Milestone Resources Group

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

  • Top 5 stock holdings are AVGO, AMZN, MSFT, SPGI, IBN, and represent 86.77% of Milestone Resources Group's stock portfolio.
  • Added to shares of these 4 stocks: ASML (+$25M), MSFT, AVGO, SPGI.
  • Started 1 new stock position in ASML.
  • Reduced shares in these 3 stocks: ABT (-$114M), INTU (-$32M), SHW (-$13M).
  • Sold out of its positions in ABT, INTU.
  • Milestone Resources Group was a net seller of stock by $-133M.
  • Milestone Resources Group has $1.6B in assets under management (AUM), dropping by -19.88%.
  • Central Index Key (CIK): 0001708139

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Portfolio Holdings for Milestone Resources Group

Milestone Resources Group holds 9 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Broadcom (AVGO) 22.9 $374M 1.2M 309.51
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Amazon (AMZN) 19.4 $317M 1.5M 208.27
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Microsoft Corporation (MSFT) 19.0 $311M 841k 370.17
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S&p Global (SPGI) 13.0 $212M 499k 425.34
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Icici Bank Adr (IBN) 12.5 $204M 7.9M 25.90
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Sherwin-Williams Company (SHW) 6.9 $114M -10% 354k 320.55
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Sharkninja Com Shs (SN) 2.7 $44M 415k 105.90
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Hdfc Bank Sponsored Ads (HDB) 2.1 $34M 1.4M 24.88
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Asml Holding (ASML) 1.5 $25M NEW 19k 1320.82
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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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