StockDriftsStockDriftsTop 50 Cohen Klingenstein Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | Standard Poors DR | 23.38% | 1.11M | $722.5M | -1.24%(-13.94K) | $453.87(+59.47%) | 2026-03-31 | |
| VBK | Vanguard Small-Cap Growth ETF | 6.47% | 661.4K | $199.9M | -1.04%(-6.95K) | $266.74(+28.12%) | 2026-03-31 | |
| QQQ | Invesco QQQ Trust | 5.77% | 308.8K | $178.3M | -2.86%(-9.10K) | $78.30(+770.47%) | 2026-03-31 | |
| IWO | iShares Russell 2000G | 5% | 492.7K | $154.6M | -4.66%(-24.11K) | $83.04(+343.41%) | 2026-03-31 | |
| LLY | Eli Lilly | 3.84% | 129.1K | $118.7M | -0.72%(-935) | $88.34(+1019.45%) | 2026-03-31 | |
| AAPL | Apple Inc | 3.83% | 466.4K | $118.4M | +0.00%(+0) | $57.82(+391.49%) | 2026-03-31 | |
| AMZN | Amazoncom | 3.51% | 521.1K | $108.5M | -3.42%(-18.45K) | $17.35(+1476.59%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 3.42% | 285.5K | $105.7M | +0.00%(+0) | $182.37(+125.58%) | 2026-03-31 | |
| NVDA | Nvidia Corp | 2.62% | 463.9K | $80.9M | +0.04%(+200) | $6.87(+2759.78%) | 2026-03-31 | |
| GOOGL | Alphabet Class A | 2.36% | 253.3K | $72.9M | +0.01%(+35) | $28.78(+1249.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.66% | +67.09% |
| Top 20 Holdings Unweighted | +23.35% | +87.66% |
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