StockDriftsStockDriftsTop 50 Callahan Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc Class C | 5.92% | 247.3K | $70.9M | -6.02%(-15.84K) | $53.64(+640.48%) | 2026-03-31 | |
| META | Meta Platforms Inc Class A | 4.86% | 101.8K | $58.3M | +0.19%(+197) | $169.64(+264.56%) | 2026-03-31 | |
| AMZN | Amazon Com Inc | 4.06% | 233.8K | $48.7M | +3.47%(+7.83K) | $117.49(+127.45%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 3.9% | 126.2K | $46.7M | +1.17%(+1.47K) | $69.41(+489.84%) | 2026-03-31 | |
| AAPL | Apple Computer Inc | 2.98% | 140.5K | $35.7M | -0.54%(-769) | $56.20(+430.58%) | 2026-03-31 | |
| CB | Chubb Ltd F | 2.7% | 99.4K | $32.4M | +2.04%(+1.99K) | $152.98(+109.24%) | 2026-03-31 | |
| CAT | Caterpillar Inc | 2.63% | 44.4K | $31.5M | -12.64%(-6.43K) | $168.54(+446.00%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 2.49% | 171.3K | $29.9M | +5.25%(+8.54K) | $97.78(+141.08%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Cl B | 2.39% | 59.7K | $28.6M | +0.72%(+425) | $153.53(+215.28%) | 2026-03-31 | |
| BN | Brookfield Corp | 2.38% | 705.7K | $28.6M | +0.25%(+1.78K) | $21.84(+117.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.36% | +83.21% |
| Top 20 Holdings Unweighted | +20.22% | +73.77% |
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