StockDriftsStockDriftsTop 50 Cookson Peirce & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | 7.4% | 879.0K | $224.5M | -6.42%(-60.33K) | $44.97(+277.27%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.09% | 450.7K | $215.2M | -0.28%(-1.29K) | $156.69(+172.44%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 5.41% | 931.7K | $164.3M | +0.60%(+5.55K) | $39.02(+331.16%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5% | 424.4K | $151.7M | +0.21%(+873) | $264.48(+30.34%) | 2026-06-30 | |
| FLEX | FLEX LTD | 4.67% | 874.6K | $141.7M | -26.20%(-310.54K) | $18.43(+598.91%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.49% | 65.4K | $75.5M | +1.43%(+919) | $267.70(+279.08%) | 2026-06-30 | |
| STRL | STERLING INFRASTRUCTURE INC | 2.37% | 85.6K | $71.8M | +3.55%(+2.94K) | $184.48(+212.49%) | 2026-06-30 | |
| HSBC | HSBC HLDGS PLC | 1.86% | 594.1K | $56.5M | +0.04%(+257) | $34.78(+198.39%) | 2026-06-30 | |
| RL | RALPH LAUREN CORP | 1.85% | 139.6K | $56.0M | +0.20%(+278) | $188.34(+106.50%) | 2026-06-30 | |
| CAH | CARDINAL HEALTH INC | 1.78% | 227.8K | $54.1M | +0.42%(+963) | $128.01(+83.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.54% | +112.38% | +15.72% | +107.47% |
| Top 20 Holdings Unweighted | +25.00% | +95.30% | +13.55% | +88.78% |
Cookson Peirce & CO INC reports $3.04B in US-listed equity holdings across 317 positions in its most recent 13F filing. Its largest disclosed positions are GLW (7.4%), TSM (7.1%) and APH (5.4%). The top 20 holdings account for 54.48% of reported assets. Its disclosed equity book has returned +112.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Cookson Peirce & CO INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Cookson Peirce & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1141455). View Cookson Peirce & CO INC’s 13F filings on SEC