StockDriftsStockDriftsTop 50 Elefante Mark B Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CL A | 6.62% | 41.8K | $12.0M | +10.28%(+3.90K) | $190.25(+108.56%) | 2026-03-31 | |
| AAPL | APPLE | 5.46% | 39.1K | $9.9M | +16.15%(+5.43K) | $236.77(+26.80%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 5.36% | 55.9K | $9.7M | +13.98%(+6.86K) | $134.63(+67.36%) | 2026-03-31 | |
| ADI | ANALOG DEVICES | 4.74% | 27.1K | $8.6M | +9.02%(+2.24K) | $228.76(+82.50%) | 2026-03-31 | |
| TJX | TJX COS | 4.05% | 46.1K | $7.4M | +15.86%(+6.32K) | $126.85(+16.22%) | 2026-03-31 | |
| MA | MASTERCARD | 4.04% | 14.7K | $7.3M | +19.56%(+2.40K) | $522.49(-5.41%) | 2026-03-31 | |
| MSFT | MICROSOFT | 3.91% | 19.2K | $7.1M | +19.16%(+3.09K) | $433.69(-2.71%) | 2026-03-31 | |
| AMZN | AMAZON.COM | 3.84% | 33.5K | $7.0M | +17.65%(+5.03K) | $207.97(+27.01%) | 2026-03-31 | |
| JNJ | JOHNSON AND JOHNSON | 3.51% | 26.1K | $6.4M | +16.32%(+3.67K) | $165.87(+36.68%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.26% | 30.8K | $5.9M | +7.52%(+2.15K) | $124.78(+37.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.09% | +40.82% |
| Top 20 Holdings Unweighted | +10.85% | +36.19% |
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