Institutional manager
MILFORD FUNDS LTD
Holds positions in 57 of the S&P 500, worth $3.48bn as reported for the quarter ended 31-mar-2026.
Positions held57of 488 index companies covered
Reported value$3.48bnS&P 500 positions only
Top ten weight51%how concentrated the book is
Filing entities1single filer
Largest positions
The 57 biggest by reported value.
MicrosoftMSFT739,929$274mInformation TechnologyAmazonAMZN1.2m$245mConsumer DiscretionaryNvidiaNVDA1.2m$213mInformation TechnologyAlphabet Inc. (Class A)GOOGL623,929$179mCommunication ServicesIntuitINTU380,478$165mInformation TechnologyBank of AmericaBAC3.2m$156mFinancialsCrown CastleCCI1.8m$147mReal EstateBoston ScientificBSX2.2m$139mHealth CareApple Inc.AAPL541,394$137mInformation TechnologyMeta PlatformsMETA225,680$129mCommunication ServicesAmerican TowerAMT621,018$107mReal EstateSalesforceCRM495,982$93mInformation TechnologyMicron TechnologyMU261,704$88mInformation TechnologyNetflixNFLX910,825$88mCommunication ServicesConocoPhillipsCOP657,947$87mEnergyThermo Fisher ScientificTMO165,244$81mHealth CareBroadcomAVGO253,162$78mInformation TechnologyArthur J. Gallagher & Co.AJG358,577$78mFinancialsHCA HealthcareHCA161,698$77mHealth CareDuke EnergyDUK553,293$72mUtilitiesPulteGroupPHM490,308$58mConsumer DiscretionaryJPMorgan ChaseJPM188,515$55mFinancialsUnion Pacific CorporationUNP218,283$53mIndustrialsPrologisPLD372,572$49mReal EstateNewmontNEM435,014$47mMaterialsTransDigm GroupTDG38,083$44mIndustrialsBecton DickinsonBDX279,491$44mHealth CareMastercardMA86,912$43mFinancialsResMed|RMD150,000$34mHealth CareFiservFISV588,000$33mFinancialsIntercontinental ExchangeICE197,054$31mFinancialsApplied MaterialsAMAT79,545$27mInformation TechnologyAmerenAEE245,838$27mUtilitiesDanaher CorporationDHR136,089$26mHealth CareLilly (Eli)LLY24,761$23mHealth CareS&P GlobalSPGI52,837$22mFinancialsMcDonald'sMCD70,990$22mConsumer DiscretionaryWaters CorporationWAT66,669$20mHealth CareWalmartWMT155,623$19mConsumer StaplesLowe'sLOW78,253$18mConsumer DiscretionaryAdvanced Micro DevicesAMD87,015$18mInformation TechnologyHilton WorldwideHLT54,000$16mConsumer DiscretionaryInteractive BrokersIBKR239,311$16mFinancialsCBRE GroupCBRE105,564$14mReal EstateCenterPoint EnergyCNP329,816$14mUtilitiesCarrier GlobalCARR233,835$13mIndustrialsSBA CommunicationsSBAC71,110$12mReal EstateUberUBER152,330$11mIndustrialsVisa Inc.V28,000$8mFinancialsEquifaxEFX37,867$7mIndustrialsSchlumbergerSLB127,504$7mEnergyCitizens Financial GroupCFG93,000$6mFinancialsServiceNowNOW22,112$2mInformation TechnologyKinder MorganKMI52,327$2mEnergyNextEra EnergyNEE14,367$1mUtilitiesIQVIAIQV6,732$1mHealth CareConstellation EnergyCEG1,500$418,875Utilities
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.