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CIK: 0001775715
Total reported value
$6.1B
$6.1B
76 檔
21.4%
According to the latest 13F quarterly dataset, Milford Funds LTD managed an equity portfolio of $6.1B at the end of Q4 2025, spanning 76 distinct U.S. exchange-listed positions.
During Q4 2025, Milford Funds LTD's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.43% | +0.44% | — | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.96% | +1.90% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.37% | +1.35% | — | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 4.49% | -0.32% | — | |
| 5 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 3.60% | -1.08% | — | |
| 6 | ARMK | Aramark | Stock-Industrials | 3.56% | -0.31% | — | |
| 7 | CCI | Crown Castle Inc | Stock-Real Estate | 3.31% | -1.58% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.30% | +2.51% | — | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.94% | -0.78% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | +2.07% | — | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 2.77% | -1.93% | — | |
| 12 | APG | Api Group CORP | Stock-Industrials | 2.44% | +0.09% | — | |
| 13 | AMT | American Tower CORP | Stock-Real Estate | 2.27% | -0.95% | — | |
| 14 | INTU | Intuit Inc | Stock-Tech | 2.20% | -2.59% | — | |
| 15 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.20% | -0.11% | — | |
| 16 | NEM | Newmont CORP | Stock-Materials | 2.00% | -0.45% | — | |
| 17 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 1.98% | — | — | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.92% | -0.38% | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.86% | +0.38% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | +0.35% | — | |
| 21 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 1.83% | -0.07% | — | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 1.72% | +0.15% | — | |
| 23 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 1.69% | -0.40% | — | |
| 24 | SPGI | S&p Global Inc | Stock-Financials | 1.64% | -0.07% | — | |
| 25 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.53% | -1.40% | — | |
| 26 | SHEL | Shell Plc-adr | Stock-Energy | 1.40% | -2.25% | — | |
| 27 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.34% | -0.51% | — | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 1.23% | -0.31% | — | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 1.21% | +0.16% | — | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 1.19% | +0.86% | — | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 1.17% | -0.95% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.26% | — | |
| 33 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.03% | -0.26% | — | |
| 34 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.03% | -0.65% | — | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.95% | -0.32% | — | |
| 36 | ELV | Elevance Health Inc | Stock-Healthcare | 0.91% | — | — | |
| 37 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.85% | -0.17% | — | |
| 38 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.85% | -0.66% | — | |
| 39 | TDG | Transdigm Group Inc | Stock-Industrials | 0.82% | -0.12% | — | |
| 40 | FISV | Fiserv Inc | Stock-Other | 0.80% | -0.52% | — | |
| 41 | TRU | Transunion | Stock-Financials | 0.79% | -0.18% | EXIT | |
| 42 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 0.77% | +0.11% | — | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.71% | -0.04% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.56% | — | |
| 45 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.63% | -0.02% | EXIT | |
| 46 | RMD | Resmed Inc | Stock-Healthcare | 0.56% | -0.68% | — | |
| 47 | VMC | Vulcan Materials Co | Stock-Materials | 0.56% | — | — | |
| 48 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.53% | +0.01% | — | |
| 49 | EFX | Equifax Inc | Stock-Industrials | 0.50% | -0.14% | EXIT | |
| 50 | ICE | Intercontinental Exchange In | Stock-Financials | 0.49% | -0.48% | — |
According to official SEC Form 13F filings, Milford Funds LTD reported a total U.S. public equity portfolio value of $6.1B across 76 disclosed positions in Q4 2025.
During Q4 2025, Milford Funds LTD's top holdings by market value included MSFT (6.4%)、GOOG (6.0%)、AMZN (5.4%). The largest single position, MSFT, represented 6.4% of total portfolio value.
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 MSFT, GOOG, AMZN) accounted for 21.4% of total reported equity market value during Q4 2025.
In Q4 2025, Milford Funds LTD made 0 total portfolio adjustments, initiating 0 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.
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