StockDriftsStockDriftsTop 50 Councilmark Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation | 10.28% | 83.3K | $17.9M | +6.75%(+5.27K) | $199.84(+15.53%) | 2026-03-31 | |
| AAPL | Apple Inc. | 9.53% | 65.4K | $16.6M | -0.65%(-427) | $182.49(+63.42%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 5.6% | 26.4K | $9.8M | -0.11%(-30) | $398.40(+2.77%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway, Inc. - Cla | 4.96% | 18.1K | $8.7M | -0.09%(-16) | $388.99(+24.44%) | 2026-03-31 | |
| MCK | McKesson Corp. | 4.61% | 9.3K | $8.0M | -0.51%(-48) | $499.97(+49.46%) | 2026-03-31 | |
| WMT | Walmart Inc. | 4.23% | 59.4K | $7.4M | -0.42%(-250) | $56.36(+135.02%) | 2026-03-31 | |
| HD | Home Depot, Inc. | 3.09% | 16.4K | $5.4M | +0.10%(+16) | $365.04(-16.63%) | 2026-03-31 | |
| VTI | Vanguard Total Stock Market ET | 2.68% | 14.6K | $4.7M | +0.00%(+0) | $249.07(+47.51%) | 2026-03-31 | |
| ORCL | Oracle Corp. | 2.26% | 26.7K | $3.9M | -0.58%(-156) | $115.73(+69.03%) | 2026-03-31 | |
| AMGN | Amgen, Inc. | 2.01% | 10.0K | $3.5M | +0.08%(+8) | $286.22(+17.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.78% | +63.37% |
| Top 20 Holdings Unweighted | +16.84% | +59.49% |
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