StockDriftsStockDriftsTop 50 Df Dent & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 3.18% | 796.4K | $165.9M | -8.95%(-78.25K) | $66.90(+262.75%) | 2026-03-31 | |
| HEI-A | HEICO CORP CL A | 3.14% | 777.0K | $164.0M | -21.36%(-211.06K) | $117.63(+122.47%) | 2026-03-31 | |
| VMC | VULCAN MATERIALS CO | 2.83% | 543.6K | $148.0M | -26.63%(-197.34K) | $130.38(+132.54%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 2.72% | 122.8K | $142.3M | -18.03%(-27.00K) | $311.25(+333.25%) | 2026-03-31 | |
| ECL | ECOLAB INC | 2.64% | 518.6K | $138.0M | -26.95%(-191.30K) | $101.34(+179.60%) | 2026-03-31 | |
| MCO | MOODYS CORP | 2.47% | 295.4K | $128.9M | -16.06%(-56.53K) | $122.11(+301.70%) | 2026-03-31 | |
| FAST | FASTENAL CO | 2.37% | 2.67M | $123.8M | -8.00%(-232.00K) | $10.55(+360.71%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.08% | 293.4K | $108.6M | -8.43%(-27.01K) | $217.96(+79.15%) | 2026-03-31 | |
| MPWR | MONOLITHIC PWR SYS INC COM | 1.85% | 88.5K | $96.8M | -30.43%(-38.73K) | $609.35(+111.40%) | 2026-03-31 | |
| DHR | DANAHER CORP | 1.57% | 431.3K | $81.8M | -11.22%(-54.52K) | $109.31(+81.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.89% | +36.35% |
| Top 20 Holdings Unweighted | +11.60% | +39.00% |
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