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: 0001775715
Total reported value
$6.1B
$6.1B
75 檔
19.4%
As reported in its official Q1 2026 Form 13F filing, Milford Funds LTD's tracked investment portfolio stood at $6.1B with 75 total positions.
Milford Funds LTD executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 11 holdings and trimming 32 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, ARMK) accounted for 19.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.74% | +0.44% | +9.31% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.13% | +1.35% | -0.69% | |
| 3 | ARMK | Aramark | Stock-Industrials | 5.13% | -0.31% | +22.83% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.55% | -0.78% | +30.24% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.47% | +2.07% | +60.32% | |
| 6 | SHEL | Shell Plc-adr | Stock-Energy | 4.31% | -2.25% | +127.71% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.75% | +1.90% | -35.51% | |
| 8 | INTU | Intuit Inc | Stock-Tech | 3.45% | -2.59% | +124.57% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 3.26% | -0.32% | -23.26% | |
| 10 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 3.14% | -1.08% | -25.12% | |
| 11 | CCI | Crown Castle Inc | Stock-Real Estate | 3.08% | -1.58% | -4.70% | |
| 12 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.91% | -1.40% | +171.10% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.88% | +2.51% | -12.32% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.71% | +0.38% | +57.52% | |
| 15 | AMT | American Tower CORP | Stock-Real Estate | 2.25% | -0.95% | -5.66% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.94% | -1.93% | -6.95% | |
| 17 | APG | Api Group CORP | Stock-Industrials | 1.85% | +0.09% | -32.86% | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 1.85% | +0.15% | -14.87% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.84% | -0.95% | +43.12% | |
| 20 | COP | Conocophillips | Stock-Energy | 1.82% | -0.89% | — | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.70% | -0.32% | +97.38% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.64% | +0.26% | +53.46% | |
| 23 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.63% | -0.11% | -17.01% | |
| 24 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.60% | -0.26% | +43.55% | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 1.52% | -0.38% | -33.76% | |
| 26 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 1.31% | -0.07% | -42.32% | |
| 27 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 1.22% | +0.11% | +84.71% | |
| 28 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.21% | -0.51% | -15.92% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | +0.35% | -35.21% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 1.11% | +0.86% | -16.76% | |
| 31 | GXO | Gxo Logistics Inc | Stock-Industrials | 1.09% | -0.66% | +21.72% | |
| 32 | PLD | Prologis Inc | Stock-Real Estate | 1.03% | -0.38% | +300.42% | |
| 33 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.02% | -0.12% | +223.71% | |
| 34 | NEM | Newmont CORP | Stock-Materials | 0.99% | -0.45% | -57.31% | |
| 35 | TDG | Transdigm Group Inc | Stock-Industrials | 0.92% | -0.12% | +20.84% | |
| 36 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.92% | -0.65% | +3.71% | |
| 37 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.92% | -0.40% | -43.74% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.91% | -0.31% | -20.88% | |
| 39 | BP | Bp Plc-spons Adr | Stock-Energy | 0.87% | -0.01% | +266.67% | |
| 40 | RMD | Resmed Inc | Stock-Healthcare | 0.71% | -0.68% | +27.12% | |
| 41 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.69% | +0.53% | — | |
| 42 | FISV | Fiserv Inc | Stock-Other | 0.69% | -0.52% | -3.32% | |
| 43 | ICE | Intercontinental Exchange In | Stock-Financials | 0.65% | -0.48% | +27.07% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.57% | +0.63% | — | |
