MILFORD FUNDS LTD
•CIK: 1775715•Filing: Q4 2025
MILFORD FUNDS LTD, managed by the seasoned duo of John D. "Jack" Taylor and his son John D. Taylor III, maintains a concentrated portfolio with a focus on technology and financials, currently holding 76 positions. Notably, the fund's top holdings include significant stakes in Microsoft, Google, and Amazon, reflecting a strategy that capitalizes on growth and innovation in tech, while also maintaining a substantial position in Bank of America for financial stability.
Total AUM
$5.1B
QoQ Performance
N/A
Positions
76
Top 10 Concentration
41.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
GOOG
AMZN
MSFT6.4%
GOOG6.0%
AMZN5.4%
BAC4.5%
NGG3.6%
ARMK3.6%
8CW3.3%
AAPL3.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other49.3%
Technology26.4%
Financial7.8%
Consumer6.7%
Healthcare2.9%
Real Estate2.5%
Utilities1.9%
Communication1.3%