MILFORD FUNDS LTD
All 13F Filings
- Location
- Auckland, Q2
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,092,353
- Description
- Auckland based relationship driven wealth allocation platform with a continental governance structure and a research first and risk aware investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through downside sensitivity mapping and portfolio discipline.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 76 | 5,092,353 | 13F-HR | MILFORD FUNDS LTD |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.092 M | 100.0% | 5.092 M | 0 | 5.092 M |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
5,092,353
Holdings
76
QoQ value change ($000)
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Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.