StockDriftsStockDriftsTop 50 Cookson Peirce & Co Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.47% | 452.0K | $152.8M | -1.50%(-6.90K) | $156.69(+155.16%) | 2026-03-31 | |
| GLW | CORNING INC | 5.41% | 939.4K | $127.7M | -1.49%(-14.21K) | $44.97(+359.18%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.16% | 423.5K | $121.8M | +74.58%(+180.92K) | $264.09(+52.45%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 4.95% | 926.1K | $117.0M | -2.72%(-25.87K) | $38.37(+224.87%) | 2026-03-31 | |
| FLEX | FLEXTRONICS INTL LTD | 3.28% | 1.19M | $77.6M | -2.67%(-32.51K) | $18.43(+680.43%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.4% | 61.6K | $56.7M | +180.19%(+39.62K) | $945.10(+7.48%) | 2026-03-31 | |
| FTI | TECHNIPFMC PLC | 2.11% | 720.9K | $49.8M | -1.38%(-10.12K) | $36.60(+98.57%) | 2026-03-31 | |
| HSBC | HSBC HLDGS PLC | 2.07% | 593.9K | $49.0M | -3.27%(-20.08K) | $34.76(+160.73%) | 2026-03-31 | |
| CAH | CARDINAL HEALTH INC | 2.03% | 226.8K | $47.9M | -3.09%(-7.24K) | $127.61(+46.03%) | 2026-03-31 | |
| RL | RALPH LAUREN CORP | 2.03% | 139.3K | $47.9M | -0.64%(-901) | $187.99(+76.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.37% | +65.84% |
| Top 20 Holdings Unweighted | +17.14% | +60.73% |
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