StockDriftsStockDriftsTop 19 Academy Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.03% | 276.3K | $70.1M | -3.61%(-10.34K) | $36.95(+707.09%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 7.66% | 257.1K | $53.6M | -3.11%(-8.25K) | $117.81(+126.83%) | 2026-03-31 | |
| TSM | TAIWAN SEMI | 7.25% | 150.1K | $50.7M | -2.75%(-4.24K) | $147.64(+182.93%) | 2026-03-31 | |
| BRK.B | BERKSHIRE B | 7.21% | 105.2K | $50.4M | -2.73%(-2.95K) | $207.43(+133.36%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.74% | 127.4K | $47.2M | -3.01%(-3.96K) | $244.98(+67.12%) | 2026-03-31 | |
| NVO | NOVO NORDISK | 3.78% | 719.2K | $26.4M | +96.63%(+353.45K) | $66.31(-30.93%) | 2026-03-31 | |
| ADYEY | ADYEN NV | 1.8% | 1.27M | $12.6M | new | $12.97(-20.24%) | 2026-03-31 | |
| LVMUY | LVMH MOET | 1.62% | 103.5K | $11.3M | -10.01%(-11.51K) | $128.28(-16.67%) | 2026-03-31 | |
| C | CITIGRP INC | 0.91% | 56.0K | $6.4M | -9.81%(-6.09K) | $39.91(+212.74%) | 2026-03-31 | |
| NSRGY | NESTLE ADR | 0.43% | 30.5K | $3.0M | -10.32%(-3.51K) | $72.51(+35.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.64% | +107.96% |
| Top 20 Holdings Unweighted | +23.01% | +86.13% |
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