StockDriftsStockDriftsTop 50 Cordgrass Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.77% | 55.6K | $33.2M | -2.15%(-1.22K) | $422.57(+62.07%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.23% | 182.2K | $18.1M | +7.89%(+13.31K) | $102.02(-3.35%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.99% | 59.4K | $17.1M | +5.26%(+2.97K) | $59.22(+35.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.4% | 57.2K | $14.5M | -0.11%(-65) | $159.57(+93.41%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.66% | 16.1K | $11.4M | -8.99%(-1.59K) | $202.83(+375.05%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.51% | 349.2K | $10.7M | -1.33%(-4.72K) | $25.92(+24.97%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.51% | 118.2K | $10.7M | +0.75%(+875) | $71.21(+36.65%) | 2026-03-31 | |
| PEN | PENUMBRA INC | 2.33% | 30.3K | $10.0M | +0.00%(+0) | $254.60(+25.13%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.26% | 9.7K | $9.7M | +0.79%(+76) | $539.53(+76.39%) | 2026-03-31 | |
| LNC | LINCOLN NATL CORP IND | 1.83% | 219.6K | $7.8M | +0.01%(+12) | $67.92(-45.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.18% | +44.99% |
| Top 20 Holdings Unweighted | +14.38% | +49.62% |
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