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Milestone Resources Group Ltd

LEVEL 1 PALM GROVE HOUSE WICKHAM'S CAY 1, ROAD TOWN TORTOLA, D8 VG1100 • 0097145174479

Q4 2025 · Filed 2026-02-06
Market Value
$2.0B
+2.5%
Holdings
10
-3
New Purchases
0
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVGO 20.46% 18.08% +2.38% $418M
SPGI 12.76% 12.18% +0.58% $260M
AMZN 17.22% 16.79% +0.43% $351M
SN 2.28% 2.15% +0.13% $46M
HDB 2.45% 2.35% +0.10% $50M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 19.88% 21.82% -1.94% $406M
SHW 6.28% 6.88% -0.60% $128M
ABT 5.58% 6.12% -0.53% $114M
IBN 11.52% 11.98% -0.46% $235M
INTU 1.57% 1.66% -0.09% $32M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 43.4%
Financial Services 27.6%
Consumer Cyclical 22.1%
Basic Materials 6.9%
Healthcare 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $1.2B 57.6%
Large Cap 7 $866M 42.4%

Portfolio Analytics

Avg Market Cap
$861.0B
Median Market Cap
$125.3B
Avg P/E
28.8
Median P/E
24.6
Avg Dividend Yield
0.01%
Avg Beta
1.00
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AVGO 20.46% 1,206,642 $418M $346.10 $58M +115,150 +10.6%
2 MSFT 19.88% 838,866 $406M $483.62 -$29M
3 AMZN 17.22% 1,522,573 $351M $230.82 $17M
4 SPGI 12.76% 498,333 $260M $522.59 $18M
5 IBN 11.52% 7,890,422 $235M $29.80 -$3M
6 SHW 6.28% 395,785 $128M $324.03 -$9M
7 ABT 5.58% 909,318 $114M $125.29 -$8M
8 HDB 2.45% 1,369,248 $50M $36.54 $3M
9 SN 2.28% 415,165 $46M $111.90 $4M
10 INTU 1.57% 48,454 $32M $662.42 -$993K
View SEC EDGAR Filings for Milestone Resources Group Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms