StockDriftsStockDriftsTop 50 Capital Counsel Llc Ny Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CL C | 12.64% | 1.04M | $297.2M | -6.60%(-73.24K) | $48.85(+705.10%) | 2026-03-31 | |
| ANET | ARISTA NETWORKS, INC. | 10.33% | 1.98M | $242.7M | -1.47%(-29.45K) | $33.21(+327.53%) | 2026-03-31 | |
| COST | COSTCO WHSL CORP NEW COM | 10.11% | 238.5K | $237.6M | -1.33%(-3.23K) | $99.90(+950.04%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 7.74% | 491.6K | $182.0M | +1.57%(+7.60K) | $169.03(+149.62%) | 2026-03-31 | |
| MTD | METTLER TOLEDO INTERNATIONAL C | 7.48% | 139.4K | $175.8M | -1.42%(-2.01K) | $128.05(+705.68%) | 2026-03-31 | |
| ADP | AUTOMATIC DATA PROCESSING INC | 5.84% | 675.7K | $137.3M | -2.99%(-20.80K) | $73.23(+192.87%) | 2026-03-31 | |
| HD | HOME DEPOT INC COM | 3.96% | 283.1K | $93.1M | -2.45%(-7.12K) | $282.55(+5.30%) | 2026-03-31 | |
| DCI | DONALDSON INC COM | 3.44% | 952.1K | $80.8M | -0.66%(-6.36K) | $69.74(+17.50%) | 2026-03-31 | |
| QCOM | QUALCOMM INC COM | 2.85% | 520.2K | $67.0M | -5.75%(-31.71K) | $130.76(+54.09%) | 2026-03-31 | |
| INTC | INTEL CORP COM | 1.09% | 583.1K | $25.7M | -0.90%(-5.30K) | $20.68(+425.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.70% | +46.98% |
| Top 20 Holdings Unweighted | +15.51% | +54.11% |
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