| 45 | AEE | Ameren Corporation | Stock-Utilities | 0.57% | -0.12% | — | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.54% | +0.16% | -49.49% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.56% | -24.38% | |
| 48 | SPGI | S&p Global Inc | Stock-Financials | 0.47% | -0.07% | -67.00% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.30% | +44.14% | |
| 50 | WAT | Waters CORP | Stock-Healthcare | 0.42% | +0.41% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHEL | Shell Plc-adr | +2.9% | +127.71% | Add |
| 2 | NVDA | Nvidia CORP | +1.7% | +60.32% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1.6% | +30.24% | Add |
| 4 | ARMK | Aramark | +1.6% | +22.83% | Add |
| 5 | BSX | Boston Scientific CORP | +1.4% | +171.10% | Add |
| 6 | INTU | Intuit Inc | +1.3% | +124.57% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.9% | +57.52% | Add |
| 8 | PLD | Prologis Inc | +0.8% | +300.42% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.8% | +97.38% | Add |
| 10 | TOL | Toll Brothers Inc | +0.7% | +223.71% | Add |
| 11 | BP | Bp Plc-spons Adr | +0.7% | +266.67% | Add |
| 12 | NFLX | Netflix Inc | +0.7% | +43.12% | Add |
| 13 | HCA | Hca Healthcare Inc | +0.6% | +43.55% | Add |
| 14 | AVGO | Broadcom Inc | +0.5% | +53.46% | Add |
| 15 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.5% | +84.71% | Add |
| 16 | GXO | Gxo Logistics Inc | +0.2% | +21.72% | Add |
| 17 | MCD | Mcdonald's CORP | +0.2% | +44.14% | Add |
| 18 | LNG | Cheniere Energy Inc | +0.2% | +8.52% | Add |
| 19 | ICE | Intercontinental Exchange In | +0.2% | +27.07% | Add |
| 20 | CNP | Centerpoint Energy Inc | +0.2% | +61.03% | Add |
| 21 | RMD | Resmed Inc | +0.2% | +27.12% | Add |
| 22 | MU | Micron Technology Inc | +0.1% | -14.87% | Trim |
| 23 | TDG | Transdigm Group Inc | +0.1% | +20.84% | Add |
| 24 | AEE | Ameren Corporation | +0.1% | — | Unchanged |
| 25 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 26 | KMI | Kinder Morgan, Inc. | 0% | — | Unchanged |
| 27 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 28 | HLN | Haleon Plc-adr | — | — | Unchanged |
| 29 | SBAC | Sba Communications CORP | 0% | — | Unchanged |
| 30 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 31 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 32 | AMT | American Tower CORP | 0% | -5.66% | Trim |
| 33 | WMT | Walmart Inc | 0% | -21.90% | Trim |
| 34 | LIF | Life360 Inc | -0.1% | — | Unchanged |
| 35 | UNP | Union Pacific CORP | -0.1% | -16.76% | Trim |
| 36 | BDX | Becton Dickinson And Co | -0.1% | +3.71% | Add |
| 37 | FISV | Fiserv Inc | -0.1% | -3.32% | Trim |
| 38 | PHM | Pultegroup Inc | -0.1% | -15.92% | Trim |
| 39 | CFG | Citizens Financial Group | -0.2% | -60.43% | Trim |
| 40 | CBRE | Cbre Group Inc - A | -0.2% | -27.57% | Trim |
| 41 | IBKR | Interactive Brokers Gro-cl A | -0.2% | -42.57% | Trim |
| 42 | LLY | Eli Lilly & Co | -0.2% | -24.38% | Trim |
| 43 | CCI | Crown Castle Inc | -0.2% | -4.70% | Trim |
| 44 | AMZN | Amazon.com Inc | -0.2% | -0.69% | Trim |
| 45 | MA | Mastercard Inc - A | -0.3% | -20.88% | Trim |
| 46 | EFX | Equifax Inc | -0.4% | -67.57% | Trim |
| 47 | DUK | Duke Energy CORP | -0.4% | -33.76% | Trim |
| 48 | AAPL | Apple Inc | -0.4% | -12.32% | Trim |
| 49 | NGG | National Grid Plc-sp Adr | -0.5% | -25.12% | Trim |
| 50 | RIO | Rio Tinto Plc-spon Adr | -0.5% | -42.32% | Trim |
According to official SEC Form 13F filings, Milford Funds LTD reported a total U.S. public equity portfolio value of $6.1B across 75 disclosed positions in Q1 2026.
During Q1 2026, Milford Funds LTD's top holdings by market value included MSFT (5.7%)、AMZN (5.1%)、ARMK (5.1%). The largest single position, MSFT, represented 5.7% 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.
Top New Position Initiated
COP
市值: $86.8M
Top Position Liquidated / Trimmed
CCL1EUR
前期市值: $100.7M
In Q1 2026, Milford Funds LTD made 77 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 32 holdings, and fully liquidating 11 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.