StockDriftsStockDriftsTop 50 Broyhill Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | 6.62% | 81.7K | $6.7M | -20.44%(-20.99K) | $82.62(-0.82%) | 2026-03-31 | |
| IQV | IQVIA HLDGS INC | 5.48% | 32.7K | $5.6M | +28.21%(+7.20K) | $174.84(+18.41%) | 2026-03-31 | |
| VVV | VALVOLINE INC | 5.09% | 153.8K | $5.2M | -10.56%(-18.16K) | $35.06(+11.45%) | 2026-03-31 | |
| RTO | RENTOKIL INITIAL PLC | 4.26% | 137.9K | $4.3M | -12.84%(-20.31K) | $25.59(+17.22%) | 2026-03-31 | |
| LQD | ISHARES TR | 4.01% | 37.5K | $4.1M | -2.50%(-960) | $110.05(-1.28%) | 2026-03-31 | |
| SHC | SOTERA HEALTH CO | 3.96% | 281.5K | $4.0M | +872.71%(+252.59K) | $15.73(+14.01%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 3.9% | 24.0K | $4.0M | -40.44%(-16.30K) | $127.45(+43.01%) | 2026-03-31 | |
| KOF | COCA-COLA FEMSA SAB DE CV | 3.82% | 39.9K | $3.9M | -12.63%(-5.77K) | $84.62(+26.90%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.66% | 8.7K | $3.7M | +0.00%(+0) | $242.60(+55.87%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.38% | 9.3K | $3.4M | +88.77%(+4.38K) | $426.45(-8.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.50% | -10.15% |
| Top 20 Holdings Unweighted | -5.47% | -15.52% |
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