StockDriftsStockDriftsTop 50 Delphi Management Inc /Ma/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE | 2.45% | 8.1K | $2.1M | -0.52%(-42) | $38.12(+709.66%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC CL B | 2.26% | 3.9K | $1.9M | -21.39%(-1.07K) | $125.56(+304.43%) | 2026-03-31 | |
| NFG | NATIONAL FUEL GAS CO | 1.78% | 15.9K | $1.5M | -7.44%(-1.27K) | $69.94(+13.45%) | 2026-03-31 | |
| EOG | EOG RESOURCES | 1.76% | 10.2K | $1.5M | -12.43%(-1.44K) | $97.30(+34.41%) | 2026-03-31 | |
| DELL | DELL TECHNOLOGIES INC | 1.76% | 9.0K | $1.5M | -22.65%(-2.62K) | $127.77(+208.61%) | 2026-03-31 | |
| SNX | TD SYNNEX CORP | 1.6% | 7.9K | $1.3M | -19.79%(-1.96K) | $71.68(+241.30%) | 2026-03-31 | |
| BATRK | ATLANTA BRAVES HOLDINGS INC | 1.58% | 30.9K | $1.3M | -13.31%(-4.75K) | $35.77(+47.51%) | 2026-03-31 | |
| LH | LABORATORY CORP. OF AMERICA | 1.57% | 4.9K | $1.3M | -13.09%(-741) | $216.23(+32.72%) | 2026-03-31 | |
| CAC | CAMDEN NATIONAL CORP | 1.55% | 27.4K | $1.3M | -23.51%(-8.41K) | $40.82(+33.71%) | 2026-03-31 | |
| JBL | JABIL CIRCUIT INC. | 1.55% | 4.9K | $1.3M | -29.36%(-2.03K) | $57.64(+492.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.40% | +34.54% |
| Top 20 Holdings Unweighted | +10.30% | +34.19% |
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