Milestones Administradora de Recursos Ltda.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 79.7%; sector active share 25.4% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.8% | $143,775,007 |
| Financial Services | 20.6% | $106,722,610 |
| Consumer Cyclical | 15.6% | $80,683,225 |
| Industrials | 12.2% | $63,106,926 |
| Basic Materials | 8.6% | $44,775,181 |
| Communication Services | 8.1% | $42,056,731 |
| Healthcare | 5.1% | $26,246,048 |
| Energy | 1.2% | $5,997,572 |
| Consumer Defensive | 0.8% | $4,289,890 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NU | Nu Holdings Ltd. | +350,950 | 3,154,114 | $42,138,963 | |
| AMZN | Amazon Com Inc | +113,694 | 281,149 | $67,009,052 | |
| DHR | Danaher Corp /De/ | +67,456 | 137,789 | $26,246,048 | |
| V | Visa Inc. | +45,143 | 112,769 | $38,689,916 | |
| MCO | Moodys Corp /De/ | +14,870 | 30,824 | $13,960,806 | |
| SPGI | S&P Global Inc. | +9,480 | 15,835 | $6,448,961 | |
| GE | General Electric Co | +4,523 | 168,857 | $63,106,926 | |
| BRK-B | Berkshire Hathaway Inc | +2,753 | 4,833 | $2,418,384 | |
| MELI | Mercadolibre Inc | +905 | 8,056 | $13,674,173 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +334 | 116,534 | $55,653,142 | |
| GOOGL | Alphabet Inc. | +25 | 117,684 | $42,056,731 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | 23,040 | $2,408,832 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 281,149 | $67,009,052 | 12.94% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 177,513 | $66,215,899 | 12.79% | |
| GE |
General Electric Co
Industrials
|
Added | 168,857 | $63,106,926 | 12.19% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 116,534 | $55,653,142 | 10.75% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 86,282 | $44,775,181 | 8.65% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Added | 3,154,114 | $42,138,963 | 8.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 117,684 | $42,056,731 | 8.12% | |
| V |
Visa Inc.
Financial Services
|
Added | 112,769 | $38,689,916 | 7.47% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 137,789 | $26,246,048 | 5.07% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 34,059 | $19,785,213 | 3.82% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Added | 30,824 | $13,960,806 | 2.70% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 8,056 | $13,674,173 | 2.64% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 15,835 | $6,448,961 | 1.25% | |
| MLKMF |
Waldencast plc
Consumer Defensive
|
Held | 2,425,677 | $4,269,191 | 0.82% | |
| TPG |
TPG Inc.
Financial Services
|
NEW | 75,600 | $3,065,580 | 0.59% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,833 | $2,418,384 | 0.47% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 10,599 | $2,120,753 | 0.41% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 15,380 | $2,102,753 | 0.41% | |
| COP |
Conocophillips
Energy
|
NEW | 18,760 | $1,950,289 | 0.38% | |
| CVX |
Chevron Corp
Energy
|
NEW | 11,731 | $1,944,530 | 0.38% | |
| WALDW |
Waldencast plc
Consumer Defensive
|
Held | 440,415 | $20,699 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.