Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $401.8M | 6.5% | +64.3% |
| AMZNAmazon Com Inc | $398.1M | 6.5% | +42.0% |
| MSFTMicrosoft Corp | $379.3M | 6.2% | +37.4% |
| GOOGAlphabet Inc | $347.1M | 5.7% | +57.5% |
| AAPLApple Inc | $331.1M | 5.4% | +111.4% |
| ARMKAramark | $296.2M | 4.8% | −13.8% |
| TSMTaiwan Semiconductor Manufa | $231.4M | 3.8% | −24.5% |
| METAMeta Platforms Inc | $189.7M | 3.1% | +49.2% |
| BACBank Of Amer Corp | $180.6M | 2.9% | |
| NGGNational Grid PLC | $126.7M | 2.1% | −13.8% |
| SHELShell PLC | $126.4M | 2.1% | −26.2% |
| MUMicron Technology Inc | $123.0M | 2.0% | −59.3% |
| UNPUnion Pac Corp | $120.7M | 2.0% | +103.3% |
| APGApi Group Corp | $119.2M | 1.9% | +28.8% |
| AVGOBroadcom Inc | $116.8M | 1.9% | +22.2% |
| JNJJohnson & Johnson | $99.1M | 1.6% | New |
| AJGGallagher Arthur J & Co | $93.6M | 1.5% | +13.7% |
| JPMJpmorgan Chase & Co | $93.0M | 1.5% | +50.7% |
| BSXBoston Scientific Corp | $92.6M | 1.5% | −1.8% |
| CCICrown Castle Inc | $91.9M | 1.5% | −33.0% |
| TMOThermo Fisher Scientific In | $85.0M | 1.4% | +2.5% |
| HCAHca Healthcare Inc | $82.2M | 1.3% | +30.3% |
| RYAAYRyanair Holdings PLC | $81.8M | 1.3% | +25.4% |
| AMTAmerican Tower Corp | $80.1M | 1.3% | −21.1% |
| RIORio Tinto PLC | $76.0M | 1.2% | +19.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $73.6M |
| AMATApplied Matls Inc | March 31, 2026 | +111.5% | $73.8M |
| TSMTaiwan Semiconductor Manufa | December 31, 2025 | +57.2% | $231.4M |
| ARMKAramark | December 31, 2025 | +54.4% | $296.2M |
| LNGCheniere Energy Inc | December 31, 2025 | +23.0% | $53.0M |
| TOLToll Brothers Inc | December 31, 2025 | +21.8% | $55.3M |
| RIORio Tinto PLC | December 31, 2025 | +18.6% | $76.0M |
| UNPUnion Pac Corp | December 31, 2025 | +17.6% | $120.7M |
| GOOGAlphabet Inc | December 31, 2025 | +12.6% | $347.1M |
| LLYEli Lilly & Co | December 31, 2025 | +11.6% | $63.9M |
Sold off last quarter
- CARRCarrier Global Corporation was $13.2M
- TRUTransunion was $8.6M
- EFXEquifax Inc was $6.8M
- IQVIqvia Hldgs Inc was $1.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.0% | +14.8% |
| March 31, 2026 | −7.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Milford Funds Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1775715&type=13F-HR&dateb=&owner=include&count=40CIK 1775715
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1775715/000177571526000008/Filed July 30, 2026 · accession 0001775715-26-000008