StockDriftsStockDriftsTop 50 Carl P. Sherr & Co., LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 6.94% | 130.5K | $14.8M | +0.01%(+18) | $50.75(+166.83%) | 2026-03-31 | |
| IUSV | ISHARES TR | 6.55% | 136.4K | $13.9M | -0.41%(-564) | $66.02(+69.02%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.35% | 44.9K | $11.4M | -0.65%(-295) | $72.56(+325.35%) | 2026-03-31 | |
| IXUS | ISHARES TR | 5.27% | 129.5K | $11.2M | +1.90%(+2.41K) | $61.93(+52.94%) | 2026-03-31 | |
| IGIB | ISHARES TR | 5.03% | 201.2K | $10.7M | -0.48%(-961) | $51.01(+3.80%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 4.54% | 125.1K | $9.7M | +0.38%(+468) | $76.41(+0.02%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.15% | 18.1K | $6.7M | -0.53%(-97) | $187.79(+107.94%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.56% | 31.2K | $5.4M | +0.00%(+0) | $53.12(+266.81%) | 2026-03-31 | |
| IWR | ISHARES TR | 2.55% | 55.8K | $5.4M | +1.20%(+661) | $76.41(+44.40%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.2% | 5.1K | $4.7M | +0.00%(+0) | $209.44(+479.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.49% | +42.34% |
| Top 20 Holdings Unweighted | +13.44% | +46.00% |
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