StockDriftsStockDriftsTop 50 Asset Advisors Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 7.37% | 2.52M | $77.3M | -0.63%(-15.93K) | $17.97(+76.36%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 6.61% | 2.76M | $69.3M | -1.67%(-46.96K) | $12.84(+117.66%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.82% | 164.9K | $61.1M | -3.03%(-5.15K) | $113.43(+262.66%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.69% | 49.3K | $49.2M | -1.18%(-591) | $92.97(+993.33%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.82% | 301.8K | $40.1M | +2.85%(+8.35K) | $48.25(+243.29%) | 2026-03-31 | |
| WMT | WALMART INC | 3.6% | 303.6K | $37.7M | -0.83%(-2.55K) | $27.54(+374.97%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.46% | 126.3K | $36.3M | -0.62%(-789) | $82.56(+370.51%) | 2026-03-31 | |
| MAR | MARRIOTT INTL INC NEW | 3.05% | 97.9K | $32.0M | -0.23%(-227) | $132.63(+167.29%) | 2026-03-31 | |
| CTAS | CINTAS CORP | 2.63% | 162.9K | $27.6M | +0.46%(+751) | $52.15(+224.52%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 2.61% | 246.9K | $27.4M | +0.57%(+1.40K) | $79.95(+44.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.80% | +39.73% |
| Top 20 Holdings Unweighted | +12.93% | +44.03% |
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