Portfolio (Quarterly) Guide ↗

Milestones Administradora de Recursos Ltda.

· CIK 0001912095

13F Portfolio $383M AUM 17 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 9 Added 2 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CVX	CHEVRON CORP NEW	Energy	15,170	$2.3M	0.76%	SOLD
2	COP	CONOCOPHILLIPS	Energy	15,235	$1.4M	0.47%	SOLD

Sector Allocation

Technology 31.6%

Financial Services 18.4%

Basic Materials 13.1%

Consumer Cyclical 12.4%

Industrials 12.2%

Communication Services 8.9%

Healthcare 3.5%