StockDriftsStockDriftsTop 50 Csm Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 3.01% | 703.0K | $122.6M | +221.18%(+484.09K) | $168.22(+33.94%) | 2026-03-31 | |
| AAPL | APPLE INC | 3% | 481.7K | $122.3M | +237.27%(+338.90K) | $224.21(+33.91%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.18% | 239.9K | $88.8M | +189.28%(+156.99K) | $366.67(+15.07%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.17% | 153.1K | $88.4M | -20.49%(-39.47K) | $427.43(+65.86%) | 2026-03-31 | |
| VUG | VANGUARD INDEX TR | 2.17% | 202.2K | $88.3M | +0.34%(+682) | $55.59(+57.26%) | 2026-03-31 | |
| SPY | STATE ST SPDR S&P500 | 2.07% | 129.4K | $84.2M | +0.00%(+0) | $502.66(+47.05%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.94% | 274.6K | $79.0M | +127.03%(+153.67K) | $237.20(+67.28%) | 2026-03-31 | |
| VTV | VANGUARD INDEX TR | 1.77% | 367.1K | $72.0M | +0.03%(+105) | $153.76(+34.41%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.61% | 314.2K | $65.4M | +245.79%(+223.33K) | $206.19(+28.10%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.34% | 222.8K | $54.5M | -12.99%(-33.26K) | $164.73(+37.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.01% | +64.34% |
| Top 20 Holdings Unweighted | +16.94% | +59.91% |
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