StockDriftsStockDriftsTop 50 Carret Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.91% | 318.4K | $80.8M | -0.08%(-255) | $58.06(+417.09%) | 2026-03-31 | |
| GOOG | ALPHABET INC CL C | 4.62% | 164.5K | $47.2M | -1.17%(-1.95K) | $31.78(+1137.58%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.09% | 112.9K | $41.8M | -0.84%(-960) | $42.95(+882.29%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CL A | 3.08% | 109.4K | $31.4M | -0.87%(-960) | $26.11(+1419.43%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC CL B | 2.77% | 59.1K | $28.3M | -0.95%(-565) | $105.69(+356.70%) | 2026-03-31 | |
| PEN | PENUMBRA, INC. | 2.31% | 72.0K | $23.6M | +0.00%(+0) | $59.50(+441.71%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.95% | 81.3K | $19.9M | -0.23%(-190) | $75.86(+198.84%) | 2026-03-31 | |
| CVX | CHEVRON CORP | 1.77% | 87.6K | $18.1M | -5.67%(-5.27K) | $91.02(+109.95%) | 2026-03-31 | |
| ORCL | ORACLE CORP | 1.55% | 107.9K | $15.9M | -2.82%(-3.13K) | $42.52(+353.77%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 1.55% | 52.4K | $15.8M | -0.16%(-85) | $80.86(+287.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.84% | +59.50% |
| Top 20 Holdings Unweighted | +16.73% | +59.04% |
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