StockDriftsStockDriftsTop 50 Boit C F David Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC CL B (NEW) | 6.73% | 31.6K | $15.2M | +0.00%(+0) | $272.52(+70.82%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 6.33% | 84.1K | $14.3M | +0.00%(+0) | $59.92(+158.49%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 5.36% | 32.6K | $12.1M | +2.52%(+800) | $262.75(+56.57%) | 2026-03-31 | |
| CAT | CATERPILLAR INC COM | 5.19% | 16.5K | $11.7M | -12.23%(-2.30K) | $230.62(+292.24%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CL A | 4.89% | 38.3K | $11.0M | +0.00%(+0) | $121.65(+219.29%) | 2026-03-31 | |
| V | VISA INC CL A | 4.13% | 26.6K | $9.3M | +0.00%(+0) | $225.37(+42.89%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 3.85% | 35.5K | $8.7M | -5.33%(-2.00K) | $164.56(+37.06%) | 2026-03-31 | |
| AVGO | BROADCOM INC COM | 3.81% | 27.8K | $8.6M | +0.00%(+0) | $46.63(+816.53%) | 2026-03-31 | |
| MRK | MERCK & CO INC (NEW) | 3.75% | 70.3K | $8.5M | +0.00%(+0) | $77.72(+45.59%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.38% | 30.0K | $7.6M | +0.00%(+0) | $138.97(+104.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.32% | +45.51% |
| Top 20 Holdings Unweighted | +14.88% | +51.62% |
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