StockDriftsStockDriftsTop 50 Allied Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 7.99% | 1.82M | $55.7M | +1.84%(+32.76K) | $27.11(+17.13%) | 2026-03-31 | |
| VHT | VANGUARD HEALTH CARE ETF | 6.7% | 171.7K | $46.8M | +2.65%(+4.43K) | $168.41(+62.94%) | 2026-03-31 | |
| CAT | CATERPILLAR INC COM | 3.93% | 38.7K | $27.4M | -5.68%(-2.33K) | $158.62(+468.83%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.51% | 66.1K | $24.5M | +2.73%(+1.76K) | $125.66(+222.48%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 3.08% | 126.4K | $21.4M | +0.17%(+217) | $73.63(+105.85%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 2.93% | 69.5K | $20.4M | +0.15%(+106) | $113.95(+163.49%) | 2026-03-31 | |
| RTX | RTX CORPORATION COM | 2.74% | 98.9K | $19.1M | -2.12%(-2.14K) | $82.21(+116.66%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION COM | 2.72% | 91.8K | $19.0M | +1.99%(+1.79K) | $114.51(+62.43%) | 2026-03-31 | |
| SHEL | SHELL PLC SPON ADS | 2.67% | 200.2K | $18.6M | +1.90%(+3.74K) | $43.76(+94.08%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 2.61% | 74.5K | $18.2M | -0.07%(-51) | $148.02(+55.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.89% | +47.72% |
| Top 20 Holdings Unweighted | +15.45% | +53.86% |
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