StockDriftsStockDriftsTop 50 Brentview Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.76% | 36.0K | $13.3M | +4.08%(+1.41K) | $427.94(-4.32%) | 2026-03-31 | |
| CME | CME GROUP INC | 5.46% | 42.7K | $12.6M | +1.58%(+666) | $228.50(+30.28%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 5.1% | 46.5K | $11.8M | +4.12%(+1.84K) | $233.63(+27.64%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP COM NEW | 4.06% | 43.9K | $9.4M | +3.87%(+1.64K) | $81.16(+268.60%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION COM | 3.91% | 43.7K | $9.0M | +4.82%(+2.01K) | $148.18(+25.95%) | 2026-03-31 | |
| JPM | J P MORGAN CHASE AND CO | 3.48% | 27.3K | $8.0M | +4.60%(+1.20K) | $233.30(+28.55%) | 2026-03-31 | |
| TT | TRANE TECHNOLOGIES PLC SHS | 3.47% | 19.3K | $8.0M | +4.96%(+912) | $381.19(+26.36%) | 2026-03-31 | |
| MS | MORGAN STANLEY | 2.97% | 41.8K | $6.9M | +4.30%(+1.72K) | $119.04(+63.41%) | 2026-03-31 | |
| JNJ | JOHNSON AND JOHNSON | 2.93% | 27.7K | $6.8M | +4.30%(+1.14K) | $159.95(+44.30%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 2.9% | 40.5K | $6.7M | +4.90%(+1.89K) | $126.31(+51.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.68% | +46.90% |
| Top 20 Holdings Unweighted | +17.07% | +60.45% |
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