StockDriftsStockDriftsTop 47 Coerente Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.27% | 173.2K | $49.8M | -11.98%(-23.59K) | $96.34(+303.20%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.89% | 114.6K | $42.4M | +1.76%(+1.98K) | $240.21(+71.26%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 7.16% | 157.4K | $38.5M | -1.28%(-2.05K) | $160.75(+40.31%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.37% | 138.5K | $28.9M | +1.14%(+1.56K) | $161.19(+69.71%) | 2026-03-31 | |
| ITW | ILLINOIS TOOL WKS INC | 5.1% | 105.2K | $27.4M | -0.25%(-268) | $215.04(+18.37%) | 2026-03-31 | |
| V | VISA INC | 5% | 89.0K | $26.9M | +18.38%(+13.81K) | $236.87(+35.95%) | 2026-03-31 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 4.63% | 122.5K | $24.9M | +29.15%(+27.64K) | $194.41(+8.33%) | 2026-03-31 | |
| SAP | SAP SE | 4.39% | 137.7K | $23.6M | +18.64%(+21.63K) | $145.27(+18.67%) | 2026-03-31 | |
| ABT | ABBOTT LABORATORIES | 4.32% | 226.2K | $23.2M | +2.17%(+4.80K) | $114.70(-24.00%) | 2026-03-31 | |
| USB | US BANCORP | 4.21% | 435.1K | $22.6M | +1.32%(+5.66K) | $49.12(+13.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.07% | +22.76% |
| Top 20 Holdings Unweighted | +6.34% | +20.24% |
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