StockDriftsStockDriftsTop 50 Point Windward Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | 3.54% | 61.4K | $7.1M | +102.71%(+31.10K) | $106.66(+12.15%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.02% | 23.7K | $6.0M | -0.79%(-188) | $40.83(+631.90%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.98% | 28.6K | $6.0M | +0.75%(+214) | $68.34(+295.26%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.88% | 20.0K | $5.7M | -16.11%(-3.84K) | $40.84(+885.88%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.5% | 23.0K | $5.0M | -3.10%(-735) | $68.46(+204.55%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.39% | 8.3K | $4.8M | +0.31%(+26) | $102.71(+500.37%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.31% | 14.9K | $4.6M | -8.85%(-1.44K) | $68.64(+507.23%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 2.23% | 33.5K | $4.5M | +14.74%(+4.31K) | $106.46(+66.11%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 2.15% | 12.5K | $4.3M | -33.19%(-6.23K) | $68.90(+533.73%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.11% | 11.4K | $4.2M | +6.50%(+693) | $201.06(+101.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.74% | +59.10% |
| Top 20 Holdings Unweighted | +15.84% | +55.42% |
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