StockDriftsStockDriftsTop 50 Arthur M. Cohen & Associates, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.85% | 345.4K | $61.0M | -1.60%(-5.63K) | $29.14(+568.67%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.56% | 166.3K | $42.5M | -1.24%(-2.10K) | $35.48(+769.93%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.54% | 124.7K | $36.8M | -2.72%(-3.49K) | $120.59(+195.36%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.37% | 149.0K | $35.9M | -0.09%(-138) | $161.90(+81.23%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.89% | 69.3K | $33.1M | -2.37%(-1.68K) | $175.37(+189.55%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.3% | 45.5K | $29.8M | -1.21%(-559) | $266.68(+179.27%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.9% | 130.9K | $27.6M | -1.02%(-1.34K) | $69.92(+247.05%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 4.54% | 133.8K | $25.5M | -12.37%(-18.89K) | $120.20(+64.66%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.76% | 22.2K | $21.2M | -1.43%(-321) | $141.95(+755.20%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.7% | 56.4K | $20.8M | -0.54%(-309) | $79.47(+391.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.84% | +72.11% |
| Top 20 Holdings Unweighted | +21.96% | +81.39% |
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