StockDriftsStockDriftsTop 36 Capital Management Associates /Ny/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 5.73% | 12.0K | $3.5M | +0.00%(+0) | $74.85(+437.89%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 5.62% | 19.4K | $3.4M | +0.00%(+0) | $48.67(+364.01%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC COM | 5.1% | 5.6K | $3.1M | +0.00%(+0) | $194.16(+298.50%) | 2026-03-31 | |
| BE | BLOOM ENERGY CORP COM CL A | 4.93% | 21.9K | $3.0M | -18.59%(-5.00K) | $54.24(+434.17%) | 2026-03-31 | |
| WMT | WALMART INC COM | 4.58% | 22.2K | $2.8M | +0.00%(+0) | $48.72(+169.87%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 4.15% | 8.5K | $2.5M | +0.00%(+0) | $162.00(+85.34%) | 2026-03-31 | |
| LLY | ELI LILLY & CO COM | 3.97% | 2.6K | $2.4M | +0.00%(+0) | $492.24(+106.35%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 3.8% | 11.0K | $2.3M | +0.00%(+0) | $92.57(+191.81%) | 2026-03-31 | |
| GDX | VANECK GOLD MINERS ETF | 3.66% | 24.0K | $2.2M | +0.00%(+0) | $48.05(+100.27%) | 2026-03-31 | |
| CW | CURTISS WRIGHT CORP COM | 3.39% | 3.0K | $2.0M | +0.00%(+0) | $153.08(+390.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.75% | +67.45% |
| Top 20 Holdings Unweighted | +18.15% | +64.94% |
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