StockDriftsStockDriftsTop 50 Bank Of Stockton Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES: S&P 500 INDEX | 18.43% | 91.3K | $59.6M | -4.20%(-4.00K) | $345.73(+115.70%) | 2026-03-31 | |
| IJH | ISHARES: S&P MIDCAP 400 INDEX | 11.33% | 542.6K | $36.6M | -17.95%(-118.70K) | $30.79(+137.52%) | 2026-03-31 | |
| IJR | ISHARES: S&P SMALLCAP 600 INDEX | 4.93% | 128.2K | $15.9M | -13.95%(-20.78K) | $84.20(+60.66%) | 2026-03-31 | |
| AAPL | APPLE COMPUTER INC | 3.4% | 43.3K | $11.0M | +1.61%(+686) | $49.96(+498.28%) | 2026-03-31 | |
| IVE | ISHARES: S&P 500 VALUE INDEX | 3.31% | 50.7K | $10.7M | -7.06%(-3.85K) | $132.30(+69.80%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CL A | 2.63% | 29.6K | $8.5M | -5.85%(-1.84K) | $51.04(+688.80%) | 2026-03-31 | |
| IEMG | ISHARES: Core MSCI Emerging Mar | 2.47% | 114.4K | $8.0M | -6.36%(-7.77K) | $48.11(+70.54%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP. | 2.26% | 19.8K | $7.3M | +16.28%(+2.77K) | $141.27(+186.84%) | 2026-03-31 | |
| SCZ | ISHARES: MSCI EAFE SMALL CAP | 2.17% | 89.4K | $7.0M | -5.13%(-4.84K) | $62.91(+36.00%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE | 2.13% | 6.9K | $6.9M | +0.06%(+4) | $123.65(+735.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.22% | +41.34% |
| Top 20 Holdings Unweighted | +14.74% | +51.05% |
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