Top 50 Brown Shipley& Co Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 14.9% | 142.3K | $24.8M | -0.61%(-875) | $24.16(+706.46%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 12.11% | 54.5K | $20.2M | +2.94%(+1.55K) | $292.80(+33.36%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 9.84% | 57.1K | $16.4M | -4.42%(-2.64K) | $103.49(+244.16%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.36% | 36.8K | $10.6M | -11.95%(-5.00K) | $98.81(+264.26%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 5.49% | 31.1K | $9.1M | +0.84%(+258) | $139.94(+139.01%) | 2026-03-31 | |
| V | VISA INC | 5.13% | 28.3K | $8.5M | -5.28%(-1.58K) | $218.48(+65.75%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.04% | 11.8K | $6.7M | +12.69%(+1.32K) | $501.35(+16.27%) | 2026-03-31 | |
| DIS | DISNEY WALT CO | 3.49% | 60.3K | $5.8M | -2.40%(-1.49K) | $96.11(+3.52%) | 2026-03-31 | |
| SNPS | SYNOPSYS INC | 3.36% | 14.1K | $5.6M | -1.23%(-175) | $514.04(-14.96%) | 2026-03-31 | |
| TSLA | TESLA INC | 3.17% | 14.2K | $5.3M | -2.71%(-396) | $170.48(+130.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.93% | +55.82% |
| Top 20 Holdings Unweighted | +10.06% | +33.30% |
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