StockDriftsStockDriftsTop 35 English Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARW | ARROW ELECTRS INC | 6.66% | 78.9K | $11.3M | +0.00%(+0) | $123.51(+59.88%) | 2026-03-31 | |
| AER | AERCAP HOLDINGS NV | 5.57% | 68.9K | $9.5M | +0.00%(+0) | $68.49(+115.84%) | 2026-03-31 | |
| SYF | SYNCHRONY FINANCIAL | 4.46% | 111.4K | $7.6M | +0.00%(+0) | $36.59(+108.62%) | 2026-03-31 | |
| GL | GLOBE LIFE INC | 4.38% | 53.4K | $7.4M | +0.00%(+0) | $108.08(+67.00%) | 2026-03-31 | |
| HCA | HCA HEALTHCARE INC | 4.31% | 15.5K | $7.3M | +0.00%(+0) | $258.33(+58.91%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 4.11% | 20.4K | $7.0M | +0.00%(+0) | $164.07(+267.56%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.98% | 23.5K | $6.8M | +0.00%(+0) | $157.78(+125.74%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 3.96% | 1.6K | $6.7M | +5.61%(+85) | $135.74(+35.96%) | 2026-03-31 | |
| SNX | TD SYNNEX CORPORATION | 3.67% | 36.9K | $6.2M | +0.00%(+0) | $103.85(+135.57%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.6% | 18.1K | $6.1M | +0.00%(+0) | $95.45(+354.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.53% | +54.21% |
| Top 20 Holdings Unweighted | +15.78% | +55.20% |
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