StockDriftsStockDriftsTop 45 Cincinnati Specialty Underwriters Insurance CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE ORD | 15.6% | 253.1K | $64.2M | -17.83%(-54.92K) | $56.75(+443.84%) | 2026-03-31 | |
| AVGO | BROADCOM ORD | 13.7% | 182.3K | $56.4M | -53.20%(-207.23K) | $24.31(+1382.80%) | 2026-03-31 | |
| ENB | ENBRIDGE ORD | 5.84% | 443.7K | $24.0M | +0.00%(+0) | $40.69(+32.91%) | 2026-03-31 | |
| MSFT | MICROSOFT ORD | 5.4% | 60.0K | $22.2M | +0.00%(+0) | $23.27(+1578.08%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE ORD | 3.32% | 46.5K | $13.7M | +0.00%(+0) | $41.58(+704.40%) | 2026-03-31 | |
| ADI | ANALOG DEVICES ORD | 2.88% | 37.3K | $11.9M | +0.00%(+0) | $97.27(+287.76%) | 2026-03-31 | |
| WEC | WEC ENERGY GROUP ORD | 2.67% | 95.0K | $11.0M | +0.00%(+0) | $37.67(+215.42%) | 2026-03-31 | |
| VLO | VALERO ENERGY ORD | 2.65% | 44.1K | $10.9M | +0.00%(+0) | $84.18(+218.10%) | 2026-03-31 | |
| HD | HOME DEPOT ORD | 2.56% | 32.0K | $10.5M | +0.00%(+0) | $173.12(+106.74%) | 2026-03-31 | |
| CSCO | CISCO SYSTEMS ORD | 2.44% | 129.5K | $10.0M | +44.69%(+40.00K) | $38.48(+192.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.03% | +81.72% |
| Top 20 Holdings Unweighted | +15.10% | +52.48% |
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