New Millennium Group LLC

CIK: 0001909654Latest portfolio: $231.0M · Q4 2025

Holdings

407

Total Value

$231.0M

New Positions

45

Closed Positions

139

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION
140,987$26.3M11.38%-7,347
2
MSFTMICROSOFT CORP
37,051$17.9M7.76%+2K
3
AVGOBROADCOM INC
42,673$14.8M6.39%+565
4
GOOGLALPHABET INC
46,822$14.7M6.34%-4,120
5
AAPLAPPLE INC
43,659$11.9M5.14%+5K
6
METAMETA PLATFORMS INC
15,889$10.5M4.54%+2K
7
PLTRPALANTIR TECHNOLOGIES INC
54,002$9.6M4.15%-1,927
8
AMZNAMAZON COM INC
35,059$8.1M3.50%+2K
9
VONGVANGUARD SCOTTSDALE FDS
62,340$7.6M3.29%+35K
10
FIXCOMFORT SYS USA INC
7,970$7.4M3.22%+667
11
GEGE AEROSPACE
22,379$6.9M2.98%+257
12
IGIBISHARES TR
125,464$6.8M2.93%+8K
13
CWCURTISS WRIGHT CORP
11,515$6.3M2.75%+48
14
IBKRINTERACTIVE BROKERS GROUP IN
90,105$5.8M2.51%+2K
15
GEVGE VERNOVA INC
8,614$5.6M2.44%-84
16
DWDMORGAN STANLEY
28,510$5.1M2.19%-880
17
JEPIJ P MORGAN EXCHANGE TRADED F
85,515$4.9M2.12%NEW
18
MAMASTERCARD INCORPORATED
7,870$4.5M1.94%+3K
19
IMTMISHARES TR
88,384$4.2M1.84%-1,548
20
AWIARMSTRONG WORLD INDS INC NEW
19,296$3.7M1.60%+39
21
ORCLORACLE CORP
14,497$2.8M1.22%+2K
22
XMMOINVESCO EXCHANGE TRADED FD T
18,648$2.6M1.12%-674
23
NEARISHARES U S ETF TR
50,254$2.6M1.11%+45K
24
LEUCENTRUS ENERGY CORP
10,256$2.5M1.08%+624
25
VGKVANGUARD INTL EQUITY INDEX F
29,659$2.5M1.07%-649

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
VONG62K+35K
IGIB125K+8K
AAPL44K+5K
EQNR7K+5K
BCCC6K+4K
PFE7K+4K
MA8K+3K
CRC5K+3K
NVDL5K+3K
BAC4K+3K

Decreased Positions

NameSharesChange
NVDA141K-7347
CDNS282-6120
GOOGL47K-4120
PLTR54K-1927
IMTM88K-1548
DFAC4K-1310
NFLX1K-1215
BAC8K-1167
HIG14-919
DWD29K-880

Sector Breakdown

Financial Services0.0% ($InfinityT)
Technology0.0% ($2.6294179181476914e+98T)
Industrials0.0% ($7.438689363473687e+53T)
Healthcare0.0% ($2.0518117716716219e+46T)
Energy0.0% ($2.489518167164164e+33T)
Consumer Cyclical0.0% ($8.092253877946383e+28T)
Unknown0.0% ($5.0618526894752755e+28T)
Communication Services0.0% ($1465510487384190.3T)
Utilities0.0% ($5629131112703.9T)
Consumer Defensive0.0% ($559282153489.9T)
Basic Materials0.0% ($223168.2T)
Real Estate0.0% ($16.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 6, 2026$231.0M407
Q3 2025Nov 10, 2025$218.7B501
Q2 2025Aug 6, 2025$180.6B433
Q1 2025Apr 25, 2025$152.3B461

Fund Information

CIK0001909654
Most Recent FilingFeb 6, 2026
Number of Filings4

New Millennium Group LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $231.0M across 407 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 11.4% of the portfolio. Compared to the previous quarter, the fund opened 47 new positions and closed 141 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.