Milestone Resources Group
Latest statistics and disclosures from Milestone Resources Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AVGO, AMZN, SPGI, IBN, and represent 80.84% of Milestone Resources Group's stock portfolio.
- Added to shares of these 6 stocks: AVGO (+$116M), SPGI (+$29M), HDB (+$23M), SN (+$23M), AMZN (+$13M), IBN.
- Reduced shares in these 5 stocks: INTU (-$84M), , MSFT, LRCX, AMAT.
- Sold out of its positions in AMAT, LRCX, ASML.
- Milestone Resources Group was a net buyer of stock by $110M.
- Milestone Resources Group has $2.0B in assets under management (AUM), dropping by 3.96%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 21.8 | $435M | 839k | 517.95 |
|
|
| Broadcom (AVGO) | 18.1 | $360M | +47% | 1.1M | 329.91 |
|
| Amazon (AMZN) | 16.8 | $334M | +4% | 1.5M | 219.57 |
|
| S&p Global (SPGI) | 12.2 | $243M | +13% | 498k | 486.71 |
|
| Icici Bank Adr (IBN) | 12.0 | $239M | 7.9M | 30.23 |
|
|
| Sherwin-Williams Company (SHW) | 6.9 | $137M | 396k | 346.26 |
|
|
| Abbott Laboratories (ABT) | 6.1 | $122M | 909k | 133.94 |
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| Hdfc Bank Sponsored Ads (HDB) | 2.3 | $47M | +100% | 1.4M | 34.16 |
|
| Sharkninja Com Shs (SN) | 2.2 | $43M | +117% | 415k | 103.15 |
|
| Intuit (INTU) | 1.7 | $33M | -71% | 49k | 682.92 |
|
Past Filings by Milestone Resources Group
SEC 13F filings are viewable for Milestone Resources Group going back to 2017
- Milestone Resources Group 2025 Q3 filed Nov. 4, 2025
- Milestone Resources Group 2025 Q2 filed Aug. 8, 2025
- Milestone Resources Group 2025 Q1 filed May 9, 2025
- Milestone Resources Group 2024 Q4 filed Feb. 11, 2025
- Milestone Resources Group 2024 Q3 restated filed Dec. 9, 2024
- Milestone Resources Group 2024 Q2 filed Aug. 2, 2024
- Milestone Resources Group 2024 Q1 filed May 8, 2024
- 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