StockDriftsStockDriftsTop 50 Bbr Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 38.74% | 1.07M | $694.1M | +2.08%(+21.77K) | $260.27(+187.46%) | 2026-03-31 | |
| ILOW | AB ACTIVE ETFS INC | 11.26% | 4.73M | $201.7M | +10.90%(+464.73K) | $40.92(+9.19%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.78% | 186.0K | $121.5M | -0.13%(-237) | $498.39(+50.80%) | 2026-03-31 | |
| UPS | UNITED PARCEL SERVICE INC | 4.14% | 754.3K | $74.2M | +0.00%(+15) | $134.03(-26.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.84% | 200.5K | $50.9M | -12.66%(-29.06K) | $130.43(+128.64%) | 2026-03-31 | |
| LPRE | EXCHANGE LISTED FDS TR | 1.81% | 1.25M | $32.5M | +31.99%(+302.74K) | $25.95(+9.48%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.69% | 50.6K | $30.2M | +0.60%(+301) | $417.39(+64.77%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.34% | 83.7K | $24.1M | -2.74%(-2.36K) | $106.16(+277.79%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.25% | 70.0K | $22.4M | -34.43%(-36.73K) | $222.38(+65.21%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.21% | 58.8K | $21.8M | -23.78%(-18.35K) | $299.67(+36.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.29% | +61.36% |
| Top 20 Holdings Unweighted | +22.20% | +82.47% |
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