML) 0.5 $14M +4702% 14k 1022.75
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Match Group (MTCH) 0.4 $13M 431k 30.38
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Snap Cl A (SNAP) 0.4 $11M 649k 16.61
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Tesla Motors (TSLA) 0.1 $2.2M -11% 11k 197.88
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Arm Holdings Sponsored Adr (ARM) 0.0 $977k 6.0k 163.65
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Broadcom (AVGO) 0.0 $345k 215.00 1604.65
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Applied Materials (AMAT) 0.0 $222k 942.00 235.67
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Lam Research Corporation (LRCX) 0.0 $214k 201.00 1064.68
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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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