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MRG

Milestone Resources Group Portfolio holdings

AUM $1.64B
1-Year Est. Return 7.52%
This Fund
S&P 500
This Quarter Est. Return
+1.9%
1 Year Est. Return
+7.52%
3 Year Est. Return
+92.9%
5 Year Est. Return
+111.35%
10 Year Est. Return
–
AUM
$1.99B
AUM Growth
+$75.8M
Cap. Flow
+$79.4M
Cap. Flow %
3.99%
Top 10 Hldgs %
100%
Holding
13
New
–
Increased
5
Reduced
2
Closed
3

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$108M
2
SPGI icon
S&P Global
SPGI
+$31.9M
3
SN icon
SharkNinja
SN
+$25.6M
4
AMZN icon
Amazon
AMZN
+$13.6M
5
IBN icon
ICICI Bank
IBN
+$1.92M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$89.1M
2
ASML icon
ASML
ASML
+$11.3M
3
MSFT icon
Microsoft
MSFT
+$682K
4
LRCX icon
Lam Research
LRCX
+$281K
5
AMAT icon
Applied Materials
AMAT
+$244K

Sector Composition

Rank Sector Weight
1 Technology 41.56%
2 Financials 26.5%
3 Consumer Discretionary 18.94%
4 Materials 6.88%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.99T
$434M 21.82%
838,866
-1,336
-0.2% -$682K
AVGO icon
2
Broadcom
AVGO
$1.8T
$360M 18.08%
1,091,492
+352,274
+48% +$108M
AMZN icon
3
Amazon
AMZN
$2.69T
$334M 16.79%
1,522,573
+60,074
+4% +$13.6M
SPGI icon
4
S&P Global
SPGI
$133B
$243M 12.18%
498,333
+59,637
+14% +$31.9M
IBN icon
5
ICICI Bank
IBN
$107B
$239M 11.98%
7,890,422
+58,858
+0.8% +$1.92M
SHW icon
6
Sherwin-Williams
SHW
$79.8B
$137M 6.88%
395,785
– –
ABT icon
7
Abbott
ABT
$177B
$122M 6.12%
909,318
– –
HDB icon
8
HDFC Bank
HDB
$121B
$46.8M 2.35%
1,369,248
– –
SN icon
9
SharkNinja
SN
$21.6B
$42.8M 2.15%
415,165
+223,918
+117% +$25.6M
INTU icon
10
Intuit
INTU
$80.4B
$33.1M 1.66%
48,454
-123,650
-72% -$89.1M
AMAT icon
11
Applied Materials
AMAT
$417B
– –
-1,334
Closed -$244K
ASML icon
12
ASML
ASML
$668B
– –
-14,115
Closed -$11.3M
LRCX icon
13
Lam Research
LRCX
$384B
– –
-2,890
Closed -$281K

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TCA
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MAC
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LIA
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Milestone Resources Group's Q3 2025 Portfolio in Review

As of Q3 2025, Milestone Resources Group held 13 positions worth $1.99B, up 4% from $1.92B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Milestone Resources Group deployed $79.4M of net new capital in Q3 2025, adding to 5 existing holdings.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 40% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Intuit, an estimated $89.1M trimmed.

  • Milestone Resources Group added most to Broadcom in Q3 2025, an estimated $108M increase.
  • Milestone Resources Group's biggest Q3 2025 reduction was Intuit, cutting an estimated $89.1M.
  • Milestone Resources Group fully exited ASML in Q3 2025, selling an estimated $11.3M.
  • Milestone Resources Group's ten largest holdings make up 100% of its $1.99B portfolio in Q3 2025.
  • Milestone Resources Group opened 0 new positions and closed 3 in Q3 2025.
  • Milestone Resources Group's portfolio value rose 4% quarter-over-quarter to $1.99B.

Based on Milestone Resources Group's 13F filing for Q3 2025, filed 4 Nov 2025.