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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
+0.9%
1 Year Est. Return
+2.87%
3 Year Est. Return
+95.01%
5 Year Est. Return
+112.48%
10 Year Est. Return
–
AUM
$2.04B
AUM Growth
+$49.6M
Cap. Flow
+$41.2M
Cap. Flow %
2.02%
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$41.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 41.91%
2 Financials 26.73%
3 Consumer Discretionary 19.49%
4 Materials 6.28%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
1
Broadcom
AVGO
$2T
$418M 20.46%
1,206,642
+115,150
+11% +$41.2M
MSFT icon
2
Microsoft
MSFT
$3.68T
$406M 19.88%
838,866
– –
AMZN icon
3
Amazon
AMZN
$2.9T
$351M 17.22%
1,522,573
– –
SPGI icon
4
S&P Global
SPGI
$120B
$260M 12.76%
498,333
– –
IBN icon
5
ICICI Bank
IBN
$107B
$235M 11.52%
7,890,422
– –
SHW icon
6
Sherwin-Williams
SHW
$87.5B
$128M 6.28%
395,785
– –
ABT icon
7
Abbott
ABT
$189B
$114M 5.58%
909,318
– –
HDB icon
8
HDFC Bank
HDB
$119B
$50M 2.45%
1,369,248
– –
SN icon
9
SharkNinja
SN
$25.9B
$46.5M 2.28%
415,165
– –
INTU icon
10
Intuit
INTU
$90.7B
$32.1M 1.57%
48,454
– –

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TCA
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MAC
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PCM
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AIP
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Milestone Resources Group's Q4 2025 Portfolio in Review

As of Q4 2025, Milestone Resources Group held 10 positions worth $2.04B, up 2.5% from $1.99B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. Milestone Resources Group opened no new positions and made no exits, leaving the 10-position portfolio largely intact.

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

  • Milestone Resources Group added most to Broadcom in Q4 2025, an estimated $41.2M increase.
  • Milestone Resources Group's ten largest holdings make up 100% of its $2.04B portfolio in Q4 2025.
  • Milestone Resources Group opened 0 new positions and closed 0 in Q4 2025.
  • Milestone Resources Group's portfolio value rose 2.5% quarter-over-quarter to $2.04B.

Based on Milestone Resources Group's 13F filing for Q4 2025, filed 6 Feb 2026.