StockDriftsStockDriftsTop 50 Delta Asset Management Llc/Tn Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 14.03% | 415.7K | $153.9M | -0.45%(-1.88K) | $33.28(+1073.26%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 5.89% | 76.3K | $64.6M | -1.97%(-1.53K) | $159.12(+541.66%) | 2026-03-31 | |
| WMT | WALMART INC | 5.47% | 482.6K | $60.0M | -1.90%(-9.35K) | $24.13(+363.41%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 4.89% | 126.2K | $53.7M | +1.72%(+2.13K) | $142.45(+208.80%) | 2026-03-31 | |
| LOW | LOWES COS INC | 4.88% | 226.4K | $53.5M | -2.09%(-4.82K) | $31.46(+623.08%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 4.46% | 136.8K | $48.9M | -1.75%(-2.43K) | $71.79(+455.10%) | 2026-03-31 | |
| HON | HONEYWELL INTL INC | 4.13% | 200.2K | $45.3M | -1.79%(-3.64K) | $87.37(+163.09%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.52% | 54.5K | $38.6M | -2.34%(-1.30K) | $99.40(+869.39%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 3.05% | 231.2K | $33.4M | -1.11%(-2.60K) | $67.90(+123.00%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 2.94% | 405.2K | $32.3M | -1.62%(-6.68K) | $34.83(+145.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.69% | +35.61% |
| Top 20 Holdings Unweighted | +11.54% | +38.78% |
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