StockDriftsStockDriftsTop 50 Carderock Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | 5.06% | 95.8K | $20.5M | -9.57%(-10.14K) | $59.24(+365.59%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.1% | 57.8K | $16.6M | -1.48%(-869) | $100.26(+287.44%) | 2026-03-31 | |
| APH | AMPHENOL CORP NEW | 3.54% | 113.5K | $14.3M | -8.34%(-10.32K) | $13.74(+894.60%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.3% | 52.7K | $13.4M | +2.68%(+1.38K) | $73.02(+289.20%) | 2026-03-31 | |
| MPWR | MONOLITHIC PWR SYS INC | 3.15% | 11.7K | $12.8M | +1.71%(+196) | $783.08(+102.80%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 3.1% | 22.9K | $12.6M | -4.37%(-1.04K) | $159.19(+384.70%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.86% | 12.6K | $11.6M | +3.27%(+398) | $840.74(+17.62%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 2.83% | 23.0K | $11.5M | +2.32%(+521) | $215.69(+130.46%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.58% | 21.3K | $10.5M | +1.20%(+252) | $315.89(+47.76%) | 2026-03-31 | |
| HEI | HEICO CORP NEW | 2.54% | 37.5K | $10.3M | +0.57%(+212) | $179.99(+54.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.51% | +42.42% |
| Top 20 Holdings Unweighted | +12.14% | +41.03% |
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