StockDriftsStockDriftsTop 18 Bretton Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. - Class C | 14.96% | 57.0K | $16.4M | +0.00%(+0) | $175.31(+127.63%) | 2026-03-31 | |
| ROST | Ross Stores, Inc. | 6.88% | 34.7K | $7.5M | +0.00%(+0) | $147.92(+43.16%) | 2026-03-31 | |
| TJX | The TJX Companies, Inc. | 6.87% | 47.0K | $7.5M | +0.00%(+0) | $113.82(+29.18%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co. | 6.46% | 24.0K | $7.1M | +0.00%(+0) | $206.56(+45.36%) | 2026-03-31 | |
| AXP | American Express Company | 6.39% | 23.1K | $7.0M | +0.00%(+0) | $251.38(+23.17%) | 2026-03-31 | |
| AZO | AutoZone, Inc. | 6.18% | 2.0K | $6.8M | +0.00%(+0) | $3057.07(+10.13%) | 2026-03-31 | |
| PGR | The Progressive Corporation | 6.06% | 33.4K | $6.6M | +0.00%(+0) | $230.74(-15.07%) | 2026-03-31 | |
| BAC | Bank of America Corporation | 5.62% | 126.0K | $6.1M | +0.00%(+0) | $39.73(+25.46%) | 2026-03-31 | |
| UNH | UnitedHealth Group Incorporated | 5.37% | 21.7K | $5.9M | +0.00%(+0) | $456.24(-12.07%) | 2026-03-31 | |
| MA | MasterCard Incorporated - Class A | 5.02% | 11.0K | $5.5M | +17.06%(+1.60K) | $477.36(+2.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.41% | +1.25% |
| Top 20 Holdings Unweighted | -2.54% | -7.43% |
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