13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001708139
Total reported value
$1.6B
$1.6B
21 檔
60.5%
According to the latest 13F quarterly dataset, Milestone Resources Group Ltd managed an equity portfolio of $1.6B at the end of Q1 2025, spanning 21 distinct U.S. exchange-listed positions.
In Q1 2025, Milestone Resources Group Ltd displayed an active expansion posture, initiating 21 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 16.13% | +2.77% | +15.72% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.31% | +0.12% | — | |
| 3 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 10.84% | +1.49% | — | |
| 4 | SHW | Sherwin-williams Co/the | Stock-Materials | 7.34% | -0.13% | — | |
| 5 | SPGI | S&p Global Inc | Stock-Financials | 6.84% | -12.98% | EXIT | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 6.61% | — | — | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 6.41% | +5.00% | +15.33% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.25% | — | — | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 5.78% | — | — | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.52% | — | -68.76% | |
| 11 | ZTS | Zoetis Inc | Stock-Healthcare | 5.31% | — | — | |
| 12 | INTU | Intuit Inc | Stock-Tech | 5.28% | — | — | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 4.61% | — | — | |
| 14 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.85% | +1.17% | +88.89% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 0.50% | +2.47% | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.14% | — | — | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | — | -12.97% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 0.11% | — | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.01% | — | -99.93% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 0.01% | — | — | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | IBN | Icici Bank Ltd-spon Adr | — | NEW | New buy |
| 4 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 5 | SPGI | S&p Global Inc | — | NEW | New buy |
| 6 | ABT | Abbott Laboratories | — | NEW | New buy |
| 7 | AVGO | Broadcom Inc | — | NEW | New buy |
| 8 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 9 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 11 | ZTS | Zoetis Inc | — | NEW | New buy |
| 12 | INTU | Intuit Inc | — | NEW | New buy |
| 13 | CRM | Salesforce Inc | — | NEW | New buy |
| 14 | SN | SharkNinja, Inc. | — | NEW | New buy |
| 15 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | TSLA | Tesla Inc | — | NEW | New buy |
| 18 | MA | Mastercard Inc - A | — | NEW | New buy |
| 19 | NVDA | Nvidia CORP | — | NEW | New buy |
| 20 | LRCX | Lam Research CORP | — | NEW | New buy |
| 21 | AMAT | Applied Materials Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Milestone Resources Group Ltd reported a total U.S. public equity portfolio value of $1.6B across 21 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, IBN) accounted for 60.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AMZN
市值: $304.4M
During Q1 2025, Milestone Resources Group Ltd's top holdings by market value included AMZN (16.1%)、MSFT (11.3%)、IBN (10.8%). The largest single position, AMZN, represented 16.1% of total portfolio value.
In Q1 2025, Milestone Resources Group Ltd made 21 total portfolio adjustments, initiating 21 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.