StockDriftsStockDriftsTop 39 Archon Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10.03% | 176.8K | $84.7M | +0.00%(+0) | $147.39(+227.50%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 9.53% | 280.0K | $80.5M | -9.68%(-30.00K) | $55.57(+614.03%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.57% | 252.0K | $64.0M | +0.00%(+0) | $35.62(+742.83%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.92% | 240.0K | $50.0M | -3.87%(-9.66K) | $36.82(+617.38%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.39% | 70.0K | $45.5M | +0.00%(+0) | $432.46(+70.92%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.47% | 102.0K | $37.8M | +0.00%(+0) | $91.80(+359.62%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 3.93% | 66.5K | $33.2M | +0.00%(+0) | $27.28(+1711.56%) | 2026-03-31 | |
| V | VISA INC | 3.54% | 99.0K | $29.9M | +0.00%(+0) | $28.56(+1040.60%) | 2026-03-31 | |
| LOW | LOWES COS INC | 3.36% | 120.0K | $28.4M | +0.00%(+0) | $29.86(+631.41%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.25% | 48.0K | $27.5M | +0.00%(+0) | $50.43(+1117.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.50% | +46.23% |
| Top 20 Holdings Unweighted | +13.41% | +45.88% |
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