StockDriftsStockDriftsTop 37 Bonness Enterprises INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | 36.03% | 511.5K | $111.7M | -0.20%(-1.00K) | $29.67(+619.73%) | 2026-06-30 | |
| SYK | STRYKER CORPORATION | 6.21% | 61.1K | $19.2M | -4.23%(-2.70K) | $73.73(+373.30%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 5.08% | 21.8K | $15.7M | -12.11%(-3.00K) | $18.94(+2717.67%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.58% | 49.1K | $14.2M | +0.00%(+0) | $56.75(+440.39%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.57% | 38.0K | $14.2M | -1.30%(-500) | $33.09(+1419.49%) | 2026-06-30 | |
| GLW | CORNING INC | 4.35% | 52.8K | $13.5M | -20.72%(-13.80K) | $25.07(+535.68%) | 2026-06-30 | |
| INTC | INTEL CORP | 3.69% | 81.8K | $11.4M | -15.49%(-15.00K) | $28.56(+240.48%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 3.35% | 88.4K | $10.4M | -7.92%(-7.60K) | $30.34(+299.08%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.16% | 38.5K | $9.8M | +0.00%(+0) | $66.69(+293.85%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.99% | 36.9K | $9.3M | +0.00%(+0) | $43.05(+479.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.49% | +62.17% | +14.84% | +99.78% |
| Top 20 Holdings Unweighted | +17.90% | +63.88% | +13.76% | +90.54% |
Bonness Enterprises INC reports $310.09M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are PGR (36.0%), SYK (6.2%) and AMAT (5.1%). The top 20 holdings account for 90.21% of reported assets. Its disclosed equity book has returned +62.17% on a three-year cumulative basis. Figures reflect the Q2 2026 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 Bonness Enterprises INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1105471). View Bonness Enterprises INC’s 13F filings on SEC