StockDriftsStockDriftsTop 50 Carnegie Investment Counsel Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 3.32% | 602.3K | $170.5M | -4.17%(-26.22K) | $98.76(+307.68%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.29% | 664.4K | $168.6M | -3.10%(-21.26K) | $67.29(+344.17%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.05% | 429.0K | $156.6M | +2.84%(+11.85K) | $204.59(+98.06%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.36% | 420.8K | $121.0M | +0.39%(+1.65K) | $128.65(+133.39%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.22% | 652.7K | $113.8M | -6.71%(-46.91K) | $6.00(+3662.40%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.15% | 363.5K | $110.5M | +3.37%(+11.86K) | $147.50(+182.57%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.97% | 484.7K | $100.9M | -0.14%(-658) | $99.24(+172.19%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.82% | 198.2K | $93.1M | +2.85%(+5.49K) | $280.99(+72.79%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.78% | 163.7K | $91.2M | +1.64%(+2.64K) | $384.85(+60.23%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 1.52% | 243.0K | $78.0M | +9.52%(+21.12K) | $288.14(+4.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.65% | +67.02% |
| Top 20 Holdings Unweighted | +16.98% | +60.06% |
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