StockDriftsStockDriftsTop 50 Affinity Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.58% | 22.5K | $5.7M | +21.68%(+4.02K) | $128.87(+131.41%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 3.55% | 16.8K | $5.7M | +80.26%(+7.47K) | $264.33(+226.87%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.65% | 14.7K | $4.2M | +0.55%(+80) | $123.69(+224.26%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.61% | 14.2K | $4.2M | +0.28%(+39) | $92.08(+225.71%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.55% | 24.0K | $4.1M | +0.30%(+73) | $108.22(+41.18%) | 2026-03-31 | |
| JBL | JABIL INC | 2.49% | 15.0K | $4.0M | +8.71%(+1.20K) | $141.24(+150.88%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.19% | 9.4K | $3.5M | -25.33%(-3.20K) | $235.01(+74.22%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2.18% | 8.9K | $3.5M | +15.59%(+1.20K) | $139.41(+477.26%) | 2026-03-31 | |
| TPR | TAPESTRY INC | 2.09% | 23.7K | $3.3M | -4.45%(-1.10K) | $55.85(+133.19%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 1.85% | 12.0K | $3.0M | -3.28%(-407) | $75.79(+222.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.65% | +75.63% |
| Top 20 Holdings Unweighted | +21.37% | +78.80% |
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