StockDriftsStockDriftsTop 16 Farley Capital L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 29.52% | 126.9K | $36.4M | -0.49%(-625) | $65.89(+440.53%) | 2026-03-31 | |
| MA | MASTERCARD INC | 25.21% | 62.2K | $31.1M | +2.76%(+1.67K) | $292.18(+84.61%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 15.77% | 52.5K | $19.5M | +29.81%(+12.07K) | $329.14(+18.64%) | 2026-03-31 | |
| FSLR | FIRST SOLAR INC | 8.36% | 52.3K | $10.3M | +11.42%(+5.36K) | $204.71(+9.70%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.52% | 9.8K | $5.6M | -5.80%(-600) | $192.98(+202.04%) | 2026-03-31 | |
| CVSA | COVISTA INC | 3.48% | 37.3K | $4.3M | +0.00%(+0) | $47.17(+175.33%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.06% | 13.1K | $3.8M | +0.00%(+0) | $102.84(+249.99%) | 2026-03-31 | |
| MCHI | ISHARES TR | 1.56% | 34.2K | $1.9M | +0.00%(+0) | $42.04(+21.11%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.12% | 2.9K | $1.4M | +0.00%(+0) | $226.18(+124.50%) | 2026-03-31 | |
| WDAY | WORKDAY INC | 0.99% | 9.4K | $1.2M | new | $172.35(-21.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.69% | +89.23% |
| Top 20 Holdings Unweighted | +24.52% | +93.08% |
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