StockDriftsStockDriftsTop 31 Eldred Rock Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.47% | 63.6K | $21.5M | -0.89%(-572) | $163.70(+140.93%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.1% | 69.7K | $20.0M | +1.54%(+1.05K) | $151.23(+156.85%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 4.65% | 13.8K | $18.3M | -18.20%(-3.08K) | $818.50(+76.29%) | 2026-03-31 | |
| JBHT | HUNT J B TRANS SVCS INC | 4.3% | 79.7K | $16.9M | +1.54%(+1.21K) | $157.84(+53.98%) | 2026-03-31 | |
| PSX | PHILLIPS 66 | 4.26% | 91.8K | $16.7M | +1.99%(+1.79K) | $127.91(+40.93%) | 2026-03-31 | |
| DE | DEERE & CO | 4.12% | 28.7K | $16.2M | +1.56%(+441) | $462.23(+24.57%) | 2026-03-31 | |
| VNT | VONTIER CORPORATION | 3.89% | 431.3K | $15.3M | +1.85%(+7.84K) | $40.59(-13.99%) | 2026-03-31 | |
| SHEL | SHELL PLC | 3.87% | 163.5K | $15.2M | -0.92%(-1.52K) | $69.54(+29.01%) | 2026-03-31 | |
| ICLR | ICON PLC | 3.79% | 134.5K | $14.9M | +153.38%(+81.40K) | $176.74(-31.36%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 3.64% | 67.0K | $14.3M | -23.57%(-20.66K) | $76.49(+260.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.01% | +68.57% |
| Top 20 Holdings Unweighted | +17.07% | +60.44% |
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