StockDriftsStockDriftsTop 50 CFC Planning Co LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.4% | 51.3K | $13.0M | +19.60%(+8.41K) | $238.72(+25.20%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 6.16% | 110.1K | $8.5M | +10.78%(+10.71K) | $63.12(+61.39%) | 2026-03-31 | |
| SCCO | SOUTHERN COPPER CORP | 4.5% | 36.2K | $6.2M | +8.76%(+2.92K) | $103.34(+85.70%) | 2026-03-31 | |
| DIS | DISNEY WALT CO | 3.78% | 54.4K | $5.2M | +6.49%(+3.32K) | $105.40(-0.48%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 3.74% | 17.1K | $5.2M | -2.03%(-355) | $287.09(+7.84%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 3.57% | 29.9K | $4.9M | +8.32%(+2.30K) | $135.75(+38.43%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.44% | 8.0K | $4.8M | +17.74%(+1.20K) | $582.85(+17.08%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.42% | 19.4K | $4.7M | +0.04%(+7) | $154.92(+48.73%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 3.17% | 87.6K | $4.4M | new | $45.47(+3.84%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 3.02% | 31.7K | $4.2M | +7.17%(+2.12K) | $101.76(+15.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.17% | +26.56% |
| Top 20 Holdings Unweighted | +10.35% | +34.37% |
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