StockDriftsStockDriftsTop 50 Carnegie Lake Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.86% | 48.2K | $12.2M | -2.33%(-1.15K) | $214.29(+39.47%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.61% | 24.2K | $11.6M | -0.51%(-125) | $433.53(+11.99%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.35% | 29.6K | $10.9M | +3.61%(+1.03K) | $438.22(-7.53%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 3.55% | 27.2K | $8.9M | +0.00%(+0) | $350.76(-13.87%) | 2026-03-31 | |
| AMGN | AMGEN INC | 3.26% | 23.3K | $8.2M | +0.00%(+0) | $317.33(+6.03%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.11% | 27.3K | $7.8M | -2.13%(-595) | $175.31(+127.63%) | 2026-03-31 | |
| PH | PARKER-HANNIFIN CORP | 2.96% | 8.3K | $7.4M | -0.72%(-60) | $569.71(+54.88%) | 2026-03-31 | |
| WCC | WESCO INTL INC | 2.64% | 24.3K | $6.6M | -22.22%(-6.94K) | $172.27(+109.27%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 2.63% | 24.4K | $6.6M | -0.08%(-20) | $546.97(-26.66%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.47% | 21.2K | $6.2M | +2.39%(+494) | $209.13(+43.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.98% | +2.97% |
| Top 20 Holdings Unweighted | +3.76% | +11.70% |
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