StockDriftsStockDriftsTop 50 Cottage Street Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MINT | PIMCO ENHANCED SHORT | 5.76% | 132.4K | $13.3M | -2.75%(-3.75K) | $93.82(+7.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 5% | 66.3K | $11.6M | -2.13%(-1.44K) | $49.51(+356.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.42% | 40.3K | $10.2M | -2.79%(-1.16K) | $189.93(+57.36%) | 2026-03-31 | |
| GOOG | ALPHABET INC/CA-CL C | 3.99% | 32.2K | $9.2M | -9.34%(-3.31K) | $96.28(+314.45%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.82% | 30.0K | $8.8M | -0.64%(-193) | $119.06(+152.19%) | 2026-03-31 | |
| JPST | JPMORGAN ULTRA-SHORT | 3.76% | 171.8K | $8.7M | +32.28%(+41.93K) | $50.64(-0.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.58% | 22.3K | $8.3M | -1.30%(-295) | $309.68(+30.85%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST ETF | 3.42% | 13.7K | $7.9M | -1.38%(-192) | $459.46(+55.55%) | 2026-03-31 | |
| BX | BLACKSTONE INC | 2.98% | 59.9K | $6.9M | -2.27%(-1.39K) | $78.98(+51.45%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 2.78% | 95.0K | $6.4M | -3.54%(-3.49K) | $46.22(+58.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.10% | +48.53% |
| Top 20 Holdings Unweighted | +14.21% | +48.98% |
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