StockDriftsStockDriftsTop 50 Arnhold LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 12.42% | 392.9K | $169.1M | -22.11%(-111.53K) | $150.37(+151.47%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 11.38% | 1.76M | $154.9M | +0.00%(+0) | $31.00(+150.03%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 4.28% | 83.0K | $58.3M | -29.72%(-35.11K) | $73.67(+888.66%) | 2026-03-31 | |
| COHR | COHERENT CORP | 4.15% | 237.0K | $56.5M | -12.70%(-34.50K) | $53.04(+528.46%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 4.04% | 219.4K | $55.0M | -19.75%(-54.00K) | $53.42(+462.62%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.96% | 187.6K | $53.9M | +0.00%(+0) | $91.15(+294.85%) | 2026-03-31 | |
| T | AT&T INC | 2.86% | 1.34M | $38.9M | +2.68%(+35.00K) | $19.97(+3.04%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.38% | 104.7K | $32.4M | +0.00%(+0) | $49.46(+628.80%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.2% | 155.0K | $29.9M | +0.00%(+0) | $69.27(+187.62%) | 2026-03-31 | |
| PFE | PFIZER INC | 2% | 971.8K | $27.3M | +1.25%(+12.00K) | $33.33(-27.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.35% | +106.55% |
| Top 20 Holdings Unweighted | +21.53% | +79.51% |
Sign up free to track Arnhold LLC, compare funds side by side, and get alerts the moment positions change.