StockDriftsStockDriftsTop 42 Bassett Hargrove Investment Counsel, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | 8.09% | 15.3K | $5K | -0.18%(-27) | — | 2023-09-30 | |
| AAPL | Apple Inc | 7.1% | 24.7K | $4K | -1.34%(-335) | — | 2023-09-30 | |
| IVV | iShares Core S&P 500 | 6.28% | 8.7K | $4K | +0.00%(+0) | — | 2023-09-30 | |
| NVDA | Nvidia Corp | 4.25% | 5.8K | $3K | +0.26%(+15) | — | 2023-09-30 | |
| AMAT | Applied Materials | 4.22% | 18.2K | $3K | -0.16%(-30) | — | 2023-09-30 | |
| GOOGL | Alphabet Inc Cl A | 4.06% | 18.5K | $2K | -0.16%(-30) | — | 2023-09-30 | |
| AMZN | Amazon Inc | 3.96% | 18.6K | $2K | -0.12%(-23) | — | 2023-09-30 | |
| BRKB | Berkshire Hathaway B | 3.45% | 5.9K | $2K | -1.31%(-78) | — | 2023-09-30 | |
| AMD | Advanced Micro Devices | 3.05% | 17.7K | $2K | +0.83%(+145) | — | 2023-09-30 | |
| DE | Deere & Co | 3% | 4.7K | $2K | -2.69%(-131) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bassett Hargrove Investment Counsel, Llc reports $59.63K in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (8.1%), AAPL (7.1%) and IVV (6.3%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bassett Hargrove Investment Counsel, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1875995). View Bassett Hargrove Investment Counsel, Llc’s 13F filings on SEC