StockDriftsStockDriftsTop 50 Annis Gardner Whiting Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | 12.26% | 788.1K | $76.5M | -0.07%(-572) | $91.37(+14.23%) | 2026-03-31 | |
| BWIN | THE BALDWIN INSURANCE GRP IN | 6.03% | 1.72M | $37.7M | +11089.90%(+1.70M) | $23.05(+23.25%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.98% | 116.3K | $37.3M | +8.34%(+8.96K) | $250.89(+46.98%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.28% | 346.2K | $26.7M | +9.80%(+30.90K) | $59.77(+41.94%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.63% | 57.1K | $16.4M | +60.12%(+21.45K) | $221.62(+62.40%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.45% | 90.1K | $15.3M | +512.00%(+75.36K) | $139.73(-1.89%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.24% | 80.2K | $14.0M | +3.81%(+2.95K) | $121.06(+60.94%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.18% | 54.8K | $13.6M | +0.00%(+0) | $222.94(+33.48%) | 2026-03-31 | |
| AAPL | APPLE INC | 2% | 49.2K | $12.5M | +7.51%(+3.44K) | $196.88(+56.76%) | 2026-03-31 | |
| ACWI | ISHARES TR | 1.84% | 83.1K | $11.5M | +0.00%(+0) | $119.57(+30.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.57% | +70.96% |
| Top 20 Holdings Unweighted | +19.95% | +72.59% |
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