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MRG

Milestone Resources Group Portfolio holdings

AUM $1.64B
1-Year Est. Return 2.87%
This Fund
S&P 500
This Quarter Est. Return
+15.48%
1 Year Est. Return
+2.87%
3 Year Est. Return
+95.01%
5 Year Est. Return
+112.48%
10 Year Est. Return
–
AUM
$1.64B
AUM Growth
+$1.96M
Cap. Flow
-$200M
Cap. Flow %
-12.2%
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
1
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$22.3M

Top Sells

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$212M
2
SHW icon
Sherwin-Williams
SHW
+$9.75M

Sector Composition

Rank Sector Weight
1 Technology 51.02%
2 Consumer Discretionary 26.03%
3 Financials 16.15%
4 Materials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
1
Broadcom
AVGO
$1.7T
$456M 27.87%
1,208,092
– –
AMZN icon
2
Amazon
AMZN
$2.79T
$363M 22.16%
1,522,573
– –
MSFT icon
3
Microsoft
MSFT
$3.79T
$314M 19.16%
841,156
– –
IBN icon
4
ICICI Bank
IBN
$110B
$229M 13.99%
7,890,422
– –
SHW icon
5
Sherwin-Williams
SHW
$80.7B
$111M 6.81%
323,648
-30,533
-9% -$9.75M
ASML icon
6
ASML
ASML
$632B
$65.2M 3.98%
32,749
+13,997
+75% +$22.3M
SN icon
7
SharkNinja
SN
$24.7B
$63.2M 3.86%
415,165
– –
HDB icon
8
HDFC Bank
HDB
$120B
$35.4M 2.16%
1,369,248
– –
SPGI icon
9
S&P Global
SPGI
$133B
– –
-498,893
Closed -$212M

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TWM
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HCMG
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MB
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LFS
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Milestone Resources Group's Q2 2026 Portfolio in Review

As of Q2 2026, Milestone Resources Group held 9 positions worth $1.64B, up 0.12% from $1.64B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Milestone Resources Group withdrew a net $200M in Q2 2026, closing 1 position and reducing 1 holding. Its most notable exit was S&P Global, an estimated $212M position sold in full.

By sector, the portfolio is most concentrated in Technology at 51% of assets, up from 43% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Milestone Resources Group added an estimated $22.3M to ASML.

  • Milestone Resources Group added most to ASML in Q2 2026, an estimated $22.3M increase.
  • Milestone Resources Group's biggest Q2 2026 reduction was Sherwin-Williams, cutting an estimated $9.75M.
  • Milestone Resources Group fully exited S&P Global in Q2 2026, selling an estimated $212M.
  • Milestone Resources Group's ten largest holdings make up 100% of its $1.64B portfolio in Q2 2026.
  • Milestone Resources Group opened 0 new positions and closed 1 in Q2 2026.
  • Milestone Resources Group's portfolio value rose 0.12% quarter-over-quarter to $1.64B.

Based on Milestone Resources Group's 13F filing for Q2 2026, filed 11 Aug 2026.