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

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Portfolio 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
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Alphabet Cap Stk Cl A (GOOGL) 8.5 $207M +10% 1.5M 139.69
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Meta Platforms Cl A (META) 8.2 $198M +38% 560k 353.96
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NVIDIA Corporation (NVDA) 6.6 $162M +15% 326k 495.22
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Icici Bank Adr (IBN) 6.4 $155M 6.5M 23.84
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Accenture Plc Ireland Shs Class A (ACN) 6.1 $149M 424k 350.91
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Amazon (AMZN) 5.6 $136M +13% 893k 151.94
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Sherwin-Williams Company (SHW) 5.1 $124M 397k 311.90
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Zoetis Cl A (ZTS) 5.0 $120M 610k 197.37
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Adobe Systems Incorporated (ADBE) 4.9 $120M 201k 596.60
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UnitedHealth (UNH) 4.9 $119M 226k 526.47
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Thermo Fisher Scientific (TMO) 4.8 $117M 220k 530.79
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S&p Global (SPGI) 4.6 $112M 254k 440.52
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Intuit (INTU) 4.2 $102M 163k 625.03
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Abbott Laboratories (ABT) 4.0 $98M 894k 110.07
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salesforce (CRM) 3.5 $85M 325k 263.14
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Visa Com Cl A (V) 3.4 $82M 315k 260.35
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Mastercard Incorporated Cl A (MA) 3.2 $79M 185k 426.51
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Paypal Holdings (PYPL) 0.9 $22M 350k 61.41
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Match Group (MTCH) 0.6 $16M 432k 36.50
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Snap Cl A (SNAP) 0.5 $11M 649k 16.93
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Tesla Motors (TSLA) 0.1 $3.2M 13k 248.46
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Arm Holdings Sponsored Adr (ARM) 0.0 $449k 6.0k 75.21
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Past Filings by Milestone Resources Group

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

View all past filings