StockDriftsStockDriftsTop 50 Bull Street Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | 5.59% | 46.2K | $11.3M | -3.47%(-1.66K) | $135.40(+70.18%) | 2026-03-31 | |
| AAPL | Apple Inc. | 4.63% | 36.8K | $9.3M | -0.68%(-253) | $58.27(+412.92%) | 2026-03-31 | |
| KO | Coca-Cola Company | 3.88% | 103.0K | $7.8M | -0.43%(-450) | $41.28(+94.43%) | 2026-03-31 | |
| VGSH | Vanguard Sh Term Govt ETF | 3.85% | 132.9K | $7.8M | -3.36%(-4.62K) | $61.35(-5.03%) | 2026-03-31 | |
| COST | Costco Wholesale Corp | 3.82% | 7.7K | $7.7M | -0.69%(-54) | $210.44(+390.90%) | 2026-03-31 | |
| BSV | Vanguard Sh Term Bond ETF | 3.65% | 94.0K | $7.4M | -12.07%(-12.90K) | $81.66(-4.49%) | 2026-03-31 | |
| XOM | Exxon Mobil Corporation | 3.15% | 37.5K | $6.4M | -0.14%(-54) | $68.29(+121.96%) | 2026-03-31 | |
| MSFT | Microsoft Corporation | 3.11% | 16.9K | $6.3M | -1.19%(-204) | $145.09(+179.28%) | 2026-03-31 | |
| HD | Home Depot Inc. | 2.74% | 16.8K | $5.5M | -1.13%(-193) | $218.27(+38.61%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co | 2.4% | 16.5K | $4.9M | -1.08%(-180) | $122.82(+144.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.54% | +20.93% |
| Top 20 Holdings Unweighted | +5.92% | +18.83% |
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