StockDriftsStockDriftsTop 50 Capital CS Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SERVICE INC | 45.7% | 225.0K | $22.1M | +2.65%(+5.81K) | $166.89(-41.03%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 4.98% | 97.3K | $2.4M | +0.47%(+460) | $24.53(+1.47%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.14% | 2.3K | $1.5M | +1.43%(+33) | $455.81(+64.14%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.55% | 13.5K | $1.2M | +1.06%(+142) | $91.73(-0.24%) | 2026-03-31 | |
| JNK | SPDR SERIES TRUST | 2.25% | 11.4K | $1.1M | +0.19%(+22) | $94.63(+1.58%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.1% | 4.0K | $1.0M | +0.00%(+0) | $178.49(+67.07%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.94% | 2.0K | $941K | +0.62%(+12) | $249.86(+93.74%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 1.42% | 23.5K | $686K | -77.43%(-80.78K) | $25.94(+33.74%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.36% | 1.1K | $660K | -78.61%(-4.06K) | $527.49(+30.38%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.35% | 1.1K | $655K | -76.64%(-3.72K) | $496.71(+44.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.02% | -3.02% |
| Top 20 Holdings Unweighted | +15.25% | +53.07% |
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