StockDriftsStockDriftsTop 50 Blue Line Capital, LLC / IL Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.01% | 30.4K | $5.3M | +40.15%(+8.72K) | $184.80(+5.43%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.06% | 21.5K | $4.5M | -7.48%(-1.74K) | $225.20(+7.76%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.35% | 15.1K | $3.8M | -1.24%(-190) | $263.24(+17.24%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.65% | 8.7K | $3.2M | +20.14%(+1.46K) | $488.40(-20.05%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.6% | 5.6K | $3.2M | +8.06%(+415) | $691.18(-15.67%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 3.52% | 9.2K | $3.1M | -9.91%(-1.01K) | $226.37(+330.97%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.41% | 9.7K | $3.0M | +2.76%(+262) | $344.46(+4.64%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 2.86% | 10.1K | $2.5M | -4.88%(-518) | $156.43(+92.11%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.64% | 15.9K | $2.3M | +193.85%(+10.50K) | $168.16(-23.11%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.62% | 8.1K | $2.3M | -13.28%(-1.24K) | $278.67(+27.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -22.31% | -53.10% |
| Top 20 Holdings Unweighted | -18.15% | -45.17% |
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